Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SOUTHSTATE BK CORP (SSB)

463 + Investors. Track Smart Money conviction in SSB. 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
↑ +27
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — SSB

Based on 457 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 SSB 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
457 hedge funds hold SSB 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 — +15% more funds vs a year ago

fund count last 6Q
+60 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

214 buying223 selling
Last quarter: 223 funds reduced or exited vs 214 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new SSB position: 83 → 71 → 62 → 84. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

59% conviction (2yr+) 22% medium 19% new
269 out of 457 hedge funds have held SSB 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 — ~84 new funds/quarter

64 → 83 → 71 → 62 → 84 new funds/Q
New funds entering each quarter: 83 → 71 → 62 → 84. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 64% of holders stayed 2+ years

64% veterans 12% 1-2yr 24% new
Of 463 current holders: 295 (64%) 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 — 62% AUM from top-100 funds

62% from top-100 AUM funds
46 of 457 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in SSB. 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: SSB

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

Market Analysis: SSB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SSB

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

64 top-rated funds 2 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: SSB
2026 Q1 Stats Unlock in 21 days 463 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 463 460 0.65%
13F Shares 79M 82M -4.11%
Total Value $7.40B $8.10B -8.71%
New Positions 84 67 +17
Increased Positions 143 170 -27
Closed Positions 62 82 -20
Reduced Positions 182 141 +41
Total Calls 3 3 -
Total Puts 2 2 -
PUT/CALL Ratio 0.67 0.67 Bullish

Statistics: SSB

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

463 + investors

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

Top 25 institutional holders of SSB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Red Spruce Capital, LLC 1.38% 36,257 $3.4M
2 DEPRINCE RACE & ZOLLO INC 1.27% 728,548 $67.4M
3 Oliver Luxxe Assets LLC 0.49% 35,597 $3.3M
4 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.41% 443,933 $41.1M
5 Leeward Investments, LLC - MA 0.38% 83,005 $7.7M
6 BURKETT FINANCIAL SERVICES, LLC 0.30% 9,529 $882K
7 First City Capital Management, Inc. 0.24% 4,801 $444K
8 Investors Research Corp 0.20% 11,347 $1.0M
9 Polaris Capital Management, LLC 0.20% 25,761 $2.4M
10 FLYWHEEL PRIVATE WEALTH LLC 0.19% 3,601 $333K
11 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.17% 337,045 $31.2M
12 HOWARD FINANCIAL SERVICES, LTD. 0.17% 16,149 $1.5M
13 MQS Management LLC 0.16% 2,580 $239K
14 Summit Wealth Partners, LLC 0.13% 8,805 $815K
15 Daytona Street Capital LLC 0.12% 11,200 $158K
16 Fifth Third Wealth Advisors LLC 0.12% 38,072 $3.5M
17 BIP Wealth, LLC 0.12% 31,254 $2.9M
18 Oak Thistle LLC 0.12% 12,964 $1.2M
19 DGS Capital Management, LLC 0.12% 7,594 $703K
20 Cyndeo Wealth Partners, LLC 0.11% 22,062 $2.0M
21 MOODY NATIONAL BANK TRUST DIVISION 0.11% 12,102 $1.1M
22 Y-Intercept (Hong Kong) Ltd 0.09% 52,936 $4.9M
23 DOLIVER ADVISORS, LP 0.09% 4,382 $405K
24 SPIREPOINT PRIVATE CLIENT, LLC 0.09% 10,364 $959K
25 Retirement Systems of Alabama 0.08% 265,456 $24.6M
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 — SOUTHSTATE BK CORP (SSB)

What does the Smart Money Trend signal show for SSB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SSB 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 SSB?

More sellers than buyers — 49% buying: Last quarter: 223 funds reduced or exited vs 214 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SSB holders?

Elite ownership — 62% AUM from top-100 funds: 46 of 457 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in SSB. 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 SSB?

59% of holders stayed for 2+ years: 269 out of 457 hedge funds have held SSB 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.