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 |
|---|---|---|---|---|---|
| Firethorn Wealth Partners, LLC | 13,281 | $389.0K | 0.29% | −222−1.6% | Reduced |
| Great Lakes Advisors, LLC | 13,129 | $384.0K | 0.01% | −4,120−23.9% | Reduced |
| Hardy Reed LLC | 13,070 | $382.0K | 0.07% | 00.0% | Unchanged |
| Shell Asset Management Co | 12,845 | $376.0K | 0.01% | +5,756+81.2% | Added |
| Pictet Asset Management SA | 12,490 | $365.0K | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 11,315 | $334.0K | 0.06% | −5,954−34.5% | Reduced |
| Commerce Bank | 11,346 | $332.0K | 0.00% | −382−3.3% | Reduced |
| Financial Advisory Group | 11,286 | $330.0K | 0.06% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 11,201 | $327.7K | 0.01% | −67,664−85.8% | Reduced |
| James Investment Research Inc | 11,028 | $323.0K | 0.03% | +28+0.3% | Added |
| Corsicana & Co. | 11,018 | $322.0K | 0.21% | +11,018 | New |
| U.S. Capital Wealth Advisors, LLC | 10,914 | $319.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 10,753 | $315.0K | 0.03% | +6,940+182.0% | Added |
| Shelton Capital Management | 10,385 | $304.0K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 10,356 | $303.0K | 0.00% | +10,356 | New |
| Northwestern Mutual Wealth Management Co | 10,214 | $299.0K | 0.00% | −1,654−13.9% | Reduced |
| Mackenzie Financial Corp | 10,194 | $298.0K | 0.00% | +85+0.8% | Added |
| Banque Pictet & Cie SA | 10,069 | $295.0K | 0.00% | −315−3.0% | Reduced |
| Ignite Planners, LLC | 10,912 | $290.0K | 0.19% | +900+9.0% | Added |
| Kendall Capital Management | 9,837 | $288.0K | 0.14% | −100−1.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 10,850 | $283.0K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 9,603 | $281.0K | 0.02% | +9,603 | New |
| Argent Trust Co | 9,475 | $277.0K | 0.02% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 9,030 | $271.0K | 0.01% | −4,196−31.7% | Reduced |
| Walleye Trading LLC | 9,241 | $270.0K | 0.01% | +9,241 | New |
| Patton Albertson Miller Group, LLC | 8,775 | $257.0K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 8,402 | $246.0K | 0.00% | −1,641−16.3% | Reduced |
| Emerald Advisers, LLC | 8,233 | $241.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 8,000 | $234.0K | 0.03% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 7,931 | $232.0K | 0.01% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 7,560 | $222.0K | 0.12% | +7,560 | New |
| Capital Investment Advisors, LLC | 7,530 | $220.0K | 0.01% | +10+0.1% | Added |
| Tower Research Capital LLC (TRC) | 7,493 | $219.0K | 0.00% | −9,045−54.7% | Reduced |
| Leuthold Group, LLC | 7,269 | $213.0K | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 7,218 | $211.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Csenge Advisory Group | 7,054 | $206.0K | 0.02% | +7,054 | New |
| Journey Strategic Wealth LLC | 6,990 | $205.0K | 0.02% | +6,990 | New |
| First Horizon Advisors, Inc. | 6,963 | $204.0K | 0.01% | +6,850+6,061.9% | Added |
| Wrapmanager Inc | 6,925 | $203.0K | 0.05% | +6,925 | New |
| Two Sigma Securities, LLC | 6,950 | $203.0K | 0.03% | +6,950 | New |
| 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 |
| Public Employees Retirement System of Ohio | 6,868 | $201.0K | 0.00% | −268−3.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 6,774 | $198.0K | 0.00% | +3,000+79.5% | Added |
| Steward Partners Investment Advisory, LLC | 5,134 | $150.0K | 0.00% | −41,908−89.1% | Reduced |
| Horrell Capital Management, Inc. | 5,029 | $147.0K | 0.05% | 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 |
| Trustcore Financial Services, LLC | 4,839 | $142.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,417 | $100.0K | 0.00% | −6,697−66.2% | Reduced |
| USA Financial Portformulas Corp | 3,065 | $90.0K | 0.10% | +3,065 | New |
| PEAK6 Investments LLC | 2,814 | $82.0K | 0.00% | +2,814 | New |
| Covestor Ltd | 2,455 | $72.0K | 0.05% | +1,608+189.8% | Added |
| Prospera Financial Services Inc | 1,997 | $58.0K | 0.00% | +1,997 | New |
| Quantbot Technologies LP | 1,978 | $57.0K | 0.00% | −2,743−58.1% | Reduced |
| Signaturefd, LLC | 1,765 | $52.0K | 0.00% | −215−10.9% | Reduced |
| TD Private Client Wealth LLC | 1,768 | $51.7K | 0.00% | +1,768 | New |
| Fieldpoint Private Securities, LLC | 1,097 | $32.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 1,000 | $30.0K | 0.02% | 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 |
| 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 |
| Parallel Advisors, LLC | 882 | $26.0K | 0.00% | −101−10.3% | Reduced |
| Fifth Third Bancorp | 870 | $25.0K | 0.00% | +211+32.0% | Added |
| Versant Capital Management, Inc | 831 | $24.0K | 0.01% | −568−40.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 794 | $23.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 780 | $22.8K | 0.00% | +780 | New |
| 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 |
| West Paces Advisors Inc. | 700 | $20.5K | 0.01% | 00.0% | Unchanged |
| 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 |
| Beacon Capital Management, LLC | 625 | $18.0K | 0.00% | +625 | New |
| Peregrine Capital Management LLC | 430 | $13.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $11.0K | 0.01% | +400 | New |
| Zions Bancorporation, N.A. | 354 | $10.0K | 0.00% | +354 | New |
| 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 |
| Private Capital Group, LLC | 189 | $6.00K | 0.00% | −8−4.1% | Reduced |
| 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 |
| American Portfolios Advisors | 155 | $4.54K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 137 | $4.00K | 0.00% | −5−3.5% | Reduced |
| TCWP LLC | 148 | $4.00K | 0.00% | +148 | 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 |
| 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 |
| Patriot Financial Group Insurance Agency, LLC | 24 | $1.00K | 0.00% | −50−67.6% | Reduced |