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SouthState Bank Corp

188 hedge funds and large institutions have $1.93B invested in SouthState Bank Corp in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.66B → $1.93B (+$275M)

4.29% more ownership

Funds ownership: 75.65%79.94% (+4.3%)

9% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 64

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

2% less funds holding

Funds holding: 191188 (-3)

59% less call options, than puts

Call options by funds: $273K | Put options by funds: $663K

Holders
188
Holders Change
-3
Holders Change %
-1.57%
% of All Funds
4.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
70
Reduced
64
Closed
29
Calls
$273K
Puts
$663K
Net Calls
-$390K
Net Calls Change
-$390K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$226M -$96.4K -1,435 -0%
BlackRock
2
BlackRock
New York
$172M -$10.8M -160,843 -6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$171M +$1.06M +15,746 +0.6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$120M +$12.3M +182,934 +12%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$110M -$93K -1,384 -0.1%
Victory Capital Management
6
Victory Capital Management
Texas
$83.2M +$2.97M +44,214 +4%
State Street
7
State Street
Massachusetts
$82.2M -$1.86M -27,682 -2%
FAM
8
Fenimore Asset Management
New York
$61M +$1.09M +16,280 +2%
EARNEST Partners
9
EARNEST Partners
Georgia
$55.5M +$54.6M +812,809 New
Northern Trust
10
Northern Trust
Illinois
$53.9M +$2.57M +38,254 +5%
Goldman Sachs
11
Goldman Sachs
New York
$53.7M -$9.01M -134,076 -15%
Wells Fargo
12
Wells Fargo
California
$47.9M +$5.43M +80,843 +13%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$47.4M -$2.96M -44,066 -6%
SAM
14
Silvercrest Asset Management
New York
$43.3M +$42.5M +632,900 New
ACM
15
Atlanta Capital Management
Georgia
$41.5M +$1.17M +17,415 +3%
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.6M -$302K -4,497 -0.8%
WHG
17
Westwood Holdings Group
Texas
$33.4M +$6.15M +91,488 +23%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$29.7M +$1.51M +22,483 +5%
American Century Companies
19
American Century Companies
Missouri
$25.5M +$11.8M +175,796 +89%
TCM
20
Tributary Capital Management
Nebraska
$22.2M +$5.95M +88,610 +37%
JP Morgan Chase
21
JP Morgan Chase
New York
$18.5M +$16M +237,815 +739%
Charles Schwab
22
Charles Schwab
California
$16.7M +$1.29M +19,235 +9%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$16.6M +$8.5M +126,520 +109%
Norges Bank
24
Norges Bank
Norway
$15.9M +$328K +4,885 +2%
WA
25
Wasatch Advisors
Utah
$14.1M +$2.51M +37,290 +22%

SSB Hedge Fund Activity: Q1 2019 in Review

188 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in SouthState Bank Corp (SSB) for Q1 2019, worth a combined $1.93B — up 17% from $1.66B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of SSB and 27 opened new positions — a net loss of 2 holders — while 64 trimmed existing stakes and 70 added.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $54.6M. The largest seller was Channing Capital Management, exiting entirely with an estimated $28.9M sold.

  • 188 institutional investors held SouthState Bank Corp (SSB) as of Q1 2019, down from 191 in Q4 2018.
  • Funds reported $1.93B of SouthState Bank Corp stock for Q1 2019, up 17% quarter-over-quarter.
  • 27 funds opened new SouthState Bank Corp positions in Q1 2019 and 29 closed out, a net change of -2 holders.
  • The largest SouthState Bank Corp buyer in Q1 2019 was EARNEST Partners, an estimated $54.6M added.
  • The largest SouthState Bank Corp seller in Q1 2019 was Channing Capital Management, an estimated $28.9M sold.

Based on aggregated 13F filings for Q1 2019.