BlackRock Amends SouthState Corp. Stake (SC 13G/A)

Ticker: SSB · Form: SC 13G/A · Filed: Jan 23, 2024 · CIK: 764038

Southstate Corp SC 13G/A Filing Summary
FieldDetail
CompanySouthstate Corp (SSB)
Form TypeSC 13G/A
Filed DateJan 23, 2024
Risk Levellow
Sentimentneutral

Complexity: simple

Sentiment: neutral

Topics: institutional-ownership, amendment, passive-investment

TL;DR

**BlackRock just updated its SouthState Corp. ownership, signaling a potential portfolio rebalance.**

AI Summary

BlackRock Inc. filed an amended SC 13G/A on January 23, 2024, indicating a change in its ownership of SouthState Corp. common stock as of December 31, 2023. This amendment, number 15, updates their previous disclosures regarding their passive investment in the regional bank. For investors, this filing signals that a major institutional investor like BlackRock is adjusting its position, which can influence market perception and potentially stock price, though the specific change in ownership percentage is not detailed in the provided text.

Why It Matters

This filing shows BlackRock, a major institutional investor, is updating its ownership disclosure in SouthState Corp., which can signal shifts in institutional sentiment towards the stock.

Risk Assessment

Risk Level: low — This is a routine amendment by a passive institutional investor and does not indicate any immediate, significant risk to the company or its shareholders.

Analyst Insight

Smart investors should note BlackRock's continued passive interest in SouthState Corp. but recognize this routine amendment doesn't signal a major shift, so no immediate action is warranted based solely on this filing.

Key Numbers

  • 15 — Amendment Number (This is the 15th amendment to BlackRock's Schedule 13G filing for SouthState Corp., indicating ongoing adjustments to their reported ownership.)
  • 840441109 — CUSIP Number (This unique identifier confirms the filing pertains specifically to SouthState Corp.'s Common Stock.)

Key Players & Entities

  • BlackRock Inc. (company) — the institutional investor filing the SC 13G/A
  • SouthState Corp. (company) — the subject company whose stock BlackRock owns
  • December 31, 2023 (date) — the date of the event requiring the filing
  • January 23, 2024 (date) — the date the SC 13G/A was filed
  • Amendment No: 15 (number) — the specific amendment number for this filing

Forward-Looking Statements

  • BlackRock will continue to hold a significant, but passive, stake in SouthState Corp. (BlackRock Inc.) — high confidence, target: December 31, 2024
  • SouthState Corp.'s stock price will not experience significant volatility directly due to this routine amendment. (SouthState Corp.) — high confidence, target: February 23, 2024

FAQ

What type of filing is this and who filed it?

This is an SC 13G/A filing, which is an amendment to a Schedule 13G. It was filed by BlackRock Inc. regarding its ownership in SouthState Corp.

What is the purpose of an SC 13G/A filing?

An SC 13G/A is an amendment to a Schedule 13G, used by passive institutional investors like BlackRock to report changes in their beneficial ownership of a company's stock, typically when their ownership crosses certain thresholds or there's a material change to previously reported information.

What is the 'Date of Event Which Requires Filing of this Statement'?

The 'Date of Event Which Requires Filing of this Statement' is December 31, 2023, as stated in the filing.

Which rule under the Securities Exchange Act of 1934 is designated for this filing?

The filing designates Rule 13d-1(b) under the Securities Exchange Act of 1934, which is typically used by institutional investors who hold shares in the ordinary course of business and not with the purpose or effect of changing or influencing control of the issuer.

What is the CUSIP Number for the securities mentioned in this filing?

The CUSIP Number for the Common Stock of SouthState Corp. is 840441109, as specified in the filing.

Filing Details

This Form SC 13G/A (Form SC 13G/A) was filed with the SEC on January 23, 2024 regarding SouthState Corp (SSB).

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View this SC 13G/A filing on SEC EDGAR

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