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Southside Bancshares

154 hedge funds and large institutions have $604M invested in Southside Bancshares in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

9% more funds holding

Funds holding: 141154 (+13)

6% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 48

0.92% more ownership

Funds ownership: 52.26%53.18% (+0.92%)

4% less capital invested

Capital invested by funds: $628M → $604M (-$24.5M)

Holders
154
Holders Change
+13
Holders Change %
+9.22%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
51
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$327K +$355K +9,248 New
Handelsbanken Fonder
102
Handelsbanken Fonder
Sweden
$315K -$38.4K -1,000 -10%
PP
103
PDT Partners
New York
$315K +$342K +8,906 New
HWAM
104
Hennion & Walsh Asset Management
New Jersey
$305K -$10.4K -270 -3%
AA
105
ALPS Advisors
Colorado
$303K +$328K +8,560 New
HSBC Holdings
106
HSBC Holdings
United Kingdom
$294K -$2.16M -56,230 -87%
ASRS
107
Arizona State Retirement System
Arizona
$293K -$1.38K -36 -0.4%
RVPG
108
Relative Value Partners Group
$292K +$317K +8,250 New
QC
109
Quadrature Capital
United Kingdom
$290K +$315K +8,206 New
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$289K +$2.34K +61 +0.8%
CB
111
Commerce Bank
Missouri
$268K
Public Employees Retirement Association of Colorado
112
Public Employees Retirement Association of Colorado
Colorado
$252K
AQR Capital Management
113
AQR Capital Management
Connecticut
$250K -$8.4K -219 -3%
Lazard Asset Management
114
Lazard Asset Management
New York
$237K -$502K -13,092 -66%
MF
115
Manchester Financial
California
$234K
BFA
116
Bill Few Associates
Pennsylvania
$228K +$3.84K +100 +2%
Janus Henderson Group
117
Janus Henderson Group
United Kingdom
$225K +$115 +3 +0%
MOACM
118
Mutual of America Capital Management
New York
$215K +$25.8K +673 +12%
II
119
Inspire Investing
Idaho
$207K +$7.37K +192 +3%
ACM
120
Aquatic Capital Management
Illinois
$205K +$223K +5,800 New
State of Wisconsin Investment Board
121
State of Wisconsin Investment Board
Wisconsin
$201K -$66.3K -1,727 -23%
MFT
122
Moisand Fitzgerald Tamayo
Florida
$187K
Allspring Global Investments
123
Allspring Global Investments
North Carolina
$169K +$27.2K +709 +17%
TRCT
124
Tower Research Capital (TRC)
New York
$164K -$7.56K -197 -4%
SG Americas Securities
125
SG Americas Securities
New York
$120K -$85.5K -2,227 -40%

SBSI Hedge Fund Activity: Q3 2022 in Review

154 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2022, worth a combined $604M — down 3.9% from $628M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SBSI positions and 12 closed out — a net gain of 14 holders — while 51 added to existing stakes and 48 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $4.74M. The largest seller was Mesirow Financial Investment Management - Fixed Income, exiting entirely with an estimated $7M sold.

  • 154 institutional investors held Southside Bancshares (SBSI) as of Q3 2022, up from 141 in Q2 2022.
  • Funds reported $604M of Southside Bancshares stock for Q3 2022, down 3.9% quarter-over-quarter.
  • 26 funds opened new Southside Bancshares positions in Q3 2022 and 12 closed out, a net change of +14 holders.
  • The largest Southside Bancshares buyer in Q3 2022 was Citadel Advisors, an estimated $4.74M added.
  • The largest Southside Bancshares seller in Q3 2022 was Mesirow Financial Investment Management - Fixed Income, an estimated $7M sold.

Based on aggregated 13F filings for Q3 2022.