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Southside Bancshares
SBSI

164 hedge funds and large institutions have $566M invested in Southside Bancshares in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

24% more capital invested

Capital invested by funds: $458M → $566M (+$108M)

10% more funds holding

Funds holding: 149 → 164 (+15)

1.22% more ownership

Funds ownership: 54.72% → 55.94% (+1.2%)

17% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 59

46% less call options, than puts

Call options by funds: $47K | Put options by funds: $87K

Holders
164
Holders Change
+15
Holders Change %
+10.07%
% of All Funds
2.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
49
Reduced
59
Closed
10
Calls
$47K
Puts
$87K
Net Calls
-$40K
Net Calls Change
+$84K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$5.46M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.23M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.32M
4
American Century Companies
American Century Companies
Missouri
+$3.25M
5
Morgan Stanley
Morgan Stanley
New York
+$2.06M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$3.26M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.73M
3
Millennium Management
Millennium Management
New York
-$2.12M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.61M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
101
Ameritas Advisory Services
Nebraska
$319K – – –
New York State Common Retirement Fund
102
New York State Common Retirement Fund
New York
$315K -$96.2K -3,000 -24%
SG Americas Securities
103
SG Americas Securities
New York
$285K +$273K +8,522 New
AB
104
Amalgamated Bank
New York
$281K -$8.91K -278 -3%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$281K – – –
ASRS
106
Arizona State Retirement System
Arizona
$277K +$7.66K +239 +3%
Kovitz Investment Group Partners
107
Kovitz Investment Group Partners
Illinois
$276K +$273K +8,531 New
SSA
108
Schonfeld Strategic Advisors
New York
$274K +$263K +8,200 New
Balyasny Asset Management
109
Balyasny Asset Management
Illinois
$273K +$262K +8,172 New
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$273K +$353 +11 +0.1%
New York State Teachers Retirement System (NYSTRS)
111
New York State Teachers Retirement System (NYSTRS)
New York
$265K -$19.2K -600 -7%
State of Tennessee, Department of Treasury
112
State of Tennessee, Department of Treasury
Tennessee
$257K -$15.1K -472 -6%
CIC
113
Cornercap Investment Counsel
Georgia
$255K +$245K +7,632 New
Mariner
114
Mariner
Kansas
$245K +$235K +7,322 New
Public Employees Retirement Association of Colorado
115
Public Employees Retirement Association of Colorado
Colorado
$238K – – –
IIM
116
INTECH Investment Management
Florida
$233K +$223K +6,962 New
P
117
&Partners
Tennessee
$230K +$220K +6,868 New
OPERF
118
Oregon Public Employees Retirement Fund
Oregon
$224K -$9.62K -300 -4%
BFA
119
Bill Few Associates
Pennsylvania
$222K +$213K +6,648 New
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$217K – – –
COPPSERS
121
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$203K +$195K +6,081 New
Point72 Asset Management
122
Point72 Asset Management
Connecticut
$170K +$1.83K +57 +1%
Amundi
123
Amundi
France
$164K +$34.3K +1,070 +26%
CSS
124
Cubist Systematic Strategies
Connecticut
$157K -$192K -6,001 -56%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$156K +$50.5K +1,574 +51%
3 4
5
6 7

SBSI Hedge Fund Activity: Q3 2024 in Review

164 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2024, worth a combined $566M — up 24% from $458M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SBSI positions and 10 closed out — a net gain of 15 holders — while 49 added to existing stakes and 59 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $5.46M. The largest seller was Deutsche Bank, cutting an estimated $3.26M.

  • 164 institutional investors held Southside Bancshares (SBSI) as of Q3 2024, up from 149 in Q2 2024.
  • Funds reported $566M of Southside Bancshares stock for Q3 2024, up 24% quarter-over-quarter.
  • 25 funds opened new Southside Bancshares positions in Q3 2024 and 10 closed out, a net change of +15 holders.
  • The largest Southside Bancshares buyer in Q3 2024 was JP Morgan Chase, an estimated $5.46M added.
  • The largest Southside Bancshares seller in Q3 2024 was Deutsche Bank, an estimated $3.26M sold.

Based on aggregated 13F filings for Q3 2024.