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SouthState Bank Corp
SSB

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: 4 → 6 (+2)

31% more capital invested

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

8% more funds holding

Funds holding: 330 → 357 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$145M
2
Franklin Resources
Franklin Resources
California
+$34.4M
3
BlackRock
BlackRock
New York
+$28.7M
4
State Street
State Street
Massachusetts
+$21.5M
5
Select Equity Group
Select Equity Group
New York
+$21.1M

Top Sellers

Rank Fund Capital Flow
1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$30.1M
2
Ameriprise
Ameriprise
Minnesota
-$24.5M
3
American Century Companies
American Century Companies
Missouri
-$16M
4
SAM
Silvercrest Asset Management
New York
-$14.3M
5
JP Morgan Chase
JP Morgan Chase
New York
-$9.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
MM
276
MQS Management
New York
$262K +$229K +3,104 New
HWMA
277
Heritage Wealth Management (Arizona)
Arizona
$258K +$225K +3,050 New
DC
278
Destiny Capital
Colorado
$253K +$221K +3,000 New
CAM
279
Cresset Asset Management
Illinois
$251K -$1.99K -27 -0.9%
WAOTB
280
Wealth Advisors of Tampa Bay
Florida
$248K -$217K -2,935 -50%
HA
281
Hanover Advisors
South Carolina
$235K +$205K +2,780 New
GS
282
GTS Securities
New York
$232K +$203K +2,749 New
AWM
283
AE Wealth Management
Kansas
$230K -$295K -3,994 -59%
GAM
284
Gotham Asset Management
New York
$217K -$175K -2,373 -48%
CPIG
285
Chicago Partners Investment Group
Illinois
$215K +$193K +2,609 New
BL
286
BFSG LLC
California
$214K +$187K +2,530 New
JIC
287
Johnson Investment Counsel
Ohio
$207K +$181K +2,453 New
MCM
288
Mill Capital Management
North Carolina
$206K +$180K +2,439 New
BIG
289
Builder Investment Group
Georgia
$205K +$179K +2,422 New
APG
290
Abacus Planning Group
South Carolina
$203K +$177K +2,399 New
CTA
291
Colonial Trust Advisors
South Carolina
$201K – – –
ASN
292
Advisory Services Network
Georgia
$200K +$174K +2,363 New
Nisa Investment Advisors
293
Nisa Investment Advisors
Missouri
$190K +$15.1K +205 +10%
EMFAT
294
Emerald Mutual Fund Advisers Trust
Pennsylvania
$154K – – –
EWA
295
EverSource Wealth Advisors
Alabama
$138K – – –
KBC Group
296
KBC Group
Belgium
$113K +$14.4K +195 +17%
CT
297
Caldwell Trust
Florida
$111K -$36.9K -500 -28%
GRP
298
Global Retirement Partners
California
$104K +$1.33K +18 +1%
HNB
299
Huntington National Bank
Ohio
$102K +$960 +13 +1%
DMKJ
300
David M. Knott Jr
$90K – – –
10 11
12
13 14

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.