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Southside Bancshares
SBSI

143 hedge funds and large institutions have $691M invested in Southside Bancshares in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

13% more funds holding

Funds holding: 127 → 143 (+16)

10% more capital invested

Capital invested by funds: $626M → $691M (+$64.7M)

1.17% more ownership

Funds ownership: 50.22% → 51.39% (+1.2%)

16% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 45

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $460K

Holders
143
Holders Change
+16
Holders Change %
+12.6%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
38
Reduced
45
Closed
8
Calls
–
Puts
$460K
Net Calls
-$460K
Net Calls Change
-$460K

Top Buyers

Rank Fund Capital Flow
1
TC
TownSquare Capital
Utah
+$6.13M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$3.55M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.5M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.47M
5
Barclays
Barclays
United Kingdom
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$4.95M
2
State Street
State Street
Massachusetts
-$3.21M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$2.71M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$2.3M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSRPS
76
Maryland State Retirement & Pension System
Maryland
$537K – – –
OPERF
77
Oregon Public Employees Retirement Fund
Oregon
$506K -$24.8K -600 -5%
Handelsbanken Fonder
78
Handelsbanken Fonder
Sweden
$498K – – –
MIM
79
MetLife Investment Management
New Jersey
$475K – – –
RA
80
Royce & Associates
New York
$473K -$75.2K -1,820 -14%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$454K -$34.2K -827 -7%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$437K +$73.1K +1,769 +20%
Rafferty Asset Management
83
Rafferty Asset Management
New York
$432K -$114K -2,762 -21%
AQR Capital Management
84
AQR Capital Management
Connecticut
$427K -$2.3M -55,749 -85%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$419K – – –
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$402K +$4.13K +100 +1%
AAS
87
Ameritas Advisory Services
Nebraska
$399K +$394K +9,531 New
CB
88
Commerce Bank
Missouri
$383K +$4.75K +115 +1%
TRSOTSOK
89
Teachers Retirement System of the State of Kentucky
Kentucky
$374K – – –
BHWM
90
Beaird Harris Wealth Management
Texas
$357K +$353K +8,547 New
CW
91
Connectus Wealth
Ohio
$352K +$348K +8,426 New
ASRS
92
Arizona State Retirement System
Arizona
$349K -$3.47K -84 -1%
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$347K – – –
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$340K +$232K +5,619 +226%
Ensign Peak Advisors
95
Ensign Peak Advisors
Utah
$329K -$341K -8,240 -51%
RVPG
96
Relative Value Partners Group
$302K – – –
Public Employees Retirement Association of Colorado
97
Public Employees Retirement Association of Colorado
Colorado
$298K – – –
MF
98
Manchester Financial
California
$277K – – –
Janus Henderson Group
99
Janus Henderson Group
United Kingdom
$266K +$263K +6,354 New
BFA
100
Bill Few Associates
Pennsylvania
$266K +$263K +6,367 New
2 3
4
5 6

SBSI Hedge Fund Activity: Q4 2021 in Review

143 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2021, worth a combined $691M — up 10% from $626M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SBSI positions and 8 closed out — a net gain of 19 holders — while 38 added to existing stakes and 45 trimmed.

The largest buyer was TownSquare Capital, opening a new position worth an estimated $6.13M. The largest seller was BlackRock, cutting an estimated $4.95M.

  • 143 institutional investors held Southside Bancshares (SBSI) as of Q4 2021, up from 127 in Q3 2021.
  • Funds reported $691M of Southside Bancshares stock for Q4 2021, up 10% quarter-over-quarter.
  • 27 funds opened new Southside Bancshares positions in Q4 2021 and 8 closed out, a net change of +19 holders.
  • The largest Southside Bancshares buyer in Q4 2021 was TownSquare Capital, an estimated $6.13M added.
  • The largest Southside Bancshares seller in Q4 2021 was BlackRock, an estimated $4.95M sold.

Based on aggregated 13F filings for Q4 2021.