Southside Bancshares
SBSI
149 hedge funds and large institutions have $458M invested in Southside Bancshares in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 65 increasing their positions, 46 reducing their positions, and 23 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 46
0% more ownership
Funds ownership: 54.72% → 54.72% (+0%)
5% less capital invested
Capital invested by funds: $484M → $458M (-$26.5M)
7% less funds holding
Funds holding: 160 → 149 (-11)
43% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 23
62% less call options, than puts
Call options by funds: $75K | Put options by funds: $199K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$3.16M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$2.81M |
| 3 |
NIG
NFJ Investment Group
Dallas,
Texas
|
+$1.69M |
| 4 |
D.E. Shaw & Co
New York
|
+$1.17M |
| 5 |
Two Sigma Advisers
New York
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$3.59M |
| 2 |
HPIA
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
-$1.68M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.65M |
| 4 |
State Street
Boston,
Massachusetts
|
-$1.49M |
| 5 |
CCG
Chatham Capital Group
Savannah,
Georgia
|
-$1.45M |
SBSI Hedge Fund Activity: Q2 2024 in Review
149 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2024, worth a combined $458M — down 5.5% from $484M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of SBSI and 13 opened new positions — a net loss of 10 holders — while 46 trimmed existing stakes and 65 added.
The largest buyer was AQR Capital Management, adding an estimated $3.16M. The largest seller was Millennium Management, cutting an estimated $3.59M.
- 149 institutional investors held Southside Bancshares (SBSI) as of Q2 2024, down from 160 in Q1 2024.
- Funds reported $458M of Southside Bancshares stock for Q2 2024, down 5.5% quarter-over-quarter.
- 13 funds opened new Southside Bancshares positions in Q2 2024 and 23 closed out, a net change of -10 holders.
- The largest Southside Bancshares buyer in Q2 2024 was AQR Capital Management, an estimated $3.16M added.
- The largest Southside Bancshares seller in Q2 2024 was Millennium Management, an estimated $3.59M sold.
Based on aggregated 13F filings for Q2 2024.