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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
FFA
351
Farther Finance Advisors
California
$1.27K +$1.11K +15 New
LC
352
Lindbrook Capital
California
$1.1K -$1.11K -15 -54%
NSG
353
Nalls Sherbakoff Group
Tennessee
$1.01K – – –
DPW
354
DiNuzzo Private Wealth
Pennsylvania
$676 +$591 +8 New
MPWT
355
MassMutual Private Wealth & Trust
Connecticut
$591 +$517 +7 New
AF
356
Advisornet Financial
Minnesota
$422 +$369 +5 New
TWP
357
TFO Wealth Partners
Ohio
$253 – – –
GLA
358
Great Lakes Advisors
Illinois
– -$5.68M -84,392 Closed
ECM
359
ExodusPoint Capital Management
New York
– -$3.02M -44,768 Closed
Citadel Advisors
360
Citadel Advisors
Florida
– -$1.23M -16,716 Closed
FL
361
Fourthstone LLC
Missouri
– -$1.02M -15,100 Closed
AIMCA
362
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$1.01M -15,015 Closed
AIM
363
Aigen Investment Management
New York
– -$645K -9,580 Closed
CIP
364
Chartwell Investment Partners
Pennsylvania
– -$608K -9,022 Closed
EGM
365
Engineers Gate Manager
New York
– -$558K -8,291 Closed
XT
366
XTX Topco
Cayman Islands
– -$513K -7,614 Closed
MF
367
Magnetar Financial
Illinois
– -$356K -5,289 Closed
I
368
InceptionR
California
– -$349K -5,176 Closed
IFU
369
iSAM Funds (UK)
United Kingdom
– -$343K -5,085 Closed
Neuberger Berman Group
370
Neuberger Berman Group
New York
– -$263K -3,901 Closed
SAG
371
SageView Advisory Group
California
– -$253K -3,759 Closed
TSS
372
Two Sigma Securities
New York
– -$212K -3,149 Closed
CSPIA
373
Cary Street Partners Investment Advisory
Virginia
– -$96.5K -1,432 Closed
FAM
374
Flaharty Asset Management
Florida
– -$33K -490 Closed
Mitsubishi UFJ Trust & Banking
375
Mitsubishi UFJ Trust & Banking
Japan
– -$7.61K -113 Closed
12 13 14
15
16

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.