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SouthState Bank Corp

160 hedge funds and large institutions have $1.86B invested in SouthState Bank Corp in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

10% more capital invested

Capital invested by funds: $1.7B → $1.86B (+$162M)

3.07% more ownership

Funds ownership: 67.73%70.8% (+3.1%)

3% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 58

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

2% less funds holding

Funds holding: 163160 (-3)

Holders
160
Holders Change
-3
Holders Change %
-1.84%
% of All Funds
3.99%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
60
Reduced
58
Closed
15
Calls
$2.03M
Puts
Net Calls
+$2.03M
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$203M +$2.24M +26,780 +1%
BlackRock
2
BlackRock
New York
$199M +$17.9M +213,760 +11%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$147M +$40.9M +489,872 +43%
Victory Capital Management
4
Victory Capital Management
Texas
$96.4M +$16.8M +201,107 +23%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$91.6M +$4.89M +58,525 +6%
Goldman Sachs
6
Goldman Sachs
New York
$83.5M -$3.22M -38,569 -4%
State Street
7
State Street
Massachusetts
$64.2M -$3.13M -37,488 -5%
Northern Trust
8
Northern Trust
Illinois
$57.7M +$585K +6,999 +1%
CCM
9
Channing Capital Management
Illinois
$56.5M +$1.86M +22,313 +4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$52.6M -$1.4M -16,739 -3%
WHG
11
Westwood Holdings Group
Texas
$49.9M +$4.03M +48,249 +10%
FAM
12
Fenimore Asset Management
New York
$49.4M +$257K +3,073 +0.6%
WA
13
Wasatch Advisors
Utah
$46.6M -$310K -3,712 -0.7%
CCMLC
14
Cardinal Capital Management LLC (Connecticut)
Connecticut
$45.9M +$288K +3,445 +0.7%
UBS AM
15
UBS AM
Illinois
$35.6M +$4.82M +57,744 +17%
CRCP
16
Copper Rock Capital Partners
Massachusetts
$33.9M -$1.13M -13,567 -3%
Millennium Management
17
Millennium Management
New York
$31.3M +$6.35M +75,995 +28%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$27.1M +$5.91M +70,723 +31%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$22.7M -$11.5M -138,225 -35%
ICOM
20
Investment Counselors of Maryland
Maryland
$21.3M -$1.01M -12,090 -5%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$20.6M +$443K +5,306 +2%
Norges Bank
22
Norges Bank
Norway
$20.5M -$4.5M -53,914 -19%
CIP
23
Chartwell Investment Partners
Pennsylvania
$19.5M -$476K -5,694 -3%
CCM
24
Copeland Capital Management
Pennsylvania
$19.1M +$305K +3,649 +2%
Bank of America
25
Bank of America
North Carolina
$19.1M +$4.61M +55,256 +35%

SSB Hedge Fund Activity: Q3 2017 in Review

160 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SouthState Bank Corp (SSB) for Q3 2017, worth a combined $1.86B — up 9.5% from $1.7B a quarter earlier.

Fund positioning in SSB was balanced in Q3 2017: 15 funds opened new positions, 15 closed out, 60 added to existing stakes and 58 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $40.9M. The largest seller was Ranger Investment Management, cutting an estimated $15.6M.

  • 160 institutional investors held SouthState Bank Corp (SSB) as of Q3 2017, down from 163 in Q2 2017.
  • Funds reported $1.86B of SouthState Bank Corp stock for Q3 2017, up 9.5% quarter-over-quarter.
  • 15 funds opened new SouthState Bank Corp positions in Q3 2017 and 15 closed out, a net change of 0 holders.
  • The largest SouthState Bank Corp buyer in Q3 2017 was Wellington Management Group, an estimated $40.9M added.
  • The largest SouthState Bank Corp seller in Q3 2017 was Ranger Investment Management, an estimated $15.6M sold.

Based on aggregated 13F filings for Q3 2017.