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Southside Bancshares
SBSI

121 hedge funds and large institutions have $549M invested in Southside Bancshares in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 32

4% more capital invested

Capital invested by funds: $528M → $549M (+$21.5M)

0.19% less ownership

Funds ownership: 51.54% → 51.35% (-0.19%)

4% less funds holding

Funds holding: 126 → 121 (-5)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
121
Holders Change
-5
Holders Change %
-3.97%
% of All Funds
3.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
58
Reduced
32
Closed
11
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$100K

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.55M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.95M
3
BlackRock
BlackRock
New York
+$1.33M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.29M
5
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
+$1.15M

Top Sellers

1
WC
Walthausen & Co
New York
-$2.51M
2
Creative Planning
Creative Planning
Kansas
-$2M
3
Goldman Sachs
Goldman Sachs
New York
-$1.85M
4
PI
Putnam Investments
Massachusetts
-$1.54M
5
State Street
State Street
Massachusetts
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$123M +$1.33M +39,063 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$64.9M +$1.95M +57,545 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$50M +$2.55M +75,241 +6%
Renaissance Technologies
4
Renaissance Technologies
New York
$30.5M +$143K +4,200 +0.5%
State Street
5
State Street
Massachusetts
$29.1M -$1.3M -38,199 -5%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$20.4M -$244K -7,190 -1%
Northern Trust
7
Northern Trust
Illinois
$19.7M +$99.1K +2,920 +0.5%
TCM
8
Tributary Capital Management
Nebraska
$19.1M -$67.8K -1,999 -0.4%
American Century Companies
9
American Century Companies
Missouri
$16.7M +$365K +10,762 +2%
Handelsbanken Fonder
10
Handelsbanken Fonder
Sweden
$16M +$1.04M +30,750 +8%
WC
11
Walthausen & Co
New York
$12.7M -$2.51M -73,898 -17%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$9.12M +$223K +6,573 +3%
HW
13
Hancock Whitney
Mississippi
$9.05M – – –
Principal Financial Group
14
Principal Financial Group
Iowa
$8.2M +$41.3K +1,218 +0.5%
ProShare Advisors
15
ProShare Advisors
Maryland
$8.19M +$465K +13,701 +6%
TAM
16
Third Avenue Management
New York
$7.21M -$193K -5,685 -3%
JP Morgan Chase
17
JP Morgan Chase
New York
$5.95M +$197K +5,795 +4%
HI
18
Handelsinvest Investeringsforvaltning
Denmark
$5.74M – – –
Ameriprise
19
Ameriprise
Minnesota
$5.5M -$260K -7,661 -5%
Charles Schwab
20
Charles Schwab
California
$4.67M +$235K +6,911 +6%
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$4.31M +$1.15M +33,937 +40%
TCIM
22
TIAA CREF Investment Management
New York
$3.56M -$98.8K -2,910 -3%
Wells Fargo
23
Wells Fargo
California
$2.87M +$536K +15,802 +25%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$2.79M +$102K +3,006 +4%
Fisher Asset Management
25
Fisher Asset Management
Washington
$2.62M -$370K -10,891 -13%
1
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SBSI Hedge Fund Activity: Q3 2017 in Review

121 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2017, worth a combined $549M — up 4.1% from $528M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SBSI and 8 opened new positions — a net loss of 3 holders — while 32 trimmed existing stakes and 58 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $2.55M. The largest seller was Walthausen & Co, cutting an estimated $2.51M.

  • 121 institutional investors held Southside Bancshares (SBSI) as of Q3 2017, down from 126 in Q2 2017.
  • Funds reported $549M of Southside Bancshares stock for Q3 2017, up 4.1% quarter-over-quarter.
  • 8 funds opened new Southside Bancshares positions in Q3 2017 and 11 closed out, a net change of -3 holders.
  • The largest Southside Bancshares buyer in Q3 2017 was Dimensional Fund Advisors, an estimated $2.55M added.
  • The largest Southside Bancshares seller in Q3 2017 was Walthausen & Co, an estimated $2.51M sold.

Based on aggregated 13F filings for Q3 2017.