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Southside Bancshares
SBSI

116 hedge funds and large institutions have $389M invested in Southside Bancshares in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

1.96% less ownership

Funds ownership: 50.09% → 48.13% (-2%)

9% less funds holding

Funds holding: 127 → 116 (-11)

15% less capital invested

Capital invested by funds: $458M → $389M (-$69.8M)

63% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 16

Holders
116
Holders Change
-11
Holders Change %
-8.66%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
41
Reduced
39
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$2.11M
2
ProShare Advisors
ProShare Advisors
Maryland
+$769K
3
DTL
Dynamic Technology Lab
Singapore
+$712K
4
Citadel Advisors
Citadel Advisors
Florida
+$696K
5
TAM
Third Avenue Management
New York
+$643K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$5.58M
2
MCM
Maltese Capital Management
New York
-$3.87M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.89M
4
State Street
State Street
Massachusetts
-$1.87M
5
First Trust Advisors
First Trust Advisors
Illinois
-$1.81M

SBSI Hedge Fund Activity: Q3 2020 in Review

116 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2020, worth a combined $389M — down 15% from $458M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of SBSI and 6 opened new positions — a net loss of 10 holders — while 39 trimmed existing stakes and 41 added.

The largest buyer was Invesco, adding an estimated $2.11M. The largest seller was Millennium Management, cutting an estimated $5.58M.

  • 116 institutional investors held Southside Bancshares (SBSI) as of Q3 2020, down from 127 in Q2 2020.
  • Funds reported $389M of Southside Bancshares stock for Q3 2020, down 15% quarter-over-quarter.
  • 6 funds opened new Southside Bancshares positions in Q3 2020 and 16 closed out, a net change of -10 holders.
  • The largest Southside Bancshares buyer in Q3 2020 was Invesco, an estimated $2.11M added.
  • The largest Southside Bancshares seller in Q3 2020 was Millennium Management, an estimated $5.58M sold.

Based on aggregated 13F filings for Q3 2020.