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Southside Bancshares
SBSI

124 hedge funds and large institutions have $503M invested in Southside Bancshares in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

30% more capital invested

Capital invested by funds: $388M → $503M (+$115M)

7% more funds holding

Funds holding: 116 → 124 (+8)

0.98% more ownership

Funds ownership: 48.13% → 49.12% (+0.98%)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

Holders
124
Holders Change
+8
Holders Change %
+6.9%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
38
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.45M
2
Millennium Management
Millennium Management
New York
+$4.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.11M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.05M
5
TAM
Third Avenue Management
New York
+$907K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$3.03M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.57M
3
Invesco
Invesco
Georgia
-$1.17M
4
Squarepoint
Squarepoint
New York
-$948K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$694K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$115K +$56.2K +1,952 +112%
AIP
102
Ameritas Investment Partners
Nebraska
$86K – – –
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$75K -$1.24K -43 -2%
Acadian Asset Management
104
Acadian Asset Management
Massachusetts
$72K -$48.8K -1,696 -42%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
105
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$70K -$15.4K -536 -19%
Ensign Peak Advisors
106
Ensign Peak Advisors
Utah
$68K +$63.3K +2,200 New
PAM
107
Panagora Asset Management
Massachusetts
$51K -$99.6K -3,461 -68%
Macquarie Group
108
Macquarie Group
Australia
$20K – – –
VCM
109
Versant Capital Management
Arizona
$17K -$29 -1 -0.2%
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$8K +$7.05K +245 New
ASN
111
Advisory Services Network
Georgia
$6K – – –
GAM
112
Gemmer Asset Management
California
$6K – – –
Osaic Holdings
113
Osaic Holdings
Arizona
$6K – – –
SWA
114
Sutton Wealth Advisors
Florida
$5.9K – – –
PFBT
115
Parkside Financial Bank & Trust
Missouri
$4K +$1.29K +45 +60%
MAM
116
Meeder Asset Management
Ohio
$4K +$1.7K +59 +83%
VCG
117
Vantage Consulting Group
Virginia
$3K +$3.19K +111 New
QCG
118
Quadrant Capital Group
Ohio
$2K – – –
PA
119
Parallel Advisors
California
$1K -$1.09K -38 -49%
TFO
120
Tarbox Family Office
California
$1K +$489 +17 New
PWPS
121
Pinnacle Wealth Planning Services
Ohio
$1K +$1.15K +40 New
AIG
122
American International Group
New York
$660 -$15.2K -529 -2%
KFA
123
Krane Funds Advisors
New York
– -$478K -19,573 Closed
Tudor Investment Corp
124
Tudor Investment Corp
Connecticut
– -$454K -18,574 Closed
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
– -$416K -17,024 Closed
2 3 4
5
6

SBSI Hedge Fund Activity: Q4 2020 in Review

124 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2020, worth a combined $503M — up 30% from $388M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SBSI positions and 10 closed out — a net gain of 8 holders — while 38 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $5.45M. The largest seller was Renaissance Technologies, cutting an estimated $3.03M.

  • 124 institutional investors held Southside Bancshares (SBSI) as of Q4 2020, up from 116 in Q3 2020.
  • Funds reported $503M of Southside Bancshares stock for Q4 2020, up 30% quarter-over-quarter.
  • 18 funds opened new Southside Bancshares positions in Q4 2020 and 10 closed out, a net change of +8 holders.
  • The largest Southside Bancshares buyer in Q4 2020 was BlackRock, an estimated $5.45M added.
  • The largest Southside Bancshares seller in Q4 2020 was Renaissance Technologies, an estimated $3.03M sold.

Based on aggregated 13F filings for Q4 2020.