Southside Bancshares
SBSI
157 hedge funds and large institutions have $551M invested in Southside Bancshares in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 20 closing their positions.
280% more call options, than puts
Call options by funds: $38K | Put options by funds: $10K
1.32% more ownership
Funds ownership: 55.94% → 57.26% (+1.3%)
3% less capital invested
Capital invested by funds: $566M → $551M (-$14.6M)
4% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 55
4% less funds holding
Funds holding: 164 → 157 (-7)
30% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 20
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$8.27M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$5.8M |
| 3 |
JP Morgan Chase
New York
|
+$4.3M |
| 4 |
State Street
Boston,
Massachusetts
|
+$4.07M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.68M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$2.33M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.87M |
| 3 |
Jane Street
New York
|
-$1.79M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$1.12M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$967K |
SBSI Hedge Fund Activity: Q4 2024 in Review
157 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2024, worth a combined $551M — down 2.6% from $566M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of SBSI and 14 opened new positions — a net loss of 6 holders — while 55 trimmed existing stakes and 53 added.
The largest buyer was UBS Group, adding an estimated $8.27M. The largest seller was Morgan Stanley, cutting an estimated $2.33M.
- 157 institutional investors held Southside Bancshares (SBSI) as of Q4 2024, down from 164 in Q3 2024.
- Funds reported $551M of Southside Bancshares stock for Q4 2024, down 2.6% quarter-over-quarter.
- 14 funds opened new Southside Bancshares positions in Q4 2024 and 20 closed out, a net change of -6 holders.
- The largest Southside Bancshares buyer in Q4 2024 was UBS Group, an estimated $8.27M added.
- The largest Southside Bancshares seller in Q4 2024 was Morgan Stanley, an estimated $2.33M sold.
Based on aggregated 13F filings for Q4 2024.