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Southside Bancshares
SBSI

139 hedge funds and large institutions have $674M invested in Southside Bancshares in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 44

0.28% less ownership

Funds ownership: 51.39% → 51.11% (-0.28%)

2% less capital invested

Capital invested by funds: $691M → $674M (-$16.2M)

3% less funds holding

Funds holding: 143 → 139 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
139
Holders Change
-4
Holders Change %
-2.8%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
48
Reduced
44
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$3.82M
2
BlackRock
BlackRock
New York
+$3.71M
3
State Street
State Street
Massachusetts
+$2.11M
4
Millennium Management
Millennium Management
New York
+$905K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$879K

Top Sellers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$2.68M
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$2.46M
3
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
-$2.42M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.41M
5
Barclays
Barclays
United Kingdom
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$194M +$3.71M +88,082 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$96.3M -$704K -16,701 -0.7%
State Street
3
State Street
Massachusetts
$52.2M +$2.11M +50,056 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$51.6M +$513K +12,168 +1%
Renaissance Technologies
5
Renaissance Technologies
New York
$24M -$737K -17,500 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$23M +$879K +20,862 +4%
Northern Trust
7
Northern Trust
Illinois
$17M -$748K -17,756 -4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$16.4M -$30.1K -714 -0.2%
Charles Schwab
9
Charles Schwab
California
$12.1M +$326K +7,734 +3%
Victory Capital Management
10
Victory Capital Management
Texas
$11.9M +$3.82M +90,754 +43%
Invesco
11
Invesco
Georgia
$11.3M +$24.8K +588 +0.2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$10.9M -$155K -3,679 -1%
ProShare Advisors
13
ProShare Advisors
Maryland
$10.4M +$722K +17,149 +7%
Principal Financial Group
14
Principal Financial Group
Iowa
$8.73M -$53K -1,258 -0.6%
MFIMFI
15
Mesirow Financial Investment Management - Fixed Income
Illinois
$7.87M -$2.42M -57,400 -23%
TAM
16
Third Avenue Management
New York
$6.71M – – –
TC
17
TownSquare Capital
Utah
$6.21M +$169K +4,014 +3%
Ameriprise
18
Ameriprise
Minnesota
$6.02M +$40.4K +960 +0.7%
Morgan Stanley
19
Morgan Stanley
New York
$5.85M -$1.06M -25,203 -15%
N
20
Nuveen
North Carolina
$4.88M -$176K -4,182 -3%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$3.61M -$2.57K -61 -0.1%
Goldman Sachs
22
Goldman Sachs
New York
$3.54M +$454K +10,781 +14%
JP Morgan Chase
23
JP Morgan Chase
New York
$3.48M +$530K +12,588 +17%
PPA
24
Parametric Portfolio Associates
Washington
$3.4M +$130K +3,085 +4%
Legal & General Group
25
Legal & General Group
United Kingdom
$3.17M -$31.8K -754 -1%
1
2 3 4 5

SBSI Hedge Fund Activity: Q1 2022 in Review

139 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2022, worth a combined $674M — down 2.3% from $691M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SBSI and 7 opened new positions — a net loss of 4 holders — while 44 trimmed existing stakes and 48 added.

The largest buyer was Victory Capital Management, adding an estimated $3.82M. The largest seller was State of New Jersey Common Pension Fund D, exiting entirely with an estimated $2.68M sold.

  • 139 institutional investors held Southside Bancshares (SBSI) as of Q1 2022, down from 143 in Q4 2021.
  • Funds reported $674M of Southside Bancshares stock for Q1 2022, down 2.3% quarter-over-quarter.
  • 7 funds opened new Southside Bancshares positions in Q1 2022 and 11 closed out, a net change of -4 holders.
  • The largest Southside Bancshares buyer in Q1 2022 was Victory Capital Management, an estimated $3.82M added.
  • The largest Southside Bancshares seller in Q1 2022 was State of New Jersey Common Pension Fund D, an estimated $2.68M sold.

Based on aggregated 13F filings for Q1 2022.