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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
SWP
201
Summit Wealth Partners
Florida
$744K – – –
Pictet Asset Management
202
Pictet Asset Management
Switzerland
$725K +$31.7K +429 +5%
TPI
203
Trust Point Inc
Wisconsin
$722K +$631K +8,552 New
CCIA
204
Campbell & Co Investment Adviser
Maryland
$699K +$611K +8,280 New
SOADOR
205
State of Alaska Department of Revenue
Alaska
$693K -$60.2K -815 -9%
Wealth Enhancement Advisory Services
206
Wealth Enhancement Advisory Services
Minnesota
$661K -$54.5K -738 -9%
VI
207
Versor Investments
New York
$659K +$111K +1,500 +24%
SWA
208
SFMG Wealth Advisors
Texas
$650K – – –
WPA
209
West Paces Advisors
Georgia
$608K – – –
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$605K +$1.03K +14 +0.2%
IIC
211
Integrated Investment Consultants
Michigan
$585K +$5.61K +76 +1%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$572K – – –
COI
213
Connable Office Inc
Michigan
$567K -$40.6K -550 -8%
SWM
214
SeaCrest Wealth Management
New York
$551K -$1.03K -14 -0.2%
TC
215
TwinBeech Capital
New York
$546K -$917K -12,423 -66%
SAM
216
Securian Asset Management
Minnesota
$544K – – –
BDF
217
Black Diamond Financial
Maryland
$540K – – –
AACP
218
Advantage Alpha Capital Partners
California
$531K +$464K +6,290 New
HC
219
Henshaw Capital
Massachusetts
$524K – – –
TIAA Trust, National Association
220
TIAA Trust, National Association
North Carolina
$522K – – –
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$522K +$3.84K +52 +0.9%
PA
222
Profund Advisors
Maryland
$509K +$49.3K +668 +12%
BW
223
Bison Wealth
Georgia
$499K -$295 -4 -0.1%
PMG
224
ProVise Management Group
Florida
$492K +$369 +5 +0.1%
SSWM
225
Sheets Smith Wealth Management
North Carolina
$481K -$12.8K -173 -3%
7 8
9
10 11

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.