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 |
|---|---|---|---|---|---|
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 82,170 | $1.71M | 0.01% | +96+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 78,728 | $1.63M | 0.00% | +1,295+1.7% | Added |
| LPL Financial LLC | 71,830 | $1.49M | 0.00% | −688−0.9% | Reduced |
| Holocene Advisors, LP | 71,266 | $1.48M | 0.01% | +71,266 | New |
| Gamco Investors, Inc. Et Al | 70,085 | $1.45M | 0.02% | −675−1.0% | Reduced |
| Voya Investment Management LLC | 69,892 | $1.45M | 0.00% | −210−0.3% | Reduced |
| State Board of Administration of Florida Retirement System | 68,892 | $1.43M | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 65,162 | $1.35M | 0.10% | +62,148+2,062.0% | Added |
| Arbor Investment Advisors, LLC | 61,926 | $1.29M | 0.24% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 61,492 | $1.28M | 0.05% | +52+0.1% | Added |
| Howard Financial Services, Ltd. | 60,090 | $1.25M | 0.30% | +3,233+5.7% | Added |
| Baird Financial Group, Inc. | 58,279 | $1.21M | 0.00% | −3,909−6.3% | Reduced |
| Stifel Financial Corp | 55,616 | $1.15M | 0.00% | −48,422−46.5% | Reduced |
| Linscomb & Williams, Inc. | 55,417 | $1.15M | 0.06% | −8,865−13.8% | Reduced |
| Oregon Public Employees Retirement Fund | 53,467 | $1.11M | 0.01% | −170−0.3% | Reduced |
| Ensign Peak Advisors, Inc | 53,045 | $1.10M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 52,864 | $1.10M | 0.01% | +1,378+2.7% | Added |
| Occudo Quantitative Strategies LP | 52,512 | $1.09M | 0.10% | +52,512 | New |
| Louisiana State Employees Retirement System | 48,400 | $1.00M | 0.03% | −400−0.8% | Reduced |
| LSV Asset Management | 46,990 | $976.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 40,510 | $968.2K | 0.00% | +14,797+57.5% | Added |
| State of Michigan Retirement System | 46,110 | $957.2K | 0.01% | −300−0.6% | Reduced |
| Algert Global LLC | 45,962 | $954.2K | 0.05% | +29,443+178.2% | Added |
| Hennessy Advisors Inc | 44,900 | $932.1K | 0.07% | −28,100−38.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 40,475 | $840.3K | 0.02% | +23,591+139.7% | Added |
| RMB Capital Management, LLC | 40,000 | $830.4K | 0.03% | −35,000−46.7% | Reduced |
| Teacher Retirement System of Texas | 39,118 | $812.0K | 0.01% | +9,010+29.9% | Added |
| Diversified Trust Co | 39,100 | $811.7K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 38,481 | $798.0K | 0.00% | −22,588−37.0% | Reduced |
| Wesbanco Bank Inc | 37,281 | $774.0K | 0.03% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 37,069 | $769.6K | 0.77% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 36,566 | $759.1K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 34,310 | $712.0K | 0.01% | +1,320+4.0% | Added |
| River Oaks Capital LLC | 33,200 | $689.2K | 0.96% | −7,400−18.2% | Reduced |
| Handelsbanken Fonder AB | 33,158 | $688.0K | 0.00% | +10,300+45.1% | Added |
| New Mexico Educational Retirement Board | 33,000 | $685.0K | 0.03% | +4,200+14.6% | Added |
| ProShare Advisors LLC | 32,204 | $668.6K | 0.00% | −2,376−6.9% | Reduced |
| Sanders Morris Harris LLC | 31,864 | $661.5K | 0.23% | 00.0% | Unchanged |
| Victory Capital Management Inc | 31,698 | $658.0K | 0.00% | −9,373−22.8% | Reduced |
| Ironwood Investment Management LLC | 31,650 | $657.1K | 0.41% | +238+0.8% | Added |
| Silverleafe Capital Partners, LLC | 30,942 | $642.4K | 0.41% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 30,260 | $628.2K | 0.04% | +30,260 | New |
| Security National Bank | 29,829 | $619.3K | 0.17% | 00.0% | Unchanged |
| Gabelli Funds LLC | 29,500 | $612.4K | 0.00% | 00.0% | Unchanged |
| Shaker Investments LLC | 29,191 | $606.0K | 0.34% | +740+2.6% | Added |
| Public Employees Retirement Association of Colorado | 28,528 | $592.0K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 28,438 | $590.4K | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 28,419 | $590.0K | 0.01% | +191+0.7% | Added |
