Southside Bancshares
SBSI
160 hedge funds and large institutions have $484M invested in Southside Bancshares in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 51 reducing their positions, and 13 closing their positions.
77% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 13
12% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 51
7% more funds holding
Funds holding: 150 → 160 (+10)
1.92% less ownership
Funds ownership: 56.65% → 54.72% (-1.9%)
10% less capital invested
Capital invested by funds: $536M → $484M (-$51.6M)
22% less call options, than puts
Call options by funds: $137K | Put options by funds: $175K
Top Buyers
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.99M |
| 2 |
Renaissance Technologies
New York
|
+$1.59M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.58M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.54M |
| 5 |
Goldman Sachs
New York
|
+$1.05M |
Top Sellers
| 1 |
MIIM
Mesirow Institutional Investment Management
Chicago,
Illinois
|
-$7.69M |
| 2 |
Morgan Stanley
New York
|
-$7.25M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.89M |
| 4 |
BlackRock
New York
|
-$1.79M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$1.6M |
SBSI Hedge Fund Activity: Q1 2024 in Review
160 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2024, worth a combined $484M — down 9.6% from $536M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SBSI positions and 13 closed out — a net gain of 10 holders — while 57 added to existing stakes and 51 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $1.99M. The largest seller was Mesirow Institutional Investment Management, exiting entirely with an estimated $7.69M sold.
- 160 institutional investors held Southside Bancshares (SBSI) as of Q1 2024, up from 150 in Q4 2023.
- Funds reported $484M of Southside Bancshares stock for Q1 2024, down 9.6% quarter-over-quarter.
- 23 funds opened new Southside Bancshares positions in Q1 2024 and 13 closed out, a net change of +10 holders.
- The largest Southside Bancshares buyer in Q1 2024 was AQR Capital Management, an estimated $1.99M added.
- The largest Southside Bancshares seller in Q1 2024 was Mesirow Institutional Investment Management, an estimated $7.69M sold.
Based on aggregated 13F filings for Q1 2024.