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SouthState Bank Corp
SSB

297 hedge funds and large institutions have $4.31B invested in SouthState Bank Corp in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 114 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 68

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

2% more funds holding

Funds holding: 290 → 297 (+7)

1.89% more ownership

Funds ownership: 80.63% → 82.52% (+1.9%)

8% less capital invested

Capital invested by funds: $4.67B → $4.31B (-$367M)

33% less call options, than puts

Call options by funds: $3.39M | Put options by funds: $5.07M

Holders
297
Holders Change
+7
Holders Change %
+2.41%
% of All Funds
5.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
114
Reduced
68
Closed
28
Calls
$3.39M
Puts
$5.07M
Net Calls
-$1.68M
Net Calls Change
-$395K

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$85.7M
2
Victory Capital Management
Victory Capital Management
Texas
+$46.5M
3
VNIM
Vaughan Nelson Investment Management
Texas
+$31.1M
4
American Century Companies
American Century Companies
Missouri
+$30.3M
5
Franklin Resources
Franklin Resources
California
+$28.9M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$134M
2
Capital International Investors
Capital International Investors
California
-$77M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$14.9M
4
WHG
Westwood Holdings Group
Texas
-$13.7M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$13.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
251
Harbor Investment Advisory
Maryland
$69K – – –
GTAM
252
Global Trust Asset Management
Florida
$67K – – –
IA
253
IFP Advisors
Florida
$66K – – –
Twin Tree Management
254
Twin Tree Management
Texas
$61K +$58.6K +823 New
AF
255
Allworth Financial
California
$55K – – –
LWP
256
Lumature Wealth Partners
Georgia
$55K – – –
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$41K – – –
HWM
258
Holloway Wealth Management
Florida
$35K – – –
NICM
259
Neo Ivy Capital Management
New York
$32K +$47.9K +673 New
WWMSC
260
Wagner Wealth Management (South Carolina)
South Carolina
$28K -$712 -10 -3%
LWM
261
Liberty Wealth Management
California
$26K +$11.8K +166 +102%
TPCW
262
TD Private Client Wealth
New York
$22.2K – – –
CFB
263
Cullen/Frost Bankers
Texas
$22K – – –
MA
264
Montag & Associates
Georgia
$22K – – –
PFBT
265
Parkside Financial Bank & Trust
Missouri
$18K +$285 +4 +2%
FCMT
266
Founders Capital Management (Texas)
Texas
$17K – – –
DAC
267
Dividend Assets Capital
South Carolina
$15K – – –
CWA
268
Clearview Wealth Advisors
Oregon
$14K +$142 +2 +1%
OSAM
269
O'Shaughnessy Asset Management
Connecticut
$14K +$12.8K +180 +1,286%
PFPT
270
Pinnacle Financial Partners (Tennessee)
Tennessee
$13K – – –
SIS
271
Sound Income Strategies
Florida
$13K – – –
TWA
272
TCI Wealth Advisors
Arizona
$11K -$71 -1 -0.6%
PCG
273
Private Capital Group
Connecticut
$11K +$214 +3 +2%
QCG
274
Quadrant Capital Group
Ohio
$11K +$6.77K +95 +173%
Bessemer Group
275
Bessemer Group
New Jersey
$10K – – –
9 10
11
12 13

SSB Hedge Fund Activity: Q3 2021 in Review

297 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in SouthState Bank Corp (SSB) for Q3 2021, worth a combined $4.31B — down 7.9% from $4.67B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SSB positions and 28 closed out — a net gain of 12 holders — while 114 added to existing stakes and 68 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $85.7M. The largest seller was Wellington Management Group, cutting an estimated $134M.

  • 297 institutional investors held SouthState Bank Corp (SSB) as of Q3 2021, up from 290 in Q2 2021.
  • Funds reported $4.31B of SouthState Bank Corp stock for Q3 2021, down 7.9% quarter-over-quarter.
  • 40 funds opened new SouthState Bank Corp positions in Q3 2021 and 28 closed out, a net change of +12 holders.
  • The largest SouthState Bank Corp buyer in Q3 2021 was Capital Research Global Investors, an estimated $85.7M added.
  • The largest SouthState Bank Corp seller in Q3 2021 was Wellington Management Group, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2021.