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, Q1 2022
Institutional positions in Cadence Bancorporation as of Mar 31, 2022. 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
- 309
- 0 vs. Q4 2021
- Shares held
- 135.9M
- −887.4K (−0.6%) vs. Q4 2021
- Total value
- $3.98B
- −$96.6M (−2.4%) vs. Q4 2021
- New holders
- 55
- 81 more added
- Sold out
- 55
- 120 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Cadence Bancorporation; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 11 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $0 | 0.00% | +4 | New |
| Sutton Wealth Advisors Inc. | 32 | $936 | 0.00% | −316−90.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 24 | $1.00K | 0.00% | −50−67.6% | Reduced |
| Schubert & Co | 20 | $1.00K | 0.00% | +2+11.1% | Added |
| Massmutual Trust Co FSB | 23 | $1.00K | 0.00% | +23 | New |
| Financial Management Professionals, Inc. | 22 | $1.00K | 0.00% | +22 | New |
| Disciplined Investments, LLC | 26 | $1.00K | 0.00% | +26 | New |
| Cordant, Inc. | 51 | $1.00K | 0.00% | +51 | New |
| Front Row Advisors LLC | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 65 | $2.00K | 0.00% | +65 | New |
| Global Retirement Partners, LLC | 72 | $2.00K | 0.00% | +72 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 103 | $3.00K | 0.00% | −1,048−91.1% | Reduced |
| Sageworth Trust Co | 91 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 94 | $3.00K | 0.00% | −6−6.0% | Reduced |
| Quent Capital, LLC | 91 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 88 | $3.00K | 0.00% | +55+166.7% | Added |
| Lindbrook Capital, LLC | 137 | $4.00K | 0.00% | −5−3.5% | Reduced |
| TCWP LLC | 148 | $4.00K | 0.00% | +148 | New |
| American Portfolios Advisors | 155 | $4.54K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 180 | $5.00K | 0.00% | −6−3.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 183 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 189 | $6.00K | 0.00% | −8−4.1% | Reduced |
| Sageworth Trust Co of South Dakota | 254 | $7.00K | 0.01% | −44−14.8% | Reduced |
| Tarbox Family Office, Inc. | 238 | $7.00K | 0.00% | +238 | New |
| Zions Bancorporation, N.A. | 354 | $10.0K | 0.00% | +354 | New |
| FNY Investment Advisers, LLC | 400 | $11.0K | 0.01% | +400 | New |
| Peregrine Capital Management LLC | 430 | $13.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 625 | $18.0K | 0.00% | +625 | New |
| Meeder Asset Management Inc | 679 | $20.0K | 0.00% | −35−4.9% | Reduced |
| Whittier Trust Co | 696 | $20.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 681 | $20.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 700 | $20.5K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 771 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 760 | $22.0K | 0.01% | +760 | New |
| Castleview Partners, LLC | 763 | $22.0K | 0.01% | +763 | New |
| Nomura Asset Management Co Ltd | 780 | $22.8K | 0.00% | +780 | New |
| Plante Moran Financial Advisors, LLC | 794 | $23.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 831 | $24.0K | 0.01% | −568−40.6% | Reduced |
| Fifth Third Bancorp | 870 | $25.0K | 0.00% | +211+32.0% | Added |
| Parallel Advisors, LLC | 882 | $26.0K | 0.00% | −101−10.3% | Reduced |
| Exchange Traded Concepts, LLC | 951 | $28.0K | 0.00% | −24,611−96.3% | Reduced |
| Harvest Fund Management Co., Ltd | 987 | $28.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 1,000 | $29.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 998 | $29.0K | 0.00% | −8−0.8% | Reduced |
| Founders Capital Management | 1,000 | $30.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,097 | $32.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,768 | $51.7K | 0.00% | +1,768 | New |
| Signaturefd, LLC | 1,765 | $52.0K | 0.00% | −215−10.9% | Reduced |
