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SouthState Bank Corp

304 hedge funds and large institutions have $4.48B invested in SouthState Bank Corp in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 86 increasing their positions, 109 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

10% more capital invested

Capital invested by funds: $4.09B → $4.48B (+$399M)

7% more funds holding

Funds holding: 285304 (+19)

0.77% more ownership

Funds ownership: 79.72%80.49% (+0.77%)

21% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 109

38% less call options, than puts

Call options by funds: $4.11M | Put options by funds: $6.67M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
304
Holders Change
+19
Holders Change %
+6.67%
% of All Funds
5.34%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
47
Increased
86
Reduced
109
Closed
27
Calls
$4.11M
Puts
$6.67M
Net Calls
-$2.55M
Net Calls Change
-$2.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$525M +$15.6M +193,835 +3%
BlackRock
2
BlackRock
New York
$430M +$7.6M +94,549 +2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$282M -$21.4M -266,173 -7%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$251M -$40.2M -499,448 -14%
Select Equity Group
5
Select Equity Group
New York
$207M +$45.9M +571,417 +28%
State Street
6
State Street
Massachusetts
$192M +$40.6M +505,632 +26%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$182M -$19.2M -238,743 -9%
Capital Research Global Investors
8
Capital Research Global Investors
California
$141M +$32.9M +409,155 +30%
Victory Capital Management
9
Victory Capital Management
Texas
$128M -$2.18M -27,172 -2%
Franklin Resources
10
Franklin Resources
California
$125M +$11.3M +140,207 +10%
EARNEST Partners
11
EARNEST Partners
Georgia
$98.9M +$9.62M +119,705 +10%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$94.1M +$6.91M +85,907 +8%
Goldman Sachs
13
Goldman Sachs
New York
$90.6M -$14.6M -181,245 -14%
SAM
14
Silvercrest Asset Management
New York
$85M +$363K +4,520 +0.4%
Macquarie Group
15
Macquarie Group
Australia
$77.1M -$4.76M -59,272 -6%
Wells Fargo
16
Wells Fargo
California
$76.7M -$8.67M -107,791 -10%
Northern Trust
17
Northern Trust
Illinois
$75.6M -$15.8M -196,163 -17%
Capital International Investors
18
Capital International Investors
California
$73.9M +$11.2M +139,693 +17%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$73.3M +$11.3M +140,919 +18%
FAM
20
Fenimore Asset Management
New York
$67.3M +$91.6K +1,140 +0.1%
EVM
21
Eaton Vance Management
Massachusetts
$60.9M +$11.5M +143,086 +23%
American Century Companies
22
American Century Companies
Missouri
$53.6M +$25.3M +314,472 +85%
Norges Bank
23
Norges Bank
Norway
$50.4M -$9.38M -116,702 -15%
Charles Schwab
24
Charles Schwab
California
$44.3M +$3.52M +43,750 +8%
ACM
25
Atlanta Capital Management
Georgia
$43.9M -$2.46M -30,630 -5%

SSB Hedge Fund Activity: Q1 2021 in Review

304 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in SouthState Bank Corp (SSB) for Q1 2021, worth a combined $4.48B — up 9.8% from $4.09B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new SSB positions and 27 closed out — a net gain of 20 holders — while 86 added to existing stakes and 109 trimmed.

The largest buyer was Select Equity Group, adding an estimated $45.9M. The largest seller was Wellington Management Group, cutting an estimated $40.2M.

  • 304 institutional investors held SouthState Bank Corp (SSB) as of Q1 2021, up from 285 in Q4 2020.
  • Funds reported $4.48B of SouthState Bank Corp stock for Q1 2021, up 9.8% quarter-over-quarter.
  • 47 funds opened new SouthState Bank Corp positions in Q1 2021 and 27 closed out, a net change of +20 holders.
  • The largest SouthState Bank Corp buyer in Q1 2021 was Select Equity Group, an estimated $45.9M added.
  • The largest SouthState Bank Corp seller in Q1 2021 was Wellington Management Group, an estimated $40.2M sold.

Based on aggregated 13F filings for Q1 2021.