Southstate Bank Corp: which funds bought and sold

Institutions that bought and sold Southstate Bank shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 281 institutions that filed 13F reports for both quarters added to or opened positions in Southstate Bank, and 215 cut or closed them. Together they added a net 1.4M shares, +1.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 482K shares (+2.0%); index fund managers were net buyers of 571K shares (+2.0%). 86 opened a new position and 43 sold out entirely.

Bought, Q2 2026 281 institutions, 86 of them new holders Sold, Q2 2026 215 institutions, 43 of them sold out

Net change, all compared +1.4M shares (+1.7%)

Net change, active managers +482K shares (+2.0%), 38 bought, 27 sold

Buyers versus sellers

institutions compared, 585

281 bought 89 215 sold

Active managers and hedge funds 38 bought · 27 sold · +482K

Index fund managers 5 bought · 7 sold · +571K

Other institutions 238 bought · 181 sold · +376K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Qube Research & Technologies Ltd Hedge fund	+395K +43.2%	1.3M	$131M
Nomura Asset Management International Inc.	+355K New position	355K	$35.4M
Blackrock, Inc. Index funds	+353K +3.7%	9.8M	$982M
AQR Capital Management LLC Hedge fund	+352K +23.8%	1.8M	$183M
D. E. Shaw & Co., Inc. Hedge fund	+348K New position	348K	$34.7M
FMR LLC Active manager	+346K +19.9%	2.1M	$208M
Verition Fund Management LLC Hedge fund	+229K +97.6%	464K	$46.4M
Thrivent Financial For Lutherans	+228K +79.3%	516K	$51.6M
Millennium Management LLC Hedge fund	+208K +1853.3%	219K	$21.9M
Vaughan Nelson Investment Management, L.P. Active manager	+206K +46.5%	650K	$65M
Wellington Management Group LLP Active manager	+203K +15.4%	1.5M	$152M
Basswood Capital Management, L.L.C.	+174K +162.2%	281K	$28.1M
Arrowstreet Capital, Limited Partnership Hedge fund	+172K +658.7%	198K	$19.7M
Dimensional Fund Advisors LP	+170K +3.4%	5.1M	$510M
Ossiam	+169K New position	169K	$16.9M
Invesco Ltd.	+168K +7.9%	2.3M	$229M
Kennedy Capital Management LLC Active manager	+151K +78.3%	345K	$34.4M
Vanguard Portfolio Management LLC Index funds	+135K +2.2%	6.3M	$634M
Summittx Capital, L.P.	+129K New position	129K	$12.9M
State Street Corp Index funds	+124K +3.3%	3.9M	$385M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Qube Research & Technologies Ltd Hedge fund	+395K +43.2%	1.3M	$131M
AQR Capital Management LLC Hedge fund	+352K +23.8%	1.8M	$183M
D. E. Shaw & Co., Inc. Hedge fund	+348K New position	348K	$34.7M
FMR LLC Active manager	+346K +19.9%	2.1M	$208M
Verition Fund Management LLC Hedge fund	+229K +97.6%	464K	$46.4M
Millennium Management LLC Hedge fund	+208K +1853.3%	219K	$21.9M
Vaughan Nelson Investment Management, L.P. Active manager	+206K +46.5%	650K	$65M
Wellington Management Group LLP Active manager	+203K +15.4%	1.5M	$152M
Arrowstreet Capital, Limited Partnership Hedge fund	+172K +658.7%	198K	$19.7M
Kennedy Capital Management LLC Active manager	+151K +78.3%	345K	$34.4M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Capital Research Global Investors Active manager	−695K −71.8%	273K	$27.2M
Deprince Race & Zollo Inc Active manager	−476K −65.3%	253K	$25.2M
Westwood Holdings Group Inc Active manager	−392K −38.7%	621K	$62M
Fj Capital Management LLC	−340K −43.6%	439K	$43.9M
Capital International Investors Active manager	−267K −25.0%	799K	$79.8M
Nfj Investment Group, LLC	−264K −82.4%	56K	$5.6M
UBS Group AG	−235K −31.1%	520K	$51.9M
Capital World Investors Active manager	−204K −24.2%	639K	$63.8M
Bessemer Group Inc	−193K −71.1%	78K	$7.8M
Bank Of America Corp	−189K −24.0%	599K	$59.8M
Jain Global LLC Hedge fund	−150K Sold out	0	—
Allspring Global Investments Holdings, LLC	−139K −12.9%	939K	$95.2M
Bank Of New York Mellon Corp	−137K −9.5%	1.3M	$130M
Citadel Advisors LLC Hedge fund	−131K −92.2%	11K	$1.1M
Hudson Bay Capital Management LP Hedge fund	−127K Sold out	0	—
Morgan Stanley	−121K −8.2%	1.4M	$135M
Azora Capital LP Hedge fund	−118K Sold out	0	—
T. Rowe Price Investment Management, Inc. Active manager	−102K −3.8%	2.6M	$257M
Brevan Howard Capital Management LP Hedge fund	−94K −94.2%	5,835	$582,917
Jane Street Group, LLC	−90K −94.2%	5,574	$556,843

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Capital Research Global Investors Active manager	−695K −71.8%	273K	$27.2M
Deprince Race & Zollo Inc Active manager	−476K −65.3%	253K	$25.2M
Westwood Holdings Group Inc Active manager	−392K −38.7%	621K	$62M
Capital International Investors Active manager	−267K −25.0%	799K	$79.8M
Capital World Investors Active manager	−204K −24.2%	639K	$63.8M
Jain Global LLC Hedge fund	−150K Sold out	0	—
Citadel Advisors LLC Hedge fund	−131K −92.2%	11K	$1.1M
Hudson Bay Capital Management LP Hedge fund	−127K Sold out	0	—
Azora Capital LP Hedge fund	−118K Sold out	0	—
T. Rowe Price Investment Management, Inc. Active manager	−102K −3.8%	2.6M	$257M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Nomura Asset Management International Inc.	355K	$35.4M
D. E. Shaw & Co., Inc.Hedge fund	348K	$34.7M
Ossiam	169K	$16.9M
Summittx Capital, L.P.	129K	$12.9M
Natixis	83K	$8.3M
Alberta Investment Management Corp	75K	$7.5M
Exoduspoint Capital Management, LPHedge fund	72K	$7.2M
Numerai Gp LLC	68K	$6.8M
Quantbot Technologies LPHedge fund	66K	$6.6M
Bayview Asset Management, LLC	55K	$5.5M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Jain Global LLCHedge fund	150K	$13.9M
Hudson Bay Capital Management LPHedge fund	127K	$11.7M
Azora Capital LPHedge fund	118K	$11M
Longaeva Partners L.P.	78K	$7.2M
Boothbay Fund Management, LLCHedge fund	68K	$6.3M
Point72 Asset Management, L.P.Hedge fund	33K	$3M
Pmc Fig Opportunities LLC	24K	$2.2M
M Holdings Securities, Inc.	23K	$2.1M
Picton Mahoney Asset Management	18K	$1.6M
Maverick Capital LtdHedge fund	13K	$1.2M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 550
Ten largest holders: 47.5%
Index fund managers: 34.4%
Active managers and hedge funds: 29.4%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	38	27	12	6	+482K	+2.0%
Index fund managers	5	7	0	0	+571K	+2.0%
Other institutions	238	181	74	37	+376K	+1.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Southstate Bank.

Only managers that filed a holdings report for both quarters are compared (585 here). 16 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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