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Southside Bancshares
SBSI

157 hedge funds and large institutions have $551M invested in Southside Bancshares in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $38K | Put options by funds: $10K

1.32% more ownership

Funds ownership: 55.94% → 57.26% (+1.3%)

3% less capital invested

Capital invested by funds: $566M → $551M (-$14.6M)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

4% less funds holding

Funds holding: 164 → 157 (-7)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
157
Holders Change
-7
Holders Change %
-4.27%
% of All Funds
2.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
53
Reduced
55
Closed
20
Calls
$38K
Puts
$10K
Net Calls
+$28K
Net Calls Change
+$68K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$8.27M
2
Invesco
Invesco
Georgia
+$5.8M
3
JP Morgan Chase
JP Morgan Chase
New York
+$4.3M
4
State Street
State Street
Massachusetts
+$4.07M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.68M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.33M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.87M
3
Jane Street
Jane Street
New York
-$1.79M
4
Charles Schwab
Charles Schwab
California
-$1.12M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$967K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$300K – – –
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$293K +$92.6K +2,726 +42%
Mariner
103
Mariner
Kansas
$292K +$63.4K +1,868 +26%
Kovitz Investment Group Partners
104
Kovitz Investment Group Partners
Illinois
$271K – – –
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$267K – – –
ASRS
106
Arizona State Retirement System
Arizona
$265K +$2.04K +60 +0.7%
AB
107
Amalgamated Bank
New York
$265K -$2.58K -76 -0.9%
Verition Fund Management
108
Verition Fund Management
Connecticut
$263K +$281K +8,269 New
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$257K -$2.58K -76 -0.9%
Allianz Asset Management
110
Allianz Asset Management
Germany
$254K -$126K -3,700 -32%
New York State Teachers Retirement System (NYSTRS)
111
New York State Teachers Retirement System (NYSTRS)
New York
$252K – – –
State of Tennessee, Department of Treasury
112
State of Tennessee, Department of Treasury
Tennessee
$234K -$10.9K -322 -4%
Public Employees Retirement Association of Colorado
113
Public Employees Retirement Association of Colorado
Colorado
$226K – – –
MF
114
Magnetar Financial
Illinois
$218K +$233K +6,849 New
P
115
&Partners
Tennessee
$216K +$1.39K +41 +0.6%
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$213K – – –
PFSRSONJ
117
Police & Firemen's Retirement System of New Jersey
New Jersey
$205K +$219K +6,451 New
KK
118
KLP Kapitalforvaltning
Norway
$178K +$190K +5,600 New
SG Americas Securities
119
SG Americas Securities
New York
$167K -$110K -3,253 -38%
ACM
120
Aquatic Capital Management
Illinois
$163K +$49K +1,443 +39%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$152K +$3.77K +111 +2%
QT
122
Quantbot Technologies
New York
$124K +$34.2K +1,006 +35%
MFT
123
Moisand Fitzgerald Tamayo
Florida
$121K – – –
Lazard Asset Management
124
Lazard Asset Management
New York
$103K +$111K +3,265 New
AIP
125
Ameritas Investment Partners
Nebraska
$92.2K – – –
3 4
5
6 7

SBSI Hedge Fund Activity: Q4 2024 in Review

157 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2024, worth a combined $551M — down 2.6% from $566M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SBSI and 14 opened new positions — a net loss of 6 holders — while 55 trimmed existing stakes and 53 added.

The largest buyer was UBS Group, adding an estimated $8.27M. The largest seller was Morgan Stanley, cutting an estimated $2.33M.

  • 157 institutional investors held Southside Bancshares (SBSI) as of Q4 2024, down from 164 in Q3 2024.
  • Funds reported $551M of Southside Bancshares stock for Q4 2024, down 2.6% quarter-over-quarter.
  • 14 funds opened new Southside Bancshares positions in Q4 2024 and 20 closed out, a net change of -6 holders.
  • The largest Southside Bancshares buyer in Q4 2024 was UBS Group, an estimated $8.27M added.
  • The largest Southside Bancshares seller in Q4 2024 was Morgan Stanley, an estimated $2.33M sold.

Based on aggregated 13F filings for Q4 2024.