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Southside Bancshares
SBSI

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

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

5% more funds holding

Funds holding: 138 → 145 (+7)

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

0.39% less ownership

Funds ownership: 53.79% → 53.4% (-0.39%)

3% less capital invested

Capital invested by funds: $575M → $556M (-$18.8M)

46% less call options, than puts

Call options by funds: $27K | Put options by funds: $50K

Holders
145
Holders Change
+7
Holders Change %
+5.07%
% of All Funds
2.31%
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
Kestrel Investment Management
California
+$3.71M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$2.97M
3
Millennium Management
Millennium Management
New York
+$2.56M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.41M
5
American Century Companies
American Century Companies
Missouri
+$2.26M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$9.38M
2
BlackRock
BlackRock
New York
-$2.6M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.51M
4
Invesco
Invesco
Georgia
-$1.73M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$23.4K – – –
Fidelity Investments
127
Fidelity Investments
Massachusetts
$16.4K +$9.99K +274 +125%
VCM
128
Versant Capital Management
Arizona
$15.8K -$620 -17 -3%
Allspring Global Investments
129
Allspring Global Investments
North Carolina
$14.5K -$84.3K -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 +$1.09K +30 +8%
Russell Investments Group
132
Russell Investments Group
United Kingdom
$11.8K +$13K +356 New
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.87K +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 +$109 +3 +3%
Bessemer Group
137
Bessemer Group
New Jersey
$4K +$73 +2 +2%
QCG
138
Quadrant Capital Group
Ohio
$3.32K +$1.57K +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 -$693 -19 -43%
FMII
142
Farmers & Merchants Investments Inc
Nebraska
$697 – – –
GRP
143
Global Retirement Partners
California
$682 +$875 +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
3 4 5
6
7

SBSI Hedge Fund Activity: Q1 2023 in Review

145 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2023, worth a combined $556M — down 3.3% from $575M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SBSI positions and 9 closed out — a net gain of 9 holders — while 51 added to existing stakes and 51 trimmed.

The largest buyer was Kestrel Investment Management, opening a new position worth an estimated $3.71M. The largest seller was Victory Capital Management, cutting an estimated $9.38M.

  • 145 institutional investors held Southside Bancshares (SBSI) as of Q1 2023, up from 138 in Q4 2022.
  • Funds reported $556M of Southside Bancshares stock for Q1 2023, down 3.3% quarter-over-quarter.
  • 18 funds opened new Southside Bancshares positions in Q1 2023 and 9 closed out, a net change of +9 holders.
  • The largest Southside Bancshares buyer in Q1 2023 was Kestrel Investment Management, an estimated $3.71M added.
  • The largest Southside Bancshares seller in Q1 2023 was Victory Capital Management, an estimated $9.38M sold.

Based on aggregated 13F filings for Q1 2023.