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Southside Bancshares

118 hedge funds and large institutions have $576M invested in Southside Bancshares in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 32

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

0.53% less ownership

Funds ownership: 53.34%52.81% (-0.53%)

4% less capital invested

Capital invested by funds: $598M → $576M (-$21.6M)

2% less funds holding

Funds holding: 120118 (-2)

Holders
118
Holders Change
-2
Holders Change %
-1.67%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
43
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
101
Advisory Services Network
Georgia
$37K +$32.3K +955 +478%
LIA
102
LS Investment Advisors
Michigan
$32K
LF
103
Lee Financial
Texas
$28K
VCM
104
Versant Capital Management
Arizona
$22K -$9.85K -291 -29%
LMAM
105
Legg Mason Asset Management
Japan
$17K -$9.62K -284 -36%
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$13K +$135 +4 +1%
PCG
107
Private Capital Group
Connecticut
$10K +$3.49K +103 +50%
TRCT
108
Tower Research Capital (TRC)
New York
$10K +$10.5K +309 New
Fidelity Investments
109
Fidelity Investments
Massachusetts
$8K -$10.6K -314 -55%
SWA
110
Sutton Wealth Advisors
Florida
$6.15K
GAM
111
Gemmer Asset Management
California
$5K
TFO
112
Tarbox Family Office
California
$5K +$4.84K +143 New
HGWM
113
Harvest Group Wealth Management
Massachusetts
$1K
PFBT
114
Parkside Financial Bank & Trust
Missouri
$1K
QCG
115
Quadrant Capital Group
Ohio
$1K
S
116
SignatureFD
Georgia
$1K
GT
117
Glenmede Trust
Pennsylvania
$52
WC
118
Walthausen & Co
New York
-$7.54M -227,038 Closed
SG Americas Securities
119
SG Americas Securities
New York
-$428K -12,893 Closed
PIA
120
Piedmont Investment Advisors
North Carolina
-$266K -7,994 Closed
WG
121
Winton Group
United Kingdom
-$257K -7,726 Closed
DBT
122
Dubuque Bank & Trust
Iowa
-$10K -315 Closed
QT
123
Quantamental Technologies
New York
-$7K -214 Closed
MNBTD
124
Moody National Bank Trust Division
Texas
-$5K -154 Closed
AP
125
Atwood & Palmer
Missouri
-$3K -100 Closed

SBSI Hedge Fund Activity: Q2 2019 in Review

118 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2019, worth a combined $576M — down 3.6% from $598M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SBSI positions and 10 closed out — a net gain of 2 holders — while 43 added to existing stakes and 32 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $3.98M. The largest seller was Walthausen & Co, exiting entirely with an estimated $7.54M sold.

  • 118 institutional investors held Southside Bancshares (SBSI) as of Q2 2019, down from 120 in Q1 2019.
  • Funds reported $576M of Southside Bancshares stock for Q2 2019, down 3.6% quarter-over-quarter.
  • 12 funds opened new Southside Bancshares positions in Q2 2019 and 10 closed out, a net change of +2 holders.
  • The largest Southside Bancshares buyer in Q2 2019 was Nuveen, an estimated $3.98M added.
  • The largest Southside Bancshares seller in Q2 2019 was Walthausen & Co, an estimated $7.54M sold.

Based on aggregated 13F filings for Q2 2019.