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Southside Bancshares
SBSI

152 hedge funds and large institutions have $459M invested in Southside Bancshares in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

5% more funds holding

Funds holding: 145 → 152 (+7)

3.22% more ownership

Funds ownership: 53.4% → 56.62% (+3.2%)

13% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 56

18% less capital invested

Capital invested by funds: $556M → $459M (-$97.8M)

38% less call options, than puts

Call options by funds: $18K | Put options by funds: $29K

Holders
152
Holders Change
+7
Holders Change %
+4.83%
% of All Funds
2.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
49
Reduced
56
Closed
17
Calls
$18K
Puts
$29K
Net Calls
-$11K
Net Calls Change
+$12K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$9.18M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$1.89M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.84M
4
Marshall Wace
Marshall Wace
United Kingdom
+$1.82M
5
State Street
State Street
Massachusetts
+$1.75M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$6.22M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$2.99M
3
Bank of America
Bank of America
North Carolina
-$1.25M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$1.22M
5
E
Ergoteles
New York
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
101
HSBC Holdings
United Kingdom
$285K -$518K -17,800 -62%
Skandinaviska Enskilda Banken (SEB)
102
Skandinaviska Enskilda Banken (SEB)
Sweden
$280K +$311K +10,700 New
Creative Planning
103
Creative Planning
Kansas
$273K +$304K +10,439 New
RJFSA
104
Raymond James Financial Services Advisors
Florida
$272K +$931 +32 +0.3%
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$265K – – –
TRSOTSOK
106
Teachers Retirement System of the State of Kentucky
Kentucky
$262K +$15.6K +535 +6%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$259K -$5.53K -190 -2%
AAS
108
Ameritas Advisory Services
Nebraska
$244K – – –
New York State Teachers Retirement System (NYSTRS)
109
New York State Teachers Retirement System (NYSTRS)
New York
$243K -$34.9K -1,200 -11%
OPERF
110
Oregon Public Employees Retirement Fund
Oregon
$238K -$14.6K -500 -5%
QT
111
Quantbot Technologies
New York
$238K +$265K +9,107 New
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$219K -$456K -15,675 -65%
ASRS
113
Arizona State Retirement System
Arizona
$218K -$14.5K -499 -6%
RVPG
114
Relative Value Partners Group
$216K – – –
SEI Investments
115
SEI Investments
Pennsylvania
$215K -$1.46K -50 -0.6%
GCM
116
Graham Capital Management
Connecticut
$210K +$234K +8,043 New
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$208K -$303K -10,404 -57%
Handelsbanken Fonder
118
Handelsbanken Fonder
Sweden
$204K – – –
Squarepoint
119
Squarepoint
New York
$201K +$223K +7,670 New
Public Employees Retirement Association of Colorado
120
Public Employees Retirement Association of Colorado
Colorado
$186K – – –
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$170K – – –
MFT
122
Moisand Fitzgerald Tamayo
Florida
$138K – – –
ACM
123
Aquatic Capital Management
Illinois
$105K +$116K +4,000 New
Amundi
124
Amundi
France
$95.6K -$16.6K -570 -14%
KBC Group
125
KBC Group
Belgium
$65K – – –
3 4
5
6 7

SBSI Hedge Fund Activity: Q2 2023 in Review

152 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2023, worth a combined $459M — down 18% from $556M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SBSI positions and 17 closed out — a net gain of 7 holders — while 49 added to existing stakes and 56 trimmed.

The largest buyer was Millennium Management, adding an estimated $9.18M. The largest seller was BlackRock, cutting an estimated $6.22M.

  • 152 institutional investors held Southside Bancshares (SBSI) as of Q2 2023, up from 145 in Q1 2023.
  • Funds reported $459M of Southside Bancshares stock for Q2 2023, down 18% quarter-over-quarter.
  • 24 funds opened new Southside Bancshares positions in Q2 2023 and 17 closed out, a net change of +7 holders.
  • The largest Southside Bancshares buyer in Q2 2023 was Millennium Management, an estimated $9.18M added.
  • The largest Southside Bancshares seller in Q2 2023 was BlackRock, an estimated $6.22M sold.

Based on aggregated 13F filings for Q2 2023.