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 |
|---|---|---|---|---|---|
| CWM, LLC | 16,057 | $408.0K | 0.00% | −1,459−8.3% | Reduced |
| We Are One Seven, LLC | 16,048 | $407.0K | 0.04% | +5,058+46.0% | Added |
| Crossmark Global Holdings, Inc. | 15,881 | $404.0K | 0.01% | −292−1.8% | Reduced |
| Captrust Financial Advisors | 15,653 | $398.0K | 0.00% | +167+1.1% | Added |
| Citigroup Inc | 15,223 | $387.0K | 0.00% | −12,670−45.4% | Reduced |
| Teton Advisors, Inc. | 15,240 | $387.0K | 0.09% | +500+3.4% | Added |
| Macquarie Group Ltd | 11,055 | $378.0K | 0.00% | −3,764−25.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,817 | $377.0K | 0.00% | −374−2.5% | Reduced |
| Mariner, LLC | 14,845 | $377.0K | 0.00% | −68−0.5% | Reduced |
| Avantax Planning Partners, Inc. | 14,452 | $367.0K | 0.02% | −7,592−34.4% | Reduced |
| Advisor Group Holdings, Inc. | 14,063 | $358.0K | 0.00% | −1,140−7.5% | Reduced |
| Harrell Investment Partners, LLC | 13,455 | $342.0K | 0.14% | 00.0% | Unchanged |
| PDT Partners, LLC | 13,342 | $339.0K | 0.05% | +13,342 | New |
| Firethorn Wealth Partners, LLC | 12,994 | $330.0K | 0.31% | −422−3.1% | Reduced |
| Creative Planning | 12,665 | $322.0K | 0.00% | +451+3.7% | Added |
| Point72 Hong Kong Ltd | 12,599 | $320.0K | 0.02% | −10,522−45.5% | Reduced |
| Pictet Asset Management SA | 12,490 | $317.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 11,932 | $303.0K | 0.00% | −629−5.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 11,843 | $301.0K | 0.00% | +11,843 | New |
| Guggenheim Capital LLC | 11,564 | $294.0K | 0.00% | −4,158−26.4% | Reduced |
| Commerce Bank | 11,346 | $289.0K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 11,065 | $281.0K | 0.04% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,943 | $278.0K | 0.00% | −179−1.6% | Reduced |
| Profund Advisors LLC | 10,906 | $277.0K | 0.02% | −665−5.7% | 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 |
| Metropolitan Life Insurance Co | 10,768 | $273.6K | 0.01% | −433−3.9% | Reduced |
| National Asset Management, Inc. | 10,454 | $266.0K | 0.01% | +10,454 | New |
| M&T Bank Corp | 10,337 | $264.0K | 0.00% | −496−4.6% | Reduced |
| Shell Asset Management Co | 10,197 | $259.0K | 0.01% | −2,670−20.8% | Reduced |
| RFG Advisory, LLC | 9,340 | $256.0K | 0.01% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 9,960 | $253.0K | 0.05% | +1,185+13.5% | Added |
| Wealth Management Partners, LLC | 10,000 | $251.0K | 0.22% | 00.0% | Unchanged |
| Shelton Capital Management | 9,650 | $245.0K | 0.01% | −735−7.1% | Reduced |
| Great Lakes Advisors, LLC | 9,197 | $234.0K | 0.01% | −2,815−23.4% | Reduced |
| Rockefeller Capital Management L.P. | 9,203 | $233.0K | 0.00% | +97+1.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,774 | $223.0K | 0.01% | −2,140−19.6% | Reduced |
| Cerity Partners LLC | 8,635 | $219.0K | 0.00% | +8,635 | New |
| Dynamic Technology Lab Private Ltd | 8,530 | $217.0K | 0.02% | −68,240−88.9% | Reduced |
| Financial Advisory Group | 8,450 | $215.0K | 0.05% | −2,836−25.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 7,389 | $210.0K | 0.14% | +7,389 | New |
| Stonegate Investment Group, LLC | 8,207 | $209.0K | 0.01% | +8,207 | New |
| Occudo Quantitative Strategies LP | 8,199 | $208.0K | 0.02% | +8,199 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,829 | $198.0K | 0.02% | +7,829 | New |
| Northwestern Mutual Wealth Management Co | 7,114 | $181.0K | 0.00% | −2,872−28.8% | Reduced |
| US Bancorp | 6,080 | $154.0K | 0.00% | −894−12.8% | Reduced |
| FourThought Financial, LLC | 6,000 | $152.0K | 0.02% | −2,000−25.0% | Reduced |
| Public Employees Retirement System of Ohio | 5,792 | $147.0K | 0.00% | −513−8.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,500 | $140.0K | 0.00% | −20,097−78.5% | Reduced |
| Ci Investments Inc. | 5,432 | $138.0K | 0.00% | −118−2.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,405 | $137.0K | 0.00% | −484−8.2% | Reduced |
| Picton Mahoney Asset Management | 5,170 | $132.0K | 0.01% | +5,170 | New |
| Steward Partners Investment Advisory, LLC | 5,073 | $129.0K | 0.00% | −2,455−32.6% | Reduced |
| Horrell Capital Management, Inc. | 5,029 | $128.0K | 0.05% | 00.0% | Unchanged |
| Bollard Group LLC | 5,008 | $127.0K | 0.01% | +46+0.9% | Added |
| Trustcore Financial Services, LLC | 4,853 | $123.0K | 0.01% | +14+0.3% | Added |
| Sit Investment Associates Inc | 3,425 | $87.0K | 0.00% | +3,425 | New |
| Citizens National Bank Trust Department | 2,422 | $62.0K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,000 | $51.0K | 0.03% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,949 | $50.0K | 0.00% | +1,949 | New |
| TD Private Client Wealth LLC | 1,768 | $44.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,518 | $39.0K | 0.00% | −61−3.9% | Reduced |
| Covestor Ltd | 1,544 | $39.0K | 0.03% | +4+0.3% | Added |
| 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 |
| Householder Group Estate & Retirement Specialist, LLC | 1,166 | $29.0K | 0.01% | +1,166 | New |
| 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 |
| Fifth Third Bancorp | 905 | $23.0K | 0.00% | +418+85.8% | Added |
| Versant Capital Management, Inc | 831 | $21.0K | 0.01% | 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 |
| Nomura Asset Management Co Ltd | 780 | $19.8K | 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 |
| Whittier Trust Co | 696 | $18.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 700 | $17.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 687 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 731 | $17.0K | 0.00% | +311+74.0% | Added |
| Abound Wealth Management | 494 | $12.6K | 0.01% | +494 | New |
| Peregrine Capital Management LLC | 430 | $11.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $10.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 403 | $10.0K | 0.00% | +403 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 273 | $7.00K | 0.00% | −48−15.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 240 | $6.00K | 0.00% | +240 | New |
| Benjamin F. Edwards & Company, Inc. | 183 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 180 | $5.00K | 0.00% | +180 | New |
| Huntington National Bank | 166 | $4.00K | 0.00% | +110+196.4% | Added |
| American Portfolios Advisors | 155 | $3.94K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |