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Southside Bancshares (SBSI) Institutional Ownership

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-0.23 (-0.83%)
(As of 05/7/2024 ET)
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Institutional Ownership Changes (13F Filings) for Southside Bancshares (NASDAQ:SBSI)

Current
Institutional Ownership
Percentage
55.70%
Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$28.08M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$14.83M
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SBSI Institutional Buying and Selling by Quarter

Southside Bancshares Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024Swiss National Bank56,618$1.66M0.0%-1.0%0.187%
5/7/2024 SG Americas Securities LLC5,564$163K0.0%-27.9%0.018%
5/7/2024 Empowered Funds LLC65,458$1.91M0.0%+8.1%0.216%
5/6/2024 Texas Permanent School Fund Corp25,150$735K0.0%+1.5%0.083%
5/1/2024 BNP Paribas Financial Markets19,533$571K0.0%+73.6%0.065%
4/30/2024 Naples Global Advisors LLC14,374$420K0.0%-15.8%0.047%
4/26/2024 Yousif Capital Management LLC13,002$380K0.0%-8.4%0.043%
4/19/2024 Denali Advisors LLC9,100$266K0.1%N/A0.030%
4/18/2024 Chatham Capital Group Inc.49,563$1.45M0.3%+11.9%0.164%
4/17/2024 Hennion & 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%
2/9/2024 Commerce 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%
2/7/2024 Principal 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%
2/7/2024 Polaris Capital Management LLC43,200$1.35M0.1%+17.7%0.143%
2/7/2024 BNP Paribas Financial Markets11,253$352K0.0%-22.8%0.037%
2/7/2024 Mesirow 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%
2/6/2024 Solutions 4 Wealth Ltd24,242$759K2.5%N/A0.080%
2/6/2024 Amalgamated 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%
2/5/2024 Victory Capital Management Inc.17,774$557K0.0%+11.5%0.059%
2/2/2024 State 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%
1/31/2024 Kestrel 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%
1/29/2024 Louisiana State Employees Retirement System14,400$451K0.0%N/A0.048%
1/24/2024 Sowell Financial Services LLC16,937$530K0.0%N/A0.056%
1/19/2024 Chatham Capital Group Inc.44,288$1.39M0.3%-3.3%0.147%
1/19/2024 State of Alaska Department of Revenue17,649$552K0.0%-2.3%0.058%
1/18/2024 Moisand Fitzgerald Tamayo LLC3,807$119K0.0%-28.0%0.013%
1/17/2024 Bill Few Associates Inc.6,483$203K0.1%N/A0.021%
1/12/2024 SG Americas Securities LLC7,722$242K0.0%+16.9%0.026%
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1/11/2024 Naples 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%
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%
11/9/2023 Texas Permanent School Fund Corp24,634$707K0.0%-4.8%0.082%
11/8/2023 State 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%
11/8/2023 HighTower 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%
11/8/2023 Amalgamated Bank11,410$327K0.0%-4.1%0.038%
11/7/2023 Quantbot Technologies LP3,955$114K0.0%-56.6%0.013%
11/7/2023 Kestrel 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%
11/6/2023 Victory Capital Management Inc.15,940$457K0.0%-12.4%0.053%
11/4/2023Jackson Creek Investment Advisors LLC29,736$853K0.4%N/A0.098%
11/2/2023 Principal Financial Group Inc.156,707$4.50M0.0%-6.3%0.519%
11/1/2023 Mesirow Institutional Investment Management Inc.245,928$7.06M0.7%-4.4%0.814%
10/30/2023 Yousif Capital Management LLC14,357$412K0.0%-8.9%0.047%
10/30/2023 Polaris 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%
10/27/2023 Oregon Public Employees Retirement Fund8,610$247K0.0%-5.5%0.028%
10/26/2023Inspire Investing LLC10,681$307K0.0%-11.0%0.035%
10/25/2023 New York State Teachers Retirement System8,674$249K0.0%-6.5%0.028%
10/24/2023 Bank of New York Mellon Corp400,887$11.51M0.0%-1.2%1.314%
10/24/2023 Maryland State Retirement & Pension System10,684$307K0.0%-6.7%0.035%
10/20/2023 Denali Advisors LLC4,700$135K0.0%N/A0.015%
10/16/2023 Naples Global Advisors LLC19,099$548K0.1%-10.3%0.063%
10/16/2023 State of Alaska Department of Revenue18,060$518K0.0%-6.6%0.059%
10/13/2023 SG Americas Securities LLC6,607$190K0.0%N/A0.022%
10/13/2023 Wedge 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%
9/1/2023 Portside 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%
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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%
8/7/2023 Principal Financial Group Inc.167,193$4.37M0.0%-7.7%0.548%
8/7/2023 Texas 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%
(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, 109 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 85 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 ProShare Advisors LLC ($97.77K).

How much institutional buying is happening at Southside Bancshares?

Institutional investors have bought a total of 2,562,864 shares in the last 24 months. This purchase volume represents approximately $84.68M in transactions.

Which Southside Bancshares major shareholders have been selling company stock?

Of the 64 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 1,363,210 shares in the last 24 months. This volume of shares sold represents approximately $44.87M in transactions.


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This page (NASDAQ:SBSI) was last updated on 5/8/2024 by MarketBeat.com Staff

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