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Southside Bancshares
SBSI

116 hedge funds and large institutions have $388M 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 → $388M (-$70M)

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
2.34%
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

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

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
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$113M -$1.48M -54,775 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$50.2M +$408K +15,091 +0.7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$35.3M -$1.89M -69,823 -5%
State Street
4
State Street
Massachusetts
$27.2M -$1.87M -69,272 -6%
Renaissance Technologies
5
Renaissance Technologies
New York
$25.1M -$1.55M -57,400 -5%
Northern Trust
6
Northern Trust
Illinois
$14.2M -$529K -19,583 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$12.3M +$310K +11,463 +2%
Invesco
8
Invesco
Georgia
$11.8M +$2.11M +78,292 +19%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$10.7M -$271K -10,031 -2%
ProShare Advisors
10
ProShare Advisors
Maryland
$6.86M +$769K +28,472 +11%
Principal Financial Group
11
Principal Financial Group
Iowa
$5.48M -$197K -7,306 -3%
Charles Schwab
12
Charles Schwab
California
$5.05M -$37.6K -1,391 -0.7%
TAM
13
Third Avenue Management
New York
$3.65M +$643K +23,794 +19%
N
14
Nuveen
North Carolina
$3.62M +$245K +9,073 +7%
Ameriprise
15
Ameriprise
Minnesota
$3.6M -$79.4K -2,941 -2%
Morgan Stanley
16
Morgan Stanley
New York
$2.75M +$263K +9,732 +9%
Creative Planning
17
Creative Planning
Kansas
$2.51M +$540K +20,000 +24%
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$2.39M -$193K -7,136 -7%
Wells Fargo
19
Wells Fargo
California
$2.2M -$182K -6,744 -7%
Legal & General Group
20
Legal & General Group
United Kingdom
$2.16M +$21.6K +799 +0.9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.81M +$1.89K +70 +0.1%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$1.76M +$56.7K +2,100 +3%
FNF
23
Fidelity National Financial
Florida
$1.76M – – –
Swiss National Bank
24
Swiss National Bank
Switzerland
$1.75M – – –
Public Sector Pension Investment Board (PSP Investments)
25
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.7M – – –
1
2 3 4 5

SBSI Hedge Fund Activity: Q3 2020 in Review

116 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2020, worth a combined $388M — 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 $388M 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.