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Southside Bancshares

118 hedge funds and large institutions have $576M invested in Southside Bancshares in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 32

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

0.53% less ownership

Funds ownership: 53.34%52.81% (-0.53%)

4% less capital invested

Capital invested by funds: $598M → $576M (-$21.6M)

2% less funds holding

Funds holding: 120118 (-2)

Holders
118
Holders Change
-2
Holders Change %
-1.67%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
43
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$153M +$387K +11,435 +0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$63.5M +$5.25K +155 +0%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$53.2M +$424K +12,514 +0.8%
Renaissance Technologies
4
Renaissance Technologies
New York
$39.9M -$1.98M -58,500 -5%
State Street
5
State Street
Massachusetts
$34M -$831K -24,550 -2%
Invesco
6
Invesco
Georgia
$29.8M +$486K +14,343 +2%
Northern Trust
7
Northern Trust
Illinois
$19.7M +$408K +12,058 +2%
Handelsbanken Fonder
8
Handelsbanken Fonder
Sweden
$18.8M
Bank of New York Mellon
9
Bank of New York Mellon
New York
$14.8M -$1.35M -39,775 -8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$14.1M +$900K +26,573 +7%
ProShare Advisors
11
ProShare Advisors
Maryland
$10.7M +$1.87M +55,133 +20%
Principal Financial Group
12
Principal Financial Group
Iowa
$8.7M -$54.1K -1,598 -0.6%
Millennium Management
13
Millennium Management
New York
$7.08M -$2.47M -72,877 -25%
TAM
14
Third Avenue Management
New York
$6.42M
Charles Schwab
15
Charles Schwab
California
$6.02M +$130K +3,830 +2%
HI
16
Handelsinvest Investeringsforvaltning
Denmark
$5.82M
Ameriprise
17
Ameriprise
Minnesota
$5.82M -$77.6K -2,291 -1%
Morgan Stanley
18
Morgan Stanley
New York
$4.97M +$3.62M +106,999 +230%
N
19
Nuveen
North Carolina
$3.81M +$3.98M +117,632 New
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$3.15M +$44.2K +1,306 +1%
Citadel Advisors
21
Citadel Advisors
Florida
$3.08M +$201K +5,923 +7%
Creative Planning
22
Creative Planning
Kansas
$2.61M +$582K +17,200 +27%
Legal & General Group
23
Legal & General Group
United Kingdom
$2.44M +$19.6K +579 +0.8%
Wells Fargo
24
Wells Fargo
California
$2.42M -$203K -5,981 -7%
Luther King Capital Management (LKCM)
25
Luther King Capital Management (LKCM)
Texas
$2.42M -$429K -12,674 -14%

SBSI Hedge Fund Activity: Q2 2019 in Review

118 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2019, worth a combined $576M — down 3.6% from $598M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SBSI positions and 10 closed out — a net gain of 2 holders — while 43 added to existing stakes and 32 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $3.98M. The largest seller was Walthausen & Co, exiting entirely with an estimated $7.54M sold.

  • 118 institutional investors held Southside Bancshares (SBSI) as of Q2 2019, down from 120 in Q1 2019.
  • Funds reported $576M of Southside Bancshares stock for Q2 2019, down 3.6% quarter-over-quarter.
  • 12 funds opened new Southside Bancshares positions in Q2 2019 and 10 closed out, a net change of +2 holders.
  • The largest Southside Bancshares buyer in Q2 2019 was Nuveen, an estimated $3.98M added.
  • The largest Southside Bancshares seller in Q2 2019 was Walthausen & Co, an estimated $7.54M sold.

Based on aggregated 13F filings for Q2 2019.