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Southside Bancshares
SBSI

120 hedge funds and large institutions have $681M invested in Southside Bancshares in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

12% more capital invested

Capital invested by funds: $610M → $681M (+$70.9M)

3% more funds holding

Funds holding: 117 → 120 (+3)

1.3% more ownership

Funds ownership: 53% → 54.3% (+1.3%)

Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
46
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$6.35M
2
BlackRock
BlackRock
New York
+$4.51M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.15M
4
State Street
State Street
Massachusetts
+$1.7M
5
Morgan Stanley
Morgan Stanley
New York
+$1.64M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$2.45M
2
Goldman Sachs
Goldman Sachs
New York
-$1.68M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.13M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.03M
5
Bank of America
Bank of America
North Carolina
-$663K
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
101
Glenmede Trust
Pennsylvania
$66K +$3.6K +102 +6%
IUHSA
102
Itau Unibanco Holding S.A.
Brazil
$45K +$42.7K +1,208 New
AG
103
Advisor Group
Arizona
$43K -$10.9K -308 -21%
MOACM
104
Mutual of America Capital Management
New York
$42K -$1.63K -46 -4%
LIA
105
LS Investment Advisors
Michigan
$36K – – –
LF
106
Lee Financial
Texas
$32K – – –
TRCT
107
Tower Research Capital (TRC)
New York
$28K +$17.1K +485 +174%
VCM
108
Versant Capital Management
Arizona
$24K -$707 -20 -3%
LMAM
109
Legg Mason Asset Management
Japan
$21K – – –
LTFS
110
Ladenburg Thalmann Financial Services
Florida
$15K +$141 +4 +1%
ASN
111
Advisory Services Network
Georgia
$12K -$28.8K -816 -71%
SWA
112
Sutton Wealth Advisors
Florida
$11K +$3.78K +107 +56%
GAM
113
Gemmer Asset Management
California
$6K – – –
PCG
114
Private Capital Group
Connecticut
$5K – – –
HGWM
115
Harvest Group Wealth Management
Massachusetts
$2K – – –
QCG
116
Quadrant Capital Group
Ohio
$2K – – –
S
117
SignatureFD
Georgia
$2K – – –
Fidelity Investments
118
Fidelity Investments
Massachusetts
$1K -$135K -3,811 -99%
TFO
119
Tarbox Family Office
California
$1K -$4.28K -121 -85%
PFBT
120
Parkside Financial Bank & Trust
Missouri
$1K – – –
Arrowstreet Capital
121
Arrowstreet Capital
Massachusetts
– -$1.13M -33,108 Closed
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
– -$514K -15,080 Closed
RJFSA
123
Raymond James Financial Services Advisors
Florida
– -$397K -11,642 Closed
Schroder Investment Management Group
124
Schroder Investment Management Group
United Kingdom
– -$318K -9,259 Closed
JG
125
Jefferies Group
New York
– -$272K -7,962 Closed
2 3 4
5
6

SBSI Hedge Fund Activity: Q4 2019 in Review

120 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2019, worth a combined $681M — up 12% from $610M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SBSI positions and 8 closed out — a net gain of 4 holders — while 46 added to existing stakes and 39 trimmed.

The largest buyer was Millennium Management, adding an estimated $6.35M. The largest seller was Renaissance Technologies, cutting an estimated $2.45M.

  • 120 institutional investors held Southside Bancshares (SBSI) as of Q4 2019, up from 117 in Q3 2019.
  • Funds reported $681M of Southside Bancshares stock for Q4 2019, up 12% quarter-over-quarter.
  • 12 funds opened new Southside Bancshares positions in Q4 2019 and 8 closed out, a net change of +4 holders.
  • The largest Southside Bancshares buyer in Q4 2019 was Millennium Management, an estimated $6.35M added.
  • The largest Southside Bancshares seller in Q4 2019 was Renaissance Technologies, an estimated $2.45M sold.

Based on aggregated 13F filings for Q4 2019.