SBSI Institutional Ownership
Southside Bancshares, Inc.
1W: +2.8%
1M: +3.4%
3M: -1.8%
YTD: +5.5%
1Y: +15.7%
3Y: +27.0%
5Y: -1.1%
$31.77
-0.05 (-0.16%)
Weekly Expected Move ±2.4%
$30
$31
$32
$33
$33
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — SBSI
206
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
$608M
Total Invested
26
New Positions
81
Increased
62
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (217 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,271,247 | $136M | +69,751 | +1.7% | 8Q | SEC ↗ |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1,406,812 | $45M | +22,067 | +1.6% | 82Q | SEC ↗ |
| 3 | STATE STREET CORP | 1,328,182 | $42M | +34,564 | +2.7% | 46Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,248,193 | $40M | +11,072 | +0.9% | 2Q | SEC ↗ |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 737,957 | $23M | +16,543 | +2.3% | 82Q | SEC ↗ |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 630,384 | $20M | +41,333 | +7.0% | 2Q | SEC ↗ |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 419,146 | $13M | -21,000 | -4.8% | 61Q | SEC ↗ |
| 8 | Sixth Street Partners Management Compa NEW | 360,385 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 360,385 | $11M | -29,482 | -7.6% | 15Q | SEC ↗ |
| 10 | TWO SIGMA INVESTMENTS, LP | 348,461 | $11M | -46,359 | -11.7% | 17Q | SEC ↗ |
| 11 | NORTHERN TRUST CORP | 342,761 | $11M | +23,535 | +7.4% | 92Q | SEC ↗ |
| 12 | AMERICAN CENTURY COMPANIES INC | 338,886 | $11M | -4,440 | -1.3% | 15Q | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 261,818 | $8M | +10,054 | +4.0% | 76Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 257,180 | $8M | -3,748 | -1.4% | 67Q | SEC ↗ |
| 15 | Invesco Ltd. | 256,437 | $8M | +2,521 | +1.0% | 73Q | SEC ↗ |
| 16 | GOLDMAN SACHS GROUP INC | 255,209 | $8M | -100,195 | -28.2% | 15Q | SEC ↗ |
| 17 | MORGAN STANLEY | 229,982 | $7M | -54,909 | -19.3% | 60Q | SEC ↗ |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 206,150 | $7M | +1,400 | +0.7% | 2Q | SEC ↗ |
| 19 | AQR CAPITAL MANAGEMENT LLC | 188,629 | $6M | +35,446 | +23.1% | 12Q | SEC ↗ |
| 20 | VANGUARD FIDUCIARY TRUST CO | 188,255 | $6M | +9,493 | +5.3% | 2Q | SEC ↗ |
| 21 | JPMORGAN CHASE & CO | 162,584 | $5M | -14,674 | -8.3% | 47Q | SEC ↗ |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 151,664 | $5M | +7,566 | +5.3% | 12Q | SEC ↗ |
| 23 | MACKENZIE FINANCIAL CORP | 147,700 | $5M | +74,971 | +103.1% | 4Q | SEC ↗ |
| 24 | PRINCIPAL FINANCIAL GROUP INC | 135,423 | $4M | -419 | -0.3% | 46Q | SEC ↗ |
| 25 | BANK OF AMERICA CORP /DE | 129,163 | $4M | +3,824 | +3.1% | 15Q | SEC ↗ |
| 26 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 120,629 | $4M | +5,497 | +4.8% | 12Q | SEC ↗ |
| 27 | THIRD AVENUE MANAGEMENT LLC | 116,879 | $4M | — | +0.0% | 44Q | SEC ↗ |
| 28 | Empowered Funds, LLC | 113,411 | $4M | +13,113 | +13.1% | 12Q | SEC ↗ |
| 29 | Public Sector Pension Investment Board | 95,826 | $3M | -4,085 | -4.1% | 46Q | SEC ↗ |
| 30 | State of New Jersey Common Pension Fun | 92,388 | $3M | — | +0.0% | 16Q | SEC ↗ |
| 31 | Nuveen, LLC | 86,335 | $3M | +24,670 | +40.0% | 6Q | SEC ↗ |
| 32 | CITADEL ADVISORS LLC | 84,790 | $3M | -10,273 | -10.8% | 17Q | SEC ↗ |
| 33 | UBS Group AG | 77,958 | $2M | -13,430 | -14.7% | 47Q | SEC ↗ |
| 34 | PRICE T ROWE ASSOCIATES INC /MD | 74,486 | $2M | +17,015 | +29.6% | 16Q | SEC ↗ |
| 35 | Parkway Wealth Management Group, LLC | 74,109 | $2M | +4 | +0.0% | 3Q | SEC ↗ |
| 36 | AMERIPRISE FINANCIAL INC | 72,308 | $2M | +1,349 | +1.9% | 16Q | SEC ↗ |
| 37 | RHUMBLINE ADVISERS | 70,585 | $2M | -9,987 | -12.4% | 77Q | SEC ↗ |
| 38 | Polaris Capital Management, LLC | 70,158 | $2M | +7,214 | +11.5% | 13Q | SEC ↗ |
| 39 | KESTREL INVESTMENT MANAGEMENT CORP | 69,000 | $2M | — | +0.0% | 14Q | SEC ↗ |
