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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
157
Holders Change
-7
Holders Change %
-4.27%
% of All Funds
2.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
53
Reduced
55
Closed
20
Calls
$38K
Puts
$10K
Net Calls
+$28K
Net Calls Change
+$68K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$8.27M
2
Invesco
Invesco
Georgia
+$5.8M
3
JP Morgan Chase
JP Morgan Chase
New York
+$4.3M
4
State Street
State Street
Massachusetts
+$4.07M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.68M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.33M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.87M
3
Jane Street
Jane Street
New York
-$1.79M
4
Charles Schwab
Charles Schwab
California
-$1.12M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$967K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
151
EverSource Wealth Advisors
Alabama
$635 +$679 +20 New
RIL
152
Rothschild Investment LLC
Illinois
$476 -$509 -15 -50%
UB
153
UMB Bank
Missouri
$222 – – –
PFBT
154
Parkside Financial Bank & Trust
Missouri
$159 – – –
IA
155
IFP Advisors
Florida
$127 +$136 +4 New
A
156
AlphaQuest
New York
$32 -$441K -12,989 -100%
LFG
157
Larson Financial Group
Missouri
$32 – – –
Jane Street
158
Jane Street
New York
– -$1.79M -53,571 Closed
Marshall Wace
159
Marshall Wace
United Kingdom
– -$892K -26,670 Closed
First Trust Advisors
160
First Trust Advisors
Illinois
– -$612K -18,311 Closed
SFS
161
Sowell Financial Services
Arkansas
– -$566K -16,937 Closed
Man Group
162
Man Group
United Kingdom
– -$442K -13,224 Closed
OQS
163
Occudo Quantitative Strategies
Florida
– -$368K -11,020 Closed
SSA
164
Schonfeld Strategic Advisors
New York
– -$274K -8,200 Closed
Balyasny Asset Management
165
Balyasny Asset Management
Illinois
– -$273K -8,172 Closed
BFA
166
Bill Few Associates
Pennsylvania
– -$222K -6,648 Closed
COPPSERS
167
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– -$203K -6,081 Closed
Point72 Asset Management
168
Point72 Asset Management
Connecticut
– -$170K -5,100 Closed
CSS
169
Cubist Systematic Strategies
Connecticut
– -$157K -4,702 Closed
PAS
170
Point72 Asia (Singapore)
Singapore
– -$106K -3,176 Closed
PD
171
Point72 (DIFC)
United Arab Emirates
– -$82.8K -2,476 Closed
KBC Group
172
KBC Group
Belgium
– -$45K -1,342 Closed
CFM
173
Catalyst Funds Management
Australia
– -$40.1K -1,200 Closed
HIM
174
Hillsdale Investment Management
Ontario, Canada
– -$16K -480 Closed
CPA
175
Capital Performance Advisors
California
– -$6.59K -197 Closed
4 5 6
7
8

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.