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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
JCIA
151
Jackson Creek Investment Advisors
Colorado
– -$853K -29,736 Closed
Squarepoint
152
Squarepoint
New York
– -$754K -26,270 Closed
TI
153
Trexquant Investment
Connecticut
– -$587K -20,445 Closed
COPPSERS
154
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$557K -19,392 Closed
Franklin Resources
155
Franklin Resources
California
– -$452K -15,738 Closed
DFCM
156
Dark Forest Capital Management
Puerto Rico
– -$409K -14,234 Closed
WCM
157
Wedge Capital Management
North Carolina
– -$384K -13,397 Closed
AAS
158
Ameritas Advisory Services
Nebraska
– -$271K -9,531 Closed
Los Angeles Capital Management
159
Los Angeles Capital Management
California
– -$258K -8,996 Closed
CSS
160
Cubist Systematic Strategies
Connecticut
– -$253K -8,799 Closed
ECM
161
ExodusPoint Capital Management
New York
– -$249K -8,681 Closed
PP
162
PDT Partners
New York
– -$217K -7,558 Closed
HSBC Holdings
163
HSBC Holdings
United Kingdom
– -$217K -7,525 Closed
DA
164
Denali Advisors
California
– -$135K -4,700 Closed
PMEF
165
Point72 Middle East FZE
United Arab Emirates
– -$131K -4,554 Closed
Point72 Asset Management
166
Point72 Asset Management
Connecticut
– -$72.9K -2,539 Closed
CTA
167
Colonial Trust Advisors
South Carolina
– -$34.2K -1,190 Closed
Simplex Trading
168
Simplex Trading
Illinois
– -$11K -405 Closed
C
169
Covestor
United Kingdom
– -$58 -2 -25%
SAM
170
Smartleaf Asset Management
Massachusetts
– +$13.6K +467 New
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.