Southside Bancshares
SBSI
126 hedge funds and large institutions have $528M invested in Southside Bancshares in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 58 increasing their positions, 48 reducing their positions, and 8 closing their positions.
180% more call options, than puts
Call options by funds: $157K | Put options by funds: $56K
21% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 48
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
6% more capital invested
Capital invested by funds: $499M → $528M (+$28.8M)
1% more funds holding
Funds holding: 125 → 126 (+1)
1.73% less ownership
Funds ownership: 53.27% → 51.54% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Handelsinvest Investeringsforvaltning
Herning,
Denmark
|
+$2.09M |
| 2 |
Handelsbanken Fonder
Stockholm,
Sweden
|
+$2.04M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2M |
| 4 |
TCM
Tributary Capital Management
Omaha,
Nebraska
|
+$1.87M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZDA
Zweig-DiMenna Associates
New York
|
-$5.62M |
| 2 |
State Street
Boston,
Massachusetts
|
-$3.28M |
| 3 |
BlackRock
New York
|
-$2.29M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.91M |
| 5 |
Renaissance Technologies
New York
|
-$1.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AL
126
Airain Ltd
St. Peter Port,
Guernsey
| – | -$268K | -8,172 | Closed |
|
127
Tudor Investment Corp
Stamford,
Connecticut
| – | -$208K | -6,355 | Closed |
|
128
SG Americas Securities
New York
| – | -$102K | -3,117 | Closed |
|
|
IA
129
IFP Advisors
Tampa,
Florida
| – | -$10.4K | -310 | -97% |
|
|
FANJ
130
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$2K | -55 | Closed |
|
|
TRCT
131
Tower Research Capital (TRC)
New York
| – | -$1K | -31 | Closed |
|
|
CG
132
Cutler Group
San Francisco,
California
| – | -$503 | -15 | Closed |
|
|
DPA
133
Delphi Private Advisors
San Diego,
California
| – | +$34 | +1 | New |
|
|
QCG
134
Quadrant Capital Group
Cincinnati,
Ohio
| – | +$34 | +1 | +2% |
|
SBSI Hedge Fund Activity: Q2 2017 in Review
126 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2017, worth a combined $528M — up 5.8% from $499M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SBSI positions and 8 closed out — a net gain of 1 holder — while 58 added to existing stakes and 48 trimmed.
The largest buyer was Handelsinvest Investeringsforvaltning, adding an estimated $2.09M. The largest seller was Zweig-DiMenna Associates, exiting entirely with an estimated $5.62M sold.
- 126 institutional investors held Southside Bancshares (SBSI) as of Q2 2017, up from 125 in Q1 2017.
- Funds reported $528M of Southside Bancshares stock for Q2 2017, up 5.8% quarter-over-quarter.
- 9 funds opened new Southside Bancshares positions in Q2 2017 and 8 closed out, a net change of +1 holder.
- The largest Southside Bancshares buyer in Q2 2017 was Handelsinvest Investeringsforvaltning, an estimated $2.09M added.
- The largest Southside Bancshares seller in Q2 2017 was Zweig-DiMenna Associates, an estimated $5.62M sold.
Based on aggregated 13F filings for Q2 2017.