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 |
|---|---|---|---|---|---|
| TD Asset Management Inc | 83,528 | $1.64M | 0.00% | −5,400−6.1% | Reduced |
| New York State Common Retirement Fund | 75,051 | $1.47M | 0.00% | −40,571−35.1% | Reduced |
| Voya Investment Management LLC | 72,662 | $1.43M | 0.00% | +2,770+4.0% | Added |
| Gamco Investors, Inc. Et Al | 71,860 | $1.41M | 0.01% | +1,775+2.5% | Added |
| Arbor Investment Advisors, LLC | 61,926 | $1.22M | 0.21% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 60,752 | $1.19M | 0.05% | +23,471+63.0% | Added |
| Ameritas Investment Partners, Inc. | 60,685 | $1.19M | 0.04% | −807−1.3% | Reduced |
| Howard Financial Services, Ltd. | 60,090 | $1.18M | 0.28% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 58,201 | $1.14M | 0.00% | −78−0.1% | Reduced |
| Royal Bank of Canada | 56,937 | $1.12M | 0.00% | +18,456+48.0% | Added |
| waypoint wealth counsel | 53,429 | $1.05M | 0.94% | +53,429 | New |
| Louisiana State Employees Retirement System | 53,400 | $1.05M | 0.02% | +5,000+10.3% | Added |
| Linscomb & Williams, Inc. | 53,244 | $1.05M | 0.06% | −2,173−3.9% | Reduced |
| Ensign Peak Advisors, Inc | 53,045 | $1.04M | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 52,767 | $1.04M | 0.01% | −700−1.3% | Reduced |
| State Board of Administration of Florida Retirement System | 51,772 | $1.02M | 0.00% | −17,120−24.9% | Reduced |
| Arizona State Retirement System | 51,243 | $1.01M | 0.01% | −1,621−3.1% | Reduced |
| LSV Asset Management | 46,990 | $923.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 45,962 | $902.7K | 0.04% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 45,509 | $893.8K | 0.01% | +45,509 | New |
| State of Michigan Retirement System | 45,010 | $884.0K | 0.01% | −1,100−2.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 40,603 | $797.4K | 0.02% | +128+0.3% | Added |
| RMB Capital Management, LLC | 40,000 | $785.6K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 39,647 | $779.0K | 0.01% | −61,044−60.6% | Reduced |
| Diversified Trust Co | 39,100 | $767.9K | 0.03% | 00.0% | Unchanged |
| Delphi Management Inc | 37,755 | $742.0K | 0.78% | +37,755 | New |
| New Mexico Educational Retirement Board | 37,300 | $733.0K | 0.03% | +4,300+13.0% | Added |
| BEAM Asset Management, LLC | 37,069 | $728.0K | 0.51% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 36,566 | $718.2K | 0.01% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 36,039 | $708.0K | 0.00% | −3,079−7.9% | Reduced |
| Nisa Investment Advisors, LLC | 34,445 | $676.5K | 0.00% | +135+0.4% | Added |
| Victory Capital Management Inc | 33,192 | $651.9K | 0.00% | +1,494+4.7% | Added |
| Handelsbanken Fonder AB | 33,158 | $651.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 32,100 | $630.4K | 0.00% | +32,100 | New |
| Sanders Morris Harris LLC | 31,864 | $625.8K | 0.14% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 31,707 | $622.7K | 0.00% | +3,367+11.9% | Added |
| Boothbay Fund Management, LLC | 31,238 | $613.5K | 0.02% | +31,238 | New |
| Silverleafe Capital Partners, LLC | 30,942 | $607.7K | 0.38% | 00.0% | Unchanged |
| Walleye Trading LLC | 30,691 | $602.8K | 0.03% | +30,691 | New |
| Emerald Mutual Fund Advisers Trust | 30,260 | $594.3K | 0.03% | 00.0% | Unchanged |
| Security National Bank | 29,829 | $585.8K | 0.15% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 29,819 | $585.6K | 0.34% | −1,831−5.8% | Reduced |
| AQR Capital Management LLC | 29,621 | $581.8K | 0.00% | −81,259−73.3% | Reduced |
| Gabelli Funds LLC | 29,500 | $579.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 28,528 | $560.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 26,595 | $556.9K | 0.00% | −13,915−34.3% | Reduced |
| Signaturefd, LLC | 26,795 | $526.3K | 0.01% | −263−1.0% | Reduced |
| Xponance, Inc. | 26,626 | $522.9K | 0.01% | −1,793−6.3% | Reduced |
| Ignite Planners, LLC | 26,177 | $513.3K | 0.20% | +5,138+24.4% | Added |
| Tudor Investment Corp Et Al | 25,887 | $508.4K | 0.01% | +25,887 | New |
