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Southside Bancshares
SBSI

134 hedge funds and large institutions have $631M invested in Southside Bancshares in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

10% more funds holding

Funds holding: 122 → 134 (+12)

0.4% more ownership

Funds ownership: 50.47% → 50.87% (+0.4%)

1% less capital invested

Capital invested by funds: $635M → $631M (-$4.33M)

29% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 51

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
36
Reduced
51
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$5.57M
2
State Street
State Street
Massachusetts
+$4.36M
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$3.38M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$2.38M
5
Morgan Stanley
Morgan Stanley
New York
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$4.79M
2
Renaissance Technologies
Renaissance Technologies
New York
-$3.72M
3
BlackRock
BlackRock
New York
-$3.04M
4
FNF
Fidelity National Financial
Florida
-$2.77M
5
ProShare Advisors
ProShare Advisors
Maryland
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Employees Retirement Association of Colorado
101
Public Employees Retirement Association of Colorado
Colorado
$272K – – –
MF
102
Manchester Financial
California
$254K – – –
TRCT
103
Tower Research Capital (TRC)
New York
$239K +$165K +4,040 +182%
BU
104
BBVA USA
Alabama
$215K +$229K +5,619 New
E
105
Ergoteles
New York
$214K +$228K +5,600 New
Cerity Partners
106
Cerity Partners
New York
$213K – – –
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$204K +$218K +5,336 New
MFT
108
Moisand Fitzgerald Tamayo
Florida
$202K – – –
MOACM
109
Mutual of America Capital Management
New York
$168K +$10K +245 +6%
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$130K -$33.9K -830 -20%
US Bancorp
111
US Bancorp
Minnesota
$110K – – –
AIP
112
Ameritas Investment Partners
Nebraska
$93K -$14K -342 -12%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$93K -$490 -12 -0.5%
PAM
114
Panagora Asset Management
Massachusetts
$62K – – –
Lazard Asset Management
115
Lazard Asset Management
New York
$61K +$26.8K +657 +70%
EVM
116
Eaton Vance Management
Massachusetts
$48K +$20.4K +500 +67%
Osaic Holdings
117
Osaic Holdings
Arizona
$22K -$36.2K -888 -59%
VCM
118
Versant Capital Management
Arizona
$22K – – –
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$18K +$10.2K +249 +113%
Macquarie Group
120
Macquarie Group
Australia
$17K – – –
SWA
121
Sutton Wealth Advisors
Florida
$15.6K – – –
Fidelity Investments
122
Fidelity Investments
Massachusetts
$11K +$11.8K +290 New
ASN
123
Advisory Services Network
Georgia
$9K +$8.73K +214 New
GAM
124
Gemmer Asset Management
California
$7K – – –
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$6K -$3.18K -78 -32%
2 3 4
5
6

SBSI Hedge Fund Activity: Q2 2021 in Review

134 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2021, worth a combined $631M — down 0.68% from $635M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SBSI positions and 9 closed out — a net gain of 13 holders — while 36 added to existing stakes and 51 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.57M. The largest seller was Invesco, cutting an estimated $4.79M.

  • 134 institutional investors held Southside Bancshares (SBSI) as of Q2 2021, up from 122 in Q1 2021.
  • Funds reported $631M of Southside Bancshares stock for Q2 2021, down 0.68% quarter-over-quarter.
  • 22 funds opened new Southside Bancshares positions in Q2 2021 and 9 closed out, a net change of +13 holders.
  • The largest Southside Bancshares buyer in Q2 2021 was Goldman Sachs, an estimated $5.57M added.
  • The largest Southside Bancshares seller in Q2 2021 was Invesco, an estimated $4.79M sold.

Based on aggregated 13F filings for Q2 2021.