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Southside Bancshares
SBSI

133 hedge funds and large institutions have $527M invested in Southside Bancshares in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

187% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 23

50.25% more ownership

Funds ownership: 0% → 50.25% (+50%)

40% more capital invested

Capital invested by funds: $376M → $527M (+$151M)

15% more funds holding

Funds holding: 116 → 133 (+17)

Holders
133
Holders Change
+17
Holders Change %
+14.66%
% of All Funds
3.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
66
Reduced
23
Closed
6
Calls
$1.06M
Puts
–
Net Calls
+$1.06M
Net Calls Change
+$1.06M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$11.9M
2
BFA
BlackRock Fund Advisors
California
+$11.6M
3
Northern Trust
Northern Trust
Illinois
+$6.07M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$5.31M
5
Morgan Stanley
Morgan Stanley
New York
+$5.18M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$7.3M
2
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$3M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$1.44M
4
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$1.06M
5
UBS Group
UBS Group
Switzerland
-$955K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$79.2M +$11.6M +335,835 +18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$48.4M +$5.31M +153,900 +13%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$40M +$2.13M +61,797 +6%
Renaissance Technologies
4
Renaissance Technologies
New York
$31.1M +$3.69M +106,938 +14%
BIT
5
BlackRock Institutional Trust
California
$27.3M +$1.98M +57,385 +8%
State Street
6
State Street
Massachusetts
$25.1M +$3.81M +110,348 +19%
Northern Trust
7
Northern Trust
Illinois
$17.5M +$6.07M +175,643 +58%
WC
8
Walthausen & Co
New York
$16.5M -$128K -3,714 -0.8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$15.6M +$1.28M +36,933 +10%
Handelsbanken Fonder
10
Handelsbanken Fonder
Sweden
$14.3M -$1.06M -30,750 -7%
TCM
11
Tributary Capital Management
Nebraska
$13.9M +$897K +25,969 +7%
Millennium Management
12
Millennium Management
New York
$13M +$11.9M +343,910 +3,653%
HW
13
Hancock Whitney
Mississippi
$9.16M – – –
JP Morgan Chase
14
JP Morgan Chase
New York
$8.69M +$2.28M +65,963 +39%
TAM
15
Third Avenue Management
New York
$8.35M -$34.8K -1,007 -0.4%
Principal Financial Group
16
Principal Financial Group
Iowa
$7.48M +$726K +21,021 +12%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$7.1M +$338K +9,787 +5%
Morgan Stanley
18
Morgan Stanley
New York
$6.46M +$5.18M +149,873 +576%
American Century Companies
19
American Century Companies
Missouri
$6.26M -$7.3M -211,370 -55%
Luther King Capital Management (LKCM)
20
Luther King Capital Management (LKCM)
Texas
$5.93M -$3M -86,847 -35%
ProShare Advisors
21
ProShare Advisors
Maryland
$5.8M +$2.12M +61,341 +64%
Ameriprise
22
Ameriprise
Minnesota
$5.5M +$374K +10,832 +8%
BIM
23
BlackRock Investment Management
Delaware
$5.39M +$912K +26,418 +22%
ZDA
24
Zweig-DiMenna Associates
New York
$4.05M +$3.81M +110,218 New
Charles Schwab
25
Charles Schwab
California
$3.98M +$196K +5,673 +6%
1
2 3 4 5

SBSI Hedge Fund Activity: Q4 2016 in Review

133 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2016, worth a combined $527M — up 40% from $376M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SBSI positions and 6 closed out — a net gain of 19 holders — while 66 added to existing stakes and 23 trimmed.

The largest buyer was Millennium Management, adding an estimated $11.9M. The largest seller was American Century Companies, cutting an estimated $7.3M.

  • 133 institutional investors held Southside Bancshares (SBSI) as of Q4 2016, up from 116 in Q3 2016.
  • Funds reported $527M of Southside Bancshares stock for Q4 2016, up 40% quarter-over-quarter.
  • 25 funds opened new Southside Bancshares positions in Q4 2016 and 6 closed out, a net change of +19 holders.
  • The largest Southside Bancshares buyer in Q4 2016 was Millennium Management, an estimated $11.9M added.
  • The largest Southside Bancshares seller in Q4 2016 was American Century Companies, an estimated $7.3M sold.

Based on aggregated 13F filings for Q4 2016.