Southside Bancshares
SBSI
92 hedge funds and large institutions have $185M invested in Southside Bancshares in 2014 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 34 reducing their positions, and 4 closing their positions.
913% more call options, than puts
Call options by funds: $314K | Put options by funds: $31K
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
13% more capital invested
Capital invested by funds: $164M → $185M (+$21.5M)
3% more funds holding
Funds holding: 89 → 92 (+3)
9% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
+$1.14M |
| 2 |
JIR
James Investment Research
Alpha,
Ohio
|
+$990K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$734K |
| 4 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$528K |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
+$515K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$5.92M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$1.21M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$677K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$559K |
| 5 |
Two Sigma Investments
New York
|
-$317K |
SBSI Hedge Fund Activity: Q1 2014 in Review
92 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2014, worth a combined $185M — up 13% from $164M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SBSI positions and 4 closed out — a net gain of 4 holders — while 31 added to existing stakes and 34 trimmed.
The largest buyer was Hancock Whitney, adding an estimated $1.14M. The largest seller was Invesco, cutting an estimated $5.92M.
- 92 institutional investors held Southside Bancshares (SBSI) as of Q1 2014, up from 89 in Q4 2013.
- Funds reported $185M of Southside Bancshares stock for Q1 2014, up 13% quarter-over-quarter.
- 8 funds opened new Southside Bancshares positions in Q1 2014 and 4 closed out, a net change of +4 holders.
- The largest Southside Bancshares buyer in Q1 2014 was Hancock Whitney, an estimated $1.14M added.
- The largest Southside Bancshares seller in Q1 2014 was Invesco, an estimated $5.92M sold.
Based on aggregated 13F filings for Q1 2014.