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, Q4 2022
Institutional positions in Cadence Bancorporation as of Dec 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
- 312
- +5 vs. Q3 2022
- Shares held
- 138.8M
- +1.16M (+0.8%) vs. Q3 2022
- Total value
- $3.42B
- −$82.3M (−2.3%) vs. Q3 2022
- New holders
- 39
- 103 more added
- Sold out
- 34
- 103 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Cadence Bancorporation; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 2 | $63 | 0.00% | +2 | New |
| Hexagon Capital Partners LLC | 4 | $99 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 7 | $173 | 0.00% | −749−99.1% | Reduced |
| Allworth Financial LP | 11 | $271 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $395 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 25 | $490 | 0.01% | +25 | New |
| Denali Advisors LLC | 22 | $543 | 0.00% | +22 | New |
| Disciplined Investments, LLC | 23 | $567 | 0.00% | −11−32.4% | Reduced |
| Sutton Wealth Advisors Inc. | 39 | $962 | 0.00% | −1−2.5% | Reduced |
| Massmutual Trust Co FSB | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 56 | $1.00K | 0.00% | +56 | New |
| SJS Investment Consulting Inc. | 44 | $1.08K | 0.00% | −16−26.7% | Reduced |
| Bell Investment Advisors, Inc | 51 | $1.26K | 0.00% | −19−27.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 60 | $1.48K | 0.00% | +60 | New |
| Clearstead Advisors, LLC | 78 | $1.92K | 0.00% | +78 | New |
| Farmers & Merchants Investments Inc | 80 | $1.97K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 91 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 82 | $2.12K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 91 | $2.26K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 93 | $2.29K | 0.00% | −10−9.7% | Reduced |
| Global Retirement Partners, LLC | 105 | $2.59K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 109 | $2.69K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 111 | $2.74K | 0.00% | −1−0.9% | Reduced |
| Aua Capital Management, LLC | 120 | $2.96K | 0.00% | +13+12.1% | Added |
| First Horizon Advisors, Inc. | 143 | $3.53K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 144 | $3.55K | 0.00% | +144 | New |
| Ellevest, Inc. | 180 | $4.44K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 195 | $4.81K | 0.00% | −45−18.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 183 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 300 | $7.40K | 0.00% | +300 | New |
| Parkside Financial Bank & Trust | 313 | $7.72K | 0.00% | +313 | New |
| Huntington National Bank | 333 | $8.21K | 0.00% | +167+100.6% | Added |
| Rosenberg Matthew Hamilton | 405 | $9.98K | 0.00% | +2+0.5% | Added |
| Private Trust Co NA | 399 | $10.0K | 0.00% | +399 | New |
| Peregrine Capital Management LLC | 430 | $11.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 490 | $12.1K | 0.00% | +490 | New |
| Abound Wealth Management | 499 | $12.3K | 0.01% | +5+1.0% | Added |
| Lindbrook Capital, LLC | 687 | $16.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 696 | $17.2K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 700 | $17.3K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 700 | $17.3K | 0.00% | +700 | New |
| Parallel Advisors, LLC | 724 | $17.9K | 0.00% | −43−5.6% | Reduced |
| Castleview Partners, LLC | 763 | $18.8K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $19.0K | 0.03% | +400+100.0% | Added |
| Nomura Asset Management Co Ltd | 780 | $19.2K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 794 | $19.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 831 | $20.5K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 913 | $22.5K | 0.00% | +8+0.9% | Added |
