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Southside Bancshares
SBSI

87 hedge funds and large institutions have $162M invested in Southside Bancshares in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $155M → $162M (+$7.74M)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

1% less funds holding

Funds holding: 88 → 87 (-1)

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
2.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
29
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JIR
James Investment Research
Ohio
+$2.19M
2
BFA
BlackRock Fund Advisors
California
+$1.38M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.36M
4
HW
Hancock Whitney
Mississippi
+$888K
5
JP Morgan Chase
JP Morgan Chase
New York
+$824K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.06M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$3.03M
3
HCM
Hodges Capital Management
Texas
-$2.9M
4
AIA
Affinity Investment Advisors
California
-$2.42M
5
Invesco
Invesco
Georgia
-$1.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIT
1
BlackRock Institutional Trust
California
$20.1M -$763K -35,690 -4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$13.9M +$23.4K +1,095 +0.2%
BFA
3
BlackRock Fund Advisors
California
$13.8M +$1.38M +64,341 +12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$13.8M +$108K +5,068 +0.8%
LSV Asset Management
5
LSV Asset Management
Illinois
$9.67M -$255K -11,912 -3%
State Street
6
State Street
Massachusetts
$8.44M -$37.8K -1,768 -0.5%
Luther King Capital Management (LKCM)
7
Luther King Capital Management (LKCM)
Texas
$7.85M – – –
Northern Trust
8
Northern Trust
Illinois
$6.87M -$257K -12,035 -4%
Invesco
9
Invesco
Georgia
$6.71M -$1.81M -84,764 -22%
HW
10
Hancock Whitney
Mississippi
$5.77M +$888K +41,530 +19%
JIR
11
James Investment Research
Ohio
$4.27M +$2.19M +102,291 +118%
Renaissance Technologies
12
Renaissance Technologies
New York
$4.06M +$1.36M +63,362 +54%
TCM
13
Tributary Capital Management
Nebraska
$3.62M +$984 +46 +0%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.56M +$165K +7,696 +5%
JP Morgan Chase
15
JP Morgan Chase
New York
$2.96M +$824K +38,538 +42%
TCIM
16
TIAA CREF Investment Management
New York
$2.27M -$36.1K -1,689 -2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.97M +$59.5K +2,784 +3%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$1.92M +$164K +7,649 +10%
BIM
19
BlackRock Investment Management
Delaware
$1.7M +$3.27K +153 +0.2%
HHC
20
Hutchin Hill Capital
New York
$1.6M -$21 -1 -0%
OC
21
Oppenheimer & Co
New York
$1.59M -$30.9K -1,443 -2%
BUB
22
BBVA USA Bancshares
Texas
$1.5M -$112K -5,238 -7%
PPA
23
Parametric Portfolio Associates
Washington
$1.35M +$23.9K +1,119 +2%
Charles Schwab
24
Charles Schwab
California
$1.16M +$11.2K +522 +1%
FNBOO
25
First National Bank of Omaha
Nebraska
$1.03M +$12.7K +593 +1%
1
2 3 4

SBSI Hedge Fund Activity: Q3 2013 in Review

87 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2013, worth a combined $162M — up 5% from $155M a quarter earlier.

Fund positioning in SBSI was balanced in Q3 2013: 6 funds opened new positions, 6 closed out, 29 added to existing stakes and 32 trimmed.

The largest buyer was James Investment Research, adding an estimated $2.19M. The largest seller was Morgan Stanley, cutting an estimated $3.06M.

  • 87 institutional investors held Southside Bancshares (SBSI) as of Q3 2013, down from 88 in Q2 2013.
  • Funds reported $162M of Southside Bancshares stock for Q3 2013, up 5% quarter-over-quarter.
  • 6 funds opened new Southside Bancshares positions in Q3 2013 and 6 closed out, a net change of 0 holders.
  • The largest Southside Bancshares buyer in Q3 2013 was James Investment Research, an estimated $2.19M added.
  • The largest Southside Bancshares seller in Q3 2013 was Morgan Stanley, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2013.