We are live on ! Find out more
SBSI icon

Southside Bancshares
SBSI

150 hedge funds and large institutions have $536M invested in Southside Bancshares in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,567% more call options, than puts

Call options by funds: $50K | Put options by funds: $3K

9% more capital invested

Capital invested by funds: $490M → $536M (+$45.8M)

0.73% more ownership

Funds ownership: 55.92% → 56.65% (+0.73%)

4% less funds holding

Funds holding: 157 → 150 (-7)

34% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 67

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
150
Holders Change
-7
Holders Change %
-4.46%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
44
Reduced
67
Closed
20
Calls
$50K
Puts
$3K
Net Calls
+$47K
Net Calls Change
+$44K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.75M
2
Goldman Sachs
Goldman Sachs
New York
+$3.53M
3
BlackRock
BlackRock
New York
+$2.55M
4
State Street
State Street
Massachusetts
+$1.69M
5
BCM
Bridgeway Capital Management
Texas
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$3.78M
2
PWG
Portside Wealth Group
Utah
-$3.56M
3
First Trust Advisors
First Trust Advisors
Illinois
-$3.04M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.75M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRSOTSOK
101
Teachers Retirement System of the State of Kentucky
Kentucky
$314K – – –
LSA
102
Lion Street Advisors
Texas
$312K -$7.04K -242 -2%
Luther King Capital Management (LKCM)
103
Luther King Capital Management (LKCM)
Texas
$284K -$88.1K -3,030 -25%
Skandinaviska Enskilda Banken (SEB)
104
Skandinaviska Enskilda Banken (SEB)
Sweden
$279K – – –
OPERF
105
Oregon Public Employees Retirement Fund
Oregon
$263K -$5.82K -200 -2%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$263K – – –
New York State Teachers Retirement System (NYSTRS)
107
New York State Teachers Retirement System (NYSTRS)
New York
$262K -$8.73K -300 -3%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$260K -$9.95K -342 -4%
RVPG
109
Relative Value Partners Group
$258K – – –
ASRS
110
Arizona State Retirement System
Arizona
$254K -$7.45K -256 -3%
Handelsbanken Fonder
111
Handelsbanken Fonder
Sweden
$245K – – –
SG Americas Securities
112
SG Americas Securities
New York
$242K +$32.4K +1,115 +17%
Man Group
113
Man Group
United Kingdom
$235K +$218K +7,493 New
Public Employees Retirement Association of Colorado
114
Public Employees Retirement Association of Colorado
Colorado
$223K – – –
OQS
115
Occudo Quantitative Strategies
Florida
$205K +$191K +6,554 New
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$203K – – –
BFA
117
Bill Few Associates
Pennsylvania
$203K +$189K +6,483 New
CB
118
Commerce Bank
Missouri
$202K +$187K +6,443 New
JPWM
119
Jamison Private Wealth Management
Georgia
$127K +$465 +16 +0.4%
MFT
120
Moisand Fitzgerald Tamayo
Florida
$119K -$43.1K -1,480 -28%
Amundi
121
Amundi
France
$119K +$8.12K +279 +8%
QT
122
Quantbot Technologies
New York
$103K -$19.1K -655 -17%
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$93.7K +$42.3K +1,453 +94%
AIP
124
Ameritas Investment Partners
Nebraska
$90.9K – – –
CT
125
Colonial Trust
South Carolina
$78.5K +$34.6K +1,190 +90%
3 4
5
6 7

SBSI Hedge Fund Activity: Q4 2023 in Review

150 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2023, worth a combined $536M — up 9.3% from $490M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SBSI and 13 opened new positions — a net loss of 7 holders — while 67 trimmed existing stakes and 44 added.

The largest buyer was Morgan Stanley, adding an estimated $8.75M. The largest seller was Nuveen, cutting an estimated $3.78M.

  • 150 institutional investors held Southside Bancshares (SBSI) as of Q4 2023, down from 157 in Q3 2023.
  • Funds reported $536M of Southside Bancshares stock for Q4 2023, up 9.3% quarter-over-quarter.
  • 13 funds opened new Southside Bancshares positions in Q4 2023 and 20 closed out, a net change of -7 holders.
  • The largest Southside Bancshares buyer in Q4 2023 was Morgan Stanley, an estimated $8.75M added.
  • The largest Southside Bancshares seller in Q4 2023 was Nuveen, an estimated $3.78M sold.

Based on aggregated 13F filings for Q4 2023.