SSB icon

SouthState
SSB

Overview Fund Activity

349 hedge funds and large institutions have $4.56B invested in SouthState in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 129 increasing their positions, 95 reducing their positions, and 29 closing their positions.

Holders
349
Holders Change
+16
Holders Change %
+4.8%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
50
Increased
129
Reduced
95
Closed
29
Calls
$1.15M
Puts
$863K
Net Calls
+$282K
Net Calls Change
+$8.15M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
Citadel Advisors
2
Citadel Advisors
Florida
$95.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$645M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$49.1M
5
KCM
5
Kennedy Capital Management
Missouri
$17.2M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$43.7M
2
NRCM
2
North Reef Capital Management
California
$0
3
Millennium Management
3
Millennium Management
New York
$27.5M
4
Bank of America
4
Bank of America
North Carolina
$57.8M
5
Select Equity Group
5
Select Equity Group
New York
$239M
Name Market Value Shares Shares
Change 		Shares
Change %
NSIM
326
North Star Investment Management
Illinois
$7.64K 100 – –
SWA
327
SOA Wealth Advisors
New York
$6.26K 82 – –
TWP
328
TFO Wealth Partners
Ohio
$6.22K 175 +175 New
MCC
329
Money Concepts Capital
Florida
$6.11K 80 +80 New
PTC
330
Private Trust Company
Ohio
$6K 83 -19 -19%
SOW
331
State of Wyoming
Wyoming
$5.8K 76 +76 New
PA
332
Parallel Advisors
California
$4.51K 59 +2 +4%
CAM
333
ClariVest Asset Management
California
$4K 53 +6 +13%
LC
334
Lindbrook Capital
California
$3.59K 47 +1 +2%
CIBC Private Wealth Group
335
CIBC Private Wealth Group
Georgia
$3.33K 43,639 – –
JWA
336
JFS Wealth Advisors
Pennsylvania
$3.28K 43 +4 +10%
BIA
337
Bell Investment Advisors
California
$3.21K 42 -6 -13%
SC
338
Schubert & Co
Texas
$2.9K 38 -5 -12%
KFP
339
KB Financial Partners
New Jersey
$2K 32 -39 -55%
VCM
340
Versant Capital Management
Arizona
$1.83K 24 – –
GFPC
341
Global Financial Private Client
Florida
$1.76K 23 – –
SIC
342
SJS Investment Consulting
Ohio
$1.45K 19 +7 +58%
MCM
343
Manchester Capital Management
Vermont
$1.37K 18 – –
CWA
344
Core Wealth Advisors
Florida
$1.15K 15 – –
BAAM
345
Baker Avenue Asset Management
California
$916 12 +12 New
IAA
346
Independent Advisor Alliance
North Carolina
$857 11,224 +55 +0.5%
GWS
347
Glassman Wealth Services
Virginia
$840 11 – –
DI
348
Disciplined Investments
Oklahoma
$764 10 – –
SVCP
349
Silicon Valley Capital Partners
California
– – – –
NRCM
350
North Reef Capital Management
California
– – -306,260 Closed
12 13
14
15 16