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Southside Bancshares

154 hedge funds and large institutions have $604M invested in Southside Bancshares in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

9% more funds holding

Funds holding: 141154 (+13)

6% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 48

0.92% more ownership

Funds ownership: 52.26%53.18% (+0.92%)

4% less capital invested

Capital invested by funds: $628M → $604M (-$24.5M)

Holders
154
Holders Change
+13
Holders Change %
+9.22%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
51
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$168M +$1.35M +35,281 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$80.8M -$1.08M -28,056 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$44.9M -$82.2K -2,142 -0.2%
State Street
4
State Street
Massachusetts
$42.2M -$2.62M -68,392 -5%
Renaissance Technologies
5
Renaissance Technologies
New York
$20.9M -$457K -11,900 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$19.8M -$72.9K -1,899 -0.3%
Northern Trust
7
Northern Trust
Illinois
$14.2M -$337K -8,794 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$13.6M +$88.4K +2,303 +0.6%
Millennium Management
9
Millennium Management
New York
$12.4M +$1.83M +47,785 +16%
Charles Schwab
10
Charles Schwab
California
$10.5M -$38.8K -1,011 -0.3%
Victory Capital Management
11
Victory Capital Management
Texas
$10.4M -$570K -14,848 -5%
Invesco
12
Invesco
Georgia
$9.66M +$687K +17,902 +7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$9.42M +$34.7K +905 +0.3%
Robeco Institutional Asset Management
14
Robeco Institutional Asset Management
Netherlands
$7.92M
Morgan Stanley
15
Morgan Stanley
New York
$7.84M -$949K -24,728 -10%
ProShare Advisors
16
ProShare Advisors
Maryland
$7.52M -$456K -11,895 -5%
Principal Financial Group
17
Principal Financial Group
Iowa
$6.66M -$393K -10,251 -5%
MIIM
18
Mesirow Institutional Investment Management
Illinois
$6.36M +$6.9M +179,849 New
TAM
19
Third Avenue Management
New York
$5.56M
TC
20
TownSquare Capital
Utah
$5.38M
Ameriprise
21
Ameriprise
Minnesota
$5.01M -$129K -3,356 -2%
Citadel Advisors
22
Citadel Advisors
Florida
$4.94M +$4.74M +123,651 +777%
N
23
Nuveen
North Carolina
$3.75M +$17.7K +462 +0.4%
JP Morgan Chase
24
JP Morgan Chase
New York
$3.31M -$245K -6,377 -6%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$3.23M +$34.4K +897 +1%

SBSI Hedge Fund Activity: Q3 2022 in Review

154 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2022, worth a combined $604M — down 3.9% from $628M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SBSI positions and 12 closed out — a net gain of 14 holders — while 51 added to existing stakes and 48 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $4.74M. The largest seller was Mesirow Financial Investment Management - Fixed Income, exiting entirely with an estimated $7M sold.

  • 154 institutional investors held Southside Bancshares (SBSI) as of Q3 2022, up from 141 in Q2 2022.
  • Funds reported $604M of Southside Bancshares stock for Q3 2022, down 3.9% quarter-over-quarter.
  • 26 funds opened new Southside Bancshares positions in Q3 2022 and 12 closed out, a net change of +14 holders.
  • The largest Southside Bancshares buyer in Q3 2022 was Citadel Advisors, an estimated $4.74M added.
  • The largest Southside Bancshares seller in Q3 2022 was Mesirow Financial Investment Management - Fixed Income, an estimated $7M sold.

Based on aggregated 13F filings for Q3 2022.