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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
PMFA
301
Plante Moran Financial Advisors
Michigan
$1K +$1.45K +18 New
GWM
302
Geneos Wealth Management
Colorado
$1K +$1.85K +23 New
Nisa Investment Advisors
303
Nisa Investment Advisors
Missouri
$141
SWM
304
Sugarloaf Wealth Management
Georgia
$79
FCM
305
FJ Capital Management
Virginia
-$6.3M -87,000 Closed
EWM
306
Evercore Wealth Management
New York
-$3.87M -53,548 Closed
Balyasny Asset Management
307
Balyasny Asset Management
Illinois
-$1.5M -20,729 Closed
Acadian Asset Management
308
Acadian Asset Management
Massachusetts
-$801K -11,065 Closed
Canada Pension Plan Investment Board
309
Canada Pension Plan Investment Board
Ontario, Canada
-$593K -8,200 Closed
AIA
310
Affinity Investment Advisors
California
-$580K -8,023 Closed
SCCM
311
Schafer Cullen Capital Management
New York
-$485K -6,702 Closed
KAS
312
Kestra Advisory Services
Texas
-$447K -6,191 Closed
BFC
313
Banc Funds Company
Illinois
-$434K -6,002 Closed
Walleye Capital
314
Walleye Capital
New York
-$363 -5,025 Closed
HSBC Holdings
315
HSBC Holdings
United Kingdom
-$330K -4,567 Closed
FHB
316
First Hawaiian Bank
Hawaii
-$317K -4,381 Closed
JWCA
317
J.W. Cole Advisors
Florida
-$290K -4,018 Closed
PAG
318
Private Advisor Group
New Jersey
-$265K -3,668 Closed
TSS
319
Two Sigma Securities
New York
-$221K -3,055 Closed
GT
320
Glenmede Trust
Pennsylvania
-$220K -3,052 Closed
CM
321
Caption Management
Oklahoma
-$216K -3,000 Closed
IA
322
IFG Advisory
Georgia
-$216K -2,988 Closed
IAA
323
Independent Advisor Alliance
North Carolina
-$215K -2,977 Closed
ASN
324
Advisory Services Network
Georgia
-$112K -1,553 Closed
Barrow, Hanley, Mewhinney & Strauss
325
Barrow, Hanley, Mewhinney & Strauss
Texas
-$89K -1,233 Closed

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.