Southside Bancshares
SBSI
133 hedge funds and large institutions have $527M invested in Southside Bancshares in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 23 reducing their positions, and 6 closing their positions.
317% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 6
187% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 23
50.25% more ownership
Funds ownership: 0% → 50.25% (+50%)
40% more capital invested
Capital invested by funds: $376M → $527M (+$151M)
15% more funds holding
Funds holding: 116 → 133 (+17)
Top Buyers
| 1 |
Millennium Management
New York
|
+$11.9M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$11.6M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$6.07M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.31M |
| 5 |
Morgan Stanley
New York
|
+$5.18M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Acadian Asset Management
Boston,
Massachusetts
| $20K | +$18.5K | +537 | New |
|
|
AP
127
Atwood & Palmer
Kansas City,
Missouri
| $13K | – | – | – |
|
|
IA
128
IFP Advisors
Tampa,
Florida
| $12K | – | – | – |
|
|
AIM
129
Acrospire Investment Management
Chicago,
Illinois
| $10K | +$9.22K | +267 | New |
|
|
SWA
130
Sutton Wealth Advisors
Tampa,
Florida
| $6.97K | – | – | – |
|
|
GAM
131
Gemmer Asset Management
Walnut Creek,
California
| $6K | +$138 | +4 | +3% |
|
|
QCG
132
Quadrant Capital Group
Cincinnati,
Ohio
| $2K | – | – | – |
|
133
Fifth Third Bancorp
Cincinnati,
Ohio
| $2K | +$2.04K | +59 | New |
|
|
AP
134
AHL Partners
London,
United Kingdom
| – | -$582K | -18,538 | Closed |
|
135
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$573K | -18,239 | Closed |
|
136
SG Americas Securities
New York
| – | -$112K | -3,575 | Closed |
|
|
MCM
137
McKinley Capital Management
Anchorage,
Alaska
| – | -$44K | -1,415 | Closed |
|
138
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$37K | -1,184 | Closed |
|
|
SGAM
139
Smith Group Asset Management
Dallas,
Texas
| – | -$24K | -749 | Closed |
|
SBSI Hedge Fund Activity: Q4 2016 in Review
133 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2016, worth a combined $527M — up 40% from $376M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SBSI positions and 6 closed out — a net gain of 19 holders — while 66 added to existing stakes and 23 trimmed.
The largest buyer was Millennium Management, adding an estimated $11.9M. The largest seller was American Century Companies, cutting an estimated $7.3M.
- 133 institutional investors held Southside Bancshares (SBSI) as of Q4 2016, up from 116 in Q3 2016.
- Funds reported $527M of Southside Bancshares stock for Q4 2016, up 40% quarter-over-quarter.
- 25 funds opened new Southside Bancshares positions in Q4 2016 and 6 closed out, a net change of +19 holders.
- The largest Southside Bancshares buyer in Q4 2016 was Millennium Management, an estimated $11.9M added.
- The largest Southside Bancshares seller in Q4 2016 was American Century Companies, an estimated $7.3M sold.
Based on aggregated 13F filings for Q4 2016.