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Southside Bancshares
SBSI

124 hedge funds and large institutions have $503M invested in Southside Bancshares in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

30% more capital invested

Capital invested by funds: $388M → $503M (+$115M)

7% more funds holding

Funds holding: 116 → 124 (+8)

0.98% more ownership

Funds ownership: 48.13% → 49.12% (+0.98%)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

Holders
124
Holders Change
+8
Holders Change %
+6.9%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
38
Reduced
44
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.45M
2
Millennium Management
Millennium Management
New York
+$4.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.11M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.05M
5
TAM
Third Avenue Management
New York
+$907K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$3.03M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.57M
3
Invesco
Invesco
Georgia
-$1.17M
4
Squarepoint
Squarepoint
New York
-$948K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$694K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$150M +$5.45M +189,404 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$64.5M +$744K +25,857 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$43.2M -$1.57M -54,631 -4%
State Street
4
State Street
Massachusetts
$33.9M -$576K -20,022 -2%
Renaissance Technologies
5
Renaissance Technologies
New York
$28.6M -$3.03M -105,200 -10%
Northern Trust
6
Northern Trust
Illinois
$17.7M -$309K -10,742 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$15.8M +$141K +4,896 +1%
Invesco
8
Invesco
Georgia
$13.7M -$1.17M -40,584 -8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$12.8M -$694K -24,111 -6%
ProShare Advisors
10
ProShare Advisors
Maryland
$9.2M +$454K +15,759 +6%
Principal Financial Group
11
Principal Financial Group
Iowa
$6.71M -$240K -8,332 -4%
Charles Schwab
12
Charles Schwab
California
$6.45M +$30.4K +1,058 +0.5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.65M +$3.11M +108,083 +146%
TAM
14
Third Avenue Management
New York
$5.61M +$907K +31,509 +21%
Millennium Management
15
Millennium Management
New York
$4.83M +$4.2M +145,964 +1,490%
N
16
Nuveen
North Carolina
$4.62M +$10.5K +366 +0.2%
Ameriprise
17
Ameriprise
Minnesota
$4.45M -$124K -4,292 -3%
Morgan Stanley
18
Morgan Stanley
New York
$4.2M +$655K +22,771 +20%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$3.35M +$296K +10,282 +11%
Creative Planning
20
Creative Planning
Kansas
$2.88M -$288K -10,000 -10%
Wells Fargo
21
Wells Fargo
California
$2.76M -$23K -798 -0.9%
Legal & General Group
22
Legal & General Group
United Kingdom
$2.75M +$5.55K +193 +0.2%
FNF
23
Fidelity National Financial
Florida
$2.23M – – –
Swiss National Bank
24
Swiss National Bank
Switzerland
$2.2M -$23K -800 -1%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$2.19M -$37.4K -1,300 -2%
1
2 3 4 5

SBSI Hedge Fund Activity: Q4 2020 in Review

124 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2020, worth a combined $503M — up 30% from $388M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SBSI positions and 10 closed out — a net gain of 8 holders — while 38 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $5.45M. The largest seller was Renaissance Technologies, cutting an estimated $3.03M.

  • 124 institutional investors held Southside Bancshares (SBSI) as of Q4 2020, up from 116 in Q3 2020.
  • Funds reported $503M of Southside Bancshares stock for Q4 2020, up 30% quarter-over-quarter.
  • 18 funds opened new Southside Bancshares positions in Q4 2020 and 10 closed out, a net change of +8 holders.
  • The largest Southside Bancshares buyer in Q4 2020 was BlackRock, an estimated $5.45M added.
  • The largest Southside Bancshares seller in Q4 2020 was Renaissance Technologies, an estimated $3.03M sold.

Based on aggregated 13F filings for Q4 2020.