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Southside Bancshares

118 hedge funds and large institutions have $353M invested in Southside Bancshares in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

27% more capital invested

Capital invested by funds: $278M → $353M (+$74.6M)

20% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 44

6% more funds holding

Funds holding: 111118 (+7)

Holders
118
Holders Change
+7
Holders Change %
+6.31%
% of All Funds
3.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
53
Reduced
44
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
101
Glenmede Trust
Pennsylvania
$45K -$1.45K -53 -3%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$45K -$27 -1 -0.1%
FHA
103
First Horizon Advisors
Tennessee
$40K +$27 +1 +0.1%
QI
104
QS Investors
New York
$37K -$27 -1 -0.1%
Fuller & Thaler Asset Management
105
Fuller & Thaler Asset Management
California
$36K
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$31K
LIA
107
LS Investment Advisors
Michigan
$26K +$954 +35 +4%
SGAM
108
Smith Group Asset Management
Texas
$23K -$27 -1 -0.1%
VCM
109
Versant Capital Management
Arizona
$20K +$15.9K +584 +567%
AP
110
Atwood & Palmer
Missouri
$11K +$27 +1 +0.3%
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$10K -$48.8K -1,790 -85%
PCM
112
Prelude Capital Management
New York
$10K +$8.94K +328 New
LTFS
113
Ladenburg Thalmann Financial Services
Florida
$7K +$1.94K +71 +41%
IA
114
IFP Advisors
Florida
$6K +$5.86K +215 New
SWA
115
Sutton Wealth Advisors
Florida
$5.72K +$27 +1 +0.5%
GAM
116
Gemmer Asset Management
California
$5K +$709 +26 +20%
AG
117
Advisor Group
Arizona
$4K +$4.5K +165 New
QCG
118
Quadrant Capital Group
Ohio
$1K +$55 +2 +4%
HHC
119
Hutchin Hill Capital
New York
-$7.88M -325,297 Closed
AWCI
120
Alpine Woods Capital Investors
New York
-$417K -17,210 Closed
WI
121
WBI Investments
New Jersey
-$266K -10,971 Closed
CG
122
Cutler Group
California
-$5.26K -193 Closed
UFA
123
US Financial Advisors
Massachusetts
-$2K -82 Closed

SBSI Hedge Fund Activity: Q2 2016 in Review

118 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2016, worth a combined $353M — up 27% from $278M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SBSI positions and 5 closed out — a net gain of 8 holders — while 53 added to existing stakes and 44 trimmed.

The largest buyer was Hancock Whitney, opening a new position worth an estimated $6.84M. The largest seller was Hutchin Hill Capital, exiting entirely with an estimated $7.88M sold.

  • 118 institutional investors held Southside Bancshares (SBSI) as of Q2 2016, up from 111 in Q1 2016.
  • Funds reported $353M of Southside Bancshares stock for Q2 2016, up 27% quarter-over-quarter.
  • 13 funds opened new Southside Bancshares positions in Q2 2016 and 5 closed out, a net change of +8 holders.
  • The largest Southside Bancshares buyer in Q2 2016 was Hancock Whitney, an estimated $6.84M added.
  • The largest Southside Bancshares seller in Q2 2016 was Hutchin Hill Capital, an estimated $7.88M sold.

Based on aggregated 13F filings for Q2 2016.