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Southside Bancshares
SBSI

116 hedge funds and large institutions have $376M invested in Southside Bancshares in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 44

6% more capital invested

Capital invested by funds: $353M → $376M (+$22.8M)

2% less funds holding

Funds holding: 118 → 116 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
3.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
49
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
+$13.1M
2
BFA
BlackRock Fund Advisors
California
+$4.08M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.89M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.38M
5
ProShare Advisors
ProShare Advisors
Maryland
+$925K

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$3.49M
2
PI
Putnam Investments
Massachusetts
-$2.38M
3
CP
Clover Partners
Texas
-$1.95M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.4M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$826K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
101
McKinley Capital Management
Alaska
$44K +$44K +1,415 New
FHA
102
First Horizon Advisors
Tennessee
$42K – – –
Fuller & Thaler Asset Management
103
Fuller & Thaler Asset Management
California
$37K – – –
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$33K +$31 +1 +0.1%
LIA
105
LS Investment Advisors
Michigan
$27K – – –
SGAM
106
Smith Group Asset Management
Texas
$24K -$31 -1 -0.1%
Barclays
107
Barclays
United Kingdom
$21K -$33.9K -1,089 -62%
VCM
108
Versant Capital Management
Arizona
$21K – – –
AP
109
Atwood & Palmer
Missouri
$11K – – –
IA
110
IFP Advisors
Florida
$10K +$3.2K +103 +48%
LTFS
111
Ladenburg Thalmann Financial Services
Florida
$8K – – –
SWA
112
Sutton Wealth Advisors
Florida
$5.95K – – –
GAM
113
Gemmer Asset Management
California
$5K – – –
TCIM
114
TIAA CREF Investment Management
New York
$3.19K -$106K -3,409 -3%
QCG
115
Quadrant Capital Group
Ohio
$1K -$62 -2 -3%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$454 -$72.4K -2,329 -14%
CP
117
Clover Partners
Texas
– -$1.95M -64,575 Closed
CCA
118
Catalyst Capital Advisors
New York
– -$526K -17,435 Closed
PA
119
Profund Advisors
Maryland
– -$244K -8,098 Closed
BGIM
120
Brandywine Global Investment Management
Pennsylvania
– -$234K -7,747 Closed
Teacher Retirement System of Texas
121
Teacher Retirement System of Texas
Texas
– -$115K -3,812 Closed
TRCT
122
Tower Research Capital (TRC)
New York
– -$80K -2,656 Closed
QI
123
QS Investors
New York
– -$37K -1,242 Closed
PCM
124
Prelude Capital Management
New York
– -$10K -328 Closed
1 2 3 4
5

SBSI Hedge Fund Activity: Q3 2016 in Review

116 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2016, worth a combined $376M — up 6.5% from $353M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SBSI and 6 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 49 added.

The largest buyer was Handelsbanken Fonder, opening a new position worth an estimated $13.1M. The largest seller was American Century Companies, cutting an estimated $3.49M.

  • 116 institutional investors held Southside Bancshares (SBSI) as of Q3 2016, down from 118 in Q2 2016.
  • Funds reported $376M of Southside Bancshares stock for Q3 2016, up 6.5% quarter-over-quarter.
  • 6 funds opened new Southside Bancshares positions in Q3 2016 and 8 closed out, a net change of -2 holders.
  • The largest Southside Bancshares buyer in Q3 2016 was Handelsbanken Fonder, an estimated $13.1M added.
  • The largest Southside Bancshares seller in Q3 2016 was American Century Companies, an estimated $3.49M sold.

Based on aggregated 13F filings for Q3 2016.