Southside Bancshares
SBSI
118 hedge funds and large institutions have $566M invested in Southside Bancshares in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 19 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 42
0.73% less ownership
Funds ownership: 51.39% → 50.66% (-0.73%)
9% less funds holding
Funds holding: 130 → 118 (-12)
10% less capital invested
Capital invested by funds: $627M → $566M (-$61.9M)
63% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.93M |
| 2 |
BlackRock
New York
|
+$4.25M |
| 3 |
Handelsbanken Fonder
Stockholm,
Sweden
|
+$3.9M |
| 4 |
Renaissance Technologies
New York
|
+$2.76M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$2.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tributary Capital Management
Omaha,
Nebraska
|
-$16.2M |
| 2 |
Millennium Management
New York
|
-$7.78M |
| 3 |
SCA
Secor Capital Advisors
New York
|
-$2.33M |
| 4 |
Morgan Stanley
New York
|
-$2.06M |
| 5 |
FNBOO
First National Bank of Omaha
Omaha,
Nebraska
|
-$1.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIM
126
Assured Investment Management
New York
| – | -$84K | -2,425 | Closed |
|
|
FHA
127
First Horizon Advisors
Memphis,
Tennessee
| – | -$29K | -861 | Closed |
|
|
TRCT
128
Tower Research Capital (TRC)
New York
| – | -$28K | -812 | Closed |
|
|
IA
129
IFP Advisors
Tampa,
Florida
| – | -$13K | -376 | Closed |
|
130
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$8K | -222 | Closed |
|
131
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$7K | -210 | Closed |
|
|
CG
132
Cutler Group
San Francisco,
California
| – | -$6K | -200 | Closed |
|
133
Parallax Volatility Advisers
San Francisco,
California
| – | -$5K | -130 | Closed |
|
|
RCAG
134
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$2.13K | -61 | Closed |
|
|
SWP
135
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$2K | -47 | Closed |
|
SBSI Hedge Fund Activity: Q4 2018 in Review
118 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2018, worth a combined $566M — down 9.9% from $627M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of SBSI and 7 opened new positions — a net loss of 12 holders — while 42 trimmed existing stakes and 45 added.
The largest buyer was Vanguard Group, adding an estimated $4.93M. The largest seller was Tributary Capital Management, exiting entirely with an estimated $16.2M sold.
- 118 institutional investors held Southside Bancshares (SBSI) as of Q4 2018, down from 130 in Q3 2018.
- Funds reported $566M of Southside Bancshares stock for Q4 2018, down 9.9% quarter-over-quarter.
- 7 funds opened new Southside Bancshares positions in Q4 2018 and 19 closed out, a net change of -12 holders.
- The largest Southside Bancshares buyer in Q4 2018 was Vanguard Group, an estimated $4.93M added.
- The largest Southside Bancshares seller in Q4 2018 was Tributary Capital Management, an estimated $16.2M sold.
Based on aggregated 13F filings for Q4 2018.