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 |
|---|---|---|---|---|---|
| Commerce Bank | 11,346 | $235.5K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 11,334 | $235.3K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 11,065 | $230.0K | 0.03% | 00.0% | Unchanged |
| United Services Automobile Association | 11,039 | $229.2K | 0.01% | −9,107−45.2% | Reduced |
| Eukles Asset Management | 10,831 | $224.9K | 0.12% | −81−0.7% | Reduced |
| Firethorn Wealth Partners, LLC | 11,299 | $223.8K | 0.17% | −1,762−13.5% | Reduced |
| Regions Financial Corp | 10,578 | $220.0K | 0.00% | +222+2.1% | Added |
| National Asset Management, Inc. | 10,403 | $218.4K | 0.01% | +39+0.4% | Added |
| M&T Bank Corp | 10,347 | $215.0K | 0.00% | −785−7.1% | Reduced |
| Rockefeller Capital Management L.P. | 10,129 | $210.0K | 0.00% | +977+10.7% | Added |
| Patton Albertson Miller Group, LLC | 9,960 | $206.8K | 0.04% | 00.0% | Unchanged |
| Systematic Financial Management LP | 9,917 | $205.9K | 0.01% | +9,917 | New |
| Cambridge Investment Research Advisors, Inc. | 9,807 | $204.0K | 0.00% | −12,607−56.2% | Reduced |
| Metropolitan Life Insurance Co | 9,800 | $203.4K | 0.01% | −1,341−12.0% | Reduced |
| Tower Research Capital LLC (TRC) | 9,704 | $201.0K | 0.01% | −17,541−64.4% | Reduced |
| Shell Asset Management Co | 8,446 | $175.0K | 0.01% | −30−0.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 8,000 | $166.1K | 0.00% | −34,500−81.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,829 | $162.5K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 5,943 | $123.4K | 0.00% | −59−1.0% | Reduced |
| Park Place Capital Corp | 5,614 | $116.5K | 0.03% | +50+0.9% | Added |
| B & T Capital Management DBA Alpha Capital Management | 4,373 | $107.8K | 0.03% | +4,373 | New |
| Bollard Group LLC | 5,096 | $106.0K | 0.00% | +45+0.9% | Added |
| Bartlett & Co. 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. Wealth Management LLC | 5,000 | $105.0K | 0.00% | +5,000 | New |
| Horrell Capital Management, Inc. | 5,029 | $104.0K | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,570 | $94.9K | 0.00% | −677−12.9% | Reduced |
| Ronald Blue Trust, Inc. | 3,097 | $77.0K | 0.00% | +793+34.4% | Added |
| Covestor Ltd | 3,519 | $73.0K | 0.06% | +2,534+257.3% | Added |
| Macquarie Group Ltd | 3,213 | $67.0K | 0.00% | −3,340−51.0% | Reduced |
| TD Private Client Wealth LLC | 3,083 | $64.0K | 0.00% | +973+46.1% | Added |
| Point72 Middle East FZE | 2,787 | $57.9K | 0.00% | −24,161−89.7% | Reduced |
| Point72 Asset Management, L.P. | 2,526 | $52.4K | 0.00% | +2,526 | New |
| Citizens National Bank Trust Department | 2,422 | $50.3K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,000 | $41.5K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,826 | $38.0K | 0.00% | +167+10.1% | Added |
| Ci Investments Inc. | 1,732 | $36.0K | 0.00% | +137+8.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,666 | $34.6K | 0.00% | −1,221−42.3% | Reduced |
| CWM, LLC | 1,441 | $30.0K | 0.00% | −15,405−91.4% | Reduced |
| Nomura Asset Management Co Ltd | 1,270 | $26.4K | 0.00% | +490+62.8% | Added |
| 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 |
| Householder Group Estate & Retirement Specialist, LLC | 1,166 | $24.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,143 | $23.7K | 0.00% | +153+15.5% | Added |
| State of Wyoming | 1,123 | $23.3K | 0.01% | +94+9.1% | Added |
| Sunbelt Securities, Inc. | 887 | $18.2K | 0.00% | +887 | New |
| Versant Capital Management, Inc | 804 | $16.7K | 0.01% | −27−3.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 794 | $16.5K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 778 | $16.2K | 0.00% | +778 | New |
| Castleview Partners, LLC | 763 | $15.8K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 725 | $15.1K | 0.00% | +725 | New |
| Parallel Advisors, LLC | 724 | $15.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 696 | $14.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 687 | $14.3K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 503 | $10.4K | 0.00% | +4+0.8% | Added |
| Parkside Financial Bank & Trust | 499 | $10.4K | 0.00% | +186+59.4% | Added |
| Advisory Services Network, LLC | 490 | $10.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 406 | $8.44K | 0.00% | +1+0.2% | Added |
| GWM Advisors LLC | 377 | $7.83K | 0.00% | −1,195−76.0% | Reduced |
| Bessemer Group Inc | 321 | $7.00K | 0.00% | −6,257−95.1% | Reduced |
| Private Trust Co NA | 303 | $6.29K | 0.00% | −96−24.1% | Reduced |
| Pinnacle Financial Partners Inc | 300 | $6.23K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 288 | $5.98K | 0.00% | −682−70.3% | Reduced |
| Belpointe Asset Management LLC | 234 | $4.86K | 0.00% | +90+62.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 195 | $4.05K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 143 | $2.98K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 119 | $2.47K | 0.00% | −794−87.0% | Reduced |
| Global Retirement Partners, LLC | 105 | $1.94K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 92 | $1.90K | 0.00% | +1+1.1% | Added |
| JJJ Advisors Inc. | 82 | $1.66K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $1.66K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 78 | $1.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 75 | $1.56K | 0.00% | +24+47.1% | Added |
| Front Row Advisors LLC | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 39 | $810 | 0.00% | +17+77.3% | Added |
| Disciplined Investments, LLC | 34 | $706 | 0.00% | +11+47.8% | Added |
| Schubert & Co | 33 | $686 | 0.00% | −60−64.5% | Reduced |
| Massmutual Trust Co FSB | 23 | $477 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 19 | $394 | 0.00% | −161−89.4% | Reduced |
| Glassman Wealth Services | 17 | $353 | 0.00% | +17 | New |
| JFS Wealth Advisors, LLC | 11 | $229 | 0.00% | −100−90.1% | Reduced |
| Allworth Financial LP | 11 | $229 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $146 | 0.00% | −37−84.1% | Reduced |
| Tfo-TDC, LLC | 7 | $145 | 0.00% | +5+250.0% | Added |
| Hexagon Capital Partners LLC | 2 | $42 | 0.00% | −2−50.0% | Reduced |
| Steward Financial Group LLC | 13 | $0 | 0.00% | −43−76.8% | Reduced |
| Financial Management Professionals, Inc. | 23 | $0 | 0.00% | +23 | New |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −775,895−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −407,293−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −234,894−100.0% | Sold out |
| Elizabeth Park Capital Advisors, Ltd. | 0 | $0 | 0.00% | −106,096−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −100,599−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −88,460−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −80,410−100.0% | Sold out |
| JCSD Capital, LLC | 0 | $0 | 0.00% | −79,000−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −59,508−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −58,200−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −52,590−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −49,553−100.0% | Sold out |
| Beck Capital Management, LLC | 0 | $0 | 0.00% | −48,733−100.0% | Sold out |