| Quantbot Technologies LP | 1,978 | $57.0K | 0.00% | −2,743−58.1% | Reduced |
| Prospera Financial Services Inc | 1,997 | $58.0K | 0.00% | +1,997 | New |
| Covestor Ltd | 2,455 | $72.0K | 0.05% | +1,608+189.8% | Added |
| PEAK6 Investments LLC | 2,814 | $82.0K | 0.00% | +2,814 | New |
| USA Financial Portformulas Corp | 3,065 | $90.0K | 0.10% | +3,065 | New |
| Advisor Group Holdings, Inc. | 3,417 | $100.0K | 0.00% | −6,697−66.2% | Reduced |
| Trustcore Financial Services, LLC | 4,839 | $142.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 4,908 | $144.0K | 0.07% | +2,312+89.1% | Added |
| Bollard Group LLC | 4,925 | $144.0K | 0.00% | +4,925 | New |
| Horrell Capital Management, Inc. | 5,029 | $147.0K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,134 | $150.0K | 0.00% | −41,908−89.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 6,774 | $198.0K | 0.00% | +3,000+79.5% | Added |
| Public Employees Retirement System of Ohio | 6,868 | $201.0K | 0.00% | −268−3.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 6,915 | $202.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 6,896 | $202.0K | 0.18% | +6,896 | New |
| Wrapmanager Inc | 6,925 | $203.0K | 0.05% | +6,925 | New |
| Two Sigma Securities, LLC | 6,950 | $203.0K | 0.03% | +6,950 | New |
| First Horizon Advisors, Inc. | 6,963 | $204.0K | 0.01% | +6,850+6,061.9% | Added |
| Journey Strategic Wealth LLC | 6,990 | $205.0K | 0.02% | +6,990 | New |
| Csenge Advisory Group | 7,054 | $206.0K | 0.02% | +7,054 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 8,144 | $208.0K | 0.14% | −96−1.2% | Reduced |
| US Bancorp | 7,112 | $208.0K | 0.00% | −83−1.2% | Reduced |
| Pacer Advisors, Inc. | 7,177 | $210.0K | 0.00% | −12,990−64.4% | Reduced |
| New Perspectives, Inc | 7,184 | $210.0K | 0.15% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 7,218 | $211.0K | 0.00% | 00.0% | Unchanged |
| Leuthold Group, LLC | 7,269 | $213.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,493 | $219.0K | 0.00% | −9,045−54.7% | Reduced |
| Capital Investment Advisors, LLC | 7,530 | $220.0K | 0.01% | +10+0.1% | Added |
| 1492 Capital Management LLC | 7,560 | $222.0K | 0.12% | +7,560 | New |
| Stonegate Investment Group, LLC | 7,931 | $232.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 8,000 | $234.0K | 0.03% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 8,233 | $241.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 8,402 | $246.0K | 0.00% | −1,641−16.3% | Reduced |
| Patton Albertson Miller Group, LLC | 8,775 | $257.0K | 0.04% | 00.0% | Unchanged |
| Walleye Trading LLC | 9,241 | $270.0K | 0.01% | +9,241 | New |
| Wolverine Trading, LLC | 9,030 | $271.0K | 0.01% | −4,196−31.7% | Reduced |
| Argent Trust Co | 9,475 | $277.0K | 0.02% | 00.0% | Unchanged |
| RFG Advisory, LLC | 9,603 | $281.0K | 0.02% | +9,603 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 10,850 | $283.0K | 0.01% | 00.0% | Unchanged |
| Kendall Capital Management | 9,837 | $288.0K | 0.14% | −100−1.0% | Reduced |
| Ignite Planners, LLC | 10,912 | $290.0K | 0.19% | +900+9.0% | Added |
| Banque Pictet & Cie SA | 10,069 | $295.0K | 0.00% | −315−3.0% | Reduced |
| Mackenzie Financial Corp | 10,194 | $298.0K | 0.00% | +85+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 10,214 | $299.0K | 0.00% | −1,654−13.9% | Reduced |
| Regions Financial Corp | 10,356 | $303.0K | 0.00% | +10,356 | New |
| Shelton Capital Management | 10,385 | $304.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 10,753 | $315.0K | 0.03% | +6,940+182.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,914 | $319.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 11,018 | $322.0K | 0.21% | +11,018 | New |
| James Investment Research Inc | 11,028 | $323.0K | 0.03% | +28+0.3% | Added |
| Metropolitan Life Insurance Co | 11,201 | $327.7K | 0.01% | −67,664−85.8% | Reduced |