Southside Bancshares (SBSI) Institutional Ownership

$28.32
+0.17 (+0.60%)
(As of 04/23/2024 ET)

Institutional Ownership Changes (13F Filings) for Southside Bancshares (NASDAQ:SBSI)

Current
Institutional Ownership
Percentage
55.70%
Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$28.85M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$24.42M
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SBSI Institutional Buying and Selling by Quarter

Southside Bancshares Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024Denali Advisors LLC9,100$266K0.1%N/A0.030%
4/18/2024Chatham Capital Group Inc.49,563$1.45M0.3%+11.9%0.164%
4/17/2024Hennion & Walsh Asset Management Inc.13,990$409K0.0%+16.1%0.046%
3/5/2024Fisher Asset Management LLC61,316$1.92M0.0%-5.7%0.203%
2/13/2024Campbell & CO Investment Adviser LLC24,512$768K0.1%+34.2%0.081%
2/12/2024TD Asset Management Inc37,400$1.17M0.0%-23.0%0.124%
2/9/2024Commerce Bank6,443$202K0.0%N/A0.021%
2/9/2024King Luther Capital Management Corp9,079$284K0.0%-25.0%0.030%
2/9/2024Aigen Investment Management LP12,341$387K0.1%-16.1%0.041%
2/9/2024Quest Partners LLC14,651$459K0.1%N/A0.049%
2/9/2024PNC Financial Services Group Inc.8,292$260K0.0%-4.0%0.027%
2/7/2024Principal Financial Group Inc.149,525$4.68M0.0%-4.6%0.495%
2/7/2024Dimensional Fund Advisors LP1,233,534$38.64M0.0%-0.4%4.085%
2/7/2024Polaris Capital Management LLC43,200$1.35M0.1%+17.7%0.143%
2/7/2024BNP Paribas Financial Markets11,253$352K0.0%-22.8%0.037%
2/7/2024Mesirow Institutional Investment Management Inc.245,389$7.69M0.7%-0.2%0.813%
2/6/2024Charles Schwab Investment Management Inc.363,825$11.40M0.0%+4.4%1.205%
2/6/2024Solutions 4 Wealth Ltd24,242$759K2.5%N/A0.080%
2/6/2024Amalgamated Bank10,455$327K0.0%-8.4%0.035%
2/6/2024Swiss National Bank57,218$1.79M0.0%-11.6%0.189%
2/6/2024Fisher Asset Management LLC60,930$1.91M0.0%-6.3%0.202%
2/5/2024Victory Capital Management Inc.17,774$557K0.0%+11.5%0.059%
2/2/2024State of New Jersey Common Pension Fund D91,332$2.86M0.0%+43.0%0.302%
2/1/2024Illinois Municipal Retirement Fund15,836$496K0.0%-8.3%0.052%
1/31/2024Kestrel Investment Management Corp70,200$2.20M1.5%-19.1%0.232%
1/30/2024Hamilton Point Investment Advisors LLC58,332$1.83M0.4%-0.8%0.193%
1/29/2024Louisiana State Employees Retirement System14,400$451K0.0%N/A0.048%
1/24/2024Sowell Financial Services LLC16,937$530K0.0%N/A0.056%
1/19/2024Chatham Capital Group Inc.44,288$1.39M0.3%-3.3%0.147%
1/19/2024State of Alaska Department of Revenue17,649$552K0.0%-2.3%0.058%
1/18/2024Moisand Fitzgerald Tamayo LLC3,807$119K0.0%-28.0%0.013%
1/17/2024Bill Few Associates Inc.6,483$203K0.1%N/A0.021%
1/12/2024SG Americas Securities LLC7,722$242K0.0%+16.9%0.026%
1/11/2024Naples Global Advisors LLC17,074$535K0.1%-10.6%0.057%
12/18/2023Vanguard Group Inc.2,145,889$61.59M0.0%+0.1%7.106%
12/6/2023Citigroup Inc.23,169$665K0.0%-37.0%0.077%
11/15/2023Alps Advisors Inc.11,630$334K0.0%N/A0.039%
11/14/2023Trexquant Investment LP20,445$587K0.0%+49.1%0.068%
11/13/2023Healthcare of Ontario Pension Plan Trust Fund35,700$1.03M0.0%-61.5%0.118%
11/13/2023Dark Forest Capital Management LP14,234$409K0.0%N/A0.047%
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11/13/2023Hsbc Holdings PLC7,525$217K0.0%-30.8%0.025%
11/13/2023Aigen Investment Management LP14,709$422K0.1%+3.9%0.049%
11/13/2023Rafferty Asset Management LLC19,912$571K0.0%-30.0%0.066%
11/13/2023PNC Financial Services Group Inc.8,634$248K0.0%-12.6%0.029%
11/9/2023Rhumbline Advisers91,966$2.64M0.0%-1.6%0.305%
11/9/2023Citigroup Inc.23,169$665K0.0%-37.0%0.077%
