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.
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%)
39% more capital invested
Capital invested by funds: $379M → $527M (+$147M)
15% more funds holding
Funds holding: 116 → 133 (+17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$11.9M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$11.6M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$6.07M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.31M |
| 5 |
Morgan Stanley
New York
|
+$5.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$7.3M |
| 2 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
-$3M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$1.44M |
| 4 |
Handelsbanken Fonder
Stockholm,
Sweden
|
-$1.06M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$955K |
SBSI Hedge Fund Activity: Q4 2016 in Review
133 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2016, worth a combined $527M — up 39% from $379M 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 39% 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.