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, Q2 2023
Institutional positions in Cadence Bancorporation as of Jun 30, 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
- 267
- −18 vs. Q1 2023
- Shares held
- 148.2M
- +5.56M (+3.9%) vs. Q1 2023
- Total value
- $2.91B
- −$50.3M (−1.7%) vs. Q1 2023
- New holders
- 24
- 84 more added
- Sold out
- 42
- 95 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Cadence Bancorporation; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 2 | $39 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $137 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11 | $217 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 22 | $432 | 0.00% | −12−35.3% | Reduced |
| Farther Finance Advisors, LLC | 22 | $432 | 0.00% | +22 | New |
| SJS Investment Consulting Inc. | 39 | $766 | 0.00% | +32+457.1% | Added |
| JJJ Advisors Inc. | 42 | $825 | 0.00% | −40−48.8% | Reduced |
| Front Row Advisors LLC | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 75 | $1.47K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 75 | $1.47K | 0.00% | +52+226.1% | Added |
| Farmers & Merchants Investments Inc | 80 | $1.57K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 80 | $1.57K | 0.00% | +69+627.3% | Added |
| Quent Capital, LLC | 92 | $1.80K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 105 | $2.06K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 138 | $2.71K | 0.00% | +138 | New |
| First Horizon Advisors, Inc. | 143 | $2.83K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 195 | $3.83K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 226 | $4.44K | 0.00% | +226 | New |
| Pinnacle Financial Partners Inc | 300 | $5.89K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 303 | $5.95K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 406 | $7.98K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 386 | $8.00K | 0.00% | −101,906−99.6% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 402 | $8.00K | 0.00% | +402 | New |
| Parallel Advisors, LLC | 492 | $9.66K | 0.00% | −232−32.0% | Reduced |
| Parkside Financial Bank & Trust | 499 | $9.80K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 509 | $9.99K | 0.00% | +6+1.2% | Added |
| Bessemer Group Inc | 465 | $10.0K | 0.00% | +144+44.9% | Added |
| Simplex Trading, LLC | 530 | $10.0K | 0.00% | +530 | New |
| Fifth Third Bancorp | 546 | $10.7K | 0.00% | +427+358.8% | Added |
| Lindbrook Capital, LLC | 687 | $13.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 696 | $13.7K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 763 | $15.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $15.0K | 0.02% | +800 | New |
| Plante Moran Financial Advisors, LLC | 794 | $15.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 796 | $15.6K | 0.00% | −8−1.0% | Reduced |
| Quadrant Capital Group LLC | 883 | $17.3K | 0.00% | −260−22.7% | Reduced |
| Advisors Asset Management, Inc. | 1,044 | $20.5K | 0.00% | +266+34.2% | Added |
| Founders Capital Management | 1,200 | $23.6K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,270 | $24.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,378 | $28.0K | 0.00% | −1,719−55.5% | Reduced |
| Ci Investments Inc. | 1,644 | $32.0K | 0.00% | −88−5.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,666 | $32.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,719 | $34.0K | 0.00% | +278+19.3% | Added |
| Sunbelt Securities, Inc. | 1,800 | $35.4K | 0.01% | +913+102.9% | Added |
| EverSource Wealth Advisors, LLC | 1,878 | $36.9K | 0.00% | +1,878 | New |
| Missouri Trust & Investment Co | 2,000 | $39.3K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,068 | $41.0K | 0.00% | +242+13.3% | Added |
| Citizens National Bank Trust Department | 2,422 | $47.6K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,567 | $70.1K | 0.00% | +484+15.7% | Added |
