We are live on ! Find out more
SBSI icon

Southside Bancshares
SBSI

120 hedge funds and large institutions have $598M invested in Southside Bancshares in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 53 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

6% more capital invested

Capital invested by funds: $566M → $598M (+$32.5M)

2.68% more ownership

Funds ownership: 50.66% → 53.34% (+2.7%)

2% more funds holding

Funds holding: 118 → 120 (+2)

40% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 53

Holders
120
Holders Change
+2
Holders Change %
+1.69%
% of All Funds
2.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
32
Reduced
53
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$15.9M
2
Millennium Management
Millennium Management
New York
+$5.52M
3
Goldman Sachs
Goldman Sachs
New York
+$2.21M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.2M
5
ProShare Advisors
ProShare Advisors
Maryland
+$962K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$5.83M
2
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$4.74M
3
WC
Walthausen & Co
New York
-$2.79M
4
Bank of America
Bank of America
North Carolina
-$1.2M
5
State Street
State Street
Massachusetts
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$156M -$5.83M -171,828 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$65.1M +$2.2M +64,771 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$54.2M -$58.2K -1,717 -0.1%
Renaissance Technologies
4
Renaissance Technologies
New York
$42.9M +$580K +17,100 +1%
State Street
5
State Street
Massachusetts
$35.7M -$1.18M -34,940 -3%
Invesco
6
Invesco
Georgia
$30.1M +$15.9M +467,766 +107%
Northern Trust
7
Northern Trust
Illinois
$19.8M -$376K -11,099 -2%
Handelsbanken Fonder
8
Handelsbanken Fonder
Sweden
$19.3M -$4.74M -139,787 -19%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$16.5M -$385K -11,367 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$13.5M +$617K +18,191 +5%
Millennium Management
11
Millennium Management
New York
$9.69M +$5.52M +162,879 +127%
ProShare Advisors
12
ProShare Advisors
Maryland
$9.2M +$962K +28,362 +11%
Principal Financial Group
13
Principal Financial Group
Iowa
$8.98M -$472K -13,910 -5%
WC
14
Walthausen & Co
New York
$7.54M -$2.79M -82,204 -27%
Goldman Sachs
15
Goldman Sachs
New York
$7.33M +$2.21M +65,085 +42%
TAM
16
Third Avenue Management
New York
$7M – – –
Charles Schwab
17
Charles Schwab
California
$6.05M -$67.3K -1,986 -1%
Ameriprise
18
Ameriprise
Minnesota
$6.05M -$352K -10,389 -5%
HI
19
Handelsinvest Investeringsforvaltning
Denmark
$5.97M – – –
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$3.19M -$31.4K -926 -1%
Citadel Advisors
21
Citadel Advisors
Florida
$2.96M -$433K -12,764 -13%
Luther King Capital Management (LKCM)
22
Luther King Capital Management (LKCM)
Texas
$2.91M -$293K -8,632 -9%
Wells Fargo
23
Wells Fargo
California
$2.69M +$167K +4,929 +6%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$2.59M -$44.1K -1,300 -2%
Legal & General Group
25
Legal & General Group
United Kingdom
$2.48M +$144K +4,255 +6%
1
2 3 4 5

SBSI Hedge Fund Activity: Q1 2019 in Review

120 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2019, worth a combined $598M — up 5.8% from $566M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SBSI positions and 4 closed out — a net gain of 2 holders — while 32 added to existing stakes and 53 trimmed.

The largest buyer was Invesco, adding an estimated $15.9M. The largest seller was BlackRock, cutting an estimated $5.83M.

  • 120 institutional investors held Southside Bancshares (SBSI) as of Q1 2019, up from 118 in Q4 2018.
  • Funds reported $598M of Southside Bancshares stock for Q1 2019, up 5.8% quarter-over-quarter.
  • 6 funds opened new Southside Bancshares positions in Q1 2019 and 4 closed out, a net change of +2 holders.
  • The largest Southside Bancshares buyer in Q1 2019 was Invesco, an estimated $15.9M added.
  • The largest Southside Bancshares seller in Q1 2019 was BlackRock, an estimated $5.83M sold.

Based on aggregated 13F filings for Q1 2019.