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, Q1 2023
Institutional positions in Cadence Bancorporation as of Mar 31, 2023. 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
- 287
- −20 vs. Q4 2022
- Shares held
- 142.6M
- +4.79M (+3.5%) vs. Q4 2022
- Total value
- $2.96B
- −$437.4M (−12.9%) vs. Q4 2022
- New holders
- 32
- 95 more added
- Sold out
- 52
- 108 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Cadence Bancorporation; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 13 | $0 | 0.00% | −43−76.8% | Reduced |
| Financial Management Professionals, Inc. | 23 | $0 | 0.00% | +23 | New |
| Hexagon Capital Partners LLC | 2 | $42 | 0.00% | −2−50.0% | Reduced |
| Tfo-TDC, LLC | 7 | $145 | 0.00% | +5+250.0% | Added |
| SJS Investment Consulting Inc. | 7 | $146 | 0.00% | −37−84.1% | Reduced |
| JFS Wealth Advisors, LLC | 11 | $229 | 0.00% | −100−90.1% | Reduced |
| Allworth Financial LP | 11 | $229 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 17 | $353 | 0.00% | +17 | New |
| Ellevest, Inc. | 19 | $394 | 0.00% | −161−89.4% | Reduced |
| Massmutual Trust Co FSB | 23 | $477 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 33 | $686 | 0.00% | −60−64.5% | Reduced |
| Disciplined Investments, LLC | 34 | $706 | 0.00% | +11+47.8% | Added |
| Denali Advisors LLC | 39 | $810 | 0.00% | +17+77.3% | Added |
| Front Row Advisors LLC | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 75 | $1.56K | 0.00% | +24+47.1% | Added |
| Clearstead Advisors, LLC | 78 | $1.62K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $1.66K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 82 | $1.66K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 92 | $1.90K | 0.00% | +1+1.1% | Added |
| Global Retirement Partners, LLC | 105 | $1.94K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 119 | $2.47K | 0.00% | −794−87.0% | Reduced |
| First Horizon Advisors, Inc. | 143 | $2.98K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 195 | $4.05K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 234 | $4.86K | 0.00% | +90+62.5% | Added |
| TCI Wealth Advisors, Inc. | 288 | $5.98K | 0.00% | −682−70.3% | Reduced |
| Pinnacle Financial Partners Inc | 300 | $6.23K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 303 | $6.29K | 0.00% | −96−24.1% | Reduced |
| Bessemer Group Inc | 321 | $7.00K | 0.00% | −6,257−95.1% | Reduced |
| GWM Advisors LLC | 377 | $7.83K | 0.00% | −1,195−76.0% | Reduced |
| Rosenberg Matthew Hamilton | 406 | $8.44K | 0.00% | +1+0.2% | Added |
| Advisory Services Network, LLC | 490 | $10.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 499 | $10.4K | 0.00% | +186+59.4% | Added |
| Abound Wealth Management | 503 | $10.4K | 0.00% | +4+0.8% | Added |
| Lindbrook Capital, LLC | 687 | $14.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 696 | $14.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 724 | $15.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 725 | $15.1K | 0.00% | +725 | New |
| Castleview Partners, LLC | 763 | $15.8K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 778 | $16.2K | 0.00% | +778 | New |
| Plante Moran Financial Advisors, LLC | 794 | $16.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 804 | $16.7K | 0.01% | −27−3.2% | Reduced |
| Sunbelt Securities, Inc. | 887 | $18.2K | 0.00% | +887 | New |
| State of Wyoming | 1,123 | $23.3K | 0.01% | +94+9.1% | Added |
| Quadrant Capital Group LLC | 1,143 | $23.7K | 0.00% | +153+15.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,166 | $24.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 1,200 | $25.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,214 | $25.0K | 0.00% | +1,214 | New |
| Nomura Asset Management Co Ltd | 1,270 | $26.4K | 0.00% | +490+62.8% | Added |
| CWM, LLC | 1,441 | $30.0K | 0.00% | −15,405−91.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,666 | $34.6K | 0.00% | −1,221−42.3% | Reduced |
