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Southside Bancshares
SBSI

Overview Fund Activity

145 hedge funds and large institutions have $556M invested in Southside Bancshares in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+7
Holders Change %
+5.07%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
51
Reduced
51
Closed
9
Calls
$27K
Puts
$50K
Net Calls
-$23K
Net Calls Change
+$77K

Top Buyers

1
KIM
1
Kestrel Investment Management
California
$3.38M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.7M
3
Millennium Management
3
Millennium Management
New York
$4.46M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$6.53M
5
American Century Companies
5
American Century Companies
Missouri
$3.62M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$839K
2
BlackRock
2
BlackRock
New York
$154M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$17.1M
4
Invesco
4
Invesco
Georgia
$7.76M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$74.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$23.4K – – –
Fidelity Investments
127
Fidelity Investments
Massachusetts
$16.4K +$9.1K +274 +125%
VCM
128
Versant Capital Management
Arizona
$15.8K -$564 -17 -3%
Allspring Global Investments
129
Allspring Global Investments
North Carolina
$14.5K -$76.8K -2,312 -84%
BAM
130
Belpointe Asset Management
Nevada
$14.1K – – –
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$13K +$982 +30 +8%
Russell Investments Group
132
Russell Investments Group
United Kingdom
$11.8K +$11.8K +356 New
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.37K +161 +847%
TWA
134
TCI Wealth Advisors
Arizona
$5.11K – – –
CT
135
Colonial Trust
South Carolina
$4.32K – – –
PFBT
136
Parkside Financial Bank & Trust
Missouri
$4.08K +$100 +3 +3%
Bessemer Group
137
Bessemer Group
New Jersey
$4K +$75 +2 +2%
QCG
138
Quadrant Capital Group
Ohio
$3.32K +$1.43K +43 +75%
EWA
139
EverSource Wealth Advisors
Alabama
$1.66K – – –
PA
140
Parallel Advisors
California
$1.33K – – –
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$830 -$631 -19 -43%
FMII
142
Farmers & Merchants Investments Inc
Nebraska
$697 – – –
GRP
143
Global Retirement Partners
California
$682 +$682 +24 New
AQR Capital Management
144
AQR Capital Management
Connecticut
– -$480K -13,330 Closed
Lido Advisors
145
Lido Advisors
California
– -$377K -10,482 Closed
GCP
146
GSA Capital Partners
United Kingdom
– -$374K -10,384 Closed
AA
147
ALPS Advisors
Colorado
– -$306K -8,513 Closed
Squarepoint
148
Squarepoint
New York
– -$208K -5,785 Closed
MF
149
Manchester Financial
California
– -$201K -5,571 Closed
QT
150
Quantbot Technologies
New York
– -$26K -722 Closed
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