Cadence Bancorporation
CADEDelisted Oct 29, 2021- Industry
- National Commercial Banks
- SEC CIK
- 0001614184
Cadence Bancorporation was delisted on Oct 29, 2021; its insiders filed their last Form 4 on Nov 1, 2021; 245 institutions reported holding it in 13F filings for Q3 2021, worth $2.49B in total; Maverick Capital was the only superinvestor holding it.
13F holders, Q4 2021
Institutional positions in Cadence Bancorporation as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
CADE is no longer listed, and 13F filings after Q3 2021 list far fewer holders. See Q3 2021
- Institutional holders
- 311
- +67 vs. Q3 2021
- Shares held
- 136.8M
- +23.6M (+20.8%) vs. Q3 2021
- Total value
- $4.08B
- +$1.59B (+64.0%) vs. Q3 2021
- New holders
- 133
- 85 more added
- Sold out
- 66
- 92 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CADE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 2 | $234.5K |
| Q4 2025 | 419 | $6.94B |
| Q3 2025 | 400 | $6.13B |
| Q2 2025 | 363 | $5.19B |
| Q1 2025 | 355 | $4.78B |
| Q4 2024 | 338 | $5.36B |
| Q3 2024 | 328 | $4.86B |
| Q2 2024 | 296 | $4.32B |
| Q1 2024 | 283 | $4.43B |
| Q4 2023 | 288 | $4.57B |
| Q3 2023 | 257 | $3.16B |
| Q2 2023 | 267 | $2.91B |
| Q1 2023 | 287 | $2.96B |
| Q4 2022 | 312 | $3.42B |
| Q3 2022 | 311 | $3.51B |
| Q2 2022 | 322 | $3.24B |
| Q1 2022 | 309 | $3.98B |
| Q4 2021 | 311 | $4.08B |
| Q3 2021 | 245 | $2.49B |
| Q2 2021 | 239 | $2.37B |
| Q1 2021 | 233 | $2.33B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Cadence Bancorporation; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 11 | $0 | 0.00% | −6−35.3% | Reduced |
| Glassman Wealth Services | 13 | $0 | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 33 | $1.00K | 0.00% | +33 | New |
| Schubert & Co | 18 | $1.00K | 0.00% | +18 | New |
| Patriot Financial Group Insurance Agency, LLC | 74 | $2.00K | 0.00% | −33−30.8% | Reduced |
| Front Row Advisors LLC | 55 | $2.00K | 0.00% | +23+71.9% | Added |
| Sageworth Trust Co | 91 | $3.00K | 0.00% | −479−84.0% | Reduced |
| First Horizon Advisors, Inc. | 113 | $3.00K | 0.00% | −185−62.1% | Reduced |
| Aua Capital Management, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Quent Capital, LLC | 91 | $3.00K | 0.00% | +91 | New |
| Lindbrook Capital, LLC | 142 | $4.00K | 0.00% | −128−47.4% | Reduced |
| American Portfolios Advisors | 155 | $4.62K | 0.00% | +155 | New |
| Benjamin F. Edwards & Company, Inc. | 183 | $5.00K | 0.00% | +183 | New |
| Private Capital Group, LLC | 197 | $6.00K | 0.00% | −85−30.1% | Reduced |
| Bell Investment Advisors, Inc | 216 | $6.00K | 0.00% | +191+764.0% | Added |
| JJJ Advisors Inc. | 186 | $6.00K | 0.00% | +186 | New |
| CoreCap Advisors, LLC | 223 | $7.00K | 0.00% | +223 | New |
| Sageworth Trust Co of South Dakota | 298 | $9.00K | 0.01% | +298 | New |
| Lazard Asset Management LLC | 364 | $10.0K | 0.00% | −722−66.5% | Reduced |
| Sutton Wealth Advisors Inc. | 348 | $10.4K | 0.00% | −3,344−90.6% | Reduced |
