Southern States BancsharesSSBK

13F holders, Q3 2024 (September 30)
78holders +14
15new positions
2sold out
3famous investors
$30.73avg. 13F price*

At the end of Q3 2024, 78 institutions reported holding Southern States Bancshares (SSBK) in their 13F filings, up 14 from Q2 2024. 15 opened new positions and 2 sold out. The largest holders were Strategic Value Bank Partners LLC ($26.1M), Davis Asset Management, L.P. ($23.8M) and Banc Funds Co. LLC ($22.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Southern States Bancshares
CUSIP
843878307
Latest filing quarter
Q2 2025

History

Number of 13F holders

020406080100 Q1 2024: 53Q1 2024Q2 2024: 64Q2 2024Q3 2024: 78Q3 2024Q4 2024: 83Q4 2024Q1 2025: 88Q1 2025Q2 2025: 91Q2 2025

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions15$2.9M
Exits2$1.3M

All 13F filers, Q2 2024 → Q3 2024: 281,076 shares bought and 112,789 shares sold, net +168,287 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 78 holders

Strategic Value Bank Partners LLC 16.01% No change 848,403 $26.1M
Davis Asset Management, L.P. 0.95% No change 774,046 $23.8M
Banc Funds Co. LLC 2.39% Reduce -3.4% 717,213 $22.0M
BlackRock, Inc. 0.00% — 530,001 $16.3M
Vanguard Group Inc. 0.00% Add +4.9% 373,737 $11.5M
Alliancebernstein L.P. 0.00% Reduce -2.2% 336,598 $10.3M
Geode Capital Management, LLC 0.00% Add +1.6% 172,073 $5.3M
Waverly Advisors, LLC 0.07% Reduce -2.4% 121,019 $3.7M
Mendon Capital Advisors Corp. 2.38% Reduce -4.0% 120,000 $3.7M
Curi Capital, LLC 0.08% Reduce -4.0% 120,000 $3.7M
State Street Corp. 0.00% Add +3.2% 94,195 $2.9M
Kennedy Capital Management LLC 0.06% Add +242.1% 87,987 $2.7M
Northern Trust Corp. 0.00% Add +6.1% 65,166 $2.0M
Bridgeway Capital Management, LLC 0.04% Reduce -2.3% 61,768 $1.9M
Dimensional Fund Advisors LP 0.00% Add +19.3% 60,251 $1.9M
Renaissance Technologies 0.00% Add +20.9% 59,101 $1.8M
Stifel Financial Corp. 0.00% No change 52,034 $1.6M
Bank of New York Mellon Corp 0.00% Reduce -14.8% 34,097 $1.0M
Morgan Stanley 0.00% Add +156.2% 25,736 $791K
EJF Capital LP 0.52% Add +3.5% 25,380 $780K
Charles Schwab Investment Management Inc. 0.00% No change 22,622 $695K
Millennium Management 0.00% Reduce -4.0% 22,427 $689K
Goldman Sachs Group Inc. 0.00% New 21,991 $676K
JPMorgan Chase & Co. 0.00% Add +206.4% 21,883 $672K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Add +88.1% 21,637 $665K
Citadel Advisors 0.00% Add +63.0% 19,846 $610K
Martingale Asset Management L P 0.01% Add +17.5% 18,900 $581K
Caldwell Sutter Capital, Inc. 0.27% No change 18,594 $571K
Two Sigma Investments, LP 0.00% Reduce -6.5% 18,445 $567K
Two Sigma Advisers, LP 0.00% Add +15.5% 17,100 $525K
Los Angeles Capital Management LLC 0.00% New 15,315 $471K
Nuveen Asset Management, LLC 0.00% No change 13,325 $409K
Barclays PLC 0.00% Add +292.5% 11,818 $363K
Welch Group, LLC 0.01% No change 11,182 $344K
Acadian Asset Management LLC 0.00% Add +22.8% 11,143 $340K
MAI Capital Management 0.00% New 9,784 $301K
Man Group plc 0.00% New 9,703 $298K
Gsa Capital Partners LLP 0.02% New 8,971 $276K
Deutsche Bank AG 0.00% Add +24.9% 8,573 $263K
Rhumbline Advisers 0.00% Reduce -5.7% 8,451 $260K
AJOVista, LLC 1.04% New 7,941 $244K
OneAscent Wealth Management LLC 0.09% New 7,690 $236K
Quadrature Capital Ltd 0.01% New 7,186 $221K
Squarepoint Ops LLC 0.00% Reduce -27.8% 6,840 $210K
Empowered Funds, LLC 0.00% New 6,768 $208K
Globeflex Capital L P 0.02% No change 6,573 $202K
UBS Group AG 0.00% Add +86.3% 6,452 $198K
Citigroup Inc. 0.00% Add +224.6% 6,069 $187K
Bank of America Corp. 0.00% Add +2.9% 5,683 $175K
MetLife Investment Management, LLC 0.00% No change 4,685 $144K
New York State Common Retirement Fund 0.00% No change 4,664 $143K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +39.4% 4,537 $139K
Corebridge Financial, Inc. 0.00% Reduce -0.6% 4,456 $137K
Royal Bank of Canada 0.00% Reduce -32.5% 3,903 $119K
Wells Fargo & Company 0.00% Add +4.5% 3,825 $118K
Concourse Financial Group Securities, Inc. 0.00% No change 1,628 $50K
STRS Ohio 0.00% No change 1,500 $46K
First Horizon Advisors, Inc. 0.00% No change 1,000 $31K
Legal & General Group Plc 0.00% No change 704 $22K
Picton Mahoney Asset Management 0.00% Add +106.0% 682 $21K
Ameritas Investment Partners, Inc. 0.00% No change 620 $19K
California State Teachers Retirement System 0.00% No change 604 $19K
Investors Research Corp 0.00% No change 585 $18K
Tower Research Capital LLC (TRC) 0.00% Reduce -85.3% 434 $13K
Cwm, LLC 0.00% Add +172.1% 351 $11K
Amalgamated Bank 0.00% No change 253 $8K
NewEdge Advisors, LLC 0.00% New 212 $7K
Allspring Global Investments Holdings, LLC 0.00% Reduce -61.6% 202 $6K
FMR LLC 0.00% Add +39.5% 113 $3K
Harbor Capital Advisors, Inc. 0.00% New 78 $2K
Federated Hermes, Inc. 0.00% New 45 $1K
Earned Wealth Advisors, LLC 0.00% New 37 $1K
Covestor Ltd 0.00% Reduce -26.7% 44 $1K
Arax Advisory Partners 0.00% No change 28 $861
Sterling Capital Management LLC 0.00% — 26 $799
Russell Investments Group, Ltd. 0.00% New 17 $522
True Wealth Design, LLC 0.00% New 3 $93
Farther Finance Advisors, LLC 0.00% No change 1 $31

"% of holder's portfolio" is SSBK's weight in each manager's 13F, not the share of Southern States Bancshares the manager owns.