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Southside Bancshares
SBSI

134 hedge funds and large institutions have $566M invested in Southside Bancshares in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

10% more capital invested

Capital invested by funds: $514M → $566M (+$52.5M)

9% more funds holding

Funds holding: 123 → 134 (+11)

2.88% more ownership

Funds ownership: 43.61% → 46.49% (+2.9%)

Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
3.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
47
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$8.94M
2
BlackRock
BlackRock
New York
+$8.24M
3
AL
AJO LP
Pennsylvania
+$6.95M
4
State Street
State Street
Massachusetts
+$6.22M
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.8M

Top Sellers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
-$7.43M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$5.87M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.63M
4
GCP
GSA Capital Partners
United Kingdom
-$1.88M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
126
IHT Wealth Management
Illinois
$6K – – –
QCG
127
Quadrant Capital Group
Ohio
$2K – – –
SWP
128
Stratos Wealth Partners
Ohio
$2K – – –
VCM
129
Versant Capital Management
Arizona
$2K +$487 +14 +24%
S
130
SignatureFD
Georgia
$2K +$1.53K +44 New
PFBT
131
Parkside Financial Bank & Trust
Missouri
$1K – – –
GCP
132
GSA Capital Partners
United Kingdom
– -$1.88M -55,875 Closed
LSV Asset Management
133
LSV Asset Management
Illinois
– -$621K -18,450 Closed
Envestnet Asset Management
134
Envestnet Asset Management
Illinois
– -$407K -12,069 Closed
Two Sigma Advisers
135
Two Sigma Advisers
New York
– -$223K -6,626 Closed
TI
136
Trexquant Investment
Connecticut
– -$208K -6,173 Closed
FDS
137
First Dallas Securities
Texas
– -$126K -3,736 Closed
GF
138
Goodman Financial
Texas
– -$45K -1,342 Closed
DCM
139
Delpha Capital Management
New York
– -$8K -240 Closed
AFNAS
140
American Financial Network Advisory Services
California
– -$4K -117 Closed
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$2.36K -70 Closed
JA
142
JOYN Advisors
Georgia
– +$174 +5 New
GWS
143
Glassman Wealth Services
Virginia
– +$209 +6 New
2 3 4 5
6

SBSI Hedge Fund Activity: Q1 2018 in Review

134 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2018, worth a combined $566M — up 10% from $514M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SBSI positions and 12 closed out — a net gain of 11 holders — while 47 added to existing stakes and 38 trimmed.

The largest buyer was Invesco, adding an estimated $8.94M. The largest seller was American Century Companies, cutting an estimated $7.43M.

  • 134 institutional investors held Southside Bancshares (SBSI) as of Q1 2018, up from 123 in Q4 2017.
  • Funds reported $566M of Southside Bancshares stock for Q1 2018, up 10% quarter-over-quarter.
  • 23 funds opened new Southside Bancshares positions in Q1 2018 and 12 closed out, a net change of +11 holders.
  • The largest Southside Bancshares buyer in Q1 2018 was Invesco, an estimated $8.94M added.
  • The largest Southside Bancshares seller in Q1 2018 was American Century Companies, an estimated $7.43M sold.

Based on aggregated 13F filings for Q1 2018.