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SouthState Bank Corp

200 hedge funds and large institutions have $2.35B invested in SouthState Bank Corp in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 62 increasing their positions, 73 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

16% more capital invested

Capital invested by funds: $2.03B → $2.35B (+$319M)

9% more funds holding

Funds holding: 184200 (+16)

1.29% more ownership

Funds ownership: 79.04%80.33% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 73

64% less call options, than puts

Call options by funds: $555K | Put options by funds: $1.53M

Holders
200
Holders Change
+16
Holders Change %
+8.7%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
62
Reduced
73
Closed
13
Calls
$555K
Puts
$1.53M
Net Calls
-$977K
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$265M -$12.7M -155,897 -5%
BlackRock
2
BlackRock
New York
$229M +$11.5M +141,544 +6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$207M +$5.3M +65,304 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$171M +$695K +8,564 +0.4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$124M -$9.92M -122,207 -8%
Victory Capital Management
6
Victory Capital Management
Texas
$111M +$6.14M +75,635 +6%
EARNEST Partners
7
EARNEST Partners
Georgia
$94M +$5.19M +63,933 +6%
SAM
8
Silvercrest Asset Management
New York
$87.8M +$16.9M +208,781 +26%
State Street
9
State Street
Massachusetts
$82.4M -$2.2M -27,142 -3%
FAM
10
Fenimore Asset Management
New York
$78M +$246K +3,034 +0.3%
Goldman Sachs
11
Goldman Sachs
New York
$74.2M +$6.4M +78,822 +10%
Northern Trust
12
Northern Trust
Illinois
$67M -$1.67M -20,629 -3%
Wells Fargo
13
Wells Fargo
California
$66.4M -$4.88M -60,171 -7%
ACM
14
Atlanta Capital Management
Georgia
$47.9M -$904K -11,145 -2%
Select Equity Group
15
Select Equity Group
New York
$47.1M +$44.1M +543,315 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$44.9M -$12.8M -157,428 -23%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$40.3M +$1.4M +17,299 +4%
WA
18
Wasatch Advisors
Utah
$34.3M +$1.82M +22,381 +6%
TCM
19
Tributary Capital Management
Nebraska
$26.4M -$738K -9,100 -3%
Norges Bank
20
Norges Bank
Norway
$24.6M +$537K +6,614 +2%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$23.4M -$398K -4,900 -2%
JP Morgan Chase
22
JP Morgan Chase
New York
$22.2M -$1.4M -17,224 -6%
Charles Schwab
23
Charles Schwab
California
$22.1M +$267K +3,295 +1%
Bank of America
24
Bank of America
North Carolina
$20.9M +$1.14M +14,103 +6%
N
25
Natixis
France
$17.2M +$2.01M +24,800 +14%

SSB Hedge Fund Activity: Q4 2019 in Review

200 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in SouthState Bank Corp (SSB) for Q4 2019, worth a combined $2.35B — up 16% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SSB positions and 13 closed out — a net gain of 18 holders — while 62 added to existing stakes and 73 trimmed.

The largest buyer was Select Equity Group, opening a new position worth an estimated $44.1M. The largest seller was Bank of New York Mellon, cutting an estimated $12.8M.

  • 200 institutional investors held SouthState Bank Corp (SSB) as of Q4 2019, up from 184 in Q3 2019.
  • Funds reported $2.35B of SouthState Bank Corp stock for Q4 2019, up 16% quarter-over-quarter.
  • 31 funds opened new SouthState Bank Corp positions in Q4 2019 and 13 closed out, a net change of +18 holders.
  • The largest SouthState Bank Corp buyer in Q4 2019 was Select Equity Group, an estimated $44.1M added.
  • The largest SouthState Bank Corp seller in Q4 2019 was Bank of New York Mellon, an estimated $12.8M sold.

Based on aggregated 13F filings for Q4 2019.