Southside Bancshares
SBSI
137 hedge funds and large institutions have $575M invested in Southside Bancshares in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 21 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 44
5% less capital invested
Capital invested by funds: $603M → $575M (-$28.2M)
3.36% less ownership
Funds ownership: 53.16% → 49.8% (-3.4%)
10% less funds holding
Funds holding: 153 → 137 (-16)
67% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 21
96% less call options, than puts
Call options by funds: $4K | Put options by funds: $104K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWA
Gibson Wealth Advisors
Tyler,
Texas
|
+$19.3M |
| 2 |
State Street
Boston,
Massachusetts
|
+$1.95M |
| 3 |
TAM
Third Avenue Management
New York
|
+$1.86M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.77M |
| 5 |
Bank of New York Mellon
New York
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$10.1M |
| 2 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$6.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.86M |
| 4 |
BlackRock
New York
|
-$1.31M |
| 5 |
Goldman Sachs
New York
|
-$781K |
SBSI Hedge Fund Activity: Q4 2022 in Review
137 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2022, worth a combined $575M — down 4.7% from $603M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of SBSI and 7 opened new positions — a net loss of 14 holders — while 44 trimmed existing stakes and 59 added.
The largest buyer was Gibson Wealth Advisors, adding an estimated $19.3M. The largest seller was Millennium Management, cutting an estimated $10.1M.
- 137 institutional investors held Southside Bancshares (SBSI) as of Q4 2022, down from 153 in Q3 2022.
- Funds reported $575M of Southside Bancshares stock for Q4 2022, down 4.7% quarter-over-quarter.
- 7 funds opened new Southside Bancshares positions in Q4 2022 and 21 closed out, a net change of -14 holders.
- The largest Southside Bancshares buyer in Q4 2022 was Gibson Wealth Advisors, an estimated $19.3M added.
- The largest Southside Bancshares seller in Q4 2022 was Millennium Management, an estimated $10.1M sold.
Based on aggregated 13F filings for Q4 2022.