Southside Bancshares
SBSI
138 hedge funds and large institutions have $575M invested in Southside Bancshares in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 60 increasing their positions, 44 reducing their positions, and 21 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 44
0.61% more ownership
Funds ownership: 53.18% → 53.79% (+0.61%)
5% less capital invested
Capital invested by funds: $604M → $575M (-$28.4M)
10% less funds holding
Funds holding: 154 → 138 (-16)
71% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 21
96% less call options, than puts
Call options by funds: $4K | Put options by funds: $104K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWA
Gibson Wealth Advisors
Tyler,
Texas
|
+$19.3M |
| 2 |
State Street
Boston,
Massachusetts
|
+$1.95M |
| 3 |
TAM
Third Avenue Management
New York
|
+$1.86M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.77M |
| 5 |
Bank of New York Mellon
New York
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$10.1M |
| 2 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$6.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.86M |
| 4 |
BlackRock
New York
|
-$1.31M |
| 5 |
Goldman Sachs
New York
|
-$781K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
151
Aquatic Capital Management
Chicago,
Illinois
| – | -$205K | -5,800 | Closed |
|
152
State of Wisconsin Investment Board
Madison,
Wisconsin
| – | -$201K | -5,687 | Closed |
|
153
SG Americas Securities
New York
| – | -$120K | -3,393 | Closed |
|
|
PHK
154
Point72 Hong Kong
Hong Kong
| – | -$68K | -1,921 | Closed |
|
|
MAM
155
Meeder Asset Management
Dublin,
Ohio
| – | -$17K | -494 | Closed |
|
|
MPWT
156
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$2K | -59 | Closed |
|
|
IA
157
IFP Advisors
Tampa,
Florida
| – | -$13K | -6 | Closed |
|
SBSI Hedge Fund Activity: Q4 2022 in Review
138 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2022, worth a combined $575M — down 4.7% from $604M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of SBSI and 6 opened new positions — a net loss of 15 holders — while 44 trimmed existing stakes and 60 added.
The largest buyer was Gibson Wealth Advisors, adding an estimated $19.3M. The largest seller was Millennium Management, cutting an estimated $10.1M.
- 138 institutional investors held Southside Bancshares (SBSI) as of Q4 2022, down from 154 in Q3 2022.
- Funds reported $575M of Southside Bancshares stock for Q4 2022, down 4.7% quarter-over-quarter.
- 6 funds opened new Southside Bancshares positions in Q4 2022 and 21 closed out, a net change of -15 holders.
- The largest Southside Bancshares buyer in Q4 2022 was Gibson Wealth Advisors, an estimated $19.3M added.
- The largest Southside Bancshares seller in Q4 2022 was Millennium Management, an estimated $10.1M sold.
Based on aggregated 13F filings for Q4 2022.