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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
Corient Private Wealth
176
Corient Private Wealth
Florida
$945K +$291K +3,936 +54%
X
177
Xponance
Pennsylvania
$944K +$18.6K +252 +2%
Teacher Retirement System of Texas
178
Teacher Retirement System of Texas
Texas
$940K -$81.3K -1,101 -9%
UBS Group
179
UBS Group
Switzerland
$932K -$2.02M -27,341 -71%
AQR Capital Management
180
AQR Capital Management
Connecticut
$928K +$811K +10,991 New
HighTower Advisors
181
HighTower Advisors
Illinois
$882K +$10.1K +137 +1%
Creative Planning
182
Creative Planning
Kansas
$865K +$126K +1,707 +20%
KeyBank National Association
183
KeyBank National Association
Ohio
$851K -$30.7K -416 -4%
BBHC
184
Brown Brothers Harriman & Co
New York
$842K +$25.8K +349 +4%
LIA
185
LBMC Investment Advisors
Tennessee
$836K +$731K +9,902 New
BFS
186
Burkett Financial Services
South Carolina
$834K +$729K +9,875 New
MNBTD
187
Moody National Bank Trust Division
Texas
$831K +$135K +1,828 +23%
Commonwealth Equity Services
188
Commonwealth Equity Services
Massachusetts
$823K -$378K -5,125 -34%
CIA
189
Concurrent Investment Advisors
Florida
$820K +$717K +9,713 New
FIA
190
Foundations Investment Advisors
Arizona
$813K -$12.2K -165 -2%
LAM
191
Lummis Asset Management
Texas
$805K +$703K +9,529 New
GF
192
Gabelli Funds
New York
$796K
LA
193
LPF Advisors
Florida
$789K +$690K +9,348 New
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$782K -$85.8K -1,162 -11%
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$774K -$148K -2,010 -18%
Pathstone Holdings
196
Pathstone Holdings
New Jersey
$770K +$673K +9,122 New
Public Employees Retirement Association of Colorado
197
Public Employees Retirement Association of Colorado
Colorado
$768K -$42K -569 -6%
TA
198
Teton Advisors
New York
$752K -$22.1K -300 -3%
SIC
199
Salem Investment Counselors
North Carolina
$750K
CC
200
Centiva Capital
New York
$746K +$652K +8,829 New

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.