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SouthState Bank Corp

136 hedge funds and large institutions have $1.05B invested in SouthState Bank Corp in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

23% more capital invested

Capital invested by funds: $850M → $1.05B (+$198M)

1% more funds holding

Funds holding: 134136 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

24% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 51

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $241K

Holders
136
Holders Change
+2
Holders Change %
+1.49%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
16
Increased
39
Reduced
51
Closed
12
Calls
Puts
$241K
Net Calls
-$241K
Net Calls Change
-$442K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$92.6M +$1.69M +27,505 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$86.2M +$31.7M +516,775 +67%
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$53.7M +$850K +13,861 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$52.7M +$1.44M +23,416 +3%
FHC
5
Forest Hill Capital
Arkansas
$52.6M +$879K +14,325 +2%
Goldman Sachs
6
Goldman Sachs
New York
$48.8M +$2.92M +47,607 +7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$48.6M -$274K -4,474 -0.6%
BIT
8
BlackRock Institutional Trust
California
$43.1M -$1.23M -19,978 -3%
BFA
9
BlackRock Fund Advisors
California
$40.6M +$5.21M +84,863 +16%
Northern Trust
10
Northern Trust
Illinois
$35.5M -$450K -7,334 -1%
FAM
11
Fenimore Asset Management
New York
$33.5M -$5.21K -85 -0%
Allianz Asset Management
12
Allianz Asset Management
Germany
$33.1M +$1.08M +17,652 +4%
CRCP
13
Copper Rock Capital Partners
Massachusetts
$29.6M +$1.84M +29,990 +7%
State Street
14
State Street
Massachusetts
$27.4M +$309K +5,039 +1%
ICOM
15
Investment Counselors of Maryland
Maryland
$23.9M
Stifel Financial
16
Stifel Financial
Missouri
$22.3M -$5.64K -92 -0%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$21.3M +$583K +9,500 +3%
Ameriprise
18
Ameriprise
Minnesota
$17.1M -$2.07M -33,792 -12%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$16.8M +$589K +9,600 +4%
CIP
20
Chartwell Investment Partners
Pennsylvania
$13.9M -$101K -1,650 -0.8%
CAM
21
Cortina Asset Management
Wisconsin
$13.9M -$783K -12,765 -6%
CCM
22
Channing Capital Management
Illinois
$12.8M +$1.27M +20,715 +12%
EVM
23
Eaton Vance Management
Massachusetts
$12.1M -$1.03M -16,804 -9%
RA
24
Royce & Associates
New York
$11.9M -$307K -5,000 -3%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$10M +$268K +4,365 +3%

SSB Hedge Fund Activity: Q4 2014 in Review

136 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in SouthState Bank Corp (SSB) for Q4 2014, worth a combined $1.05B — up 23% from $850M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SSB positions and 12 closed out — a net gain of 4 holders — while 39 added to existing stakes and 51 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $31.7M. The largest seller was Fidelity Investments, exiting entirely with an estimated $6.56M sold.

  • 136 institutional investors held SouthState Bank Corp (SSB) as of Q4 2014, up from 134 in Q3 2014.
  • Funds reported $1.05B of SouthState Bank Corp stock for Q4 2014, up 23% quarter-over-quarter.
  • 16 funds opened new SouthState Bank Corp positions in Q4 2014 and 12 closed out, a net change of +4 holders.
  • The largest SouthState Bank Corp buyer in Q4 2014 was Wellington Management Group, an estimated $31.7M added.
  • The largest SouthState Bank Corp seller in Q4 2014 was Fidelity Investments, an estimated $6.56M sold.

Based on aggregated 13F filings for Q4 2014.