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Southside Bancshares
SBSI

157 hedge funds and large institutions have $551M invested in Southside Bancshares in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $38K | Put options by funds: $10K

1.32% more ownership

Funds ownership: 55.94% → 57.26% (+1.3%)

3% less capital invested

Capital invested by funds: $566M → $551M (-$14.6M)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

4% less funds holding

Funds holding: 164 → 157 (-7)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
157
Holders Change
-7
Holders Change %
-4.27%
% of All Funds
2.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
53
Reduced
55
Closed
20
Calls
$38K
Puts
$10K
Net Calls
+$28K
Net Calls Change
+$68K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$8.27M
2
Invesco
Invesco
Georgia
+$5.8M
3
JP Morgan Chase
JP Morgan Chase
New York
+$4.3M
4
State Street
State Street
Massachusetts
+$4.07M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.68M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.33M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.87M
3
Jane Street
Jane Street
New York
-$1.79M
4
Charles Schwab
Charles Schwab
California
-$1.12M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$967K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$462K -$51.2K -1,507 -9%
CIC
77
Cornercap Investment Counsel
Georgia
$457K +$230K +6,772 +89%
HF
78
HRT Financial
New York
$441K -$933K -27,482 -66%
LSERS
79
Louisiana State Employees Retirement System
Louisiana
$438K – – –
HighTower Advisors
80
HighTower Advisors
Illinois
$437K +$1.8K +53 +0.4%
Janus Henderson Group
81
Janus Henderson Group
United Kingdom
$430K – – –
Amundi
82
Amundi
France
$423K +$293K +8,628 +168%
CCIA
83
Campbell & Co Investment Adviser
Maryland
$421K -$1.97K -58 -0.4%
II
84
Inspire Investing
Idaho
$401K +$9.51K +280 +2%
IIM
85
INTECH Investment Management
Florida
$358K +$146K +4,303 +62%
Victory Capital Management
86
Victory Capital Management
Texas
$353K -$244K -7,190 -39%
YCM
87
Yousif Capital Management
Michigan
$343K -$1.19K -35 -0.3%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$339K -$7.64K -225 -2%
Raymond James Financial
89
Raymond James Financial
Florida
$337K +$360K +10,605 New
Creative Planning
90
Creative Planning
Kansas
$334K -$6.08K -179 -2%
NGA
91
Naples Global Advisors
Florida
$334K – – –
SA
92
Sanctuary Advisors
Indiana
$334K -$122K -3,586 -25%
RC
93
Rahlfs Capital
Texas
$331K +$354K +10,423 New
MCP
94
Militia Capital Partners
Nevada
$324K +$1.36K +40 New
TRSOTSOK
95
Teachers Retirement System of the State of Kentucky
Kentucky
$318K – – –
GWA
96
Gibson Wealth Advisors
Texas
$313K – – –
LSA
97
Lion Street Advisors
Texas
$313K – – –
MSRPS
98
Maryland State Retirement & Pension System
Maryland
$305K – – –
JPWM
99
Jamison Private Wealth Management
Georgia
$304K -$46.6K -1,373 -13%
AAS
100
Ameritas Advisory Services
Nebraska
$303K – – –
2 3
4
5 6

SBSI Hedge Fund Activity: Q4 2024 in Review

157 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2024, worth a combined $551M — down 2.6% from $566M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SBSI and 14 opened new positions — a net loss of 6 holders — while 55 trimmed existing stakes and 53 added.

The largest buyer was UBS Group, adding an estimated $8.27M. The largest seller was Morgan Stanley, cutting an estimated $2.33M.

  • 157 institutional investors held Southside Bancshares (SBSI) as of Q4 2024, down from 164 in Q3 2024.
  • Funds reported $551M of Southside Bancshares stock for Q4 2024, down 2.6% quarter-over-quarter.
  • 14 funds opened new Southside Bancshares positions in Q4 2024 and 20 closed out, a net change of -6 holders.
  • The largest Southside Bancshares buyer in Q4 2024 was UBS Group, an estimated $8.27M added.
  • The largest Southside Bancshares seller in Q4 2024 was Morgan Stanley, an estimated $2.33M sold.

Based on aggregated 13F filings for Q4 2024.