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Southside Bancshares
SBSI

127 hedge funds and large institutions have $626M invested in Southside Bancshares in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.65% less ownership

Funds ownership: 50.87% → 50.22% (-0.65%)

1% less capital invested

Capital invested by funds: $631M → $626M (-$5.1M)

5% less funds holding

Funds holding: 134 → 127 (-7)

13% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 48

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
127
Holders Change
-7
Holders Change %
-5.22%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
42
Reduced
48
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$9.95M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$2.43M
3
SG Americas Securities
SG Americas Securities
New York
+$1.44M
4
Wells Fargo
Wells Fargo
California
+$1.09M
5
Bank of America
Bank of America
North Carolina
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$7.35M
2
JP Morgan Chase
JP Morgan Chase
New York
-$3.23M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.59M
4
State Street
State Street
Massachusetts
-$1.58M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Handelsbanken Fonder
76
Handelsbanken Fonder
Sweden
$456K – – –
RJFSA
77
Raymond James Financial Services Advisors
Florida
$447K -$3.5K -95 -0.8%
MIM
78
MetLife Investment Management
New Jersey
$434K – – –
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$397K -$6.77K -184 -2%
State of Tennessee, Department of Treasury
80
State of Tennessee, Department of Treasury
Tennessee
$384K -$39.3K -1,068 -10%
AIC
81
Ameritas Investment Company
Nebraska
$365K – – –
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$364K -$159K -4,317 -31%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$364K +$3.68K +100 +1%
CB
84
Commerce Bank
Missouri
$346K -$157K -4,267 -32%
TRSOTSOK
85
Teachers Retirement System of the State of Kentucky
Kentucky
$343K – – –
D.E. Shaw & Co
86
D.E. Shaw & Co
New York
$333K +$320K +8,691 New
ASRS
87
Arizona State Retirement System
Arizona
$323K -$2.8K -76 -0.9%
NAM
88
NorthCoast Asset Management
Connecticut
$323K – – –
MLICM
89
Metropolitan Life Insurance Company (MetLife)
New York
$318K -$47.4K -1,287 -13%
RVPG
90
Relative Value Partners Group
$277K – – –
Public Employees Retirement Association of Colorado
91
Public Employees Retirement Association of Colorado
Colorado
$272K – – –
MF
92
Manchester Financial
California
$254K – – –
II
93
Inspire Investing
Idaho
$240K -$415K -11,286 -64%
Tudor Investment Corp
94
Tudor Investment Corp
Connecticut
$233K +$224K +6,079 New
BU
95
BBVA USA
Alabama
$215K – – –
Cerity Partners
96
Cerity Partners
New York
$213K – – –
MFT
97
Moisand Fitzgerald Tamayo
Florida
$202K – – –
MOACM
98
Mutual of America Capital Management
New York
$167K -$1.73K -47 -1%
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$130K – – –
KBC Group
100
KBC Group
Belgium
$126K +$121K +3,282 New
2 3
4
5 6

SBSI Hedge Fund Activity: Q3 2021 in Review

127 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2021, worth a combined $626M — down 0.81% from $631M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SBSI and 10 opened new positions — a net loss of 7 holders — while 48 trimmed existing stakes and 42 added.

The largest buyer was Vanguard Group, adding an estimated $9.95M. The largest seller was Goldman Sachs, cutting an estimated $7.35M.

  • 127 institutional investors held Southside Bancshares (SBSI) as of Q3 2021, down from 134 in Q2 2021.
  • Funds reported $626M of Southside Bancshares stock for Q3 2021, down 0.81% quarter-over-quarter.
  • 10 funds opened new Southside Bancshares positions in Q3 2021 and 17 closed out, a net change of -7 holders.
  • The largest Southside Bancshares buyer in Q3 2021 was Vanguard Group, an estimated $9.95M added.
  • The largest Southside Bancshares seller in Q3 2021 was Goldman Sachs, an estimated $7.35M sold.

Based on aggregated 13F filings for Q3 2021.