| Ci Investments Inc. | 1,732 | $36.0K | 0.00% | +137+8.6% | Added |
| Public Employees Retirement System of Ohio | 1,826 | $38.0K | 0.00% | +167+10.1% | Added |
| Missouri Trust & Investment Co | 2,000 | $41.5K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,422 | $50.3K | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 2,526 | $52.4K | 0.00% | +2,526 | New |
| Point72 Middle East FZE | 2,787 | $57.9K | 0.00% | −24,161−89.7% | Reduced |
| TD Private Client Wealth LLC | 3,083 | $64.0K | 0.00% | +973+46.1% | Added |
| Macquarie Group Ltd | 3,213 | $67.0K | 0.00% | −3,340−51.0% | Reduced |
| Covestor Ltd | 3,519 | $73.0K | 0.06% | +2,534+257.3% | Added |
| Ronald Blue Trust, Inc. | 3,097 | $77.0K | 0.00% | +793+34.4% | Added |
| Allspring Global Investments Holdings, LLC | 4,570 | $94.9K | 0.00% | −677−12.9% | Reduced |
| Horrell Capital Management, Inc. | 5,029 | $104.0K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $105.0K | 0.00% | +5,000 | New |
| Northwestern Mutual Wealth Management Co | 5,057 | $105.0K | 0.00% | −1,196−19.1% | Reduced |
| Bartlett & Co. LLC | 5,000 | $105.0K | 0.00% | +5,000 | New |
| Bollard Group LLC | 5,096 | $106.0K | 0.00% | +45+0.9% | Added |
| B & T Capital Management DBA Alpha Capital Management | 4,373 | $107.8K | 0.03% | +4,373 | New |
| Park Place Capital Corp | 5,614 | $116.5K | 0.03% | +50+0.9% | Added |
| US Bancorp | 5,943 | $123.4K | 0.00% | −59−1.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,829 | $162.5K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 8,000 | $166.1K | 0.00% | −34,500−81.2% | Reduced |
| Shell Asset Management Co | 8,446 | $175.0K | 0.01% | −30−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 9,704 | $201.0K | 0.01% | −17,541−64.4% | Reduced |
| Metropolitan Life Insurance Co | 9,800 | $203.4K | 0.01% | −1,341−12.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,807 | $204.0K | 0.00% | −12,607−56.2% | Reduced |
| Systematic Financial Management LP | 9,917 | $205.9K | 0.01% | +9,917 | New |
| Patton Albertson Miller Group, LLC | 9,960 | $206.8K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 10,129 | $210.0K | 0.00% | +977+10.7% | Added |
| M&T Bank Corp | 10,347 | $215.0K | 0.00% | −785−7.1% | Reduced |
| National Asset Management, Inc. | 10,403 | $218.4K | 0.01% | +39+0.4% | Added |
| Regions Financial Corp | 10,578 | $220.0K | 0.00% | +222+2.1% | Added |
| Firethorn Wealth Partners, LLC | 11,299 | $223.8K | 0.17% | −1,762−13.5% | Reduced |
| Eukles Asset Management | 10,831 | $224.9K | 0.12% | −81−0.7% | Reduced |
| United Services Automobile Association | 11,039 | $229.2K | 0.01% | −9,107−45.2% | Reduced |
| James Investment Research Inc | 11,065 | $230.0K | 0.03% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 11,334 | $235.3K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 11,346 | $235.5K | 0.00% | 00.0% | Unchanged |
| BHZ Capital Management, LP | 11,976 | $248.6K | 0.15% | +11,976 | New |
| Envestnet Asset Management Inc | 12,720 | $264.1K | 0.00% | +1,925+17.8% | Added |
| Alps Advisors Inc | 12,990 | $269.7K | 0.00% | +12,990 | New |
| Quadrature Capital Ltd | 13,103 | $272.0K | 0.01% | +13,103 | New |
| Harrell Investment Partners, LLC | 13,455 | $279.3K | 0.10% | 00.0% | Unchanged |
| Acrisure Capital Management, LLC | 13,460 | $279.4K | 0.28% | +13,460 | New |
| Bailard, Inc. | 13,600 | $282.3K | 0.01% | +13,600 | New |
| Versor Investments LP | 13,800 | $286.5K | 0.04% | −21−0.2% | Reduced |
| Mariner, LLC | 13,912 | $289.0K | 0.00% | +504+3.8% | Added |
| Crossmark Global Holdings, Inc. | 14,006 | $291.0K | 0.01% | −105−0.7% | Reduced |
| XTX Topco Ltd | 14,241 | $295.6K | 0.06% | +14,241 | New |
| Jane Street Group, LLC | 14,257 | $296.0K | 0.00% | −64,102−81.8% | Reduced |
| Advisor Group Holdings, Inc. | 14,318 | $297.3K | 0.00% | +51+0.4% | Added |