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Southside Bancshares
SBSI

130 hedge funds and large institutions have $627M invested in Southside Bancshares in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 32

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $557M → $627M (+$70.9M)

4.24% more ownership

Funds ownership: 47.15% → 51.39% (+4.2%)

4% more funds holding

Funds holding: 125 → 130 (+5)

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
2.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
55
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$21.8M
2
Renaissance Technologies
Renaissance Technologies
New York
+$4.47M
3
Millennium Management
Millennium Management
New York
+$3.23M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.19M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.94M

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$2.48M
2
SCA
Secor Capital Advisors
New York
-$1.93M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.61M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.04M
5
Two Sigma Investments
Two Sigma Investments
New York
-$482K
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
101
Versant Capital Management
Arizona
$40K +$37.4K +1,059 +1,127%
Fidelity Investments
102
Fidelity Investments
Massachusetts
$40K +$41K +1,159 New
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$38.9K -$44.3K -1,254 -53%
LMAM
104
Legg Mason Asset Management
Japan
$32K -$21.2K -600 -40%
LIA
105
LS Investment Advisors
Michigan
$31K +$2.69K +76 +9%
LF
106
Lee Financial
Texas
$30K – – –
FHA
107
First Horizon Advisors
Tennessee
$29K – – –
TRCT
108
Tower Research Capital (TRC)
New York
$28K +$28.7K +812 New
LTFS
109
Ladenburg Thalmann Financial Services
Florida
$26K -$389 -11 -1%
MOACM
110
Mutual of America Capital Management
New York
$22K +$18.6K +526 +516%
GWS
111
Glassman Wealth Services
Virginia
$21K – – –
SWA
112
Sutton Wealth Advisors
Florida
$19.4K – – –
IA
113
IFP Advisors
Florida
$13K +$35 +1 +0.3%
DBT
114
Dubuque Bank & Trust
Iowa
$11K -$222K -6,290 -95%
PCG
115
Private Capital Group
Connecticut
$10K – – –
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$8K +$7.85K +222 New
Qube Research & Technologies (QRT)
117
Qube Research & Technologies (QRT)
United Kingdom
$7K +$7.43K +210 New
GAM
118
Gemmer Asset Management
California
$6K – – –
JA
119
JOYN Advisors
Georgia
$6K +$2.37K +67 +58%
CG
120
Cutler Group
California
$6K +$7.07K +200 New
Parallax Volatility Advisers
121
Parallax Volatility Advisers
California
$5K +$4.6K +130 New
AP
122
Atwood & Palmer
Missouri
$3K – – –
RCAG
123
Rehmann Capital Advisory Group
Michigan
$2.13K -$424 -12 -16%
QCG
124
Quadrant Capital Group
Ohio
$2K – – –
S
125
SignatureFD
Georgia
$2K – – –
2 3 4
5
6

SBSI Hedge Fund Activity: Q3 2018 in Review

130 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2018, worth a combined $627M — up 13% from $557M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SBSI positions and 10 closed out — a net gain of 6 holders — while 55 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $21.8M. The largest seller was Creative Planning, cutting an estimated $2.48M.

  • 130 institutional investors held Southside Bancshares (SBSI) as of Q3 2018, up from 125 in Q2 2018.
  • Funds reported $627M of Southside Bancshares stock for Q3 2018, up 13% quarter-over-quarter.
  • 16 funds opened new Southside Bancshares positions in Q3 2018 and 10 closed out, a net change of +6 holders.
  • The largest Southside Bancshares buyer in Q3 2018 was BlackRock, an estimated $21.8M added.
  • The largest Southside Bancshares seller in Q3 2018 was Creative Planning, an estimated $2.48M sold.

Based on aggregated 13F filings for Q3 2018.