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Southside Bancshares
SBSI

117 hedge funds and large institutions have $610M invested in Southside Bancshares in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 57 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 28

6% more capital invested

Capital invested by funds: $576M → $610M (+$33.7M)

0.2% more ownership

Funds ownership: 52.81% → 53% (+0.2%)

1% less funds holding

Funds holding: 118 → 117 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
117
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
57
Reduced
28
Closed
4
Calls
$611K
Puts
–
Net Calls
+$611K
Net Calls Change
+$611K

Top Buyers

1
Invesco
Invesco
Georgia
+$3.18M
2
Goldman Sachs
Goldman Sachs
New York
+$2.29M
3
BlackRock
BlackRock
New York
+$1.97M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.91M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$831K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.08M
2
Millennium Management
Millennium Management
New York
-$2.81M
3
Creative Planning
Creative Planning
Kansas
-$2.61M
4
State Street
State Street
Massachusetts
-$1.36M
5
Canada Life
Canada Life
Manitoba, Canada
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
101
Advisory Services Network
Georgia
$37K – – –
LIA
102
LS Investment Advisors
Michigan
$33K – – –
LF
103
Lee Financial
Texas
$29K – – –
VCM
104
Versant Capital Management
Arizona
$23K -$465 -14 -2%
LMAM
105
Legg Mason Asset Management
Japan
$19K +$997 +30 +6%
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$14K +$133 +4 +1%
TRCT
107
Tower Research Capital (TRC)
New York
$9K -$1.03K -31 -10%
SWA
108
Sutton Wealth Advisors
Florida
$6.48K – – –
GAM
109
Gemmer Asset Management
California
$6K – – –
PCG
110
Private Capital Group
Connecticut
$5K -$5.32K -160 -51%
TFO
111
Tarbox Family Office
California
$5K – – –
HGWM
112
Harvest Group Wealth Management
Massachusetts
$2K – – –
S
113
SignatureFD
Georgia
$2K – – –
PFBT
114
Parkside Financial Bank & Trust
Missouri
$1K – – –
QCG
115
Quadrant Capital Group
Ohio
$1K – – –
GT
116
Glenmede Trust
Pennsylvania
$56 +$1.43K +43 +3%
Citadel Advisors
117
Citadel Advisors
Florida
– -$3.08M -95,043 Closed
Creative Planning
118
Creative Planning
Kansas
– -$2.61M -80,505 Closed
Canada Life
119
Canada Life
Manitoba, Canada
– -$1.35M -41,840 Closed
USAA
120
United Services Automobile Association
Texas
– -$240K -7,427 Closed
FGAM
121
Financial Gravity Asset Management
Texas
– +$33 +1 +14%
1 2 3 4
5

SBSI Hedge Fund Activity: Q3 2019 in Review

117 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2019, worth a combined $610M — up 5.8% from $576M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SBSI and 3 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 57 added.

The largest buyer was Invesco, adding an estimated $3.18M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.08M sold.

  • 117 institutional investors held Southside Bancshares (SBSI) as of Q3 2019, down from 118 in Q2 2019.
  • Funds reported $610M of Southside Bancshares stock for Q3 2019, up 5.8% quarter-over-quarter.
  • 3 funds opened new Southside Bancshares positions in Q3 2019 and 4 closed out, a net change of -1 holder.
  • The largest Southside Bancshares buyer in Q3 2019 was Invesco, an estimated $3.18M added.
  • The largest Southside Bancshares seller in Q3 2019 was Citadel Advisors, an estimated $3.08M sold.

Based on aggregated 13F filings for Q3 2019.