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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 14,452 | $300.0K | 0.01% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 14,767 | $306.6K | 0.01% | +14,767 | New |
| Teton Advisors, Inc. | 15,240 | $316.4K | 0.08% | 00.0% | Unchanged |
| STRS Ohio | 15,700 | $325.0K | 0.00% | −2,300−12.8% | Reduced |
| Toroso Investments, LLC | 15,688 | $326.0K | 0.01% | +15,688 | New |
| Graham Capital Management, L.P. | 15,889 | $329.9K | 0.01% | −39,378−71.3% | Reduced |
| We Are One Seven, LLC | 16,030 | $332.8K | 0.02% | −1,017−6.0% | Reduced |
| Foundation Resource Management Inc | 16,213 | $337.0K | 0.06% | 00.0% | Unchanged |
| Citigroup Inc | 16,524 | $343.0K | 0.00% | −6,937−29.6% | Reduced |
| Sheets Smith Wealth Management | 16,526 | $343.1K | 0.05% | +10+0.1% | Added |
| JustInvest LLC | 16,528 | $343.1K | 0.01% | +16,528 | New |
| Securian Asset Management, Inc | 16,615 | $344.9K | 0.01% | −150−0.9% | Reduced |
| MSD Partners, L.P. | 16,650 | $345.7K | 0.03% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 16,689 | $346.5K | 0.06% | −25−0.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 16,800 | $348.8K | 0.05% | 00.0% | Unchanged |
| Creative Planning | 17,159 | $356.2K | 0.00% | +4,108+31.5% | Added |
| Squarepoint Ops LLC | 17,275 | $358.6K | 0.00% | −101,882−85.5% | Reduced |
| Profund Advisors LLC | 18,058 | $374.9K | 0.02% | +6,885+61.6% | Added |
| Moody National Bank Trust Division | 19,160 | $397.8K | 0.03% | +19,160 | New |
| Hamilton Capital Partners Inc. | 19,622 | $407.4K | 0.15% | −22,588−53.5% | Reduced |
| Captrust Financial Advisors | 19,939 | $413.9K | 0.00% | +4,993+33.4% | Added |
| Avalon Investment & Advisory | 20,772 | $431.2K | 0.01% | −588−2.8% | Reduced |
| Academy Capital Management Inc | 20,950 | $435.0K | 0.09% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 20,967 | $435.3K | 0.24% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 20,997 | $435.9K | 0.14% | +5,691+37.2% | Added |
| Ignite Planners, LLC | 21,039 | $441.2K | 0.18% | +4,900+30.4% | Added |
| Pictet Asset Management SA | 21,330 | $442.8K | 0.00% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 21,533 | $447.0K | 0.02% | −428−1.9% | Reduced |
| Wealthcare Advisory Partners LLC | 22,119 | $459.2K | 0.02% | +4,021+22.2% | Added |
| The PNC Financial Services Group, Inc. | 22,196 | $460.8K | 0.00% | −1,020−4.4% | Reduced |
| MAI Capital Management | 22,500 | $467.1K | 0.01% | +3,000+15.4% | Added |
| Cubist Systematic Strategies, LLC | 22,530 | $467.7K | 0.00% | −503,009−95.7% | Reduced |
| Two Sigma Investments, LP | 24,122 | $500.8K | 0.00% | +11,753+95.0% | Added |
| South Dakota Investment Council | 25,000 | $519.0K | 0.01% | +25,000 | New |
| Lathrop Investment Management Corp | 25,078 | $521.0K | 0.11% | −4,856−16.2% | Reduced |
| State of Alaska, Department of Revenue | 25,122 | $521.0K | 0.01% | −190−0.8% | Reduced |
| Signaturefd, LLC | 27,058 | $561.7K | 0.02% | −458−1.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,340 | $588.3K | 0.00% | +2,018+7.7% | Added |
| Sit Investment Associates Inc | 28,350 | $589.0K | 0.02% | −1,225−4.1% | Reduced |
| Xponance, Inc. | 28,419 | $590.0K | 0.01% | +191+0.7% | Added |
| J.W. Cole Advisors, Inc. | 28,438 | $590.4K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 28,528 | $592.0K | 0.00% | 00.0% | Unchanged |
| Shaker Investments LLC | 29,191 | $606.0K | 0.34% | +740+2.6% | Added |
| Gabelli Funds LLC | 29,500 | $612.4K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 29,829 | $619.3K | 0.17% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 30,260 | $628.2K | 0.04% | +30,260 | New |
| Silverleafe Capital Partners, LLC | 30,942 | $642.4K | 0.41% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 31,650 | $657.1K | 0.41% | +238+0.8% | Added |
| Victory Capital Management Inc | 31,698 | $658.0K | 0.00% | −9,373−22.8% | Reduced |
| Sanders Morris Harris LLC | 31,864 | $661.5K | 0.23% | 00.0% | Unchanged |
