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SouthState Bank Corp

209 hedge funds and large institutions have $2.35B invested in SouthState Bank Corp in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

2.38% more ownership

Funds ownership: 72.61%74.99% (+2.4%)

1% more capital invested

Capital invested by funds: $2.32B → $2.35B (+$28.3M)

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

1% less funds holding

Funds holding: 212209 (-3)

11% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 76

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $691K

Holders
209
Holders Change
-3
Holders Change %
-1.42%
% of All Funds
4.79%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
20
Increased
68
Reduced
76
Closed
22
Calls
Puts
$691K
Net Calls
-$691K
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$262M +$12.6M +141,775 +5%
BlackRock
2
BlackRock
New York
$223M -$11.3M -127,101 -5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$212M +$48.1M +542,986 +28%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$119M -$2.57M -29,030 -2%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$103M +$12.2M +137,444 +13%
State Street
6
State Street
Massachusetts
$96.2M +$14.3M +161,040 +17%
Victory Capital Management
7
Victory Capital Management
Texas
$90.8M -$404K -4,558 -0.4%
Goldman Sachs
8
Goldman Sachs
New York
$81M +$1.07M +12,066 +1%
CCMLC
9
Cardinal Capital Management LLC (Connecticut)
Connecticut
$66.6M +$8.86M +99,947 +15%
Northern Trust
10
Northern Trust
Illinois
$63.4M +$388K +4,380 +0.6%
CCM
11
Channing Capital Management
Illinois
$57.7M -$842K -9,503 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$52.9M +$9.2M +103,857 +20%
WA
13
Wasatch Advisors
Utah
$51.3M +$7.67M +86,515 +17%
WHG
14
Westwood Holdings Group
Texas
$51.1M +$768K +8,666 +1%
FAM
15
Fenimore Asset Management
New York
$48.1M +$1.15M +12,962 +2%
UBS AM
16
UBS AM
Illinois
$43.2M +$6.23M +70,276 +16%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42M +$11.1M +125,762 +34%
MCA
18
Mendon Capital Advisors
Florida
$38.9M -$365K -4,116 -0.9%
CRCP
19
Copper Rock Capital Partners
Massachusetts
$33.4M -$272K -3,069 -0.8%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$28.4M +$1.56M +17,605 +6%
ACM
21
Atlanta Capital Management
Georgia
$24.7M -$219K -2,470 -0.8%
Wells Fargo
22
Wells Fargo
California
$22.4M +$10.6M +119,535 +84%
ICOM
23
Investment Counselors of Maryland
Maryland
$20.2M +$6.03K +68 +0%
N
24
Natixis
France
$19.9M +$20.7M +233,697 New
Norges Bank
25
Norges Bank
Norway
$19.4M

SSB Hedge Fund Activity: Q1 2018 in Review

209 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in SouthState Bank Corp (SSB) for Q1 2018, worth a combined $2.35B — up 1.2% from $2.32B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of SSB and 20 opened new positions — a net loss of 2 holders — while 76 trimmed existing stakes and 68 added.

The largest buyer was Wellington Management Group, adding an estimated $48.1M. The largest seller was Copeland Capital Management, exiting entirely with an estimated $18.1M sold.

  • 209 institutional investors held SouthState Bank Corp (SSB) as of Q1 2018, down from 212 in Q4 2017.
  • Funds reported $2.35B of SouthState Bank Corp stock for Q1 2018, up 1.2% quarter-over-quarter.
  • 20 funds opened new SouthState Bank Corp positions in Q1 2018 and 22 closed out, a net change of -2 holders.
  • The largest SouthState Bank Corp buyer in Q1 2018 was Wellington Management Group, an estimated $48.1M added.
  • The largest SouthState Bank Corp seller in Q1 2018 was Copeland Capital Management, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2018.