Southside Bancshares
SBSI
89 hedge funds and large institutions have $164M invested in Southside Bancshares in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
2% more funds holding
Funds holding: 87 → 89 (+2)
1% more capital invested
Capital invested by funds: $162M → $164M (+$1.27M)
13% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIR
James Investment Research
Alpha,
Ohio
|
+$1.64M |
| 2 |
Renaissance Technologies
New York
|
+$1.29M |
| 3 |
Morgan Stanley
New York
|
+$751K |
| 4 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
+$479K |
| 5 |
D.E. Shaw & Co
New York
|
+$479K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$2.81M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$1.48M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$516K |
| 4 |
UR
USCA RIA
Houston,
Texas
|
-$506K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$492K |
SBSI Hedge Fund Activity: Q4 2013 in Review
89 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2013, worth a combined $164M — up 0.78% from $162M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SBSI positions and 7 closed out — a net gain of 2 holders — while 27 added to existing stakes and 31 trimmed.
The largest buyer was James Investment Research, adding an estimated $1.64M. The largest seller was BlackRock Institutional Trust, cutting an estimated $2.81M.
- 89 institutional investors held Southside Bancshares (SBSI) as of Q4 2013, up from 87 in Q3 2013.
- Funds reported $164M of Southside Bancshares stock for Q4 2013, up 0.78% quarter-over-quarter.
- 9 funds opened new Southside Bancshares positions in Q4 2013 and 7 closed out, a net change of +2 holders.
- The largest Southside Bancshares buyer in Q4 2013 was James Investment Research, an estimated $1.64M added.
- The largest Southside Bancshares seller in Q4 2013 was BlackRock Institutional Trust, an estimated $2.81M sold.
Based on aggregated 13F filings for Q4 2013.