11/9/2023Skandinaviska Enskilda Banken AB publ8,900$255K0.0%-16.8%0.029%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS19,392$557K0.0%-41.6%0.064%
11/9/2023Texas Permanent School Fund Corp24,634$707K0.0%-4.8%0.082%
11/8/2023State of New Jersey Common Pension Fund D63,869$1.83M0.0%-29.4%0.211%
11/8/2023Campbell & CO Investment Adviser LLC18,266$524K0.1%N/A0.060%
11/8/2023HighTower Advisors LLC12,840$369K0.0%-42.4%0.043%
11/8/2023Charles Schwab Investment Management Inc.348,355$10.00M0.0%+7.1%1.153%
11/8/2023Amalgamated Bank11,410$327K0.0%-4.1%0.038%
11/7/2023Quantbot Technologies LP3,955$114K0.0%-56.6%0.013%
11/7/2023Kestrel Investment Management Corp86,800$2.49M1.6%-7.6%0.287%
11/7/2023Barclays PLC41,095$1.18M0.0%-6.7%0.136%
11/6/2023Illinois Municipal Retirement Fund17,265$496K0.0%N/A0.057%
11/6/2023 Los Angeles Capital Management LLC8,996$258K0.0%N/A0.030%
11/6/2023Victory Capital Management Inc.15,940$457K0.0%-12.4%0.053%
11/4/2023Jackson Creek Investment Advisors LLC29,736$853K0.4%N/A0.098%
11/2/2023Principal Financial Group Inc.156,707$4.50M0.0%-6.3%0.519%
11/1/2023Mesirow Institutional Investment Management Inc.245,928$7.06M0.7%-4.4%0.814%
10/30/2023Yousif Capital Management LLC14,357$412K0.0%-8.9%0.047%
10/30/2023Polaris Capital Management LLC36,700$1.05M0.1%+21.9%0.120%
10/27/2023TD Asset Management Inc48,600$1.40M0.0%-31.4%0.159%
10/27/2023Oregon Public Employees Retirement Fund8,610$247K0.0%-5.5%0.028%
10/26/2023Inspire Investing LLC10,681$307K0.0%-11.0%0.035%
10/25/2023New York State Teachers Retirement System8,674$249K0.0%-6.5%0.028%
10/24/2023Bank of New York Mellon Corp400,887$11.51M0.0%-1.2%1.314%
10/24/2023Maryland State Retirement & Pension System10,684$307K0.0%-6.7%0.035%
10/20/2023Denali Advisors LLC4,700$135K0.0%N/A0.015%
10/16/2023Naples Global Advisors LLC19,099$548K0.1%-10.3%0.063%
10/16/2023State of Alaska Department of Revenue18,060$518K0.0%-6.6%0.059%
10/13/2023SG Americas Securities LLC6,607$190K0.0%N/A0.022%
10/13/2023Wedge Capital Management L L P NC13,397$384K0.0%-68.3%0.044%
9/21/2023Barclays PLC44,026$1.15M0.0%+83.2%0.144%
9/1/2023Portside Wealth Group LLC124,189$3.25M0.3%N/A0.407%
8/14/2023WINTON GROUP Ltd21,486$562K0.0%-38.3%0.070%
8/14/2023Graham Capital Management L.P.8,043$210K0.0%N/A0.026%
8/11/2023Trexquant Investment LP13,710$359K0.0%N/A0.045%
8/11/2023ExodusPoint Capital Management LP18,975$496K0.0%N/A0.062%
8/10/2023King Luther Capital Management Corp12,109$317K0.0%-19.5%0.040%
8/10/2023ProShare Advisors LLC284,678$7.45M0.0%+14.0%0.932%
8/9/2023Dimensional Fund Advisors LP1,313,577$34.36M0.0%-0.3%4.303%
8/9/2023TD Asset Management Inc70,800$1.85M0.0%-37.2%0.232%
8/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS33,209$869K0.0%+4.7%0.109%
8/8/2023Fisher Asset Management LLC60,805$1.59M0.0%-9.4%0.199%
8/8/2023Rhumbline Advisers93,506$2.45M0.0%-2.7%0.306%
8/7/2023Principal Financial Group Inc.167,193$4.37M0.0%-7.7%0.548%
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8/7/2023Texas Permanent School Fund Corp25,867$677K0.0%-3.8%0.085%
8/7/2023Versor Investments LP11,200$293K0.1%-24.8%0.037%
8/4/2023American International Group Inc.15,800$413K0.0%-3.6%0.052%
8/3/2023Kestrel Investment Management Corp93,900$2.46M1.4%-7.7%0.308%
8/3/2023Barclays PLC44,026$1.15M0.0%+83.2%0.144%
8/3/2023Hamilton Point Investment Advisors LLC58,665$1.54M0.4%-1.1%0.192%
8/3/2023Bank of New York Mellon Corp405,654$10.61M0.0%-4.7%1.329%
8/2/2023Yousif Capital Management LLC15,752$412K0.0%-7.2%0.052%
8/2/2023State of New Jersey Common Pension Fund D90,409$2.37M0.0%+44.8%0.296%
8/1/2023Portside Wealth Group LLC124,189$3.25M0.0%N/A0.402%
(Data available from 1/1/2016 forward)

SBSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SBSI shares?

During the previous two years, 111 institutional investors and hedge funds held shares of Southside Bancshares. The most heavily invested institutionals were Vanguard Group Inc. ($61.59M), Dimensional Fund Advisors LP ($38.64M), Renaissance Technologies LLC ($20.99M), Gibson Wealth Advisors LLC ($19.66M), Bank of New York Mellon Corp ($11.51M), Charles Schwab Investment Management Inc. ($11.40M), and Royal Bank of Canada ($9.42M).Learn more on SBSI's institutional investors.

What percentage of Southside Bancshares stock is owned by institutional investors?

55.70% of Southside Bancshares stock is owned by institutional investors. Learn more on SBSI's institutional investor holdings.

Which institutional investors have been buying Southside Bancshares stock?

Of the 84 institutional investors that purchased Southside Bancshares stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gibson Wealth Advisors LLC ($553.14K), Mesirow Institutional Investment Management Inc. ($257.35K), Portside Wealth Group LLC ($248.38K), Robeco Institutional Asset Management B.V. ($221.92K), State of New Jersey Common Pension Fund D ($117.87K), Kestrel Investment Management Corp ($101.70K), and Victory Capital Management Inc. ($99.08K).

How much institutional buying is happening at Southside Bancshares?

Institutional investors have bought a total of 2,667,707 shares in the last 24 months. This purchase volume represents approximately $89.12M in transactions.

Which Southside Bancshares major shareholders have been selling company stock?

Of the 66 institutional investors that sold Southside Bancshares stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($335.60K), Robeco Institutional Asset Management B.V. ($204.58K), TD Asset Management Inc ($75.30K), MESIROW FINANCIAL INVESTMENT MANAGEMENT Equity & Fixed Income ($62.85K), ProShare Advisors LLC ($59.94K), Hsbc Holdings PLC ($59.58K), and Healthcare of Ontario Pension Plan Trust Fund ($57.10K).

How much institutional selling is happening at Southside Bancshares?

Institutional investors have sold a total of 1,382,769 shares in the last 24 months. This volume of shares sold represents approximately $45.75M in transactions.


This page (NASDAQ:SBSI) was last updated on 4/23/2024 by MarketBeat.com Staff

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