We are live on ! Find out more
SBSI icon

Southside Bancshares
SBSI

116 hedge funds and large institutions have $388M invested in Southside Bancshares in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

1.96% less ownership

Funds ownership: 50.09% → 48.13% (-2%)

9% less funds holding

Funds holding: 127 → 116 (-11)

15% less capital invested

Capital invested by funds: $458M → $388M (-$70M)

63% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 16

Holders
116
Holders Change
-11
Holders Change %
-8.66%
% of All Funds
2.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
41
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$2.11M
2
ProShare Advisors
ProShare Advisors
Maryland
+$769K
3
DTL
Dynamic Technology Lab
Singapore
+$712K
4
Citadel Advisors
Citadel Advisors
Florida
+$696K
5
TAM
Third Avenue Management
New York
+$643K

Top Sellers

1
Millennium Management
Millennium Management
New York
-$5.58M
2
MCM
Maltese Capital Management
New York
-$3.87M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.89M
4
State Street
State Street
Massachusetts
-$1.87M
5
First Trust Advisors
First Trust Advisors
Illinois
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$43K -$50.2K -1,857 -52%
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$22K – – –
Macquarie Group
103
Macquarie Group
Australia
$16K – – –
VCM
104
Versant Capital Management
Arizona
$13K +$9.86K +365 +176%
LF
105
Lee Financial
Texas
$11K – – –
S
106
SignatureFD
Georgia
$7K +$6.24K +231 +525%
Osaic Holdings
107
Osaic Holdings
Arizona
$5K -$945 -35 -15%
GAM
108
Gemmer Asset Management
California
$5K – – –
ASN
109
Advisory Services Network
Georgia
$5K +$5.4K +200 New
SWA
110
Sutton Wealth Advisors
Florida
$4.64K – – –
MAM
111
Meeder Asset Management
Ohio
$2K -$189 -7 -9%
PFBT
112
Parkside Financial Bank & Trust
Missouri
$2K – – –
PA
113
Parallel Advisors
California
$2K +$2.11K +78 New
QCG
114
Quadrant Capital Group
Ohio
$1K – – –
Millennium Management
115
Millennium Management
New York
$239 -$5.58M -206,631 -95%
MCM
116
Maltese Capital Management
New York
– -$3.87M -139,427 Closed
CSS
117
Cubist Systematic Strategies
Connecticut
– -$888K -32,044 Closed
ECM
118
ExodusPoint Capital Management
New York
– -$750K -27,057 Closed
Balyasny Asset Management
119
Balyasny Asset Management
Illinois
– -$439K -15,841 Closed
Voloridge Investment Management
120
Voloridge Investment Management
Florida
– -$398K -14,349 Closed
SG Americas Securities
121
SG Americas Securities
New York
– -$306K -11,036 Closed
D.E. Shaw & Co
122
D.E. Shaw & Co
New York
– -$301K -10,856 Closed
LCM
123
Laurion Capital Management
New York
– -$280K -10,100 Closed
SWM
124
Southern Wealth Management
Texas
– -$252K -9,079 Closed
RVPG
125
Relative Value Partners Group
– -$215K -7,746 Closed
2 3 4
5
6

SBSI Hedge Fund Activity: Q3 2020 in Review

116 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2020, worth a combined $388M — down 15% from $458M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SBSI and 6 opened new positions — a net loss of 10 holders — while 39 trimmed existing stakes and 41 added.

The largest buyer was Invesco, adding an estimated $2.11M. The largest seller was Millennium Management, cutting an estimated $5.58M.

  • 116 institutional investors held Southside Bancshares (SBSI) as of Q3 2020, down from 127 in Q2 2020.
  • Funds reported $388M of Southside Bancshares stock for Q3 2020, down 15% quarter-over-quarter.
  • 6 funds opened new Southside Bancshares positions in Q3 2020 and 16 closed out, a net change of -10 holders.
  • The largest Southside Bancshares buyer in Q3 2020 was Invesco, an estimated $2.11M added.
  • The largest Southside Bancshares seller in Q3 2020 was Millennium Management, an estimated $5.58M sold.

Based on aggregated 13F filings for Q3 2020.