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, Q2 2022
Institutional positions in Cadence Bancorporation as of Jun 30, 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
- 322
- +21 vs. Q1 2022
- Shares held
- 137.7M
- +2.89M (+2.1%) vs. Q1 2022
- Total value
- $3.24B
- −$711.2M (−18.0%) vs. Q1 2022
- New holders
- 54
- 85 more added
- Sold out
- 33
- 122 more reduced
8 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Cadence Bancorporation; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 20 | $0 | 0.00% | −68−77.3% | Reduced |
| Allworth Financial LP | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $0 | 0.00% | +16 | New |
| Steward Financial Group LLC | 29 | $0 | 0.00% | +29 | New |
| Sageworth Trust Co of South Dakota | 52 | $1.00K | 0.00% | −202−79.5% | Reduced |
| Front Row Advisors LLC | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 38 | $1.00K | 0.00% | +15+65.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 22 | $1.00K | 0.00% | −4−15.4% | Reduced |
| Schubert & Co | 58 | $1.00K | 0.00% | +38+190.0% | Added |
| Huntington National Bank | 56 | $1.00K | 0.00% | +56 | New |
| Castleview Partners, LLC | 300 | $1.31K | 0.00% | −463−60.7% | Reduced |
| JJJ Advisors Inc. | 82 | $2.00K | 0.00% | −98−54.4% | Reduced |
| Sageworth Trust Co | 91 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 92 | $2.00K | 0.00% | +1+1.1% | Added |
| IFP Advisors, Inc | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 72 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 125 | $2.00K | 0.00% | +125 | New |
| Bell Investment Advisors, Inc | 71 | $2.00K | 0.00% | +71 | New |
| Aua Capital Management, LLC | 107 | $3.00K | 0.00% | +13+13.8% | Added |
| Crewe Advisors LLC | 109 | $3.00K | 0.00% | +109 | New |
| American Portfolios Advisors | 155 | $3.64K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 183 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 189 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 260 | $6.00K | 0.00% | −94−26.6% | Reduced |
| Hexagon Capital Partners LLC | 265 | $6.00K | 0.00% | +265 | New |
| EverSource Wealth Advisors, LLC | 319 | $7.00K | 0.00% | −362−53.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 321 | $8.00K | 0.00% | +218+211.7% | Added |
| Meeder Asset Management Inc | 403 | $9.00K | 0.00% | −276−40.6% | Reduced |
| FNY Investment Advisers, LLC | 400 | $9.00K | 0.01% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 430 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 451 | $11.0K | 0.00% | −646−58.9% | Reduced |
| Fifth Third Bancorp | 487 | $11.0K | 0.00% | −383−44.0% | Reduced |
| Prospera Financial Services Inc | 512 | $12.0K | 0.00% | −1,485−74.4% | Reduced |
| Ronald Blue Trust, Inc. | 420 | $12.0K | 0.00% | +420 | New |
| Whittier Trust Co | 696 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 687 | $16.0K | 0.00% | +550+401.5% | Added |
| West Paces Advisors Inc. | 700 | $16.4K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 746 | $18.0K | 0.00% | −205−21.6% | Reduced |
| Beacon Capital Management, LLC | 625 | $18.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 780 | $18.0K | 0.00% | +780 | New |
| Nomura Asset Management Co Ltd | 780 | $18.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 806 | $19.0K | 0.00% | −76−8.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 794 | $19.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 831 | $20.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 891 | $21.0K | 0.00% | +120+15.6% | Added |
| Founders Capital Management | 1,000 | $23.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 990 | $23.0K | 0.00% | −8−0.8% | Reduced |
| Harvest Fund Management Co., Ltd | 987 | $23.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,227 | $28.0K | 0.07% | −5,669−82.2% | Reduced |
