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Southside Bancshares
SBSI

160 hedge funds and large institutions have $484M invested in Southside Bancshares in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

12% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 51

7% more funds holding

Funds holding: 150 → 160 (+10)

1.92% less ownership

Funds ownership: 56.65% → 54.72% (-1.9%)

10% less capital invested

Capital invested by funds: $536M → $484M (-$51.6M)

22% less call options, than puts

Call options by funds: $137K | Put options by funds: $175K

Holders
160
Holders Change
+10
Holders Change %
+6.67%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
57
Reduced
51
Closed
13
Calls
$137K
Puts
$175K
Net Calls
-$38K
Net Calls Change
-$85K

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$1.99M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.59M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.58M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.54M
5
Goldman Sachs
Goldman Sachs
New York
+$1.05M

Top Sellers

1
MIIM
Mesirow Institutional Investment Management
Illinois
-$7.69M
2
Morgan Stanley
Morgan Stanley
New York
-$7.25M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$4.89M
4
BlackRock
BlackRock
New York
-$1.79M
5
Invesco
Invesco
Georgia
-$1.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mirae Asset Global Investments
76
Mirae Asset Global Investments
South Korea
$446K – – –
TI
77
Trexquant Investment
Connecticut
$436K +$444K +14,911 New
MIM
78
MetLife Investment Management
New Jersey
$431K – – –
NGA
79
Naples Global Advisors
Florida
$420K -$80.3K -2,700 -16%
LSERS
80
Louisiana State Employees Retirement System
Louisiana
$415K -$5.95K -200 -1%
HWAM
81
Hennion & Walsh Asset Management
New Jersey
$409K +$57.8K +1,943 +16%
Comerica Bank
82
Comerica Bank
Texas
$406K -$35.8K -1,203 -8%
Janus Henderson Group
83
Janus Henderson Group
United Kingdom
$399K +$30 +1 +0%
HighTower Advisors
84
HighTower Advisors
Illinois
$389K +$13.6K +458 +4%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$383K -$351K -11,806 -47%
Franklin Resources
86
Franklin Resources
California
$383K +$389K +13,092 New
YCM
87
Yousif Capital Management
Michigan
$380K -$35.5K -1,195 -8%
NYLIM
88
New York Life Investment Management
New York
$371K +$378K +12,699 New
SCM
89
Semanteon Capital Management
Massachusetts
$366K +$372K +12,507 New
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$363K +$6.99K +235 +2%
II
91
Inspire Investing
Idaho
$359K +$1.13K +38 +0.3%
CSS
92
Cubist Systematic Strategies
Connecticut
$322K +$328K +11,012 New
I
93
InceptionR
California
$318K +$323K +10,874 New
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$316K -$10.3K -345 -3%
LSA
95
Lion Street Advisors
Texas
$312K – – –
RJFSA
96
Raymond James Financial Services Advisors
Florida
$307K +$1.01K +34 +0.3%
Creative Planning
97
Creative Planning
Kansas
$307K +$1.43K +48 +0.5%
TRSOTSOK
98
Teachers Retirement System of the State of Kentucky
Kentucky
$294K – – –
Luther King Capital Management (LKCM)
99
Luther King Capital Management (LKCM)
Texas
$291K +$25.8K +868 +10%
GWA
100
Gibson Wealth Advisors
Texas
$288K +$293K +9,856 New
2 3
4
5 6

SBSI Hedge Fund Activity: Q1 2024 in Review

160 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2024, worth a combined $484M — down 9.6% from $536M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SBSI positions and 13 closed out — a net gain of 10 holders — while 57 added to existing stakes and 51 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $1.99M. The largest seller was Mesirow Institutional Investment Management, exiting entirely with an estimated $7.69M sold.

  • 160 institutional investors held Southside Bancshares (SBSI) as of Q1 2024, up from 150 in Q4 2023.
  • Funds reported $484M of Southside Bancshares stock for Q1 2024, down 9.6% quarter-over-quarter.
  • 23 funds opened new Southside Bancshares positions in Q1 2024 and 13 closed out, a net change of +10 holders.
  • The largest Southside Bancshares buyer in Q1 2024 was AQR Capital Management, an estimated $1.99M added.
  • The largest Southside Bancshares seller in Q1 2024 was Mesirow Institutional Investment Management, an estimated $7.69M sold.

Based on aggregated 13F filings for Q1 2024.