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Southside Bancshares
SBSI

145 hedge funds and large institutions have $556M invested in Southside Bancshares in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

5% more funds holding

Funds holding: 138 → 145 (+7)

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

0.39% less ownership

Funds ownership: 53.79% → 53.4% (-0.39%)

3% less capital invested

Capital invested by funds: $575M → $556M (-$18.8M)

46% less call options, than puts

Call options by funds: $27K | Put options by funds: $50K

Holders
145
Holders Change
+7
Holders Change %
+5.07%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
51
Reduced
51
Closed
9
Calls
$27K
Puts
$50K
Net Calls
-$23K
Net Calls Change
+$77K

Top Buyers

1
KIM
Kestrel Investment Management
California
+$3.71M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$2.97M
3
Millennium Management
Millennium Management
New York
+$2.56M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.41M
5
American Century Companies
American Century Companies
Missouri
+$2.26M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$9.38M
2
BlackRock
BlackRock
New York
-$2.6M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.51M
4
Invesco
Invesco
Georgia
-$1.73M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
76
PDT Partners
New York
$545K +$156K +4,266 +35%
AIG
77
American International Group
New York
$544K -$8.13K -223 -1%
MIM
78
MetLife Investment Management
New Jersey
$533K – – –
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$527K -$235K -6,436 -29%
SG Americas Securities
80
SG Americas Securities
New York
$507K +$557K +15,277 New
OQS
81
Occudo Quantitative Strategies
Florida
$505K +$555K +15,205 New
Arrowstreet Capital
82
Arrowstreet Capital
Massachusetts
$502K +$551K +15,107 New
Luther King Capital Management (LKCM)
83
Luther King Capital Management (LKCM)
Texas
$499K -$418K -11,462 -43%
VI
84
Versor Investments
New York
$495K -$65.7K -1,800 -11%
Allianz Asset Management
85
Allianz Asset Management
Germany
$475K +$21.9K +600 +4%
LSERS
86
Louisiana State Employees Retirement System
Louisiana
$465K -$18.2K -500 -3%
Janus Henderson Group
87
Janus Henderson Group
United Kingdom
$455K +$269K +7,374 +116%
Citigroup
88
Citigroup
New York
$452K -$197K -5,403 -28%
Mirae Asset Global Investments
89
Mirae Asset Global Investments
South Korea
$440K – – –
AB
90
Amalgamated Bank
New York
$418K -$45.6K -1,251 -9%
Rafferty Asset Management
91
Rafferty Asset Management
New York
$406K +$224K +6,142 +101%
MSRPS
92
Maryland State Retirement & Pension System
Maryland
$401K -$19.7K -540 -4%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$398K +$1.6K +44 +0.4%
New York State Teachers Retirement System (NYSTRS)
94
New York State Teachers Retirement System (NYSTRS)
New York
$348K -$14.6K -400 -4%
RJFSA
95
Raymond James Financial Services Advisors
Florida
$345K +$839 +23 +0.2%
LSA
96
Lion Street Advisors
Texas
$339K +$373K +10,215 New
State of Tennessee, Department of Treasury
97
State of Tennessee, Department of Treasury
Tennessee
$337K -$81.4K -2,232 -18%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$334K +$75.4K +2,066 +26%
HWAM
99
Hennion & Walsh Asset Management
New Jersey
$333K +$38.4K +1,052 +12%
CC
100
Centiva Capital
New York
$322K +$354K +9,703 New
2 3
4
5 6

SBSI Hedge Fund Activity: Q1 2023 in Review

145 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2023, worth a combined $556M — down 3.3% from $575M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SBSI positions and 9 closed out — a net gain of 9 holders — while 51 added to existing stakes and 51 trimmed.

The largest buyer was Kestrel Investment Management, opening a new position worth an estimated $3.71M. The largest seller was Victory Capital Management, cutting an estimated $9.38M.

  • 145 institutional investors held Southside Bancshares (SBSI) as of Q1 2023, up from 138 in Q4 2022.
  • Funds reported $556M of Southside Bancshares stock for Q1 2023, down 3.3% quarter-over-quarter.
  • 18 funds opened new Southside Bancshares positions in Q1 2023 and 9 closed out, a net change of +9 holders.
  • The largest Southside Bancshares buyer in Q1 2023 was Kestrel Investment Management, an estimated $3.71M added.
  • The largest Southside Bancshares seller in Q1 2023 was Victory Capital Management, an estimated $9.38M sold.

Based on aggregated 13F filings for Q1 2023.