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Southside Bancshares
SBSI

134 hedge funds and large institutions have $631M invested in Southside Bancshares in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

10% more funds holding

Funds holding: 122 → 134 (+12)

0.4% more ownership

Funds ownership: 50.47% → 50.87% (+0.4%)

1% less capital invested

Capital invested by funds: $635M → $631M (-$4.33M)

29% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 51

Holders
134
Holders Change
+12
Holders Change %
+9.84%
% of All Funds
2.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
36
Reduced
51
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$5.57M
2
State Street
State Street
Massachusetts
+$4.36M
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$3.38M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$2.38M
5
Morgan Stanley
Morgan Stanley
New York
+$1.72M

Top Sellers

1
Invesco
Invesco
Georgia
-$4.79M
2
Renaissance Technologies
Renaissance Technologies
New York
-$3.72M
3
BlackRock
BlackRock
New York
-$3.04M
4
FNF
Fidelity National Financial
Florida
-$2.77M
5
ProShare Advisors
ProShare Advisors
Maryland
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$182M -$3.04M -74,428 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$82.9M -$326K -7,982 -0.4%
State Street
3
State Street
Massachusetts
$51.6M +$4.36M +106,785 +9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$48.7M -$1.44M -35,204 -3%
Renaissance Technologies
5
Renaissance Technologies
New York
$26.3M -$3.72M -91,100 -12%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$21.3M -$181K -4,441 -0.8%
Northern Trust
7
Northern Trust
Illinois
$17.4M -$472K -11,580 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$15.5M -$631K -15,461 -4%
Goldman Sachs
9
Goldman Sachs
New York
$10.9M +$5.57M +136,409 +91%
Invesco
10
Invesco
Georgia
$10.6M -$4.79M -117,499 -30%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.3M -$356K -8,714 -3%
ProShare Advisors
12
ProShare Advisors
Maryland
$9.56M -$2.67M -65,487 -21%
MFIMFI
13
Mesirow Financial Investment Management - Fixed Income
Illinois
$9.28M +$3.38M +82,749 +52%
Charles Schwab
14
Charles Schwab
California
$9.19M +$568K +13,919 +6%
Principal Financial Group
15
Principal Financial Group
Iowa
$8.19M +$13.6K +334 +0.2%
TAM
16
Third Avenue Management
New York
$6.28M -$97.9K -2,400 -1%
Morgan Stanley
17
Morgan Stanley
New York
$6.04M +$1.72M +42,262 +37%
Victory Capital Management
18
Victory Capital Management
Texas
$5.9M +$459K +11,245 +8%
N
19
Nuveen
North Carolina
$5.37M -$384K -9,400 -6%
Ameriprise
20
Ameriprise
Minnesota
$5.34M -$307K -7,522 -5%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$3.88M -$250K -6,125 -6%
JP Morgan Chase
22
JP Morgan Chase
New York
$3.83M +$677K +16,594 +20%
AQR Capital Management
23
AQR Capital Management
Connecticut
$2.75M -$82.6K -2,024 -3%
Swiss National Bank
24
Swiss National Bank
Switzerland
$2.64M -$114K -2,800 -4%
Legal & General Group
25
Legal & General Group
United Kingdom
$2.56M -$863K -21,156 -24%
1
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SBSI Hedge Fund Activity: Q2 2021 in Review

134 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2021, worth a combined $631M — down 0.68% from $635M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SBSI positions and 9 closed out — a net gain of 13 holders — while 36 added to existing stakes and 51 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.57M. The largest seller was Invesco, cutting an estimated $4.79M.

  • 134 institutional investors held Southside Bancshares (SBSI) as of Q2 2021, up from 122 in Q1 2021.
  • Funds reported $631M of Southside Bancshares stock for Q2 2021, down 0.68% quarter-over-quarter.
  • 22 funds opened new Southside Bancshares positions in Q2 2021 and 9 closed out, a net change of +13 holders.
  • The largest Southside Bancshares buyer in Q2 2021 was Goldman Sachs, an estimated $5.57M added.
  • The largest Southside Bancshares seller in Q2 2021 was Invesco, an estimated $4.79M sold.

Based on aggregated 13F filings for Q2 2021.