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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 14,452 | $356.4K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 14,267 | $351.8K | 0.00% | +204+1.5% | Added |
| Crossmark Global Holdings, Inc. | 14,111 | $348.0K | 0.01% | −1,770−11.1% | Reduced |
| Versor Investments LP | 13,821 | $340.8K | 0.03% | −10,579−43.4% | Reduced |
| Harrell Investment Partners, LLC | 13,455 | $331.8K | 0.13% | 00.0% | Unchanged |
| Mariner, LLC | 13,408 | $331.0K | 0.00% | −1,437−9.7% | Reduced |
| Firethorn Wealth Partners, LLC | 13,061 | $322.1K | 0.27% | +67+0.5% | Added |
| Creative Planning | 13,051 | $321.8K | 0.00% | +386+3.0% | Added |
| Two Sigma Investments, LP | 12,369 | $305.0K | 0.00% | +12,369 | New |
| Prudential PLC | 11,672 | $287.8K | 0.00% | +11,672 | New |
| CIBC Private Wealth Group, LLC | 11,446 | $282.3K | 0.00% | +11,446 | New |
| Commerce Bank | 11,346 | $279.8K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 11,334 | $279.5K | 0.00% | −598−5.0% | Reduced |
| Profund Advisors LLC | 11,173 | $275.5K | 0.02% | +267+2.4% | Added |
| Metropolitan Life Insurance Co | 11,141 | $274.7K | 0.01% | +373+3.5% | Added |
| M&T Bank Corp | 11,132 | $274.2K | 0.00% | +795+7.7% | Added |
| James Investment Research Inc | 11,065 | $273.0K | 0.04% | 00.0% | Unchanged |
| Eukles Asset Management | 10,912 | $269.0K | 0.16% | +43+0.4% | Added |
| Envestnet Asset Management Inc | 10,795 | $266.2K | 0.00% | −148−1.4% | Reduced |
| National Asset Management, Inc. | 10,364 | $257.9K | 0.01% | −90−0.9% | Reduced |
| Regions Financial Corp | 10,356 | $255.0K | 0.00% | −11,961−53.6% | Reduced |
| RFG Advisory, LLC | 8,916 | $251.3K | 0.01% | −424−4.5% | Reduced |
| Patton Albertson Miller Group, LLC | 9,960 | $245.6K | 0.05% | 00.0% | Unchanged |
| Shelton Capital Management | 9,650 | $238.0K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 9,618 | $237.2K | 0.01% | +9,618 | New |
| Rockefeller Capital Management L.P. | 9,152 | $225.0K | 0.00% | −51−0.6% | Reduced |
| Stephens Inc | 8,865 | $218.6K | 0.00% | −13,911−61.1% | Reduced |
| Shell Asset Management Co | 8,476 | $209.0K | 0.01% | −1,721−16.9% | Reduced |
| Financial Advisory Group | 8,450 | $208.0K | 0.04% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 8,209 | $202.4K | 0.01% | +20.0% | Added |
| Innovis Asset Management LLC | 8,161 | $201.3K | 0.09% | +8,161 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,829 | $193.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| Northwestern Mutual Wealth Management Co | 6,253 | $154.2K | 0.00% | −861−12.1% | Reduced |
| US Bancorp | 6,002 | $148.0K | 0.00% | −78−1.3% | Reduced |
| Park Place Capital Corp | 5,564 | $137.0K | 0.04% | +5,564 | New |
| Allspring Global Investments Holdings, LLC | 5,247 | $129.4K | 0.00% | −158−2.9% | Reduced |
| Bollard Group LLC | 5,051 | $125.0K | 0.00% | +43+0.9% | Added |
| Horrell Capital Management, Inc. | 5,029 | $124.0K | 0.04% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 5,000 | $123.3K | 0.01% | +147+3.0% | Added |
| Pathstone Family Office, LLC | 23,758 | $122.8K | 0.00% | +23,758 | New |
| Itau Unibanco Holding S.A. | 4,749 | $117.8K | 0.00% | +4,749 | New |
| Aquatic Capital Management LLC | 4,400 | $108.0K | 0.01% | +4,400 | New |
| Neo Ivy Capital Management | 4,272 | $105.0K | 0.07% | +4,272 | New |
| Clear Street Markets LLC | 3,589 | $89.0K | 0.02% | +3,589 | New |
| Quantbot Technologies LP | 3,014 | $74.3K | 0.01% | +3,014 | New |
| Steward Partners Investment Advisory, LLC | 2,887 | $71.2K | 0.00% | −2,186−43.1% | Reduced |
