Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SOUTHSIDE BANCSHARES INC (SBSI)

166 + Investors. Track Smart Money conviction in SBSI. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — SBSI

Based on 166 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SBSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
166 hedge funds hold SBSI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

83 buying84 selling
Last quarter: 83 funds bought or added vs 84 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~26 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 26 → 24 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

66% conviction (2yr+) 14% medium 20% new
110 out of 166 hedge funds have held SBSI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~26 new funds/quarter

10 → 25 → 26 → 24 → 26 new funds/Q
New funds entering each quarter: 25 → 26 → 24 → 26. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

68% veterans 10% 1-2yr 22% new
Of 166 current holders: 113 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
33 of 166 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in SBSI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SBSI

How many hedge funds hold SBSI — quarterly history vs. share price
Quarterly hedge fund ownership of SBSI vs. share price

Market Analysis: SBSI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SBSI

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

36 top-rated funds 0 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: SBSI
2026 Q1 Stats Unlock in 17 days 166 + Investors

Track Smart Money conviction in SBSI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 166 161 3.11%
13F Shares 17M 17M -1.06%
Total Value $516M $485M 6.37%
New Positions 26 24 +2
Increased Positions 57 62 -5
Closed Positions 21 25 -4
Reduced Positions 63 53 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SBSI

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

166 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SBSI. Verified SEC 13F-HR filings.

Top 25 institutional holders of SBSI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Parkway Wealth Management Group, LLC 0.31% 74,105 $2.5M
2 Gibson Wealth Advisors LLC 0.21% 9,856 $306K
3 Polaris Capital Management, LLC 0.16% 62,944 $2.0M
4 Bill Few Associates, Inc. 0.07% 9,370 $291K
5 Inspire Investing, LLC 0.04% 16,537 $514K
6 JAMISON PRIVATE WEALTH MANAGEMENT, INC. 0.03% 9,074 $282K
7 Pinnacle Wealth Management Advisory Group, LLC 0.03% 13,629 $424K
8 NAPLES GLOBAL ADVISORS, LLC 0.02% 10,009 $311K
9 Hilltop National Bank 0.02% 2,278 $71K
10 PINNACLE ASSOCIATES LTD 0.02% 40,670 $1.3M
11 WEDGE CAPITAL MANAGEMENT L L P/NC 0.02% 28,310 $880K
12 Moisand Fitzgerald Tamayo, LLC 0.01% 3,807 $118K
13 ProShare Advisors LLC 0.01% 207,364 $6.4M
14 Louisiana State Employees Retirement System 0.01% 12,400
15 State of Alaska, Department of Revenue 0.01% 15,003
16 GAMMA Investing LLC 0.00% 2,463 $77K
17 AlphaQuest LLC 0.00% 1,915 $58K
18 Concurrent Investment Advisors, LLC 0.00% 8,614 $268K
19 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% 7,440 $231K
20 OREGON PUBLIC EMPLOYEES RETIREMENT FUND 0.00% 6,410 $199K
21 Versant Capital Management, Inc 0.00% 693 $22K
22 Police & Firemen's Retirement System of New Jersey 0.00% 7,997 $249K
23 HARBOR CAPITAL ADVISORS, INC. 0.00% 836
24 TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% 13,867 $431K
25 Arizona State Retirement System 0.00% 7,845 $244K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SOUTHSIDE BANCSHARES INC (SBSI)

What does the Smart Money Trend signal show for SBSI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SBSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SBSI?

Slight buying edge — 50% buying: Last quarter: 83 funds bought or added vs 84 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SBSI holders?

Elite ownership — 55% AUM from top-100 funds: 33 of 166 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in SBSI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SBSI?

66% of holders stayed for 2+ years: 110 out of 166 hedge funds have held SBSI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.