We are live on ! Find out more
SBSI icon

Southside Bancshares

141 hedge funds and large institutions have $628M invested in Southside Bancshares in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 58 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

1% more funds holding

Funds holding: 139141 (+2)

1.15% more ownership

Funds ownership: 51.11%52.26% (+1.2%)

7% less capital invested

Capital invested by funds: $674M → $628M (-$46.3M)

34% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 58

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $37K

Holders
141
Holders Change
+2
Holders Change %
+1.44%
% of All Funds
2.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
38
Reduced
58
Closed
13
Calls
Puts
$37K
Net Calls
-$37K
Net Calls Change
-$37K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$176M -$1.92M -49,439 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$86.6M -$1.69M -43,341 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$47.6M +$402K +10,320 +0.8%
State Street
4
State Street
Massachusetts
$47.2M -$725K -18,626 -1%
Renaissance Technologies
5
Renaissance Technologies
New York
$22.5M +$515K +13,239 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$21M -$105K -2,695 -0.5%
Northern Trust
7
Northern Trust
Illinois
$15.3M -$228K -5,852 -1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$14.3M -$750K -19,276 -5%
Victory Capital Management
9
Victory Capital Management
Texas
$11.6M +$253K +6,493 +2%
Millennium Management
10
Millennium Management
New York
$11.3M +$9.92M +254,850 +546%
Charles Schwab
11
Charles Schwab
California
$11.2M +$154K +3,949 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$9.94M -$67.7K -1,739 -0.7%
Invesco
13
Invesco
Georgia
$9.55M -$813K -20,882 -8%
Morgan Stanley
14
Morgan Stanley
New York
$9.23M +$4.02M +103,258 +72%
ProShare Advisors
15
ProShare Advisors
Maryland
$8.4M -$1.2M -30,772 -12%
Robeco Institutional Asset Management
16
Robeco Institutional Asset Management
Netherlands
$8.39M +$8.64M +221,924 +10,129%
Principal Financial Group
17
Principal Financial Group
Iowa
$7.43M -$599K -15,385 -7%
MFIMFI
18
Mesirow Financial Investment Management - Fixed Income
Illinois
$7M -$212K -5,450 -3%
TAM
19
Third Avenue Management
New York
$5.88M -$277K -7,111 -4%
TC
20
TownSquare Capital
Utah
$5.7M -$623 -16 -0%
Ameriprise
21
Ameriprise
Minnesota
$5.42M -$99.4K -2,552 -2%
N
22
Nuveen
North Carolina
$3.95M -$512K -13,152 -11%
JP Morgan Chase
23
JP Morgan Chase
New York
$3.74M +$565K +14,521 +17%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$3.38M +$79.8K +2,049 +2%
Legal & General Group
25
Legal & General Group
United Kingdom
$2.88M -$33.5K -860 -1%

SBSI Hedge Fund Activity: Q2 2022 in Review

141 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q2 2022, worth a combined $628M — down 6.9% from $674M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SBSI positions and 13 closed out — a net gain of 6 holders — while 38 added to existing stakes and 58 trimmed.

The largest buyer was Millennium Management, adding an estimated $9.92M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $2.56M sold.

  • 141 institutional investors held Southside Bancshares (SBSI) as of Q2 2022, up from 139 in Q1 2022.
  • Funds reported $628M of Southside Bancshares stock for Q2 2022, down 6.9% quarter-over-quarter.
  • 19 funds opened new Southside Bancshares positions in Q2 2022 and 13 closed out, a net change of +6 holders.
  • The largest Southside Bancshares buyer in Q2 2022 was Millennium Management, an estimated $9.92M added.
  • The largest Southside Bancshares seller in Q2 2022 was Assenagon Asset Management, an estimated $2.56M sold.

Based on aggregated 13F filings for Q2 2022.