| 40 | MILLENNIUM MANAGEMENT LLC | 68,270 | $2M | +10,227 | +17.6% | 19Q | SEC ↗ |
| 41 | Creative Planning | 63,689 | $2M | -169 | -0.3% | 13Q | SEC ↗ |
| 42 | UBS AM, a distinct business unit of UB | 63,442 | $2M | -947 | -1.5% | 54Q | SEC ↗ |
| 43 | Legal & General Group Plc | 60,698 | $2M | -5,122 | -7.8% | 27Q | SEC ↗ |
| 44 | WELLS FARGO & COMPANY/MN | 58,621 | $2M | +15,897 | +37.2% | 71Q | SEC ↗ |
| 45 | Pingora Partners LLC | 58,375 | $2M | -3,370 | -5.5% | 6Q | SEC ↗ |
| 46 | Swiss National Bank | 56,718 | $2M | +900 | +1.6% | 53Q | SEC ↗ |
| 47 | Fisher Asset Management, LLC | 53,630 | $2M | — | +0.0% | 44Q | SEC ↗ |
| 48 | Quantinno Capital Management LP | 47,845 | $2M | +9,970 | +26.3% | 4Q | SEC ↗ |
| 49 | ROYCE & ASSOCIATES LP | 43,468 | $1M | -3,738 | -7.9% | 6Q | SEC ↗ |
| 50 | PRUDENTIAL FINANCIAL INC | 41,738 | $1M | +360 | +0.9% | 68Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 360,385 | $11M |
| Y-Intercept (Hong Kong) Ltd | 21,271 | $676K |
| Jupiter Topco LLC | 13,532 | $430K |
| Quantbot Technologies LP | 9,895 | $314K |
| Odyssean, LLC | 9,226 | $293K |
| Ameritas Advisory Services, LLC | 9,186 | $292K |
| XTX Topco Ltd | 9,092 | $289K |
| Steward Partners Investment Advisor | 8,770 | $279K |
| BAILARD, INC. | 7,500 | $238K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 7,341 | $233K |
| NEUBERGER BERMAN GROUP LLC | 7,188 | $228K |
| VOYA INVESTMENT MANAGEMENT LLC | 6,684 | $212K |
| Sanctuary Advisors, LLC | 5,976 | $190K |
| Integrated Wealth Concepts LLC | 2,191 | $70K |
| Nykredit A/S | 692 | $22K |
| Global Retirement Partners, LLC | 406 | $13K |
| HUNTINGTON NATIONAL BANK | 242 | $8K |
| Aster Capital Management (DIFC) Ltd | 92 | $3K |
| BELLEVUE ASSET MANAGEMENT, LLC | 62 | $2K |
| SJS Investment Consulting Inc. | 16 | $1K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ProShare Advisors LLC | 207,364 | $7M |
| JANE STREET GROUP, LLC | 47,297 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 15,966 | $507K |
| Tidal Investments LLC | 15,267 | $485K |
| INTEGRITY ALLIANCE, LLC. | 10,611 | $337K |
| EntryPoint Capital, LLC | 8,435 | $268K |
| Aigen Investment Management, LP | 6,864 | $218K |
| Advisory Services Network, LLC | 4,625 | $147K |
| QUADRANT CAPITAL GROUP LLC | 2,738 | $87K |
| BROWN BROTHERS HARRIMAN & CO | 2,205 | $70K |
| Kestra Advisory Services, LLC | 1,494 | $47K |
| Aquatic Capital Management LLC | 1,375 | $44K |
| MEEDER ASSET MANAGEMENT INC | 539 | $17K |
| MAI Capital Management | 70 | $2K |
| Root Financial Partners, LLC | 34 | $1K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 23 | $1K |
| Torren Management, LLC | 13 | $0K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -100,195 | -28.2% | 255,209 |
| MORGAN STANLEY | -54,909 | -19.3% | 229,982 |
| TWO SIGMA INVESTMENTS, LP | -46,359 | -11.7% | 348,461 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -29,482 | -7.6% | 360,385 |
| RENAISSANCE TECHNOLOGIES LLC | -21,000 | -4.8% | 419,146 |
| JPMORGAN CHASE & CO | -14,674 | -8.3% | 162,584 |
| UBS Group AG | -13,430 | -14.7% | 77,958 |
| CITADEL ADVISORS LLC | -10,273 | -10.8% | 84,790 |
| RHUMBLINE ADVISERS | -9,987 | -12.4% | 70,585 |
| SEI INVESTMENTS CO | -5,843 | -28.4% | 14,755 |
| Rafferty Asset Management, LLC | -5,365 | -39.7% | 8,135 |
| Legal & General Group Plc | -5,122 | -7.8% | 60,698 |
| Pinnacle Wealth Management Advisory | -4,911 | -36.0% | 8,718 |
| State of Alaska, Department of Reve | -4,582 | -30.5% | 10,421 |
| AMERICAN CENTURY COMPANIES INC | -4,440 | -1.3% | 338,886 |
| Public Sector Pension Investment Bo | -4,085 | -4.1% | 95,826 |
| ROYAL BANK OF CANADA | -3,748 | -1.4% | 257,180 |
| ROYCE & ASSOCIATES LP | -3,738 | -7.9% | 43,468 |
| Pingora Partners LLC | -3,370 | -5.5% | 58,375 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | -3,153 | -11.1% | 25,157 |