We are live on ! Find out more
SBSI icon

Southside Bancshares

127 hedge funds and large institutions have $626M invested in Southside Bancshares in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.65% less ownership

Funds ownership: 50.87%50.22% (-0.65%)

1% less capital invested

Capital invested by funds: $631M → $626M (-$5.1M)

5% less funds holding

Funds holding: 134127 (-7)

13% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 48

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
127
Holders Change
-7
Holders Change %
-5.22%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
42
Reduced
48
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$183M +$673K +18,289 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$93.4M +$9.95M +270,304 +12%
State Street
3
State Street
Massachusetts
$50.1M -$1.58M -43,001 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$47.2M -$1.54M -41,933 -3%
Renaissance Technologies
5
Renaissance Technologies
New York
$24.6M -$1.59M -43,300 -6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$20.7M -$581K -15,778 -3%
Northern Trust
7
Northern Trust
Illinois
$16.9M -$459K -12,480 -3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$15.8M +$308K +8,369 +2%
Invesco
9
Invesco
Georgia
$11.4M +$741K +20,137 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$10.3M -$16.7K -455 -0.2%
Charles Schwab
11
Charles Schwab
California
$10.3M +$1.03M +28,037 +12%
ProShare Advisors
12
ProShare Advisors
Maryland
$9.84M +$248K +6,741 +3%
MFIMFI
13
Mesirow Financial Investment Management - Fixed Income
Illinois
$9.78M +$463K +12,590 +5%
Principal Financial Group
14
Principal Financial Group
Iowa
$8.54M +$320K +8,706 +4%
Victory Capital Management
15
Victory Capital Management
Texas
$6.97M +$1.02M +27,677 +18%
TAM
16
Third Avenue Management
New York
$6.29M
Morgan Stanley
17
Morgan Stanley
New York
$5.61M -$421K -11,444 -7%
Ameriprise
18
Ameriprise
Minnesota
$5.4M +$51.9K +1,410 +1%
N
19
Nuveen
North Carolina
$5.16M -$207K -5,619 -4%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$3.52M -$353K -9,601 -9%
Goldman Sachs
21
Goldman Sachs
New York
$3.29M -$7.35M -199,747 -70%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$3.22M +$2.43M +65,975 +375%
Legal & General Group
23
Legal & General Group
United Kingdom
$2.92M +$335K +9,098 +14%
PPA
24
Parametric Portfolio Associates
Washington
$2.82M +$397K +10,794 +17%
Bank of America
25
Bank of America
North Carolina
$2.79M +$1.07M +28,955 +66%

SBSI Hedge Fund Activity: Q3 2021 in Review

127 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2021, worth a combined $626M — down 0.81% from $631M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SBSI and 10 opened new positions — a net loss of 7 holders — while 48 trimmed existing stakes and 42 added.

The largest buyer was Vanguard Group, adding an estimated $9.95M. The largest seller was Goldman Sachs, cutting an estimated $7.35M.

  • 127 institutional investors held Southside Bancshares (SBSI) as of Q3 2021, down from 134 in Q2 2021.
  • Funds reported $626M of Southside Bancshares stock for Q3 2021, down 0.81% quarter-over-quarter.
  • 10 funds opened new Southside Bancshares positions in Q3 2021 and 17 closed out, a net change of -7 holders.
  • The largest Southside Bancshares buyer in Q3 2021 was Vanguard Group, an estimated $9.95M added.
  • The largest Southside Bancshares seller in Q3 2021 was Goldman Sachs, an estimated $7.35M sold.

Based on aggregated 13F filings for Q3 2021.