Southside Bancshares
SBSI
164 hedge funds and large institutions have $566M invested in Southside Bancshares in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 10 closing their positions.
150% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 10
24% more capital invested
Capital invested by funds: $458M → $566M (+$108M)
10% more funds holding
Funds holding: 149 → 164 (+15)
1.22% more ownership
Funds ownership: 54.72% → 55.94% (+1.2%)
17% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 59
46% less call options, than puts
Call options by funds: $47K | Put options by funds: $87K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$5.46M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.23M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.32M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$3.25M |
| 5 |
Morgan Stanley
New York
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.26M |
| 2 |
Renaissance Technologies
New York
|
-$2.73M |
| 3 |
Millennium Management
New York
|
-$2.12M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.61M |
| 5 |
D.E. Shaw & Co
New York
|
-$1.41M |
SBSI Hedge Fund Activity: Q3 2024 in Review
164 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q3 2024, worth a combined $566M — up 24% from $458M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SBSI positions and 10 closed out — a net gain of 15 holders — while 49 added to existing stakes and 59 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $5.46M. The largest seller was Deutsche Bank, cutting an estimated $3.26M.
- 164 institutional investors held Southside Bancshares (SBSI) as of Q3 2024, up from 149 in Q2 2024.
- Funds reported $566M of Southside Bancshares stock for Q3 2024, up 24% quarter-over-quarter.
- 25 funds opened new Southside Bancshares positions in Q3 2024 and 10 closed out, a net change of +15 holders.
- The largest Southside Bancshares buyer in Q3 2024 was JP Morgan Chase, an estimated $5.46M added.
- The largest Southside Bancshares seller in Q3 2024 was Deutsche Bank, an estimated $3.26M sold.
Based on aggregated 13F filings for Q3 2024.