| TCI Wealth Advisors, Inc. | 970 | $23.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 985 | $24.0K | 0.02% | −559−36.2% | Reduced |
| Quadrant Capital Group LLC | 990 | $24.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,029 | $25.4K | 0.01% | +1,029 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,166 | $28.0K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,572 | $29.5K | 0.00% | +1,572 | New |
| Founders Capital Management | 1,200 | $30.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,595 | $39.0K | 0.00% | −3,837−70.6% | Reduced |
| Public Employees Retirement System of Ohio | 1,659 | $41.0K | 0.00% | −4,133−71.4% | Reduced |
| Missouri Trust & Investment Co | 2,000 | $49.0K | 0.03% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 2,100 | $51.8K | 0.00% | −6,674−76.1% | Reduced |
| TD Private Client Wealth LLC | 2,110 | $52.0K | 0.00% | +342+19.3% | Added |
| Ronald Blue Trust, Inc. | 2,304 | $59.0K | 0.00% | +1,573+215.2% | Added |
| Citizens National Bank Trust Department | 2,422 | $60.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,887 | $71.2K | 0.00% | −2,186−43.1% | Reduced |
| Quantbot Technologies LP | 3,014 | $74.3K | 0.01% | +3,014 | New |
| Clear Street Markets LLC | 3,589 | $89.0K | 0.02% | +3,589 | New |
| Neo Ivy Capital Management | 4,272 | $105.0K | 0.07% | +4,272 | New |
| Aquatic Capital Management LLC | 4,400 | $108.0K | 0.01% | +4,400 | New |
| Itau Unibanco Holding S.A. | 4,749 | $117.8K | 0.00% | +4,749 | New |
| Pathstone Family Office, LLC | 23,758 | $122.8K | 0.00% | +23,758 | New |
| Trustcore Financial Services, LLC | 5,000 | $123.3K | 0.01% | +147+3.0% | Added |
| Horrell Capital Management, Inc. | 5,029 | $124.0K | 0.04% | 00.0% | Unchanged |
| Bollard Group LLC | 5,051 | $125.0K | 0.00% | +43+0.9% | Added |
| Allspring Global Investments Holdings, LLC | 5,247 | $129.4K | 0.00% | −158−2.9% | Reduced |
| Park Place Capital Corp | 5,564 | $137.0K | 0.04% | +5,564 | New |
| US Bancorp | 6,002 | $148.0K | 0.00% | −78−1.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,253 | $154.2K | 0.00% | −861−12.1% | Reduced |
| Macquarie Group Ltd | 6,553 | $162.0K | 0.00% | −4,502−40.7% | Reduced |
| Bessemer Group Inc | 6,578 | $162.0K | 0.00% | +6,578 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,829 | $193.1K | 0.01% | 00.0% | Unchanged |
| Innovis Asset Management LLC | 8,161 | $201.3K | 0.09% | +8,161 | New |
| Stonegate Investment Group, LLC | 8,209 | $202.4K | 0.01% | +20.0% | Added |
| Financial Advisory Group | 8,450 | $208.0K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 8,476 | $209.0K | 0.01% | −1,721−16.9% | Reduced |
| Stephens Inc | 8,865 | $218.6K | 0.00% | −13,911−61.1% | Reduced |
| Rockefeller Capital Management L.P. | 9,152 | $225.0K | 0.00% | −51−0.6% | Reduced |
| Jump Financial, LLC | 9,618 | $237.2K | 0.01% | +9,618 | New |
| Shelton Capital Management | 9,650 | $238.0K | 0.03% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 9,960 | $245.6K | 0.05% | 00.0% | Unchanged |
| RFG Advisory, LLC | 8,916 | $251.3K | 0.01% | −424−4.5% | Reduced |
| Regions Financial Corp | 10,356 | $255.0K | 0.00% | −11,961−53.6% | Reduced |
| National Asset Management, Inc. | 10,364 | $257.9K | 0.01% | −90−0.9% | Reduced |
| Envestnet Asset Management Inc | 10,795 | $266.2K | 0.00% | −148−1.4% | Reduced |
| Eukles Asset Management | 10,912 | $269.0K | 0.16% | +43+0.4% | Added |
| James Investment Research Inc | 11,065 | $273.0K | 0.04% | 00.0% | Unchanged |
| M&T Bank Corp | 11,132 | $274.2K | 0.00% | +795+7.7% | Added |
| Metropolitan Life Insurance Co | 11,141 | $274.7K | 0.01% | +373+3.5% | Added |
| Profund Advisors LLC | 11,173 | $275.5K | 0.02% | +267+2.4% | Added |
| Mackenzie Financial Corp | 11,334 | $279.5K | 0.00% | −598−5.0% | Reduced |