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SouthState Bank Corp

304 hedge funds and large institutions have $4.48B invested in SouthState Bank Corp in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 86 increasing their positions, 109 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

10% more capital invested

Capital invested by funds: $4.09B → $4.48B (+$399M)

7% more funds holding

Funds holding: 285304 (+19)

0.77% more ownership

Funds ownership: 79.72%80.49% (+0.77%)

21% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 109

38% less call options, than puts

Call options by funds: $4.11M | Put options by funds: $6.67M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
304
Holders Change
+19
Holders Change %
+6.67%
% of All Funds
5.34%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
47
Increased
86
Reduced
109
Closed
27
Calls
$4.11M
Puts
$6.67M
Net Calls
-$2.55M
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
251
Harbor Investment Advisory
Maryland
$73K
GTAM
252
Global Trust Asset Management
Florida
$71K
IA
253
IFP Advisors
Florida
$70K -$7.96K -99 -10%
AF
254
Allworth Financial
California
$58K
FF
255
FourThought Financial
Florida
$58K +$6.35K +79 +12%
LWP
256
Lumature Wealth Partners
Georgia
$58K +$59.2K +737 New
TCOV
257
Trust Company of Vermont
Vermont
$51K
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$47K +$44.8K +557 +1,051%
Simplex Trading
259
Simplex Trading
Illinois
$42K -$405K -5,038 -90%
HWM
260
Holloway Wealth Management
Florida
$37K
WWMSC
261
Wagner Wealth Management (South Carolina)
South Carolina
$29K +$30.1K +374 New
TPCW
262
TD Private Client Wealth
New York
$23.3K
ACM
263
Allred Capital Management
Texas
$23.1K +$23.6K +294 New
MA
264
Montag & Associates
Georgia
$23K
FCMT
265
Founders Capital Management (Texas)
Texas
$17K
DAC
266
Dividend Assets Capital
South Carolina
$16K
SIS
267
Sound Income Strategies
Florida
$14.1K
PFBT
268
Parkside Financial Bank & Trust
Missouri
$14K -$643 -8 -4%
CWA
269
Clearview Wealth Advisors
Oregon
$14K +$80 +1 +0.6%
PFPT
270
Pinnacle Financial Partners (Tennessee)
Tennessee
$13K
PCG
271
Private Capital Group
Connecticut
$12K -$34K -423 -73%
RFA
272
Reilly Financial Advisors
California
$12K
PCM
273
Peregrine Capital Management
Minnesota
$11K -$12.4M -154,788 -100%
LWM
274
Liberty Wealth Management
California
$11K
Group One Trading
275
Group One Trading
Illinois
$11K +$8.04K +100 +217%

SSB Hedge Fund Activity: Q1 2021 in Review

304 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in SouthState Bank Corp (SSB) for Q1 2021, worth a combined $4.48B — up 9.8% from $4.09B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SSB positions and 27 closed out — a net gain of 20 holders — while 86 added to existing stakes and 109 trimmed.

The largest buyer was Select Equity Group, adding an estimated $45.9M. The largest seller was Wellington Management Group, cutting an estimated $40.2M.

  • 304 institutional investors held SouthState Bank Corp (SSB) as of Q1 2021, up from 285 in Q4 2020.
  • Funds reported $4.48B of SouthState Bank Corp stock for Q1 2021, up 9.8% quarter-over-quarter.
  • 47 funds opened new SouthState Bank Corp positions in Q1 2021 and 27 closed out, a net change of +20 holders.
  • The largest SouthState Bank Corp buyer in Q1 2021 was Select Equity Group, an estimated $45.9M added.
  • The largest SouthState Bank Corp seller in Q1 2021 was Wellington Management Group, an estimated $40.2M sold.

Based on aggregated 13F filings for Q1 2021.