Southside Bancshares
SBSI
123 hedge funds and large institutions have $514M invested in Southside Bancshares in 2017 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 14 closing their positions.
14% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 14
14% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 35
2% more funds holding
Funds holding: 121 → 123 (+2)
6% less capital invested
Capital invested by funds: $549M → $514M (-$35.5M)
7.74% less ownership
Funds ownership: 51.35% → 43.61% (-7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.62M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$2.83M |
| 3 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$2.55M |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$1.98M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$1.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
-$9.05M |
| 2 |
TCM
Tributary Capital Management
Omaha,
Nebraska
|
-$3.18M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$1.16M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$903K |
| 5 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$826K |
SBSI Hedge Fund Activity: Q4 2017 in Review
123 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2017, worth a combined $514M — down 6.5% from $549M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SBSI positions and 14 closed out — a net gain of 2 holders — while 40 added to existing stakes and 35 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $3.62M. The largest seller was Hancock Whitney, exiting entirely with an estimated $9.05M sold.
- 123 institutional investors held Southside Bancshares (SBSI) as of Q4 2017, up from 121 in Q3 2017.
- Funds reported $514M of Southside Bancshares stock for Q4 2017, down 6.5% quarter-over-quarter.
- 16 funds opened new Southside Bancshares positions in Q4 2017 and 14 closed out, a net change of +2 holders.
- The largest Southside Bancshares buyer in Q4 2017 was Royal Bank of Canada, an estimated $3.62M added.
- The largest Southside Bancshares seller in Q4 2017 was Hancock Whitney, an estimated $9.05M sold.
Based on aggregated 13F filings for Q4 2017.