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Southside Bancshares
SBSI

150 hedge funds and large institutions have $536M invested in Southside Bancshares in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,567% more call options, than puts

Call options by funds: $50K | Put options by funds: $3K

9% more capital invested

Capital invested by funds: $490M → $536M (+$45.8M)

0.73% more ownership

Funds ownership: 55.92% → 56.65% (+0.73%)

4% less funds holding

Funds holding: 157 → 150 (-7)

34% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 67

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
150
Holders Change
-7
Holders Change %
-4.46%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
44
Reduced
67
Closed
20
Calls
$50K
Puts
$3K
Net Calls
+$47K
Net Calls Change
+$44K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.75M
2
Goldman Sachs
Goldman Sachs
New York
+$3.53M
3
BlackRock
BlackRock
New York
+$2.55M
4
State Street
State Street
Massachusetts
+$1.69M
5
BCM
Bridgeway Capital Management
Texas
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$3.78M
2
PWG
Portside Wealth Group
Utah
-$3.56M
3
First Trust Advisors
First Trust Advisors
Illinois
-$3.04M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.75M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$70.9K +$9.34K +321 +17%
EC
127
EntryPoint Capital
New York
$65.7K +$61K +2,098 New
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
$53.7K – – –
FFA
129
Farther Finance Advisors
California
$42K +$39K +1,341 New
KBC Group
130
KBC Group
Belgium
$42K – – –
Osaic Holdings
131
Osaic Holdings
Arizona
$32.7K +$1.57K +54 +5%
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$18.4K – – –
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.9K +$1.34K +46 +9%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$15.9K -$320 -11 -2%
ACM
135
Aquatic Capital Management
Illinois
$13K +$11.6K +400 New
Russell Investments Group
136
Russell Investments Group
United Kingdom
$11.2K – – –
US Bancorp
137
US Bancorp
Minnesota
$5.51K – – –
GI
138
GAMMA Investing
California
$5.51K +$5.12K +176 New
VCM
139
Versant Capital Management
Arizona
$4.26K -$6.2K -213 -61%
Mitsubishi UFJ Asset Management
140
Mitsubishi UFJ Asset Management
Japan
$3.36K – – –
LFA
141
LGT Financial Advisors
Texas
$2.66K – – –
QCG
142
Quadrant Capital Group
Ohio
$2.41K – – –
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$2K -$727 -25 -30%
MPWT
144
MassMutual Private Wealth & Trust
Connecticut
$1.41K -$1.98K -68 -60%
PA
145
Parallel Advisors
California
$1.25K – – –
GRP
146
Global Retirement Partners
California
$715 – – –
FMII
147
Farmers & Merchants Investments Inc
Nebraska
$658 – – –
PFBT
148
Parkside Financial Bank & Trust
Missouri
$188 -$3.43K -118 -95%
PWG
149
Portside Wealth Group
Utah
– -$3.56M -124,189 Closed
Marshall Wace
150
Marshall Wace
United Kingdom
– -$1.55M -54,010 Closed
3 4 5
6
7

SBSI Hedge Fund Activity: Q4 2023 in Review

150 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2023, worth a combined $536M — up 9.3% from $490M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SBSI and 13 opened new positions — a net loss of 7 holders — while 67 trimmed existing stakes and 44 added.

The largest buyer was Morgan Stanley, adding an estimated $8.75M. The largest seller was Nuveen, cutting an estimated $3.78M.

  • 150 institutional investors held Southside Bancshares (SBSI) as of Q4 2023, down from 157 in Q3 2023.
  • Funds reported $536M of Southside Bancshares stock for Q4 2023, up 9.3% quarter-over-quarter.
  • 13 funds opened new Southside Bancshares positions in Q4 2023 and 20 closed out, a net change of -7 holders.
  • The largest Southside Bancshares buyer in Q4 2023 was Morgan Stanley, an estimated $8.75M added.
  • The largest Southside Bancshares seller in Q4 2023 was Nuveen, an estimated $3.78M sold.

Based on aggregated 13F filings for Q4 2023.