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Southside Bancshares

122 hedge funds and large institutions have $635M invested in Southside Bancshares in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $503M → $635M (+$132M)

1.35% more ownership

Funds ownership: 49.12%50.47% (+1.4%)

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 124122 (-2)

Holders
122
Holders Change
-2
Holders Change %
-1.61%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
41
Reduced
41
Closed
17
Calls
$212K
Puts
Net Calls
+$212K
Net Calls Change
+$212K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$187M +$790K +22,277 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$83.9M +$3.49M +98,424 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$50.5M -$2.9M -81,796 -6%
State Street
4
State Street
Massachusetts
$47.9M +$5.35M +150,896 +14%
Renaissance Technologies
5
Renaissance Technologies
New York
$30M -$5.09M -143,739 -16%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$21.6M +$1.89M +53,262 +10%
Northern Trust
7
Northern Trust
Illinois
$17.9M -$3.7M -104,375 -18%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$16.2M +$228K +6,424 +2%
Invesco
9
Invesco
Georgia
$15.2M -$1.7M -47,934 -11%
ProShare Advisors
10
ProShare Advisors
Maryland
$12.2M +$678K +19,134 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.7M +$3.41M +96,298 +53%
Charles Schwab
12
Charles Schwab
California
$8.72M +$652K +18,403 +9%
Principal Financial Group
13
Principal Financial Group
Iowa
$8.24M -$79.4K -2,241 -1%
TAM
14
Third Avenue Management
New York
$6.42M -$502K -14,158 -8%
MFIMFI
15
Mesirow Financial Investment Management - Fixed Income
Illinois
$6.16M +$5.67M +160,065 New
N
16
Nuveen
North Carolina
$5.77M +$36.4K +1,027 +0.7%
Goldman Sachs
17
Goldman Sachs
New York
$5.75M +$3.98M +112,426 +304%
Ameriprise
18
Ameriprise
Minnesota
$5.67M +$138K +3,894 +3%
Victory Capital Management
19
Victory Capital Management
Texas
$5.51M +$3.01M +84,962 +146%
Morgan Stanley
20
Morgan Stanley
New York
$4.45M -$701K -19,770 -15%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$4.15M -$11.1K -312 -0.3%
First Trust Advisors
22
First Trust Advisors
Illinois
$3.52M +$1.07M +30,202 +49%
Legal & General Group
23
Legal & General Group
United Kingdom
$3.4M -$13.5K -380 -0.4%
JP Morgan Chase
24
JP Morgan Chase
New York
$3.22M +$1.25M +35,302 +73%
Bank of America
25
Bank of America
North Carolina
$3.2M +$2.01M +56,792 +216%

SBSI Hedge Fund Activity: Q1 2021 in Review

122 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2021, worth a combined $635M — up 26% from $503M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SBSI and 16 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 41 added.

The largest buyer was Mesirow Financial Investment Management - Fixed Income, opening a new position worth an estimated $5.67M. The largest seller was Renaissance Technologies, cutting an estimated $5.09M.

  • 122 institutional investors held Southside Bancshares (SBSI) as of Q1 2021, down from 124 in Q4 2020.
  • Funds reported $635M of Southside Bancshares stock for Q1 2021, up 26% quarter-over-quarter.
  • 16 funds opened new Southside Bancshares positions in Q1 2021 and 17 closed out, a net change of -1 holder.
  • The largest Southside Bancshares buyer in Q1 2021 was Mesirow Financial Investment Management - Fixed Income, an estimated $5.67M added.
  • The largest Southside Bancshares seller in Q1 2021 was Renaissance Technologies, an estimated $5.09M sold.

Based on aggregated 13F filings for Q1 2021.