Southern States BancsharesSSBK

13F holders, Q4 2024 (December 31)
83holders +5
11new positions
8sold out
3famous investors
$33.31avg. 13F price*

At the end of Q4 2024, 83 institutions reported holding Southern States Bancshares (SSBK) in their 13F filings, up 5 from Q3 2024. 11 opened new positions and 8 sold out. The largest holders were Strategic Value Bank Partners LLC ($28.3M), Davis Asset Management, L.P. ($25.8M) and Banc Funds Co. LLC ($23.2M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions11$4.6M
Exits8$330K

All 13F filers, Q3 2024 → Q4 2024: 292,787 shares bought and 72,177 shares sold, net +220,610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 83 holders

Strategic Value Bank Partners LLC 18.24% Add +0.0% 848,502 $28.3M
Davis Asset Management, L.P. 1.05% No change 774,046 $25.8M
Banc Funds Co. LLC 2.56% Reduce -3.0% 695,813 $23.2M
BlackRock, Inc. 0.00% Add +4.8% 555,262 $18.5M
Vanguard Group Inc. 0.00% Add +7.8% 403,003 $13.4M
Alliancebernstein L.P. 0.00% Reduce -0.7% 334,298 $11.1M
Geode Capital Management, LLC 0.00% Add +3.4% 177,922 $5.9M
Waverly Advisors, LLC 0.06% No change 121,019 $4.0M
Mendon Capital Advisors Corp. 2.25% No change 120,000 $4.0M
Curi Capital, LLC 0.09% No change 120,000 $4.0M
Castalian Partners, LLC 3.33% — 105,695 $3.5M
Kennedy Capital Management LLC 0.07% Add +10.1% 96,850 $3.2M
State Street Corp. 0.00% Reduce -0.2% 94,034 $3.1M
Dimensional Fund Advisors LP 0.00% Add +23.1% 74,176 $2.5M
Northern Trust Corp. 0.00% Reduce -0.5% 64,846 $2.2M
Bridgeway Capital Management, LLC 0.05% Add +0.6% 62,123 $2.1M
Keystone Financial Group, Inc. 1.61% — 59,868 $2.0M
Stifel Financial Corp. 0.00% No change 52,034 $1.7M
Renaissance Technologies 0.00% Reduce -12.2% 51,900 $1.7M
Private Capital Management, LLC 0.14% New 38,307 $1.3M
Bank of New York Mellon Corp 0.00% Add +7.6% 36,689 $1.2M
JPMorgan Chase & Co. 0.00% Add +60.1% 35,025 $1.2M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +54.5% 33,426 $1.1M
Marietta Wealth Management, LLC 0.14% New 29,325 $977K
EJF Capital LP 0.58% Reduce -0.1% 25,348 $844K
Goldman Sachs Group Inc. 0.00% Add +8.6% 23,879 $795K
Citadel Advisors 0.00% Add +17.2% 23,265 $775K
Charles Schwab Investment Management Inc. 0.00% No change 22,622 $754K
Morgan Stanley 0.00% Reduce -14.6% 21,989 $732K
Acadian Asset Management LLC 0.00% Add +83.3% 20,428 $679K
Martingale Asset Management L P 0.02% Add +7.0% 20,225 $674K
Informed Momentum Co LLC 0.10% New 20,143 $671K
Two Sigma Investments, LP 0.00% Add +4.7% 19,317 $643K
Caldwell Sutter Capital, Inc. 0.29% No change 18,594 $619K
Two Sigma Advisers, LP 0.00% No change 17,100 $570K
Bailard, Inc. 0.01% New 13,575 $452K
Barclays PLC 0.00% Add +13.4% 13,408 $447K
Nuveen Asset Management, LLC 0.00% No change 13,325 $444K
Los Angeles Capital Management LLC 0.00% Reduce -13.1% 13,315 $444K
Fourthstone LLC 0.07% New 10,476 $349K
RFG Advisory, LLC 0.01% New 10,025 $334K
MAI Capital Management 0.00% Add +0.3% 9,808 $327K
OneAscent Wealth Management LLC 0.13% Add +26.7% 9,740 $324K
UBS Group AG 0.00% Add +50.1% 9,687 $323K
Gsa Capital Partners LLP 0.02% Add +4.5% 9,375 $312K
Millennium Management 0.00% Reduce -58.2% 9,365 $312K
Squarepoint Ops LLC 0.00% Add +30.3% 8,913 $297K
Rhumbline Advisers 0.00% Add +3.9% 8,779 $292K
Bank of America Corp. 0.00% Add +46.8% 8,344 $278K
Allspring Global Investments Holdings, LLC 0.00% Add +3572.3% 7,418 $247K
Empowered Funds, LLC 0.00% Add +5.3% 7,123 $237K
Citigroup Inc. 0.00% Add +13.5% 6,888 $229K
Globeflex Capital L P 0.02% No change 6,573 $219K
Quadrature Capital Ltd 0.00% Reduce -10.5% 6,433 $214K
Lazard Asset Management LLC 0.00% New 6,445 $214K
Cresset Asset Management, LLC 0.00% New 6,223 $207K
Welch Group, LLC 0.01% Reduce -44.7% 6,182 $207K
Royal Bank of Canada 0.00% Add +45.7% 5,685 $189K
Wells Fargo & Company 0.00% Add +27.9% 4,892 $163K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +5.9% 4,804 $160K
MetLife Investment Management, LLC 0.00% No change 4,685 $156K
Corebridge Financial, Inc. 0.00% Reduce -7.0% 4,143 $138K
Deutsche Bank AG 0.00% Reduce -52.0% 4,114 $137K
New York State Common Retirement Fund 0.00% Reduce -15.0% 3,964 $132K
SG Americas Securities, LLC 0.00% New 3,441 $115K
Police & Firemen's Retirement System of New Jersey 0.00% — 1,675 $56K
Concourse Financial Group Securities, Inc. 0.00% No change 1,628 $55K
STRS Ohio 0.00% No change 1,500 $50K
Tower Research Capital LLC (TRC) 0.00% Add +235.3% 1,455 $48K
BNP Paribas Financial Markets 0.00% New 1,083 $36K
First Horizon Advisors, Inc. 0.00% No change 1,000 $33K
Legal & General Group Plc 0.00% No change 704 $23K
Ameritas Investment Partners, Inc. 0.00% No change 620 $21K
California State Teachers Retirement System 0.00% No change 604 $20K
Investors Research Corp 0.00% No change 585 $19K
Public Employees Retirement System of Ohio 0.00% New 560 $19K
Cwm, LLC 0.00% Add +0.8% 354 $12K
Sterling Capital Management LLC 0.00% Add +926.9% 267 $9K
Amalgamated Bank 0.00% No change 253 $8K
FMR LLC 0.00% Add +53.1% 173 $6K
Covestor Ltd 0.00% Add +131.8% 102 $3K
Harbor Capital Advisors, Inc. 0.00% Reduce -2.6% 76 $3K
Farther Finance Advisors, LLC 0.00% No change 1 $33

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