Southside Bancshares
SBSI
143 hedge funds and large institutions have $691M invested in Southside Bancshares in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 45 reducing their positions, and 8 closing their positions.
238% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 8
13% more funds holding
Funds holding: 127 → 143 (+16)
10% more capital invested
Capital invested by funds: $626M → $691M (+$64.7M)
1.17% more ownership
Funds ownership: 50.22% → 51.39% (+1.2%)
16% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 45
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $460K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
+$6.13M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$3.55M |
| 3 |
JP Morgan Chase
New York
|
+$2.5M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$1.47M |
| 5 |
Barclays
London,
United Kingdom
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$4.95M |
| 2 |
State Street
Boston,
Massachusetts
|
-$3.21M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.71M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$2.3M |
| 5 |
Renaissance Technologies
New York
|
-$1.53M |
SBSI Hedge Fund Activity: Q4 2021 in Review
143 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2021, worth a combined $691M — up 10% from $626M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SBSI positions and 8 closed out — a net gain of 19 holders — while 38 added to existing stakes and 45 trimmed.
The largest buyer was TownSquare Capital, opening a new position worth an estimated $6.13M. The largest seller was BlackRock, cutting an estimated $4.95M.
- 143 institutional investors held Southside Bancshares (SBSI) as of Q4 2021, up from 127 in Q3 2021.
- Funds reported $691M of Southside Bancshares stock for Q4 2021, up 10% quarter-over-quarter.
- 27 funds opened new Southside Bancshares positions in Q4 2021 and 8 closed out, a net change of +19 holders.
- The largest Southside Bancshares buyer in Q4 2021 was TownSquare Capital, an estimated $6.13M added.
- The largest Southside Bancshares seller in Q4 2021 was BlackRock, an estimated $4.95M sold.
Based on aggregated 13F filings for Q4 2021.