| Sit Investment Associates Inc | 25,825 | $507.0K | 0.01% | −2,525−8.9% | Reduced |
| Lathrop Investment Management Corp | 25,014 | $491.0K | 0.10% | −64−0.3% | Reduced |
| South Dakota Investment Council | 25,000 | $491.0K | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 24,136 | $474.0K | 0.05% | −28,376−54.0% | Reduced |
| MAI Capital Management | 23,710 | $465.7K | 0.01% | +1,210+5.4% | Added |
| Wealthcare Advisory Partners LLC | 22,618 | $444.2K | 0.02% | +499+2.3% | Added |
| State of Alaska, Department of Revenue | 22,645 | $444.0K | 0.01% | −2,477−9.9% | Reduced |
| Aigen Investment Management, LP | 22,336 | $438.7K | 0.06% | +22,336 | New |
| CI Private Wealth, LLC | 21,745 | $427.1K | 0.00% | +21,745 | New |
| Hamilton Capital Partners Inc. | 21,622 | $424.7K | 0.15% | +2,000+10.2% | Added |
| Stifel Financial Corp | 21,385 | $420.0K | 0.00% | −34,231−61.5% | Reduced |
| Intergy Private Wealth, LLC | 20,967 | $411.8K | 0.20% | 00.0% | Unchanged |
| Academy Capital Management Inc | 20,950 | $411.5K | 0.08% | 00.0% | Unchanged |
| River Oaks Capital LLC | 20,800 | $408.5K | 0.62% | −12,400−37.3% | Reduced |
| Advisor Partners II, LLC | 20,460 | $401.8K | 0.02% | −1,073−5.0% | Reduced |
| Moody National Bank Trust Division | 19,160 | $376.3K | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 19,140 | $375.9K | 0.00% | +4,883+34.2% | Added |
| Toroso Investments, LLC | 18,995 | $373.0K | 0.01% | +3,307+21.1% | Added |
| Pictet Asset Management SA | 18,698 | $367.2K | 0.00% | −2,632−12.3% | Reduced |
| Captrust Financial Advisors | 18,518 | $363.7K | 0.00% | −1,421−7.1% | Reduced |
| Creative Planning | 17,635 | $346.3K | 0.00% | +476+2.8% | Added |
| Crossmark Global Holdings, Inc. | 13,409 | $332.0K | 0.01% | −597−4.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 16,800 | $330.0K | 0.05% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 16,689 | $327.8K | 0.04% | 00.0% | Unchanged |
| MSD Partners, L.P. | 16,650 | $327.0K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 16,432 | $322.7K | 0.03% | +402+2.5% | Added |
| Securian Asset Management, Inc | 16,275 | $319.6K | 0.01% | −340−2.0% | Reduced |
| Profund Advisors LLC | 16,188 | $317.9K | 0.02% | −1,870−10.4% | Reduced |
| Sheets Smith Wealth Management | 15,667 | $307.7K | 0.04% | −859−5.2% | Reduced |
| The PNC Financial Services Group, Inc. | 15,646 | $307.3K | 0.00% | −6,550−29.5% | Reduced |
| Teton Advisors, Inc. | 15,240 | $299.3K | 0.08% | 00.0% | Unchanged |
| UBS Group AG | 14,901 | $292.7K | 0.00% | −127,415−89.5% | Reduced |
| Gotham Asset Management, LLC | 14,628 | $287.3K | 0.01% | −139−0.9% | Reduced |
| Envestnet Asset Management Inc | 14,513 | $285.0K | 0.00% | +1,793+14.1% | Added |
| Avantax Planning Partners, Inc. | 14,452 | $283.8K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 14,292 | $280.7K | 0.00% | −8,238−36.6% | Reduced |
| STRS Ohio | 14,000 | $274.0K | 0.00% | −1,700−10.8% | Reduced |
| Harrell Investment Partners, LLC | 13,455 | $264.3K | 0.09% | 00.0% | Unchanged |
| Alps Advisors Inc | 13,090 | $257.1K | 0.00% | +100+0.8% | Added |
| United Services Automobile Association | 13,004 | $255.4K | 0.01% | +1,965+17.8% | Added |
| Mariner, LLC | 12,989 | $255.1K | 0.00% | −923−6.6% | Reduced |
| Advisor Group Holdings, Inc. | 12,730 | $250.0K | 0.00% | −1,588−11.1% | Reduced |
| Aquatic Capital Management LLC | 12,500 | $246.0K | 0.01% | +12,500 | New |
| Mackenzie Financial Corp | 11,334 | $227.8K | 0.00% | 00.0% | Unchanged |
| Regions Financial Corp | 11,356 | $223.0K | 0.00% | +778+7.4% | Added |
| Commerce Bank | 11,346 | $222.8K | 0.00% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 11,299 | $221.9K | 0.17% | 00.0% | Unchanged |
| James Investment Research Inc | 11,065 | $217.3K | 0.03% | 00.0% | Unchanged |
| Eukles Asset Management | 10,926 | $214.6K | 0.11% | +95+0.9% | Added |
| United Capital Financial Advisers, LLC | 10,894 | $214.0K | 0.00% | +10,894 | New |