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Southside Bancshares
SBSI

160 hedge funds and large institutions have $484M invested in Southside Bancshares in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

12% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 51

7% more funds holding

Funds holding: 150 → 160 (+10)

1.92% less ownership

Funds ownership: 56.65% → 54.72% (-1.9%)

10% less capital invested

Capital invested by funds: $536M → $484M (-$51.6M)

22% less call options, than puts

Call options by funds: $137K | Put options by funds: $175K

Holders
160
Holders Change
+10
Holders Change %
+6.67%
% of All Funds
2.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
57
Reduced
51
Closed
13
Calls
$137K
Puts
$175K
Net Calls
-$38K
Net Calls Change
-$85K

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$1.99M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.59M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.58M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.54M
5
Goldman Sachs
Goldman Sachs
New York
+$1.05M

Top Sellers

1
MIIM
Mesirow Institutional Investment Management
Illinois
-$7.69M
2
Morgan Stanley
Morgan Stanley
New York
-$7.25M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$4.89M
4
BlackRock
BlackRock
New York
-$1.79M
5
Invesco
Invesco
Georgia
-$1.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSRPS
101
Maryland State Retirement & Pension System
Maryland
$282K – – –
DA
102
Denali Advisors
California
$266K +$271K +9,100 New
AAS
103
Ameritas Advisory Services
Nebraska
$263K +$283K +9,531 New
RVPG
104
Relative Value Partners Group
$258K – – –
AB
105
Amalgamated Bank
New York
$251K -$55.1K -1,851 -18%
New York State Teachers Retirement System (NYSTRS)
106
New York State Teachers Retirement System (NYSTRS)
New York
$242K -$2.97K -100 -1%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$241K -$1.49K -50 -0.6%
JF
108
Jump Financial
Illinois
$238K +$243K +8,156 New
Squarepoint
109
Squarepoint
New York
$235K +$239K +8,035 New
Jacobs Levy Equity Management
110
Jacobs Levy Equity Management
New Jersey
$233K +$237K +7,984 New
ASRS
111
Arizona State Retirement System
Arizona
$230K -$6.69K -225 -3%
Handelsbanken Fonder
112
Handelsbanken Fonder
Sweden
$228K – – –
Connor, Clark & Lunn Investment Management (CC&L)
113
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$226K +$230K +7,726 New
OPERF
114
Oregon Public Employees Retirement Fund
Oregon
$225K -$20.8K -700 -8%
HF
115
HRT Financial
New York
$209K -$251K -8,427 -54%
Public Employees Retirement Association of Colorado
116
Public Employees Retirement Association of Colorado
Colorado
$208K – – –
VI
117
Versor Investments
New York
$208K +$211K +7,100 New
ECM
118
ExodusPoint Capital Management
New York
$206K +$210K +7,061 New
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$190K – – –
QT
120
Quantbot Technologies
New York
$178K +$83K +2,792 +85%
SG Americas Securities
121
SG Americas Securities
New York
$163K -$64.2K -2,158 -28%
Amundi
122
Amundi
France
$139K +$36.6K +1,231 +32%
JPWM
123
Jamison Private Wealth Management
Georgia
$119K +$506 +17 +0.4%
MFT
124
Moisand Fitzgerald Tamayo
Florida
$111K – – –
PAS
125
Point72 Asia (Singapore)
Singapore
$108K +$110K +3,684 New
3 4
5
6 7

SBSI Hedge Fund Activity: Q1 2024 in Review

160 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2024, worth a combined $484M — down 9.6% from $536M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SBSI positions and 13 closed out — a net gain of 10 holders — while 57 added to existing stakes and 51 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $1.99M. The largest seller was Mesirow Institutional Investment Management, exiting entirely with an estimated $7.69M sold.

  • 160 institutional investors held Southside Bancshares (SBSI) as of Q1 2024, up from 150 in Q4 2023.
  • Funds reported $484M of Southside Bancshares stock for Q1 2024, down 9.6% quarter-over-quarter.
  • 23 funds opened new Southside Bancshares positions in Q1 2024 and 13 closed out, a net change of +10 holders.
  • The largest Southside Bancshares buyer in Q1 2024 was AQR Capital Management, an estimated $1.99M added.
  • The largest Southside Bancshares seller in Q1 2024 was Mesirow Institutional Investment Management, an estimated $7.69M sold.

Based on aggregated 13F filings for Q1 2024.