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SouthState Bank Corp

330 hedge funds and large institutions have $4.53B invested in SouthState Bank Corp in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 114 increasing their positions, 113 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $3.41M | Put options by funds: $882K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

2% more capital invested

Capital invested by funds: $4.45B → $4.53B (+$76.5M)

1% more funds holding

Funds holding: 327330 (+3)

1% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 113

0.73% less ownership

Funds ownership: 89.19%88.45% (-0.73%)

Holders
330
Holders Change
+3
Holders Change %
+0.92%
% of All Funds
5.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
28
Increased
114
Reduced
113
Closed
22
Calls
$3.41M
Puts
$882K
Net Calls
+$2.53M
Net Calls Change
+$540K
Name Holding Trade Value Shares
Change
Change in
Stake
COI
201
Connable Office Inc
Michigan
$489K
Corient Private Wealth
202
Corient Private Wealth
Florida
$489K -$33.5K -465 -6%
WPA
203
West Paces Advisors
Georgia
$485K
Mercer Global Advisors
204
Mercer Global Advisors
Colorado
$482K
IIC
205
Integrated Investment Consultants
Michigan
$461K +$1.3K +18 +0.3%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$456K
AWM
207
AE Wealth Management
Kansas
$453K -$11.4K -158 -2%
ONB
208
Old National Bancorp
Indiana
$452K +$8.58K +119 +2%
PFO
209
Pathstone Family Office
New Jersey
$450K +$191K +2,651 +66%
SWM
210
SeaCrest Wealth Management
New York
$450K +$1.59K +22 +0.3%
Man Group
211
Man Group
United Kingdom
$442K -$542K -7,513 Closed
SAM
212
Securian Asset Management
Minnesota
$434K -$23.5K -326 -5%
BDF
213
Black Diamond Financial
Maryland
$430K
TI
214
Tidal Investments
Wisconsin
$429K -$8.65K -120 -2%
Pacer Advisors
215
Pacer Advisors
Pennsylvania
$427K -$502K -6,964 -52%
VI
216
Versor Investments
New York
$424K +$454K +6,300 New
HC
217
Henshaw Capital
Massachusetts
$418K +$167K +2,319 +60%
TIAA Trust, National Association
218
TIAA Trust, National Association
North Carolina
$417K +$446K +6,186 New
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$407K +$5.91K +82 +1%
BW
220
Bison Wealth
Georgia
$398K
WAOTB
221
Wealth Advisors of Tampa Bay
Florida
$395K +$423K +5,870 New
SSWM
222
Sheets Smith Wealth Management
North Carolina
$395K +$12.3K +171 +3%
CCM
223
Cullen Capital Management
New York
$392K +$102K +1,410 +32%
PMG
224
ProVise Management Group
Florida
$392K +$288 +4 +0.1%
MA
225
Minerva Advisors
Pennsylvania
$381K