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Southside Bancshares
SBSI

130 hedge funds and large institutions have $627M invested in Southside Bancshares in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 32

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $557M → $627M (+$70.9M)

4.24% more ownership

Funds ownership: 47.15% → 51.39% (+4.2%)

4% more funds holding

Funds holding: 125 → 130 (+5)

Holders
130
Holders Change
+5
Holders Change %
+4%
% of All Funds
2.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
55
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$21.8M
2
Renaissance Technologies
Renaissance Technologies
New York
+$4.47M
3
Millennium Management
Millennium Management
New York
+$3.23M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.19M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$1.94M

Top Sellers

1
Creative Planning
Creative Planning
Kansas
-$2.48M
2
SCA
Secor Capital Advisors
New York
-$1.93M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.61M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.04M
5
Two Sigma Investments
Two Sigma Investments
New York
-$482K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$165M +$21.8M +615,584 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$60.7M +$1.94M +54,827 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$54.4M +$754K +21,313 +1%
Renaissance Technologies
4
Renaissance Technologies
New York
$41.4M +$4.47M +126,300 +12%
State Street
5
State Street
Massachusetts
$39.1M +$894K +25,274 +2%
Northern Trust
6
Northern Trust
Illinois
$21.3M +$363K +10,262 +2%
Handelsbanken Fonder
7
Handelsbanken Fonder
Sweden
$20.9M +$1.06M +30,000 +5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$17.7M +$1.54M +43,451 +9%
TCM
9
Tributary Capital Management
Nebraska
$16.2M -$3.11K -88 -0%
Invesco
10
Invesco
Georgia
$14.4M +$1.65M +46,702 +13%
Millennium Management
11
Millennium Management
New York
$12.8M +$3.23M +91,278 +33%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$11.4M +$540K +15,282 +5%
WC
13
Walthausen & Co
New York
$11.2M +$11.4M +322,443 New
Principal Financial Group
14
Principal Financial Group
Iowa
$9.9M +$1.8M +50,844 +22%
ProShare Advisors
15
ProShare Advisors
Maryland
$7.12M +$631K +17,844 +10%
TAM
16
Third Avenue Management
New York
$6.9M – – –
Ameriprise
17
Ameriprise
Minnesota
$6.76M +$1.14M +32,298 +20%
Charles Schwab
18
Charles Schwab
California
$6.39M +$803K +22,711 +14%
HI
19
Handelsinvest Investeringsforvaltning
Denmark
$5.49M – – –
Goldman Sachs
20
Goldman Sachs
New York
$5.38M +$397K +11,238 +8%
Morgan Stanley
21
Morgan Stanley
New York
$4.94M +$991K +28,038 +25%
Citadel Advisors
22
Citadel Advisors
Florida
$4.01M -$322K -9,102 -7%
Wells Fargo
23
Wells Fargo
California
$3.85M +$117K +3,314 +3%
Luther King Capital Management (LKCM)
24
Luther King Capital Management (LKCM)
Texas
$3.34M -$442K -12,500 -12%
Deutsche Bank
25
Deutsche Bank
Germany
$2.9M -$1.04M -29,403 -26%
1
2 3 4 5

SBSI Hedge Fund Activity: Q3 2018 in Review

130 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2018, worth a combined $627M — up 13% from $557M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SBSI positions and 10 closed out — a net gain of 6 holders — while 55 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $21.8M. The largest seller was Creative Planning, cutting an estimated $2.48M.

  • 130 institutional investors held Southside Bancshares (SBSI) as of Q3 2018, up from 125 in Q2 2018.
  • Funds reported $627M of Southside Bancshares stock for Q3 2018, up 13% quarter-over-quarter.
  • 16 funds opened new Southside Bancshares positions in Q3 2018 and 10 closed out, a net change of +6 holders.
  • The largest Southside Bancshares buyer in Q3 2018 was BlackRock, an estimated $21.8M added.
  • The largest Southside Bancshares seller in Q3 2018 was Creative Planning, an estimated $2.48M sold.

Based on aggregated 13F filings for Q3 2018.