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Southside Bancshares
SBSI

117 hedge funds and large institutions have $610M invested in Southside Bancshares in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 57 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 28

6% more capital invested

Capital invested by funds: $576M → $610M (+$33.7M)

0.2% more ownership

Funds ownership: 52.81% → 53% (+0.2%)

1% less funds holding

Funds holding: 118 → 117 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
117
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
57
Reduced
28
Closed
4
Calls
$611K
Puts
–
Net Calls
+$611K
Net Calls Change
+$611K

Top Buyers

1
Invesco
Invesco
Georgia
+$3.18M
2
Goldman Sachs
Goldman Sachs
New York
+$2.29M
3
BlackRock
BlackRock
New York
+$1.97M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.91M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$831K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.08M
2
Millennium Management
Millennium Management
New York
-$2.81M
3
Creative Planning
Creative Planning
Kansas
-$2.61M
4
State Street
State Street
Massachusetts
-$1.36M
5
Canada Life
Canada Life
Manitoba, Canada
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$163M +$1.97M +59,416 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$67.7M +$801K +24,108 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$55.8M -$174K -5,225 -0.3%
Renaissance Technologies
4
Renaissance Technologies
New York
$41.2M -$774K -23,300 -2%
Invesco
5
Invesco
Georgia
$34.6M +$3.18M +95,730 +10%
State Street
6
State Street
Massachusetts
$34.5M -$1.36M -40,799 -4%
Northern Trust
7
Northern Trust
Illinois
$21.1M +$359K +10,793 +2%
Handelsbanken Fonder
8
Handelsbanken Fonder
Sweden
$20.5M +$665K +20,000 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$15.3M -$265K -7,963 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$15.2M +$399K +12,015 +3%
ProShare Advisors
11
ProShare Advisors
Maryland
$11.6M +$297K +8,924 +3%
Principal Financial Group
12
Principal Financial Group
Iowa
$9.07M -$97.7K -2,941 -1%
HI
13
Handelsinvest Investeringsforvaltning
Denmark
$6.82M +$672K +20,213 +11%
TAM
14
Third Avenue Management
New York
$6.77M – – –
Charles Schwab
15
Charles Schwab
California
$6.53M +$183K +5,511 +3%
Ameriprise
16
Ameriprise
Minnesota
$5.96M -$171K -5,149 -3%
Millennium Management
17
Millennium Management
New York
$4.57M -$2.81M -84,640 -39%
Goldman Sachs
18
Goldman Sachs
New York
$4.46M +$2.29M +68,810 +111%
N
19
Nuveen
North Carolina
$4.14M +$124K +3,731 +3%
Morgan Stanley
20
Morgan Stanley
New York
$4.03M -$1.18M -35,493 -23%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$3.54M +$214K +6,448 +7%
Victory Capital Management
22
Victory Capital Management
Texas
$3.24M +$1.91M +57,490 +153%
Public Sector Pension Investment Board (PSP Investments)
23
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.76M +$367K +11,052 +16%
Wells Fargo
24
Wells Fargo
California
$2.7M +$145K +4,366 +6%
Legal & General Group
25
Legal & General Group
United Kingdom
$2.66M +$92.1K +2,771 +4%
1
2 3 4 5

SBSI Hedge Fund Activity: Q3 2019 in Review

117 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2019, worth a combined $610M — up 5.8% from $576M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SBSI and 3 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 57 added.

The largest buyer was Invesco, adding an estimated $3.18M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.08M sold.

  • 117 institutional investors held Southside Bancshares (SBSI) as of Q3 2019, down from 118 in Q2 2019.
  • Funds reported $610M of Southside Bancshares stock for Q3 2019, up 5.8% quarter-over-quarter.
  • 3 funds opened new Southside Bancshares positions in Q3 2019 and 4 closed out, a net change of -1 holder.
  • The largest Southside Bancshares buyer in Q3 2019 was Invesco, an estimated $3.18M added.
  • The largest Southside Bancshares seller in Q3 2019 was Citadel Advisors, an estimated $3.08M sold.

Based on aggregated 13F filings for Q3 2019.