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Southside Bancshares
SBSI

120 hedge funds and large institutions have $681M invested in Southside Bancshares in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

12% more capital invested

Capital invested by funds: $610M → $681M (+$70.9M)

3% more funds holding

Funds holding: 117 → 120 (+3)

1.3% more ownership

Funds ownership: 53% → 54.3% (+1.3%)

Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
2.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
46
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Millennium Management
Millennium Management
New York
+$6.35M
2
BlackRock
BlackRock
New York
+$4.51M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.15M
4
State Street
State Street
Massachusetts
+$1.7M
5
Morgan Stanley
Morgan Stanley
New York
+$1.64M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$2.45M
2
Goldman Sachs
Goldman Sachs
New York
-$1.68M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.13M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.03M
5
Bank of America
Bank of America
North Carolina
-$663K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$182M +$4.51M +127,770 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$77M +$3.15M +89,225 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$60.3M -$521K -14,736 -0.9%
Renaissance Technologies
4
Renaissance Technologies
New York
$42.3M -$2.45M -69,364 -6%
State Street
5
State Street
Massachusetts
$39.3M +$1.7M +48,141 +5%
Invesco
6
Invesco
Georgia
$38.3M +$560K +15,844 +2%
Northern Trust
7
Northern Trust
Illinois
$22.7M -$207K -5,852 -0.9%
Handelsbanken Fonder
8
Handelsbanken Fonder
Sweden
$22.3M – – –
Bank of New York Mellon
9
Bank of New York Mellon
New York
$17.8M +$1.06M +30,082 +7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$16.9M +$264K +7,470 +2%
ProShare Advisors
11
ProShare Advisors
Maryland
$13.2M +$541K +15,313 +4%
Millennium Management
12
Millennium Management
New York
$11.6M +$6.35M +179,652 +134%
Principal Financial Group
13
Principal Financial Group
Iowa
$9.72M -$142K -4,012 -2%
HI
14
Handelsinvest Investeringsforvaltning
Denmark
$7.43M – – –
Charles Schwab
15
Charles Schwab
California
$7.29M +$173K +4,885 +3%
TAM
16
Third Avenue Management
New York
$6.83M -$512K -14,489 -7%
Ameriprise
17
Ameriprise
Minnesota
$6.31M -$170K -4,798 -3%
Morgan Stanley
18
Morgan Stanley
New York
$6.11M +$1.64M +46,340 +39%
N
19
Nuveen
North Carolina
$4.37M -$132K -3,734 -3%
Victory Capital Management
20
Victory Capital Management
Texas
$4.18M +$620K +17,538 +18%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$4.06M +$192K +5,430 +5%
Goldman Sachs
22
Goldman Sachs
New York
$3.08M -$1.68M -47,680 -37%
Legal & General Group
23
Legal & General Group
United Kingdom
$3.05M +$142K +4,021 +5%
First Trust Advisors
24
First Trust Advisors
Illinois
$2.86M +$734K +20,789 +37%
Wells Fargo
25
Wells Fargo
California
$2.82M -$119K -3,376 -4%
1
2 3 4 5

SBSI Hedge Fund Activity: Q4 2019 in Review

120 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2019, worth a combined $681M — up 12% from $610M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SBSI positions and 8 closed out — a net gain of 4 holders — while 46 added to existing stakes and 39 trimmed.

The largest buyer was Millennium Management, adding an estimated $6.35M. The largest seller was Renaissance Technologies, cutting an estimated $2.45M.

  • 120 institutional investors held Southside Bancshares (SBSI) as of Q4 2019, up from 117 in Q3 2019.
  • Funds reported $681M of Southside Bancshares stock for Q4 2019, up 12% quarter-over-quarter.
  • 12 funds opened new Southside Bancshares positions in Q4 2019 and 8 closed out, a net change of +4 holders.
  • The largest Southside Bancshares buyer in Q4 2019 was Millennium Management, an estimated $6.35M added.
  • The largest Southside Bancshares seller in Q4 2019 was Renaissance Technologies, an estimated $2.45M sold.

Based on aggregated 13F filings for Q4 2019.