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Southside Bancshares

114 hedge funds and large institutions have $279M invested in Southside Bancshares in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

100% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 24

8% more funds holding

Funds holding: 106114 (+8)

13% less capital invested

Capital invested by funds: $321M → $279M (-$41.2M)

Holders
114
Holders Change
+8
Holders Change %
+7.55%
% of All Funds
2.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
48
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
101
BlackRock
New York
$20K +$7.8K +313 +55%
LIA
102
LS Investment Advisors
Michigan
$19K
SGAM
103
Smith Group Asset Management
Texas
$18K
AP
104
Atwood & Palmer
Missouri
$8K
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$7K -$186K -7,468 -96%
IA
106
IFP Advisors
Florida
$5K +$5.36K +215 New
LTFS
107
Ladenburg Thalmann Financial Services
Florida
$4K
CG
108
Cutler Group
California
$4K +$4.81K +193 New
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$2K -$2.84K -114 -62%
UFA
110
US Financial Advisors
Massachusetts
$2K
TRCT
111
Tower Research Capital (TRC)
New York
$2K +$2.69K +108 New
FNBOO
112
First National Bank of Omaha
Nebraska
$1.08K +$14.2K +571 +1%
GAM
113
Gemmer Asset Management
California
$1K +$698 +28 New
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$413
HW
115
Hancock Whitney
Mississippi
-$9.33M -364,653 Closed
BMCMI
116
Bryn Mawr Capital Management Inc
Pennsylvania
-$2.4M -93,610 Closed
Balyasny Asset Management
117
Balyasny Asset Management
Illinois
-$2.07M -80,940 Closed
AH
118
Achievement Holdings
Illinois
-$1.38M -53,813 Closed
AQR Capital Management
119
AQR Capital Management
Connecticut
-$274K -10,686 Closed
CCMH
120
Cornerstone Capital Management Holdings
New York
-$191K -7,480 Closed
Barclays
121
Barclays
United Kingdom
-$4K -142 Closed

SBSI Hedge Fund Activity: Q4 2015 in Review

114 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2015, worth a combined $279M — down 13% from $321M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SBSI positions and 7 closed out — a net gain of 9 holders — while 48 added to existing stakes and 24 trimmed.

The largest buyer was American Century Companies, adding an estimated $2.99M. The largest seller was State Street, cutting an estimated $12M.

  • 114 institutional investors held Southside Bancshares (SBSI) as of Q4 2015, up from 106 in Q3 2015.
  • Funds reported $279M of Southside Bancshares stock for Q4 2015, down 13% quarter-over-quarter.
  • 16 funds opened new Southside Bancshares positions in Q4 2015 and 7 closed out, a net change of +9 holders.
  • The largest Southside Bancshares buyer in Q4 2015 was American Century Companies, an estimated $2.99M added.
  • The largest Southside Bancshares seller in Q4 2015 was State Street, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2015.