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Southside Bancshares
SBSI

122 hedge funds and large institutions have $635M invested in Southside Bancshares in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $503M → $635M (+$132M)

1.35% more ownership

Funds ownership: 49.12% → 50.47% (+1.4%)

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 124 → 122 (-2)

Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
41
Reduced
41
Closed
17
Calls
$212K
Puts
–
Net Calls
+$212K
Net Calls Change
+$212K

Top Buyers

1
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$5.67M
2
State Street
State Street
Massachusetts
+$5.35M
3
Goldman Sachs
Goldman Sachs
New York
+$3.98M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.49M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.41M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$5.09M
2
Millennium Management
Millennium Management
New York
-$4.83M
3
Northern Trust
Northern Trust
Illinois
-$3.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$2.9M
5
Creative Planning
Creative Planning
Kansas
-$2.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$94K +$2.98K +84 +4%
TRCT
102
Tower Research Capital (TRC)
New York
$85K -$52.6K -1,485 -40%
PAM
103
Panagora Asset Management
Massachusetts
$63K – – –
Acadian Asset Management
104
Acadian Asset Management
Massachusetts
$61K -$25.2K -710 -31%
Osaic Holdings
105
Osaic Holdings
Arizona
$57K +$46.2K +1,303 +682%
Lazard Asset Management
106
Lazard Asset Management
New York
$36K +$33.3K +940 New
EVM
107
Eaton Vance Management
Massachusetts
$29K +$26.5K +749 New
VCM
108
Versant Capital Management
Arizona
$22K – – –
Macquarie Group
109
Macquarie Group
Australia
$17K -$7.37K -208 -32%
SWA
110
Sutton Wealth Advisors
Florida
$15.7K +$7.73K +218 +115%
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$9K – – –
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$9K +$7.83K +221 New
GAM
113
Gemmer Asset Management
California
$7K – – –
PFBT
114
Parkside Financial Bank & Trust
Missouri
$5K – – –
MAM
115
Meeder Asset Management
Ohio
$5K +$35 +1 +0.8%
PA
116
Parallel Advisors
California
$2K – – –
QCG
117
Quadrant Capital Group
Ohio
$2K – – –
BBHC
118
Brown Brothers Harriman & Co
New York
$1.85K – – –
TFO
119
Tarbox Family Office
California
$1K – – –
AIG
120
American International Group
New York
$809 -$9.25K -261 -1%
Millennium Management
121
Millennium Management
New York
– -$4.83M -155,759 Closed
Creative Planning
122
Creative Planning
Kansas
– -$2.88M -92,900 Closed
Squarepoint
123
Squarepoint
New York
– -$478K -15,419 Closed
MSA
124
Mason Street Advisors
Wisconsin
– -$364K -11,716 Closed
ECM
125
ExodusPoint Capital Management
New York
– -$355K -11,438 Closed
2 3 4
5
6

SBSI Hedge Fund Activity: Q1 2021 in Review

122 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2021, worth a combined $635M — up 26% from $503M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SBSI and 16 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 41 added.

The largest buyer was Mesirow Financial Investment Management - Fixed Income, opening a new position worth an estimated $5.67M. The largest seller was Renaissance Technologies, cutting an estimated $5.09M.

  • 122 institutional investors held Southside Bancshares (SBSI) as of Q1 2021, down from 124 in Q4 2020.
  • Funds reported $635M of Southside Bancshares stock for Q1 2021, up 26% quarter-over-quarter.
  • 16 funds opened new Southside Bancshares positions in Q1 2021 and 17 closed out, a net change of -1 holder.
  • The largest Southside Bancshares buyer in Q1 2021 was Mesirow Financial Investment Management - Fixed Income, an estimated $5.67M added.
  • The largest Southside Bancshares seller in Q1 2021 was Renaissance Technologies, an estimated $5.09M sold.

Based on aggregated 13F filings for Q1 2021.