| Koshinski Asset Management, Inc. | 400 | $11.9K | 0.00% | +400 | New |
| Peregrine Capital Management LLC | 430 | $13.0K | 0.00% | +430 | New |
| Assetmark, Inc | 498 | $15.0K | 0.00% | −216−30.3% | Reduced |
| Fifth Third Bancorp | 659 | $20.0K | 0.00% | +321+95.0% | Added |
| West Paces Advisors Inc. | 700 | $20.9K | 0.01% | +700 | New |
| Meeder Asset Management Inc | 714 | $21.0K | 0.00% | −5,297−88.1% | Reduced |
| Whittier Trust Co | 696 | $21.0K | 0.00% | +696 | New |
| EverSource Wealth Advisors, LLC | 681 | $21.0K | 0.01% | +681 | New |
| TCI Wealth Advisors, Inc. | 771 | $23.0K | 0.00% | +7+0.9% | Added |
| Plante Moran Financial Advisors, LLC | 794 | $24.0K | 0.00% | −341−30.0% | Reduced |
| Covestor Ltd | 847 | $25.0K | 0.04% | +847 | New |
| Harvest Fund Management Co., Ltd | 987 | $29.0K | 0.00% | −424−30.0% | Reduced |
| Parallel Advisors, LLC | 983 | $29.0K | 0.00% | +286+41.0% | Added |
| Kings Point Capital Management | 1,000 | $30.0K | 0.00% | +1,000 | New |
| Quadrant Capital Group LLC | 1,006 | $30.0K | 0.00% | +1,006 | New |
| Founders Capital Management | 1,000 | $30.0K | 0.02% | +1,000 | New |
| Fieldpoint Private Securities, LLC | 1,097 | $33.0K | 0.01% | −550−33.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,151 | $34.0K | 0.00% | +1,151 | New |
| Versant Capital Management, Inc | 1,399 | $42.0K | 0.01% | −728−34.2% | Reduced |
| Signaturefd, LLC | 1,980 | $59.0K | 0.00% | +1,882+1,920.4% | Added |
| Missouri Trust & Investment Co | 2,000 | $60.0K | 0.03% | +2,000 | New |
| Marshall Wace, LLP | 2,402 | $70.0K | 0.00% | +2,402 | New |
| Citizens National Bank Trust Department | 2,422 | $72.0K | 0.03% | +2,422 | New |
| State of Wyoming | 2,596 | $77.0K | 0.04% | +2,596 | New |
| Mitsubishi UFJ Trust & Banking Corp | 3,774 | $112.0K | 0.00% | +3,774 | New |
| Point72 Hong Kong Ltd | 3,813 | $114.0K | 0.01% | +3,813 | New |
| Quantbot Technologies LP | 4,721 | $140.0K | 0.01% | +4,721 | New |
| Trustcore Financial Services, LLC | 4,839 | $144.0K | 0.02% | +4,839 | New |
| Horrell Capital Management, Inc. | 5,029 | $150.0K | 0.05% | +5,029 | New |
| Schroder Investment Management Group | 5,826 | $174.0K | 0.00% | −104,169−94.7% | Reduced |
| DRW Securities, LLC | 6,730 | $200.0K | 0.02% | +6,730 | New |
| Moody Lynn & Lieberson, LLC | 6,915 | $206.0K | 0.01% | +6,915 | New |
| Sanders Morris Harris LLC | 7,000 | $209.0K | 0.04% | −3,000−30.0% | Reduced |
| Shell Asset Management Co | 7,089 | $211.0K | 0.00% | −2,924−29.2% | Reduced |
| Advisory Services Network, LLC | 7,125 | $212.0K | 0.01% | −3,054−30.0% | Reduced |
| Cresset Asset Management, LLC | 7,101 | $212.0K | 0.00% | +7,101 | New |
| Public Employees Retirement System of Ohio | 7,136 | $213.0K | 0.00% | −70,970−90.9% | Reduced |
| US Bancorp | 7,195 | $214.0K | 0.00% | +4,038+127.9% | Added |
| New Perspectives, Inc | 7,184 | $214.0K | 0.15% | +7,184 | New |
| CIBC Asset Management Inc | 7,218 | $215.0K | 0.00% | −7,392−50.6% | Reduced |
| Leuthold Group, LLC | 7,269 | $217.0K | 0.03% | +7,269 | New |
