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SouthState Bank Corp

357 hedge funds and large institutions have $5.92B invested in SouthState Bank Corp in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 107 increasing their positions, 126 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

874% more call options, than puts

Call options by funds: $25.5M | Put options by funds: $2.62M

160% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 20

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

31% more capital invested

Capital invested by funds: $4.53B → $5.92B (+$1.39B)

8% more funds holding

Funds holding: 330357 (+27)

3.76% more ownership

Funds ownership: 88.45%92.21% (+3.8%)

15% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 126

Holders
357
Holders Change
+27
Holders Change %
+8.18%
% of All Funds
5.2%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
52
Increased
107
Reduced
126
Closed
20
Calls
$25.5M
Puts
$2.62M
Net Calls
+$22.9M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
226
Minerva Advisors
Pennsylvania
$478K
JIR
227
James Investment Research
Ohio
$478K
CCM
228
Cutler Capital Management
Massachusetts
$475K +$2.66K +36 +0.6%
Cambridge Investment Research Advisors
229
Cambridge Investment Research Advisors
Iowa
$458K +$118K +1,599 +42%
VPIM
230
Vanguard Personalized Indexing Management
California
$442K -$319K -4,318 -45%
CCM
231
Cullen Capital Management
New York
$433K -$51.2K -694 -12%
Envestnet Portfolio Solutions
232
Envestnet Portfolio Solutions
Illinois
$430K -$8.56K -116 -2%
BW
233
BIP Wealth
Georgia
$430K +$376K +5,089 New
NSEDCP
234
NJ State Employees Deferred Compensation Plan
New Jersey
$422K
ISL
235
Ingalls & Snyder LLC
New York
$422K -$46.2K -626 -11%
US Bancorp
236
US Bancorp
Minnesota
$422K +$15.9K +216 +5%
FCCM
237
First City Capital Management
Georgia
$419K
CM
238
Cornerstone Management
Georgia
$415K
GCA
239
Greenwood Capital Associates
South Carolina
$404K -$62.5K -846 -15%
Mackenzie Financial
240
Mackenzie Financial
Ontario, Canada
$392K
AA
241
ALPS Advisors
Colorado
$387K -$19.3K -261 -5%
NA
242
NewEdge Advisors
Louisiana
$372K +$331K +4,479 New
CGH
243
Crossmark Global Holdings
Texas
$371K -$12.8K -173 -4%
B
244
Bailard
California
$368K +$321K +4,355 New
Mariner
245
Mariner
Kansas
$363K +$23.5K +318 +8%
MLICM
246
Metropolitan Life Insurance Company (MetLife)
New York
$363K -$6.05K -82 -2%
FAM
247
Family Asset Management
South Carolina
$361K
DC
248
Davenport & Co
Virginia
$359K -$3.62K -49 -1%
HEIP
249
Hudson Edge Investment Partners
New Jersey
$354K -$10.5K -142 -3%
TI
250
Tidal Investments
Wisconsin
$351K -$164K -2,222 -35%

SSB Hedge Fund Activity: Q4 2023 in Review

357 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in SouthState Bank Corp (SSB) for Q4 2023, worth a combined $5.92B — up 31% from $4.53B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SSB positions and 20 closed out — a net gain of 32 holders — while 107 added to existing stakes and 126 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $145M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $30.1M.

  • 357 institutional investors held SouthState Bank Corp (SSB) as of Q4 2023, up from 330 in Q3 2023.
  • Funds reported $5.92B of SouthState Bank Corp stock for Q4 2023, up 31% quarter-over-quarter.
  • 52 funds opened new SouthState Bank Corp positions in Q4 2023 and 20 closed out, a net change of +32 holders.
  • The largest SouthState Bank Corp buyer in Q4 2023 was Morgan Stanley, an estimated $145M added.
  • The largest SouthState Bank Corp seller in Q4 2023 was Fuller & Thaler Asset Management, an estimated $30.1M sold.

Based on aggregated 13F filings for Q4 2023.