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, Q3 2022
Institutional positions in Cadence Bancorporation as of Sep 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
- 311
- −6 vs. Q2 2022
- Shares held
- 138.0M
- +294.2K (+0.2%) vs. Q2 2022
- Total value
- $3.51B
- +$279.6M (+8.6%) vs. Q2 2022
- New holders
- 34
- 81 more added
- Sold out
- 40
- 140 more reduced
5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Cadence Bancorporation; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 4 | $0 | 0.00% | −261−98.5% | Reduced |
| Manchester Capital Management LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 23 | $1.00K | 0.00% | −15−39.5% | Reduced |
| Front Row Advisors LLC | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 34 | $1.00K | 0.00% | +12+54.5% | Added |
| Sutton Wealth Advisors Inc. | 40 | $1.02K | 0.00% | +40 | New |
| Sageworth Trust Co | 91 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 82 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 70 | $2.00K | 0.00% | −1−1.4% | Reduced |
| Quent Capital, LLC | 91 | $2.00K | 0.00% | −1−1.1% | Reduced |
| Farmers & Merchants Investments Inc | 80 | $2.00K | 0.00% | +80 | New |
| SJS Investment Consulting Inc. | 60 | $2.00K | 0.00% | +60 | New |
| First Horizon Advisors, Inc. | 143 | $3.00K | 0.00% | −6,820−97.9% | Reduced |
| EverSource Wealth Advisors, LLC | 126 | $3.00K | 0.00% | −193−60.5% | Reduced |
| Aua Capital Management, LLC | 107 | $3.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 109 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 105 | $3.00K | 0.00% | +33+45.8% | Added |
| Schubert & Co | 103 | $3.00K | 0.00% | +45+77.6% | Added |
| JFS Wealth Advisors, LLC | 112 | $3.00K | 0.00% | +92+460.0% | Added |
| American Portfolios Advisors | 155 | $3.94K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 166 | $4.00K | 0.00% | +110+196.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 183 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 180 | $5.00K | 0.00% | +180 | New |
| Moisand Fitzgerald Tamayo, LLC | 240 | $6.00K | 0.00% | +240 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 273 | $7.00K | 0.00% | −48−15.0% | Reduced |
| FNY Investment Advisers, LLC | 400 | $10.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 403 | $10.0K | 0.00% | +403 | New |
| Peregrine Capital Management LLC | 430 | $11.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 494 | $12.6K | 0.01% | +494 | New |
| Lindbrook Capital, LLC | 687 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 731 | $17.0K | 0.00% | +311+74.0% | Added |
| West Paces Advisors Inc. | 700 | $17.8K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 696 | $18.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 767 | $19.0K | 0.00% | −39−4.8% | Reduced |
| Castleview Partners, LLC | 763 | $19.0K | 0.02% | +463+154.3% | Added |
| Nomura Asset Management Co Ltd | 780 | $19.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 794 | $20.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 756 | $20.0K | 0.00% | +353+87.6% | Added |
| Versant Capital Management, Inc | 831 | $21.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 905 | $23.0K | 0.00% | +418+85.8% | Added |
| Quadrant Capital Group LLC | 990 | $25.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 987 | $25.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 970 | $25.0K | 0.00% | +79+8.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,166 | $29.0K | 0.01% | +1,166 | New |
| Founders Capital Management | 1,200 | $30.0K | 0.02% | +200+20.0% | Added |
| Exchange Traded Concepts, LLC | 1,183 | $30.0K | 0.00% | +437+58.6% | Added |
| Signaturefd, LLC | 1,518 | $39.0K | 0.00% | −61−3.9% | Reduced |
| Covestor Ltd | 1,544 | $39.0K | 0.03% | +4+0.3% | Added |
