We are live on ! Find out more
SBSI icon

Southside Bancshares
SBSI

145 hedge funds and large institutions have $556M invested in Southside Bancshares in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

5% more funds holding

Funds holding: 138 → 145 (+7)

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

0.39% less ownership

Funds ownership: 53.79% → 53.4% (-0.39%)

3% less capital invested

Capital invested by funds: $575M → $556M (-$18.8M)

46% less call options, than puts

Call options by funds: $27K | Put options by funds: $50K

Holders
145
Holders Change
+7
Holders Change %
+5.07%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
51
Reduced
51
Closed
9
Calls
$27K
Puts
$50K
Net Calls
-$23K
Net Calls Change
+$77K

Top Buyers

1
KIM
Kestrel Investment Management
California
+$3.71M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$2.97M
3
Millennium Management
Millennium Management
New York
+$2.56M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.41M
5
American Century Companies
American Century Companies
Missouri
+$2.26M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$9.38M
2
BlackRock
BlackRock
New York
-$2.6M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.51M
4
Invesco
Invesco
Georgia
-$1.73M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPERF
101
Oregon Public Employees Retirement Fund
Oregon
$319K -$19.3K -530 -5%
AAS
102
Ameritas Advisory Services
Nebraska
$316K – – –
TRSOTSOK
103
Teachers Retirement System of the State of Kentucky
Kentucky
$315K – – –
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$305K -$6.46K -177 -2%
ASRS
105
Arizona State Retirement System
Arizona
$293K +$8.43K +231 +3%
SEI Investments
106
SEI Investments
Pennsylvania
$274K +$301K +8,255 New
RVPG
107
Relative Value Partners Group
$274K – – –
II
108
Inspire Investing
Idaho
$273K +$61.2K +1,677 +26%
Handelsbanken Fonder
109
Handelsbanken Fonder
Sweden
$259K – – –
Public Employees Retirement Association of Colorado
110
Public Employees Retirement Association of Colorado
Colorado
$236K – – –
CB
111
Commerce Bank
Missouri
$234K -$19.5K -535 -7%
Teacher Retirement System of Texas
112
Teacher Retirement System of Texas
Texas
$224K +$247K +6,759 New
BFA
113
Bill Few Associates
Pennsylvania
$218K +$3.65K +100 +2%
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$216K +$48.4K +1,327 +26%
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$209K +$26.6K +729 +13%
MOACM
116
Mutual of America Capital Management
New York
$205K -$8.06K -221 -3%
MFT
117
Moisand Fitzgerald Tamayo
Florida
$176K – – –
Amundi
118
Amundi
France
$134K +$151K +4,151 New
KBC Group
119
KBC Group
Belgium
$82K -$29.6K -811 -25%
AIP
120
Ameritas Investment Partners
Nebraska
$81.1K – – –
TRCT
121
Tower Research Capital (TRC)
New York
$77K +$73.6K +2,018 +701%
MLICM
122
Metropolitan Life Insurance Company (MetLife)
New York
$57K -$6.67K -183 -10%
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$40K – – –
CTA
124
Colonial Trust Advisors
South Carolina
$39.5K – – –
Osaic Holdings
125
Osaic Holdings
Arizona
$33.6K – – –
3 4
5
6 7

SBSI Hedge Fund Activity: Q1 2023 in Review

145 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2023, worth a combined $556M — down 3.3% from $575M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SBSI positions and 9 closed out — a net gain of 9 holders — while 51 added to existing stakes and 51 trimmed.

The largest buyer was Kestrel Investment Management, opening a new position worth an estimated $3.71M. The largest seller was Victory Capital Management, cutting an estimated $9.38M.

  • 145 institutional investors held Southside Bancshares (SBSI) as of Q1 2023, up from 138 in Q4 2022.
  • Funds reported $556M of Southside Bancshares stock for Q1 2023, down 3.3% quarter-over-quarter.
  • 18 funds opened new Southside Bancshares positions in Q1 2023 and 9 closed out, a net change of +9 holders.
  • The largest Southside Bancshares buyer in Q1 2023 was Kestrel Investment Management, an estimated $3.71M added.
  • The largest Southside Bancshares seller in Q1 2023 was Victory Capital Management, an estimated $9.38M sold.

Based on aggregated 13F filings for Q1 2023.