| Lazard Asset Management LLC | 5,009 | $98.0K | 0.00% | +3,795+312.6% | Added |
| Bartlett & Co. LLC | 5,000 | $99.0K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 5,029 | $99.0K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,057 | $99.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $99.4K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 5,154 | $101.0K | 0.00% | +58+1.1% | Added |
| Park Place Capital Corp | 5,679 | $111.5K | 0.03% | +65+1.2% | Added |
| US Bancorp | 5,799 | $113.9K | 0.00% | −144−2.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 6,043 | $116.8K | 0.09% | +6,043 | New |
| Allspring Global Investments Holdings, LLC | 6,173 | $121.2K | 0.00% | +1,603+35.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,829 | $153.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 8,164 | $160.0K | 0.12% | +4,645+132.0% | Added |
| Shell Asset Management Co | 8,583 | $169.0K | 0.01% | +137+1.6% | Added |
| CM Management, LLC | 10,000 | $196.0K | 0.19% | +10,000 | New |
| Tower Research Capital LLC (TRC) | 10,045 | $197.3K | 0.01% | +341+3.5% | Added |
| Metropolitan Life Insurance Co | 10,109 | $198.5K | 0.01% | +309+3.2% | Added |
| Rockefeller Capital Management L.P. | 10,217 | $200.7K | 0.00% | +88+0.9% | Added |
| Guggenheim Capital LLC | 10,671 | $209.6K | 0.00% | +10,671 | New |
| United Capital Financial Advisers, LLC | 10,894 | $214.0K | 0.00% | +10,894 | New |
| Eukles Asset Management | 10,926 | $214.6K | 0.11% | +95+0.9% | Added |
| James Investment Research Inc | 11,065 | $217.3K | 0.03% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 11,299 | $221.9K | 0.17% | 00.0% | Unchanged |
| Commerce Bank | 11,346 | $222.8K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 11,356 | $223.0K | 0.00% | +778+7.4% | Added |
| Mackenzie Financial Corp | 11,334 | $227.8K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 12,500 | $246.0K | 0.01% | +12,500 | New |
| Advisor Group Holdings, Inc. | 12,730 | $250.0K | 0.00% | −1,588−11.1% | Reduced |
| Mariner, LLC | 12,989 | $255.1K | 0.00% | −923−6.6% | Reduced |
| United Services Automobile Association | 13,004 | $255.4K | 0.01% | +1,965+17.8% | Added |
| Alps Advisors Inc | 13,090 | $257.1K | 0.00% | +100+0.8% | Added |
| Harrell Investment Partners, LLC | 13,455 | $264.3K | 0.09% | 00.0% | Unchanged |
| STRS Ohio | 14,000 | $274.0K | 0.00% | −1,700−10.8% | Reduced |
| Cubist Systematic Strategies, LLC | 14,292 | $280.7K | 0.00% | −8,238−36.6% | Reduced |
| Avantax Planning Partners, Inc. | 14,452 | $283.8K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 14,513 | $285.0K | 0.00% | +1,793+14.1% | Added |
| Gotham Asset Management, LLC | 14,628 | $287.3K | 0.01% | −139−0.9% | Reduced |
| UBS Group AG | 14,901 | $292.7K | 0.00% | −127,415−89.5% | Reduced |
| Teton Advisors, Inc. | 15,240 | $299.3K | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15,646 | $307.3K | 0.00% | −6,550−29.5% | Reduced |
| Sheets Smith Wealth Management | 15,667 | $307.7K | 0.04% | −859−5.2% | Reduced |
| Profund Advisors LLC | 16,188 | $317.9K | 0.02% | −1,870−10.4% | Reduced |
| Securian Asset Management, Inc | 16,275 | $319.6K | 0.01% | −340−2.0% | Reduced |
| We Are One Seven, LLC | 16,432 | $322.7K | 0.03% | +402+2.5% | Added |
| MSD Partners, L.P. | 16,650 | $327.0K | 0.03% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 16,689 | $327.8K | 0.04% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 16,800 | $330.0K | 0.05% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 13,409 | $332.0K | 0.01% | −597−4.3% | Reduced |
| Creative Planning | 17,635 | $346.3K | 0.00% | +476+2.8% | Added |
| Captrust Financial Advisors | 18,518 | $363.7K | 0.00% | −1,421−7.1% | Reduced |
| Pictet Asset Management SA | 18,698 | $367.2K | 0.00% | −2,632−12.3% | Reduced |
| Toroso Investments, LLC | 18,995 | $373.0K | 0.01% | +3,307+21.1% | Added |