| Private Trust Co NA | 1,182 | $28.0K | 0.00% | +1,182 | New |
| Covestor Ltd | 1,540 | $36.0K | 0.03% | −915−37.3% | Reduced |
| Signaturefd, LLC | 1,579 | $37.0K | 0.00% | −186−10.5% | Reduced |
| TD Private Client Wealth LLC | 1,768 | $41.5K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,000 | $47.0K | 0.03% | +2,000 | New |
| Quantbot Technologies LP | 2,254 | $52.0K | 0.00% | +276+14.0% | Added |
| Citizens National Bank Trust Department | 2,422 | $57.0K | 0.02% | +2,422 | New |
| Aquatic Capital Management LLC | 4,800 | $113.0K | 0.04% | +4,800 | New |
| Trustcore Financial Services, LLC | 4,839 | $114.0K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 4,962 | $116.0K | 0.00% | +37+0.8% | Added |
| Horrell Capital Management, Inc. | 5,029 | $118.0K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 5,550 | $130.0K | 0.00% | −2,852−33.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,889 | $138.0K | 0.00% | −36,283−86.0% | Reduced |
| Public Employees Retirement System of Ohio | 6,305 | $148.0K | 0.00% | −563−8.2% | Reduced |
| First Horizon Advisors, Inc. | 6,963 | $163.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 6,974 | $164.0K | 0.00% | −138−1.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,528 | $177.0K | 0.00% | +2,394+46.6% | Added |
| FourThought Financial, LLC | 8,000 | $188.0K | 0.03% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 8,233 | $193.0K | 0.01% | 00.0% | Unchanged |
| Fruth Investment Management | 6,700 | $201.0K | 0.06% | +6,700 | New |
| 1492 Capital Management LLC | 8,763 | $205.0K | 0.14% | +1,203+15.9% | Added |
| Patton Albertson Miller Group, LLC | 8,775 | $206.0K | 0.04% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 8,981 | $211.0K | 0.00% | −1,088−10.8% | Reduced |
| Rockefeller Capital Management L.P. | 9,106 | $213.0K | 0.00% | −5,376−37.1% | Reduced |
| Argent Trust Co | 9,075 | $213.0K | 0.01% | −400−4.2% | Reduced |
| Renasant Bank | 9,143 | $215.0K | 0.18% | +9,143 | New |
| Ignite Planners, LLC | 9,162 | $219.0K | 0.18% | −1,750−16.0% | Reduced |
| Engineers Gate Manager LP | 9,662 | $227.0K | 0.01% | +9,662 | New |
| Wealth Management Partners, LLC | 10,000 | $228.0K | 0.20% | +10,000 | New |
| Northwestern Mutual Wealth Management Co | 9,986 | $235.0K | 0.00% | −228−2.2% | Reduced |
| B. Riley Wealth Management, Inc. | 10,272 | $241.0K | 0.02% | +10,272 | New |
| RFG Advisory, LLC | 9,340 | $243.0K | 0.01% | −263−2.7% | Reduced |
| Shelton Capital Management | 10,385 | $244.0K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 10,356 | $244.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 10,833 | $254.0K | 0.00% | +10,833 | New |
| Sheets Smith Wealth Management | 10,832 | $254.0K | 0.04% | +10,832 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 10,850 | $255.0K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 10,914 | $256.0K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 10,907 | $256.0K | 0.16% | +10,907 | New |
| We Are One Seven, LLC | 10,990 | $258.0K | 0.04% | +10,990 | New |
| James Investment Research Inc | 11,065 | $260.0K | 0.03% | +37+0.3% | Added |
| Envestnet Asset Management Inc | 11,122 | $261.0K | 0.00% | −15,503−58.2% | Reduced |
| Royce & Associates LP | 11,120 | $261.0K | 0.00% | −5,597−33.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,165 | $262.0K | 0.07% | +11,165 | New |
| Metropolitan Life Insurance Co | 11,201 | $263.0K | 0.01% | 00.0% | Unchanged |
| Financial Advisory Group | 11,286 | $265.0K | 0.06% | 00.0% | Unchanged |
| Commerce Bank | 11,346 | $266.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 11,571 | $272.0K | 0.02% | −4,794−29.3% | Reduced |
| Great Lakes Advisors, LLC | 12,012 | $282.0K | 0.01% | −1,117−8.5% | Reduced |
| Creative Planning | 12,214 | $287.0K | 0.00% | −12,531−50.6% | Reduced |