| ProShare Advisors LLC | 32,204 | $668.6K | 0.00% | −2,376−6.9% | Reduced |
| New Mexico Educational Retirement Board | 33,000 | $685.0K | 0.03% | +4,200+14.6% | Added |
| Handelsbanken Fonder AB | 33,158 | $688.0K | 0.00% | +10,300+45.1% | Added |
| River Oaks Capital LLC | 33,200 | $689.2K | 0.96% | −7,400−18.2% | Reduced |
| Nisa Investment Advisors, LLC | 34,310 | $712.0K | 0.01% | +1,320+4.0% | Added |
| Cullen/Frost Bankers, Inc. | 36,566 | $759.1K | 0.01% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 37,069 | $769.6K | 0.77% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 37,281 | $774.0K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 38,481 | $798.0K | 0.00% | −22,588−37.0% | Reduced |
| Diversified Trust Co | 39,100 | $811.7K | 0.03% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 39,118 | $812.0K | 0.01% | +9,010+29.9% | Added |
| RMB Capital Management, LLC | 40,000 | $830.4K | 0.03% | −35,000−46.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 40,475 | $840.3K | 0.02% | +23,591+139.7% | Added |
| Hennessy Advisors Inc | 44,900 | $932.1K | 0.07% | −28,100−38.5% | Reduced |
| Algert Global LLC | 45,962 | $954.2K | 0.05% | +29,443+178.2% | Added |
| State of Michigan Retirement System | 46,110 | $957.2K | 0.01% | −300−0.6% | Reduced |
| Bank of Montreal | 40,510 | $968.2K | 0.00% | +14,797+57.5% | Added |
| LSV Asset Management | 46,990 | $976.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 48,400 | $1.00M | 0.03% | −400−0.8% | Reduced |
| Occudo Quantitative Strategies LP | 52,512 | $1.09M | 0.10% | +52,512 | New |
| Arizona State Retirement System | 52,864 | $1.10M | 0.01% | +1,378+2.7% | Added |
| Ensign Peak Advisors, Inc | 53,045 | $1.10M | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 53,467 | $1.11M | 0.01% | −170−0.3% | Reduced |
| Linscomb & Williams, Inc. | 55,417 | $1.15M | 0.06% | −8,865−13.8% | Reduced |
| Stifel Financial Corp | 55,616 | $1.15M | 0.00% | −48,422−46.5% | Reduced |
| Baird Financial Group, Inc. | 58,279 | $1.21M | 0.00% | −3,909−6.3% | Reduced |
| Howard Financial Services, Ltd. | 60,090 | $1.25M | 0.30% | +3,233+5.7% | Added |
| Ameritas Investment Partners, Inc. | 61,492 | $1.28M | 0.05% | +52+0.1% | Added |
| Arbor Investment Advisors, LLC | 61,926 | $1.29M | 0.24% | 00.0% | Unchanged |
| Quantbot Technologies LP | 65,162 | $1.35M | 0.10% | +62,148+2,062.0% | Added |
| State Board of Administration of Florida Retirement System | 68,892 | $1.43M | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 69,892 | $1.45M | 0.00% | −210−0.3% | Reduced |
| Gamco Investors, Inc. Et Al | 70,085 | $1.45M | 0.02% | −675−1.0% | Reduced |
| Holocene Advisors, LP | 71,266 | $1.48M | 0.01% | +71,266 | New |
| LPL Financial LLC | 71,830 | $1.49M | 0.00% | −688−0.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 78,728 | $1.63M | 0.00% | +1,295+1.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 82,170 | $1.71M | 0.01% | +96+0.1% | Added |
| TD Asset Management Inc | 88,928 | $1.85M | 0.00% | −6,200−6.5% | Reduced |
| Yousif Capital Management, LLC | 92,435 | $1.92M | 0.02% | −590−0.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 94,054 | $1.95M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 100,403 | $2.08M | 0.01% | +6,468+6.9% | Added |
| SG Americas Securities, LLC | 100,691 | $2.09M | 0.03% | +52,134+107.4% | Added |
| Hantz Financial Services, Inc. | 102,292 | $2.12M | 0.06% | +6,257+6.5% | Added |
| AQR Capital Management LLC | 110,880 | $2.27M | 0.00% | −67,570−37.9% | Reduced |
| State of Tennessee, Treasury Department | 112,752 | $2.34M | 0.01% | −7,361−6.1% | Reduced |
| New York State Common Retirement Fund | 115,622 | $2.40M | 0.00% | −182,555−61.2% | Reduced |
| Amalgamated Bank | 115,831 | $2.40M | 0.02% | −7,287−5.9% | Reduced |
| RE Advisers Corp | 124,750 | $2.59M | 0.07% | −20,500−14.1% | Reduced |
| EJF Capital LLC | 125,350 | $2.60M | 0.97% | +49,350+64.9% | Added |
| Susquehanna International Group, LLP | 129,549 | $2.69M | 0.00% | +89,102+220.3% | Added |