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SouthState Bank Corp

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: 46 (+2)

31% more capital invested

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

8% more funds holding

Funds holding: 330357 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
326
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.9K
ODG
327
O'Dell Group
Ohio
$14.1K +$12.3K +167 New
MFT
328
Moisand Fitzgerald Tamayo
Florida
$13.8K -$66.4K -899 -85%
CAL
329
Capital Advisors Ltd
Ohio
$13K
CSB
330
City State Bank
Iowa
$13K
GGI
331
Godsey & Gibb Inc
Virginia
$10.1K
NSIM
332
North Star Investment Management
Illinois
$8.45K
PTC
333
Private Trust Company
Ohio
$8.36K +$1.18K +16 +19%
AAP
334
Arax Advisory Partners
Colorado
$8.16K +$7.16K +97 New
Fuller & Thaler Asset Management
335
Fuller & Thaler Asset Management
California
$7.48K -$30.1M -407,141 -100%
SWA
336
SOA Wealth Advisors
New York
$6.97K +$74 +1 +1%
PS
337
Principal Securities
Iowa
$6.84K +$5.98K +81 New
VAG
338
VisionPoint Advisory Group
Texas
$6.67K +$5.83K +79 New
HWA
339
HHM Wealth Advisors
Tennessee
$6.33K
KFI
340
Key Financial Inc
Pennsylvania
$4.9K
FFO
341
Fortitude Family Office
Arizona
$4.81K +$4.21K +57 New
BGAI
342
Bruce G. Allen Investments
Colorado
$4.56K +$3.99K +54 New
BIA
343
Bell Investment Advisors
California
$2.96K
FMII
344
Farmers & Merchants Investments Inc
Nebraska
$2.53K
NFSG
345
Newbridge Financial Services Group
Florida
$2.04K
GFPC
346
Global Financial Private Client
Florida
$1.94K
SIC
347
SJS Investment Consulting
Ohio
$1.44K +$74 +1 +6%
JWA
348
JFS Wealth Advisors
Pennsylvania
$1.27K -$1.48K -20 -57%
CWAF
349
Core Wealth Advisors (Florida)
Florida
$1.27K
VCM
350
Versant Capital Management
Arizona
$1.27K

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.