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Southside Bancshares

154 hedge funds and large institutions have $604M invested in Southside Bancshares in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

9% more funds holding

Funds holding: 141154 (+13)

6% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 48

0.92% more ownership

Funds ownership: 52.26%53.18% (+0.92%)

4% less capital invested

Capital invested by funds: $628M → $604M (-$24.5M)

Holders
154
Holders Change
+13
Holders Change %
+9.22%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
51
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$120K
KBC Group
127
KBC Group
Belgium
$116K
AIP
128
Ameritas Investment Partners
Nebraska
$86K
PHK
129
Point72 Hong Kong
Hong Kong
$68K +$58.6K +1,527 +388%
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$67.1K
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$41K +$1.57K +41 +4%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$40K +$38 +1 +0.1%
Osaic Holdings
133
Osaic Holdings
Arizona
$33K +$12.1K +316 +52%
US Bancorp
134
US Bancorp
Minnesota
$25K
QT
135
Quantbot Technologies
New York
$21K -$85.5K -2,229 -79%
VCM
136
Versant Capital Management
Arizona
$17K -$2.19K -57 -10%
MAM
137
Meeder Asset Management
Ohio
$17K +$10.2K +266 +117%
Macquarie Group
138
Macquarie Group
Australia
$16K -$203K -5,280 Closed
SWA
139
Sutton Wealth Advisors
Florida
$14.5K +$115 +3 +0.7%
IA
140
IFP Advisors
Florida
$13K
Fidelity Investments
141
Fidelity Investments
Massachusetts
$11K +$6.29K +164 +105%
EWA
142
EverSource Wealth Advisors
Alabama
$6K
PFBT
143
Parkside Financial Bank & Trust
Missouri
$5K
TWA
144
TCI Wealth Advisors
Arizona
$5K
QCG
145
Quadrant Capital Group
Ohio
$5K +$3.76K +98 +172%
WFA
146
Wipfli Financial Advisors
Wisconsin
$5K +$5.41K +141 New
Bessemer Group
147
Bessemer Group
New Jersey
$4K +$4.03K +105 New
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$3K
MPWT
149
MassMutual Private Wealth & Trust
Connecticut
$2K -$2.03K -53 -47%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.96K +51 New

SBSI Hedge Fund Activity: Q3 2022 in Review

154 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2022, worth a combined $604M — down 3.9% from $628M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SBSI positions and 12 closed out — a net gain of 14 holders — while 51 added to existing stakes and 48 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $4.74M. The largest seller was Mesirow Financial Investment Management - Fixed Income, exiting entirely with an estimated $7M sold.

  • 154 institutional investors held Southside Bancshares (SBSI) as of Q3 2022, up from 141 in Q2 2022.
  • Funds reported $604M of Southside Bancshares stock for Q3 2022, down 3.9% quarter-over-quarter.
  • 26 funds opened new Southside Bancshares positions in Q3 2022 and 12 closed out, a net change of +14 holders.
  • The largest Southside Bancshares buyer in Q3 2022 was Citadel Advisors, an estimated $4.74M added.
  • The largest Southside Bancshares seller in Q3 2022 was Mesirow Financial Investment Management - Fixed Income, an estimated $7M sold.

Based on aggregated 13F filings for Q3 2022.