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Southside Bancshares
SBSI

127 hedge funds and large institutions have $626M invested in Southside Bancshares in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.65% less ownership

Funds ownership: 50.87% → 50.22% (-0.65%)

1% less capital invested

Capital invested by funds: $631M → $626M (-$5.1M)

5% less funds holding

Funds holding: 134 → 127 (-7)

13% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 48

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
127
Holders Change
-7
Holders Change %
-5.22%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
42
Reduced
48
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$9.95M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$2.43M
3
SG Americas Securities
SG Americas Securities
New York
+$1.44M
4
Wells Fargo
Wells Fargo
California
+$1.09M
5
Bank of America
Bank of America
North Carolina
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$7.35M
2
JP Morgan Chase
JP Morgan Chase
New York
-$3.23M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.59M
4
State Street
State Street
Massachusetts
-$1.58M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$95K +$1.1K +30 +1%
AIP
102
Ameritas Investment Partners
Nebraska
$94K – – –
Russell Investments Group
103
Russell Investments Group
United Kingdom
$88K -$292K -7,942 -77%
Robeco Institutional Asset Management
104
Robeco Institutional Asset Management
Netherlands
$84K -$512K -13,909 -86%
TRCT
105
Tower Research Capital (TRC)
New York
$69K -$164K -4,456 -71%
US Bancorp
106
US Bancorp
Minnesota
$69K -$39.6K -1,077 -38%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$30K +$12K +326 +69%
VCM
108
Versant Capital Management
Arizona
$23K +$662 +18 +3%
Osaic Holdings
109
Osaic Holdings
Arizona
$22K -$883 -24 -4%
Macquarie Group
110
Macquarie Group
Australia
$17K – – –
SWA
111
Sutton Wealth Advisors
Florida
$15.6K – – –
GKWIM
112
Gerber Kawasaki Wealth & Investment Management
California
$9K +$9.24K +251 New
GAM
113
Gemmer Asset Management
California
$7K – – –
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$7K +$662 +18 +11%
TWA
115
TCI Wealth Advisors
Arizona
$6K +$5.67K +154 New
MAM
116
Meeder Asset Management
Ohio
$5K -$184 -5 -4%
PFBT
117
Parkside Financial Bank & Trust
Missouri
$5K +$221 +6 +5%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$3K -$7.62K -207 -71%
PA
119
Parallel Advisors
California
$2K – – –
QCG
120
Quadrant Capital Group
Ohio
$2K – – –
BBHC
121
Brown Brothers Harriman & Co
New York
$1.84K – – –
TFO
122
Tarbox Family Office
California
$1K – – –
OSAM
123
O'Shaughnessy Asset Management
Connecticut
$1K +$589 +16 New
Millennium Management
124
Millennium Management
New York
– -$1.19M -31,231 Closed
ZIM
125
Zacks Investment Management
Illinois
– -$1.16M -30,420 Closed
2 3 4
5
6

SBSI Hedge Fund Activity: Q3 2021 in Review

127 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2021, worth a combined $626M — down 0.81% from $631M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SBSI and 10 opened new positions — a net loss of 7 holders — while 48 trimmed existing stakes and 42 added.

The largest buyer was Vanguard Group, adding an estimated $9.95M. The largest seller was Goldman Sachs, cutting an estimated $7.35M.

  • 127 institutional investors held Southside Bancshares (SBSI) as of Q3 2021, down from 134 in Q2 2021.
  • Funds reported $626M of Southside Bancshares stock for Q3 2021, down 0.81% quarter-over-quarter.
  • 10 funds opened new Southside Bancshares positions in Q3 2021 and 17 closed out, a net change of -7 holders.
  • The largest Southside Bancshares buyer in Q3 2021 was Vanguard Group, an estimated $9.95M added.
  • The largest Southside Bancshares seller in Q3 2021 was Goldman Sachs, an estimated $7.35M sold.

Based on aggregated 13F filings for Q3 2021.