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Southside Bancshares
SBSI

123 hedge funds and large institutions have $514M invested in Southside Bancshares in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

2% more funds holding

Funds holding: 121 → 123 (+2)

6% less capital invested

Capital invested by funds: $549M → $514M (-$35.5M)

7.74% less ownership

Funds ownership: 51.35% → 43.61% (-7.7%)

Holders
123
Holders Change
+2
Holders Change %
+1.65%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
40
Reduced
35
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.62M
2
Creative Planning
Creative Planning
Kansas
+$2.83M
3
BBHC
Brown Brothers Harriman & Co
New York
+$2.55M
4
GCP
GSA Capital Partners
United Kingdom
+$1.98M
5
American Century Companies
American Century Companies
Missouri
+$1.76M

Top Sellers

1
HW
Hancock Whitney
Mississippi
-$9.05M
2
TCM
Tributary Capital Management
Nebraska
-$3.18M
3
PI
Putnam Investments
Massachusetts
-$1.16M
4
GC
Guggenheim Capital
Illinois
-$903K
5
NFA
Nationwide Fund Advisors
Ohio
-$826K
Name Holding Trade Value Shares
Change 		Change in
Stake
VRS
126
Virginia Retirement Systems
Virginia
– -$382K -10,502 Closed
ARTA
127
A.R.T. Advisors
New York
– -$369K -10,152 Closed
VF
128
Virtu Financial
New York
– -$307K -8,437 Closed
CGH
129
Crossmark Global Holdings
Texas
– -$255K -7,027 Closed
PIA
130
Piedmont Investment Advisors
North Carolina
– -$218K -6,009 Closed
Squarepoint
131
Squarepoint
New York
– -$217K -5,960 Closed
P
132
Pitcairn
Pennsylvania
– -$211K -5,822 Closed
BUB
133
BBVA USA Bancshares
Texas
– -$204K -5,619 Closed
TRCT
134
Tower Research Capital (TRC)
New York
– -$109K -2,994 Closed
STA
135
Summit Trail Advisors
New York
– +$283 +8 New
AssetMark Inc
136
AssetMark Inc
California
– +$318 +9 New
2 3 4 5
6

SBSI Hedge Fund Activity: Q4 2017 in Review

123 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2017, worth a combined $514M — down 6.5% from $549M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SBSI positions and 14 closed out — a net gain of 2 holders — while 40 added to existing stakes and 35 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.62M. The largest seller was Hancock Whitney, exiting entirely with an estimated $9.05M sold.

  • 123 institutional investors held Southside Bancshares (SBSI) as of Q4 2017, up from 121 in Q3 2017.
  • Funds reported $514M of Southside Bancshares stock for Q4 2017, down 6.5% quarter-over-quarter.
  • 16 funds opened new Southside Bancshares positions in Q4 2017 and 14 closed out, a net change of +2 holders.
  • The largest Southside Bancshares buyer in Q4 2017 was Royal Bank of Canada, an estimated $3.62M added.
  • The largest Southside Bancshares seller in Q4 2017 was Hancock Whitney, an estimated $9.05M sold.

Based on aggregated 13F filings for Q4 2017.