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Southside Bancshares
SBSI

130 hedge funds and large institutions have $627M invested in Southside Bancshares in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 32

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $557M → $627M (+$70.9M)

4.24% more ownership

Funds ownership: 47.15% → 51.39% (+4.2%)

4% more funds holding

Funds holding: 125 → 130 (+5)

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
2.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
55
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$21.8M
2
Renaissance Technologies
Renaissance Technologies
New York
+$4.47M
3
Millennium Management
Millennium Management
New York
+$3.23M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.19M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.94M

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$2.48M
2
SCA
Secor Capital Advisors
New York
-$1.93M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.61M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.04M
5
Two Sigma Investments
Two Sigma Investments
New York
-$482K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
126
Stratos Wealth Partners
Ohio
$2K +$1.66K +47 New
PFBT
127
Parkside Financial Bank & Trust
Missouri
$1K +$283 +8 +28%
Two Sigma Investments
128
Two Sigma Investments
New York
– -$482K -14,306 Closed
American Century Companies
129
American Century Companies
Missouri
– -$380K -11,279 Closed
Two Sigma Advisers
130
Two Sigma Advisers
New York
– -$351K -10,426 Closed
HCM
131
Hodges Capital Management
Texas
– -$316K -9,368 Closed
AQR Capital Management
132
AQR Capital Management
Connecticut
– -$240K -7,124 Closed
Man Group
133
Man Group
United Kingdom
– -$204K -6,071 Closed
GT
134
Glenmede Trust
Pennsylvania
– -$51K -1,510 Closed
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
– -$21K -630 Closed
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
– -$10K -300 Closed
CAG
137
Csenge Advisory Group
Florida
– +$354 +10 New
WAM
138
Wealthspire Advisors (Maryland)
Maryland
– +$389 +11 +367%
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
– +$424 +12 New
2 3 4 5
6

SBSI Hedge Fund Activity: Q3 2018 in Review

130 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2018, worth a combined $627M — up 13% from $557M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SBSI positions and 10 closed out — a net gain of 6 holders — while 55 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $21.8M. The largest seller was Creative Planning, cutting an estimated $2.48M.

  • 130 institutional investors held Southside Bancshares (SBSI) as of Q3 2018, up from 125 in Q2 2018.
  • Funds reported $627M of Southside Bancshares stock for Q3 2018, up 13% quarter-over-quarter.
  • 16 funds opened new Southside Bancshares positions in Q3 2018 and 10 closed out, a net change of +6 holders.
  • The largest Southside Bancshares buyer in Q3 2018 was BlackRock, an estimated $21.8M added.
  • The largest Southside Bancshares seller in Q3 2018 was Creative Planning, an estimated $2.48M sold.

Based on aggregated 13F filings for Q3 2018.