Southside Bancshares
SBSI
121 hedge funds and large institutions have $549M invested in Southside Bancshares in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 11 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 32
4% more capital invested
Capital invested by funds: $528M → $549M (+$21.5M)
0.19% less ownership
Funds ownership: 51.54% → 51.35% (-0.19%)
4% less funds holding
Funds holding: 126 → 121 (-5)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
Top Sellers
| 1 |
WC
Walthausen & Co
Malta,
New York
|
-$2.51M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$2M |
| 3 |
Goldman Sachs
New York
|
-$1.85M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$1.54M |
| 5 |
State Street
Boston,
Massachusetts
|
-$1.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Millennium Management
New York
| – | -$322K | -9,226 | Closed |
|
|
GCP
127
GSA Capital Partners
London,
United Kingdom
| – | -$240K | -6,882 | Closed |
|
128
D.E. Shaw & Co
New York
| – | -$208K | -5,962 | Closed |
|
|
PCM
129
Prelude Capital Management
New York
| – | -$3K | -100 | Closed |
|
|
AIM
130
Acrospire Investment Management
Chicago,
Illinois
| – | -$2K | -58 | Closed |
|
|
WAM
131
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | +$102 | +3 | New |
|
SBSI Hedge Fund Activity: Q3 2017 in Review
121 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2017, worth a combined $549M — up 4.1% from $528M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of SBSI and 8 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 58 added.
The largest buyer was Dimensional Fund Advisors, adding an estimated $2.55M. The largest seller was Walthausen & Co, cutting an estimated $2.51M.
- 121 institutional investors held Southside Bancshares (SBSI) as of Q3 2017, down from 126 in Q2 2017.
- Funds reported $549M of Southside Bancshares stock for Q3 2017, up 4.1% quarter-over-quarter.
- 8 funds opened new Southside Bancshares positions in Q3 2017 and 11 closed out, a net change of -3 holders.
- The largest Southside Bancshares buyer in Q3 2017 was Dimensional Fund Advisors, an estimated $2.55M added.
- The largest Southside Bancshares seller in Q3 2017 was Walthausen & Co, an estimated $2.51M sold.
Based on aggregated 13F filings for Q3 2017.