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SouthState Bank Corp

327 hedge funds and large institutions have $4.45B invested in SouthState Bank Corp in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 116 increasing their positions, 101 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $3.85M | Put options by funds: $1.86M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 101

4% less funds holding

Funds holding: 339327 (-12)

4.51% less ownership

Funds ownership: 93.7%89.19% (-4.5%)

12% less capital invested

Capital invested by funds: $5.06B → $4.45B (-$611M)

28% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 39

Holders
327
Holders Change
-12
Holders Change %
-3.54%
% of All Funds
5.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
116
Reduced
101
Closed
39
Calls
$3.85M
Puts
$1.86M
Net Calls
+$1.99M
Net Calls Change
-$388K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$603M +$16.3M +243,709 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$551M -$26.6M -399,184 -5%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$259M +$10.1K +152 +0%
State Street
4
State Street
Massachusetts
$244M +$20M +300,359 +9%
Victory Capital Management
5
Victory Capital Management
Texas
$187M +$5.36M +80,275 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$169M +$18.3M +274,402 +12%
American Century Companies
7
American Century Companies
Missouri
$132M +$4.22M +63,185 +3%
Franklin Resources
8
Franklin Resources
California
$115M -$2.21M -33,074 -2%
Morgan Stanley
9
Morgan Stanley
New York
$112M +$22.7M +340,825 +25%
EARNEST Partners
10
EARNEST Partners
Georgia
$105M -$9.87M -147,826 -8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$105M +$5.36M +80,354 +5%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$100M -$229K -3,437 -0.2%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$74.9M +$12M +179,235 +19%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$73.1M +$8.37M +125,386 +13%
Northern Trust
15
Northern Trust
Illinois
$73M +$2.74M +41,017 +4%
Macquarie Group
16
Macquarie Group
Australia
$65.1M +$744K +11,140 +1%
Charles Schwab
17
Charles Schwab
California
$63.5M +$3.36M +50,369 +6%
CCM
18
Channing Capital Management
Illinois
$57.8M +$1.9M +28,474 +3%
Goldman Sachs
19
Goldman Sachs
New York
$56.3M -$19.5M -292,576 -25%
Select Equity Group
20
Select Equity Group
New York
$55.9M -$148M -2,214,530 -72%
SAM
21
Silvercrest Asset Management
New York
$53M -$2.32M -34,819 -4%
JP Morgan Chase
22
JP Morgan Chase
New York
$51.3M -$3.91M -58,634 -7%
Fisher Asset Management
23
Fisher Asset Management
Washington
$49.5M +$8.24M +123,468 +20%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.5M +$1.82M +27,292 +4%
SBH
25
Segall Bryant & Hamill
Illinois
$42.4M -$221K -3,304 -0.5%

SSB Hedge Fund Activity: Q2 2023 in Review

327 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SouthState Bank Corp (SSB) for Q2 2023, worth a combined $4.45B — down 12% from $5.06B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of SSB and 28 opened new positions — a net loss of 11 holders — while 101 trimmed existing stakes and 116 added.

The largest buyer was Morgan Stanley, adding an estimated $22.7M. The largest seller was Select Equity Group, cutting an estimated $148M.

  • 327 institutional investors held SouthState Bank Corp (SSB) as of Q2 2023, down from 339 in Q1 2023.
  • Funds reported $4.45B of SouthState Bank Corp stock for Q2 2023, down 12% quarter-over-quarter.
  • 28 funds opened new SouthState Bank Corp positions in Q2 2023 and 39 closed out, a net change of -11 holders.
  • The largest SouthState Bank Corp buyer in Q2 2023 was Morgan Stanley, an estimated $22.7M added.
  • The largest SouthState Bank Corp seller in Q2 2023 was Select Equity Group, an estimated $148M sold.

Based on aggregated 13F filings for Q2 2023.