Southside Bancshares
SBSI
134 hedge funds and large institutions have $566M invested in Southside Bancshares in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 12 closing their positions.
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
24% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 38
10% more capital invested
Capital invested by funds: $514M → $566M (+$52.5M)
9% more funds holding
Funds holding: 123 → 134 (+11)
2.88% more ownership
Funds ownership: 43.61% → 46.49% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$8.94M |
| 2 |
BlackRock
New York
|
+$8.24M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$6.95M |
| 4 |
State Street
Boston,
Massachusetts
|
+$6.22M |
| 5 |
Renaissance Technologies
New York
|
+$4.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$7.43M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$5.87M |
| 3 |
Bank of New York Mellon
New York
|
-$3.63M |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$1.88M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.73M |
SBSI Hedge Fund Activity: Q1 2018 in Review
134 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2018, worth a combined $566M — up 10% from $514M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new SBSI positions and 12 closed out — a net gain of 11 holders — while 47 added to existing stakes and 38 trimmed.
The largest buyer was Invesco, adding an estimated $8.94M. The largest seller was American Century Companies, cutting an estimated $7.43M.
- 134 institutional investors held Southside Bancshares (SBSI) as of Q1 2018, up from 123 in Q4 2017.
- Funds reported $566M of Southside Bancshares stock for Q1 2018, up 10% quarter-over-quarter.
- 23 funds opened new Southside Bancshares positions in Q1 2018 and 12 closed out, a net change of +11 holders.
- The largest Southside Bancshares buyer in Q1 2018 was Invesco, an estimated $8.94M added.
- The largest Southside Bancshares seller in Q1 2018 was American Century Companies, an estimated $7.43M sold.
Based on aggregated 13F filings for Q1 2018.