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SouthState Bank Corp

126 hedge funds and large institutions have $934M invested in SouthState Bank Corp in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

25% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 40

18% more capital invested

Capital invested by funds: $794M → $934M (+$140M)

1% more funds holding

Funds holding: 125126 (+1)

Holders
126
Holders Change
+1
Holders Change %
+0.8%
% of All Funds
3.66%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.15%
New
19
Increased
50
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$83.7M +$2.39M +38,968 +3%
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$81M +$19.8M +324,030 +36%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$61.5M +$3.1M +50,566 +6%
FHC
4
Forest Hill Capital
Arkansas
$51M +$4.49M +73,281 +11%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$48.7M -$1.87M -30,595 -4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$46.8M -$16.8M -274,087 -28%
BIT
7
BlackRock Institutional Trust
California
$45.6M -$1.99M -32,510 -5%
Goldman Sachs
8
Goldman Sachs
New York
$44.4M +$2.62M +42,835 +7%
BFA
9
BlackRock Fund Advisors
California
$40.8M -$815K -13,316 -2%
Northern Trust
10
Northern Trust
Illinois
$38.9M +$770K +12,584 +2%
FAM
11
Fenimore Asset Management
New York
$33.6M -$180K -2,945 -0.6%
State Street
12
State Street
Massachusetts
$27.8M -$882K -14,411 -3%
O
13
OppenheimerFunds
New York
$22.4M +$7.91M +129,225 +62%
Ameriprise
14
Ameriprise
Minnesota
$19.1M -$1.99M -32,543 -10%
CAM
15
Cortina Asset Management
Wisconsin
$18.2M -$469K -7,658 -3%
CRCP
16
Copper Rock Capital Partners
Massachusetts
$17.7M +$355K +5,794 +2%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$15.6M -$208K -3,400 -1%
RA
18
Royce & Associates
New York
$13.5M +$1.22M +20,000 +11%
Allianz Asset Management
19
Allianz Asset Management
Germany
$12.8M +$11.8M +192,006 New
EVM
20
Eaton Vance Management
Massachusetts
$10.5M +$2.06M +33,579 +27%
MCA
21
Mendon Capital Advisors
Florida
$9.97M -$1.59M -25,924 -15%
ICOM
22
Investment Counselors of Maryland
Maryland
$9.9M +$1.02M +16,600 +13%
Renaissance Technologies
23
Renaissance Technologies
New York
$9.44M +$22.9K +374 +0.3%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$8.59M +$535K +8,740 +7%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$8.06M +$7.4M +120,868 +43,322%

SSB Hedge Fund Activity: Q4 2013 in Review

126 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in SouthState Bank Corp (SSB) for Q4 2013, worth a combined $934M — up 18% from $794M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SSB positions and 14 closed out — a net gain of 5 holders — while 50 added to existing stakes and 40 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $19.8M. The largest seller was Fidelity Investments, cutting an estimated $27M.

  • 126 institutional investors held SouthState Bank Corp (SSB) as of Q4 2013, up from 125 in Q3 2013.
  • Funds reported $934M of SouthState Bank Corp stock for Q4 2013, up 18% quarter-over-quarter.
  • 19 funds opened new SouthState Bank Corp positions in Q4 2013 and 14 closed out, a net change of +5 holders.
  • The largest SouthState Bank Corp buyer in Q4 2013 was Lord, Abbett & Co, an estimated $19.8M added.
  • The largest SouthState Bank Corp seller in Q4 2013 was Fidelity Investments, an estimated $27M sold.

Based on aggregated 13F filings for Q4 2013.