Southside Bancshares
SBSI
150 hedge funds and large institutions have $527M invested in Southside Bancshares in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 67 reducing their positions, and 20 closing their positions.
1,567% more call options, than puts
Call options by funds: $50K | Put options by funds: $3K
8% more capital invested
Capital invested by funds: $490M → $527M (+$36.8M)
0.22% less ownership
Funds ownership: 55.92% → 55.7% (-0.22%)
4% less funds holding
Funds holding: 157 → 150 (-7)
34% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 67
35% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$3.53M |
| 2 |
BlackRock
New York
|
+$2.55M |
| 3 |
State Street
Boston,
Massachusetts
|
+$1.69M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$1.26M |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$972K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
-$3.78M |
| 2 |
PWG
Portside Wealth Group
Provo,
Utah
|
-$3.56M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$3.04M |
| 4 |
Renaissance Technologies
New York
|
-$1.75M |
| 5 |
Bank of New York Mellon
New York
|
-$1.64M |
SBSI Hedge Fund Activity: Q4 2023 in Review
150 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q4 2023, worth a combined $527M — up 7.5% from $490M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of SBSI and 13 opened new positions — a net loss of 7 holders — while 67 trimmed existing stakes and 44 added.
The largest buyer was Goldman Sachs, adding an estimated $3.53M. The largest seller was Nuveen, cutting an estimated $3.78M.
- 150 institutional investors held Southside Bancshares (SBSI) as of Q4 2023, down from 157 in Q3 2023.
- Funds reported $527M of Southside Bancshares stock for Q4 2023, up 7.5% quarter-over-quarter.
- 13 funds opened new Southside Bancshares positions in Q4 2023 and 20 closed out, a net change of -7 holders.
- The largest Southside Bancshares buyer in Q4 2023 was Goldman Sachs, an estimated $3.53M added.
- The largest Southside Bancshares seller in Q4 2023 was Nuveen, an estimated $3.78M sold.
Based on aggregated 13F filings for Q4 2023.