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Southside Bancshares
SBSI

145 hedge funds and large institutions have $556M invested in Southside Bancshares in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

5% more funds holding

Funds holding: 138 → 145 (+7)

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

0.39% less ownership

Funds ownership: 53.79% → 53.4% (-0.39%)

3% less capital invested

Capital invested by funds: $575M → $556M (-$18.8M)

46% less call options, than puts

Call options by funds: $27K | Put options by funds: $50K

Holders
145
Holders Change
+7
Holders Change %
+5.07%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
51
Reduced
51
Closed
9
Calls
$27K
Puts
$50K
Net Calls
-$23K
Net Calls Change
+$77K

Top Buyers

1
KIM
Kestrel Investment Management
California
+$3.71M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$2.97M
3
Millennium Management
Millennium Management
New York
+$2.56M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.41M
5
American Century Companies
American Century Companies
Missouri
+$2.26M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$9.38M
2
BlackRock
BlackRock
New York
-$2.6M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.51M
4
Invesco
Invesco
Georgia
-$1.73M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$154M -$2.6M -71,403 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$74.6M -$1.34M -36,605 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$43.7M +$1.35M +36,889 +3%
State Street
4
State Street
Massachusetts
$42M +$670K +18,379 +1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$19.6M +$405K +11,112 +2%
Renaissance Technologies
6
Renaissance Technologies
New York
$17.1M -$2.51M -68,857 -12%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$14.1M -$323K -8,847 -2%
Northern Trust
8
Northern Trust
Illinois
$13M -$507K -13,910 -3%
Charles Schwab
9
Charles Schwab
California
$10.7M +$364K +9,981 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.94M -$169K -4,628 -2%
ProShare Advisors
11
ProShare Advisors
Maryland
$8.29M -$315K -8,634 -3%
Invesco
12
Invesco
Georgia
$7.76M -$1.73M -47,548 -17%
Morgan Stanley
13
Morgan Stanley
New York
$7.12M +$41K +1,125 +0.5%
TAM
14
Third Avenue Management
New York
$6.95M – – –
MIIM
15
Mesirow Institutional Investment Management
Illinois
$6.7M +$271K +7,430 +4%
JP Morgan Chase
16
JP Morgan Chase
New York
$6.53M +$2.41M +66,117 +51%
Principal Financial Group
17
Principal Financial Group
Iowa
$6.02M -$197K -5,409 -3%
TC
18
TownSquare Capital
Utah
$5.05M – – –
Millennium Management
19
Millennium Management
New York
$4.46M +$2.56M +70,100 +109%
N
20
Nuveen
North Carolina
$4.33M +$528K +14,485 +13%
Ameriprise
21
Ameriprise
Minnesota
$3.98M -$293K -8,031 -6%
TD Asset Management
22
TD Asset Management
Ontario, Canada
$3.74M +$824K +22,600 +25%
American Century Companies
23
American Century Companies
Missouri
$3.62M +$2.26M +62,056 +130%
KIM
24
Kestrel Investment Management
California
$3.38M +$3.71M +101,700 New
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$3.19M +$138K +3,775 +4%
1
2 3 4 5

SBSI Hedge Fund Activity: Q1 2023 in Review

145 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2023, worth a combined $556M — down 3.3% from $575M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SBSI positions and 9 closed out — a net gain of 9 holders — while 51 added to existing stakes and 51 trimmed.

The largest buyer was Kestrel Investment Management, opening a new position worth an estimated $3.71M. The largest seller was Victory Capital Management, cutting an estimated $9.38M.

  • 145 institutional investors held Southside Bancshares (SBSI) as of Q1 2023, up from 138 in Q4 2022.
  • Funds reported $556M of Southside Bancshares stock for Q1 2023, down 3.3% quarter-over-quarter.
  • 18 funds opened new Southside Bancshares positions in Q1 2023 and 9 closed out, a net change of +9 holders.
  • The largest Southside Bancshares buyer in Q1 2023 was Kestrel Investment Management, an estimated $3.71M added.
  • The largest Southside Bancshares seller in Q1 2023 was Victory Capital Management, an estimated $9.38M sold.

Based on aggregated 13F filings for Q1 2023.