| 6 Meridian | 7,378 | $220.0K | 0.02% | −3,136−29.8% | Reduced |
| Oxbow Advisors, LLC | 7,420 | $221.0K | 0.02% | +7,420 | New |
| Capital Investment Advisors, LLC | 7,520 | $224.0K | 0.01% | −3,225−30.0% | Reduced |
| Stonegate Investment Group, LLC | 7,931 | $236.0K | 0.01% | +7,931 | New |
| FourThought Financial, LLC | 8,000 | $238.0K | 0.03% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 8,005 | $238.0K | 0.07% | +8,005 | New |
| Aigen Investment Management, LP | 8,062 | $239.0K | 0.01% | +8,062 | New |
| Emerald Advisers, LLC | 8,233 | $245.0K | 0.01% | +8,233 | New |
| B & T Capital Management DBA Alpha Capital Management | 8,250 | $246.0K | 0.05% | +8,250 | New |
| Quantamental Technologies LLC | 8,274 | $246.0K | 0.12% | +8,274 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 8,240 | $256.0K | 0.16% | +8,240 | New |
| Algert Global LLC | 8,670 | $258.0K | 0.03% | −3,716−30.0% | Reduced |
| Patton Albertson Miller Group, LLC | 8,775 | $261.0K | 0.04% | −37,382−81.0% | Reduced |
| Fox Run Management, L.L.C. | 9,271 | $276.0K | 0.16% | +9,271 | New |
| Argent Trust Co | 9,475 | $282.0K | 0.02% | +9,475 | New |
| M&T Bank Corp | 9,559 | $284.0K | 0.00% | −3,842−28.7% | Reduced |
| Brown Advisory Inc | 9,660 | $288.0K | 0.00% | +9,660 | New |
| Kendall Capital Management | 9,937 | $296.0K | 0.14% | −14,113−58.7% | Reduced |
| Ci Investments Inc. | 10,043 | $299.0K | 0.00% | +10,043 | New |
| Advisor Group Holdings, Inc. | 10,114 | $301.0K | 0.00% | +8,460+511.5% | Added |
| Mackenzie Financial Corp | 10,109 | $301.0K | 0.00% | +10,109 | New |
| Shelton Capital Management | 10,385 | $309.0K | 0.01% | +10,385 | New |
| Banque Pictet & Cie SA | 10,384 | $309.0K | 0.00% | +10,384 | New |
| Dynamic Technology Lab Private Ltd | 10,508 | $313.0K | 0.03% | +10,508 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 10,850 | $323.0K | 0.01% | −4,650−30.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,914 | $325.0K | 0.01% | +10,914 | New |
| James Investment Research Inc | 11,000 | $328.0K | 0.03% | +11,000 | New |
| Eukles Asset Management | 11,246 | $335.0K | 0.16% | +11,246 | New |
| Financial Advisory Group | 11,286 | $336.0K | 0.07% | +11,286 | New |
| Ignite Planners, LLC | 10,012 | $340.0K | 0.22% | +10,012 | New |
| Commerce Bank | 11,728 | $350.0K | 0.00% | +11,728 | New |
| Northwestern Mutual Wealth Management Co | 11,868 | $353.0K | 0.00% | −19,170−61.8% | Reduced |
| Tudor Investment Corp Et Al | 12,123 | $361.0K | 0.01% | +12,123 | New |
| Graham Capital Management, L.P. | 12,141 | $361.0K | 0.02% | +12,141 | New |
| Donald L. Hagan, LLC | 12,364 | $368.0K | 0.19% | +12,364 | New |
| Pictet Asset Management SA | 12,490 | $372.0K | 0.00% | +12,490 | New |
| O'Shaughnessy Asset Management, LLC | 12,541 | $374.0K | 0.01% | −9,325−42.6% | Reduced |
| SEI Investments Co | 12,637 | $379.0K | 0.00% | −19,204−60.3% | Reduced |
| Macquarie Group Ltd | 12,953 | $386.0K | 0.00% | +6,910+114.3% | Added |