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Southside Bancshares
SBSI

120 hedge funds and large institutions have $598M invested in Southside Bancshares in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 53 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

6% more capital invested

Capital invested by funds: $566M → $598M (+$32.5M)

2.68% more ownership

Funds ownership: 50.66% → 53.34% (+2.7%)

2% more funds holding

Funds holding: 118 → 120 (+2)

40% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 53

Holders
120
Holders Change
+2
Holders Change %
+1.69%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
32
Reduced
53
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$15.9M
2
Millennium Management
Millennium Management
New York
+$5.52M
3
Goldman Sachs
Goldman Sachs
New York
+$2.21M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.2M
5
ProShare Advisors
ProShare Advisors
Maryland
+$962K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$5.83M
2
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$4.74M
3
WC
Walthausen & Co
New York
-$2.79M
4
Bank of America
Bank of America
North Carolina
-$1.2M
5
State Street
State Street
Massachusetts
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
LF
101
Lee Financial
Texas
$29K – – –
LMAM
102
Legg Mason Asset Management
Japan
$27K -$3.39K -100 -11%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$19K -$20K -589 -51%
LTFS
104
Ladenburg Thalmann Financial Services
Florida
$13K +$102 +3 +0.8%
DBT
105
Dubuque Bank & Trust
Iowa
$10K – – –
PCG
106
Private Capital Group
Connecticut
$7K -$2K -59 -22%
ASN
107
Advisory Services Network
Georgia
$7K +$6.78K +200 New
QT
108
Quantamental Technologies
New York
$7K +$7.25K +214 New
SWA
109
Sutton Wealth Advisors
Florida
$6.31K – – –
AQA
110
Alpha Quant Advisors
Texas
$6K +$6.24K +184 New
GAM
111
Gemmer Asset Management
California
$5K – – –
MNBTD
112
Moody National Bank Trust Division
Texas
$5K – – –
AP
113
Atwood & Palmer
Missouri
$3K – – –
CAM
114
Cresset Asset Management
Illinois
$3K – – –
WAM
115
Wealthspire Advisors (Maryland)
Maryland
$3K – – –
HGWM
116
Harvest Group Wealth Management
Massachusetts
$2K +$2.07K +61 New
PFBT
117
Parkside Financial Bank & Trust
Missouri
$1K – – –
QCG
118
Quadrant Capital Group
Ohio
$1K – – –
S
119
SignatureFD
Georgia
$1K – – –
GT
120
Glenmede Trust
Pennsylvania
$54 – – –
AIC
121
Ameritas Investment Company
Nebraska
– -$303K -9,531 Closed
MIFH
122
Migdal Insurance & Financial Holdings
Israel
– -$40K -1,256 Closed
GWS
123
Glassman Wealth Services
Virginia
– -$19K -595 Closed
JA
124
JOYN Advisors
Georgia
– -$5K -150 Closed
1 2 3 4
5

SBSI Hedge Fund Activity: Q1 2019 in Review

120 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2019, worth a combined $598M — up 5.8% from $566M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SBSI positions and 4 closed out — a net gain of 2 holders — while 32 added to existing stakes and 53 trimmed.

The largest buyer was Invesco, adding an estimated $15.9M. The largest seller was BlackRock, cutting an estimated $5.83M.

  • 120 institutional investors held Southside Bancshares (SBSI) as of Q1 2019, up from 118 in Q4 2018.
  • Funds reported $598M of Southside Bancshares stock for Q1 2019, up 5.8% quarter-over-quarter.
  • 6 funds opened new Southside Bancshares positions in Q1 2019 and 4 closed out, a net change of +2 holders.
  • The largest Southside Bancshares buyer in Q1 2019 was Invesco, an estimated $15.9M added.
  • The largest Southside Bancshares seller in Q1 2019 was BlackRock, an estimated $5.83M sold.

Based on aggregated 13F filings for Q1 2019.