| Citizens National Bank Trust Department | 2,422 | $60.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,304 | $59.0K | 0.00% | +1,573+215.2% | Added |
| TD Private Client Wealth LLC | 2,110 | $52.0K | 0.00% | +342+19.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,100 | $51.8K | 0.00% | −6,674−76.1% | Reduced |
| Missouri Trust & Investment Co | 2,000 | $49.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,659 | $41.0K | 0.00% | −4,133−71.4% | Reduced |
| Ci Investments Inc. | 1,595 | $39.0K | 0.00% | −3,837−70.6% | Reduced |
| Founders Capital Management | 1,200 | $30.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,572 | $29.5K | 0.00% | +1,572 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,166 | $28.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 1,029 | $25.4K | 0.01% | +1,029 | New |
| Quadrant Capital Group LLC | 990 | $24.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 985 | $24.0K | 0.02% | −559−36.2% | Reduced |
| TCI Wealth Advisors, Inc. | 970 | $23.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 913 | $22.5K | 0.00% | +8+0.9% | Added |
| Versant Capital Management, Inc | 831 | $20.5K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 794 | $19.6K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 780 | $19.2K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $19.0K | 0.03% | +400+100.0% | Added |
| Castleview Partners, LLC | 763 | $18.8K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 724 | $17.9K | 0.00% | −43−5.6% | Reduced |
| West Paces Advisors Inc. | 700 | $17.3K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 700 | $17.3K | 0.00% | +700 | New |
| Whittier Trust Co | 696 | $17.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 687 | $16.9K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 499 | $12.3K | 0.01% | +5+1.0% | Added |
| Advisory Services Network, LLC | 490 | $12.1K | 0.00% | +490 | New |
| Peregrine Capital Management LLC | 430 | $11.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 399 | $10.0K | 0.00% | +399 | New |
| Rosenberg Matthew Hamilton | 405 | $9.98K | 0.00% | +2+0.5% | Added |
| Huntington National Bank | 333 | $8.21K | 0.00% | +167+100.6% | Added |
| Parkside Financial Bank & Trust | 313 | $7.72K | 0.00% | +313 | New |
| Pinnacle Financial Partners Inc | 300 | $7.40K | 0.00% | +300 | New |
| Benjamin F. Edwards & Company, Inc. | 183 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 195 | $4.81K | 0.00% | −45−18.8% | Reduced |
| Ellevest, Inc. | 180 | $4.44K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 144 | $3.55K | 0.00% | +144 | New |
| First Horizon Advisors, Inc. | 143 | $3.53K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 120 | $2.96K | 0.00% | +13+12.1% | Added |
| JFS Wealth Advisors, LLC | 111 | $2.74K | 0.00% | −1−0.9% | Reduced |
| Crewe Advisors LLC | 109 | $2.69K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 105 | $2.59K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 93 | $2.29K | 0.00% | −10−9.7% | Reduced |
| Quent Capital, LLC | 91 | $2.26K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 82 | $2.12K | 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 |
| Farmers & Merchants Investments Inc | 80 | $1.97K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 78 | $1.92K | 0.00% | +78 | New |
| Whittier Trust Co of Nevada Inc | 60 | $1.48K | 0.00% | +60 | New |
| Bell Investment Advisors, Inc | 51 | $1.26K | 0.00% | −19−27.1% | Reduced |
| SJS Investment Consulting Inc. | 44 | $1.08K | 0.00% | −16−26.7% | Reduced |