| Sit Investment Associates Inc | 28,350 | $589.0K | 0.02% | −1,225−4.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,340 | $588.3K | 0.00% | +2,018+7.7% | Added |
| Signaturefd, LLC | 27,058 | $561.7K | 0.02% | −458−1.7% | Reduced |
| 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 |
| South Dakota Investment Council | 25,000 | $519.0K | 0.01% | +25,000 | New |
| Two Sigma Investments, LP | 24,122 | $500.8K | 0.00% | +11,753+95.0% | Added |
| Cubist Systematic Strategies, LLC | 22,530 | $467.7K | 0.00% | −503,009−95.7% | Reduced |
| MAI Capital Management | 22,500 | $467.1K | 0.01% | +3,000+15.4% | Added |
| The PNC Financial Services Group, Inc. | 22,196 | $460.8K | 0.00% | −1,020−4.4% | Reduced |
| Wealthcare Advisory Partners LLC | 22,119 | $459.2K | 0.02% | +4,021+22.2% | Added |
| Advisor Partners II, LLC | 21,533 | $447.0K | 0.02% | −428−1.9% | Reduced |
| Pictet Asset Management SA | 21,330 | $442.8K | 0.00% | 00.0% | Unchanged |
| Ignite Planners, LLC | 21,039 | $441.2K | 0.18% | +4,900+30.4% | Added |
| Fox Run Management, L.L.C. | 20,997 | $435.9K | 0.14% | +5,691+37.2% | Added |
| Intergy Private Wealth, LLC | 20,967 | $435.3K | 0.24% | 00.0% | Unchanged |
| Academy Capital Management Inc | 20,950 | $435.0K | 0.09% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 20,772 | $431.2K | 0.01% | −588−2.8% | Reduced |
| Captrust Financial Advisors | 19,939 | $413.9K | 0.00% | +4,993+33.4% | Added |
| Hamilton Capital Partners Inc. | 19,622 | $407.4K | 0.15% | −22,588−53.5% | Reduced |
| Moody National Bank Trust Division | 19,160 | $397.8K | 0.03% | +19,160 | New |
| Profund Advisors LLC | 18,058 | $374.9K | 0.02% | +6,885+61.6% | Added |
| Squarepoint Ops LLC | 17,275 | $358.6K | 0.00% | −101,882−85.5% | Reduced |
| Creative Planning | 17,159 | $356.2K | 0.00% | +4,108+31.5% | Added |
| NJ State Employees Deferred Compensation Plan | 16,800 | $348.8K | 0.05% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 16,689 | $346.5K | 0.06% | −25−0.1% | Reduced |
| MSD Partners, L.P. | 16,650 | $345.7K | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 16,615 | $344.9K | 0.01% | −150−0.9% | Reduced |
| JustInvest LLC | 16,528 | $343.1K | 0.01% | +16,528 | New |
| Sheets Smith Wealth Management | 16,526 | $343.1K | 0.05% | +10+0.1% | Added |
| Citigroup Inc | 16,524 | $343.0K | 0.00% | −6,937−29.6% | Reduced |
| Foundation Resource Management Inc | 16,213 | $337.0K | 0.06% | 00.0% | Unchanged |
| We Are One Seven, LLC | 16,030 | $332.8K | 0.02% | −1,017−6.0% | Reduced |
| Graham Capital Management, L.P. | 15,889 | $329.9K | 0.01% | −39,378−71.3% | Reduced |
| Toroso Investments, LLC | 15,688 | $326.0K | 0.01% | +15,688 | New |
| STRS Ohio | 15,700 | $325.0K | 0.00% | −2,300−12.8% | Reduced |
| Teton Advisors, Inc. | 15,240 | $316.4K | 0.08% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 14,767 | $306.6K | 0.01% | +14,767 | New |
| Avantax Planning Partners, Inc. | 14,452 | $300.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 14,318 | $297.3K | 0.00% | +51+0.4% | Added |
| Jane Street Group, LLC | 14,257 | $296.0K | 0.00% | −64,102−81.8% | Reduced |
| XTX Topco Ltd | 14,241 | $295.6K | 0.06% | +14,241 | New |
| Crossmark Global Holdings, Inc. | 14,006 | $291.0K | 0.01% | −105−0.7% | Reduced |
| Mariner, LLC | 13,912 | $289.0K | 0.00% | +504+3.8% | Added |
| Versor Investments LP | 13,800 | $286.5K | 0.04% | −21−0.2% | Reduced |
| Bailard, Inc. | 13,600 | $282.3K | 0.01% | +13,600 | New |
| Acrisure Capital Management, LLC | 13,460 | $279.4K | 0.28% | +13,460 | New |
| Harrell Investment Partners, LLC | 13,455 | $279.3K | 0.10% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 13,103 | $272.0K | 0.01% | +13,103 | New |
| Alps Advisors Inc | 12,990 | $269.7K | 0.00% | +12,990 | New |
| Envestnet Asset Management Inc | 12,720 | $264.1K | 0.00% | +1,925+17.8% | Added |
| BHZ Capital Management, LP | 11,976 | $248.6K | 0.15% | +11,976 | New |