We are live on ! Find out more
SBSI icon

Southside Bancshares
SBSI

134 hedge funds and large institutions have $631M invested in Southside Bancshares in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

10% more funds holding

Funds holding: 122 → 134 (+12)

0.4% more ownership

Funds ownership: 50.47% → 50.87% (+0.4%)

1% less capital invested

Capital invested by funds: $635M → $631M (-$4.33M)

29% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 51

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
36
Reduced
51
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$5.57M
2
State Street
State Street
Massachusetts
+$4.36M
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$3.38M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$2.38M
5
Morgan Stanley
Morgan Stanley
New York
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$4.79M
2
Renaissance Technologies
Renaissance Technologies
New York
-$3.72M
3
BlackRock
BlackRock
New York
-$3.04M
4
FNF
Fidelity National Financial
Florida
-$2.77M
5
ProShare Advisors
ProShare Advisors
Maryland
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
Qube Research & Technologies (QRT)
76
Qube Research & Technologies (QRT)
United Kingdom
$529K +$564K +13,836 New
CB
77
Commerce Bank
Missouri
$509K +$530 +13 +0.1%
HighTower Advisors
78
HighTower Advisors
Illinois
$491K – – –
OPERF
79
Oregon Public Employees Retirement Fund
Oregon
$489K – – –
HF
80
HRT Financial
New York
$471K +$504K +12,344 New
Man Group
81
Man Group
United Kingdom
$467K +$42.4K +1,040 +9%
Handelsbanken Fonder
82
Handelsbanken Fonder
Sweden
$455K +$126K +3,100 +35%
RJFSA
83
Raymond James Financial Services Advisors
Florida
$450K -$11.5K -282 -2%
MIM
84
MetLife Investment Management
New Jersey
$434K -$125K -3,071 -21%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$424K – – –
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$422K +$73.1K +1,792 +21%
Two Sigma Investments
87
Two Sigma Investments
New York
$420K +$448K +10,983 New
Russell Investments Group
88
Russell Investments Group
United Kingdom
$391K -$545K -13,349 -57%
DTL
89
Dynamic Technology Lab
Singapore
$377K +$402K +9,850 New
MLICM
90
Metropolitan Life Insurance Company (MetLife)
New York
$367K +$18.4K +451 +5%
AIC
91
Ameritas Investment Company
Nebraska
$364K +$389K +9,531 New
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$360K -$12.2K -300 -3%
TRSOTSOK
93
Teachers Retirement System of the State of Kentucky
Kentucky
$342K – – –
AA
94
ALPS Advisors
Colorado
$330K – – –
ASRS
95
Arizona State Retirement System
Arizona
$325K -$26K -637 -7%
NAM
96
NorthCoast Asset Management
Connecticut
$322K – – –
CSS
97
Cubist Systematic Strategies
Connecticut
$315K +$336K +8,240 New
PP
98
Paloma Partners
Connecticut
$284K +$303K +7,433 New
MAM
99
Martingale Asset Management
Massachusetts
$283K – – –
RVPG
100
Relative Value Partners Group
$276K – – –
2 3
4
5 6

SBSI Hedge Fund Activity: Q2 2021 in Review

134 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2021, worth a combined $631M — down 0.68% from $635M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SBSI positions and 9 closed out — a net gain of 13 holders — while 36 added to existing stakes and 51 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.57M. The largest seller was Invesco, cutting an estimated $4.79M.

  • 134 institutional investors held Southside Bancshares (SBSI) as of Q2 2021, up from 122 in Q1 2021.
  • Funds reported $631M of Southside Bancshares stock for Q2 2021, down 0.68% quarter-over-quarter.
  • 22 funds opened new Southside Bancshares positions in Q2 2021 and 9 closed out, a net change of +13 holders.
  • The largest Southside Bancshares buyer in Q2 2021 was Goldman Sachs, an estimated $5.57M added.
  • The largest Southside Bancshares seller in Q2 2021 was Invesco, an estimated $4.79M sold.

Based on aggregated 13F filings for Q2 2021.