| TD Private Client Wealth LLC | 1,768 | $44.9K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,949 | $50.0K | 0.00% | +1,949 | New |
| Missouri Trust & Investment Co | 2,000 | $51.0K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,422 | $62.0K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 3,425 | $87.0K | 0.00% | +3,425 | New |
| Trustcore Financial Services, LLC | 4,853 | $123.0K | 0.01% | +14+0.3% | Added |
| Bollard Group LLC | 5,008 | $127.0K | 0.01% | +46+0.9% | Added |
| Horrell Capital Management, Inc. | 5,029 | $128.0K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,073 | $129.0K | 0.00% | −2,455−32.6% | Reduced |
| Picton Mahoney Asset Management | 5,170 | $132.0K | 0.01% | +5,170 | New |
| Allspring Global Investments Holdings, LLC | 5,405 | $137.0K | 0.00% | −484−8.2% | Reduced |
| Ci Investments Inc. | 5,432 | $138.0K | 0.00% | −118−2.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,500 | $140.0K | 0.00% | −20,097−78.5% | Reduced |
| Public Employees Retirement System of Ohio | 5,792 | $147.0K | 0.00% | −513−8.1% | Reduced |
| FourThought Financial, LLC | 6,000 | $152.0K | 0.02% | −2,000−25.0% | Reduced |
| US Bancorp | 6,080 | $154.0K | 0.00% | −894−12.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,114 | $181.0K | 0.00% | −2,872−28.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,829 | $198.0K | 0.02% | +7,829 | New |
| Occudo Quantitative Strategies LP | 8,199 | $208.0K | 0.02% | +8,199 | New |
| Stonegate Investment Group, LLC | 8,207 | $209.0K | 0.01% | +8,207 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 7,389 | $210.0K | 0.14% | +7,389 | New |
| Financial Advisory Group | 8,450 | $215.0K | 0.05% | −2,836−25.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,530 | $217.0K | 0.02% | −68,240−88.9% | Reduced |
| Cerity Partners LLC | 8,635 | $219.0K | 0.00% | +8,635 | New |
| U.S. Capital Wealth Advisors, LLC | 8,774 | $223.0K | 0.01% | −2,140−19.6% | Reduced |
| Rockefeller Capital Management L.P. | 9,203 | $233.0K | 0.00% | +97+1.1% | Added |
| Great Lakes Advisors, LLC | 9,197 | $234.0K | 0.01% | −2,815−23.4% | Reduced |
| Shelton Capital Management | 9,650 | $245.0K | 0.01% | −735−7.1% | Reduced |
| Wealth Management Partners, LLC | 10,000 | $251.0K | 0.22% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 9,960 | $253.0K | 0.05% | +1,185+13.5% | Added |
| RFG Advisory, LLC | 9,340 | $256.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 10,197 | $259.0K | 0.01% | −2,670−20.8% | Reduced |
| M&T Bank Corp | 10,337 | $264.0K | 0.00% | −496−4.6% | Reduced |
| National Asset Management, Inc. | 10,454 | $266.0K | 0.01% | +10,454 | New |
| Metropolitan Life Insurance Co | 10,768 | $273.6K | 0.01% | −433−3.9% | Reduced |
| Eukles Asset Management | 10,869 | $276.0K | 0.18% | −38−0.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 10,850 | $276.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 10,906 | $277.0K | 0.02% | −665−5.7% | Reduced |
| Envestnet Asset Management Inc | 10,943 | $278.0K | 0.00% | −179−1.6% | Reduced |
| James Investment Research Inc | 11,065 | $281.0K | 0.04% | 00.0% | Unchanged |
| Commerce Bank | 11,346 | $289.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 11,564 | $294.0K | 0.00% | −4,158−26.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,843 | $301.0K | 0.00% | +11,843 | New |
| Mackenzie Financial Corp | 11,932 | $303.0K | 0.00% | −629−5.0% | Reduced |
| Pictet Asset Management SA | 12,490 | $317.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 12,599 | $320.0K | 0.02% | −10,522−45.5% | Reduced |
| Creative Planning | 12,665 | $322.0K | 0.00% | +451+3.7% | Added |
| Firethorn Wealth Partners, LLC | 12,994 | $330.0K | 0.31% | −422−3.1% | Reduced |
| PDT Partners, LLC | 13,342 | $339.0K | 0.05% | +13,342 | New |
| Harrell Investment Partners, LLC | 13,455 | $342.0K | 0.14% | 00.0% | Unchanged |