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Southside Bancshares
SBSI

150 hedge funds and large institutions have $536M invested in Southside Bancshares in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,567% more call options, than puts

Call options by funds: $50K | Put options by funds: $3K

9% more capital invested

Capital invested by funds: $490M → $536M (+$45.8M)

0.73% more ownership

Funds ownership: 55.92% → 56.65% (+0.73%)

4% less funds holding

Funds holding: 157 → 150 (-7)

34% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 67

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
150
Holders Change
-7
Holders Change %
-4.46%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
44
Reduced
67
Closed
20
Calls
$50K
Puts
$3K
Net Calls
+$47K
Net Calls Change
+$44K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.75M
2
Goldman Sachs
Goldman Sachs
New York
+$3.53M
3
BlackRock
BlackRock
New York
+$2.55M
4
State Street
State Street
Massachusetts
+$1.69M
5
BCM
Bridgeway Capital Management
Texas
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$3.78M
2
PWG
Portside Wealth Group
Utah
-$3.56M
3
First Trust Advisors
First Trust Advisors
Illinois
-$3.04M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.75M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
76
Comerica Bank
Texas
$473K -$4.71K -162 -1%
Tudor Investment Corp
77
Tudor Investment Corp
Connecticut
$463K -$253K -8,702 -37%
MIM
78
MetLife Investment Management
New Jersey
$461K – – –
A
79
AlphaQuest
New York
$459K +$426K +14,651 New
Deutsche Bank
80
Deutsche Bank
Germany
$454K -$12.2K -419 -3%
LSERS
81
Louisiana State Employees Retirement System
Louisiana
$451K -$11.6K -400 -3%
YCM
82
Yousif Capital Management
Michigan
$445K -$4.66K -160 -1%
Janus Henderson Group
83
Janus Henderson Group
United Kingdom
$428K -$756 -26 -0.2%
SEI Investments
84
SEI Investments
Pennsylvania
$416K – – –
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$415K – – –
HighTower Advisors
86
HighTower Advisors
Illinois
$403K +$1.37K +47 +0.4%
AIM
87
Aigen Investment Management
New York
$387K -$68.9K -2,368 -16%
II
88
Inspire Investing
Idaho
$383K +$45.3K +1,558 +15%
New York State Common Retirement Fund
89
New York State Common Retirement Fund
New York
$382K -$6.98K -240 -2%
HWAM
90
Hennion & Walsh Asset Management
New Jersey
$377K -$117K -4,037 -25%
GCP
91
GSA Capital Partners
United Kingdom
$367K +$33.5K +1,150 +11%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$352K -$96.8K -3,328 -23%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$349K -$8.35K -287 -3%
AA
94
ALPS Advisors
Colorado
$345K -$18.2K -627 -5%
RJFSA
95
Raymond James Financial Services Advisors
Florida
$328K +$931 +32 +0.3%
AB
96
Amalgamated Bank
New York
$327K -$27.8K -955 -8%
Creative Planning
97
Creative Planning
Kansas
$327K – – –
MSRPS
98
Maryland State Retirement & Pension System
Maryland
$327K -$7.51K -258 -2%
EC
99
Elequin Capital
New York
$326K +$303K +10,401 New
State of Tennessee, Department of Treasury
100
State of Tennessee, Department of Treasury
Tennessee
$318K -$375K -12,882 -56%
2 3
4
5 6

SBSI Hedge Fund Activity: Q4 2023 in Review

150 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2023, worth a combined $536M — up 9.3% from $490M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SBSI and 13 opened new positions — a net loss of 7 holders — while 67 trimmed existing stakes and 44 added.

The largest buyer was Morgan Stanley, adding an estimated $8.75M. The largest seller was Nuveen, cutting an estimated $3.78M.

  • 150 institutional investors held Southside Bancshares (SBSI) as of Q4 2023, down from 157 in Q3 2023.
  • Funds reported $536M of Southside Bancshares stock for Q4 2023, up 9.3% quarter-over-quarter.
  • 13 funds opened new Southside Bancshares positions in Q4 2023 and 20 closed out, a net change of -7 holders.
  • The largest Southside Bancshares buyer in Q4 2023 was Morgan Stanley, an estimated $8.75M added.
  • The largest Southside Bancshares seller in Q4 2023 was Nuveen, an estimated $3.78M sold.

Based on aggregated 13F filings for Q4 2023.