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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 10,671 | $209.6K | 0.00% | +10,671 | New |
| Rockefeller Capital Management L.P. | 10,217 | $200.7K | 0.00% | +88+0.9% | Added |
| Metropolitan Life Insurance Co | 10,109 | $198.5K | 0.01% | +309+3.2% | Added |
| Tower Research Capital LLC (TRC) | 10,045 | $197.3K | 0.01% | +341+3.5% | Added |
| CM Management, LLC | 10,000 | $196.0K | 0.19% | +10,000 | New |
| Shell Asset Management Co | 8,583 | $169.0K | 0.01% | +137+1.6% | Added |
| Covestor Ltd | 8,164 | $160.0K | 0.12% | +4,645+132.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,829 | $153.8K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,173 | $121.2K | 0.00% | +1,603+35.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 6,043 | $116.8K | 0.09% | +6,043 | New |
| US Bancorp | 5,799 | $113.9K | 0.00% | −144−2.4% | Reduced |
| Park Place Capital Corp | 5,679 | $111.5K | 0.03% | +65+1.2% | Added |
| Bollard Group LLC | 5,154 | $101.0K | 0.00% | +58+1.1% | Added |
| Bartlett & Co. Wealth Management LLC | 5,000 | $99.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,057 | $99.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| Lazard Asset Management LLC | 5,009 | $98.0K | 0.00% | +3,795+312.6% | Added |
| TD Private Client Wealth LLC | 3,567 | $70.1K | 0.00% | +484+15.7% | Added |
| Citizens National Bank Trust Department | 2,422 | $47.6K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,068 | $41.0K | 0.00% | +242+13.3% | Added |
| Missouri Trust & Investment Co | 2,000 | $39.3K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,878 | $36.9K | 0.00% | +1,878 | New |
| Sunbelt Securities, Inc. | 1,800 | $35.4K | 0.01% | +913+102.9% | Added |
| CWM, LLC | 1,719 | $34.0K | 0.00% | +278+19.3% | Added |
| Steward Partners Investment Advisory, LLC | 1,666 | $32.7K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,644 | $32.0K | 0.00% | −88−5.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,378 | $28.0K | 0.00% | −1,719−55.5% | Reduced |
| Nomura Asset Management Co Ltd | 1,270 | $24.9K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,200 | $23.6K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,044 | $20.5K | 0.00% | +266+34.2% | Added |
| Quadrant Capital Group LLC | 883 | $17.3K | 0.00% | −260−22.7% | Reduced |
| Versant Capital Management, Inc | 796 | $15.6K | 0.00% | −8−1.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 794 | $15.6K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $15.0K | 0.02% | +800 | New |
| Castleview Partners, LLC | 763 | $15.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 696 | $13.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 687 | $13.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 546 | $10.7K | 0.00% | +427+358.8% | Added |
| Bessemer Group Inc | 465 | $10.0K | 0.00% | +144+44.9% | Added |
| Simplex Trading, LLC | 530 | $10.0K | 0.00% | +530 | New |
| Abound Wealth Management | 509 | $9.99K | 0.00% | +6+1.2% | Added |
| Parkside Financial Bank & Trust | 499 | $9.80K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 492 | $9.66K | 0.00% | −232−32.0% | Reduced |
| 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 |
| Rosenberg Matthew Hamilton | 406 | $7.98K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 303 | $5.95K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 300 | $5.89K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 226 | $4.44K | 0.00% | +226 | New |
| Moisand Fitzgerald Tamayo, LLC | 195 | $3.83K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 143 | $2.83K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 138 | $2.71K | 0.00% | +138 | New |
| Global Retirement Partners, LLC | 105 | $2.06K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 92 | $1.80K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 80 | $1.57K | 0.00% | +69+627.3% | Added |
| Farmers & Merchants Investments Inc | 80 | $1.57K | 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 |
| Front Row Advisors LLC | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 42 | $825 | 0.00% | −40−48.8% | Reduced |
| SJS Investment Consulting Inc. | 39 | $766 | 0.00% | +32+457.1% | Added |
| Disciplined Investments, LLC | 22 | $432 | 0.00% | −12−35.3% | Reduced |
| Farther Finance Advisors, LLC | 22 | $432 | 0.00% | +22 | New |
| Allworth Financial LP | 11 | $217 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $137 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $39 | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −996,977−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −291,109−100.0% | Sold out |
| Diamond Hill Capital Management Inc | 0 | $0 | 0.00% | −256,558−100.0% | Sold out |
| Mesirow Institutional Investment Management, Inc. | 0 | $0 | 0.00% | −150,555−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −65,162−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −44,900−100.0% | Sold out |
| Shaker Investments LLC | 0 | $0 | 0.00% | −29,191−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −28,438−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −24,122−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −20,997−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −17,275−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −16,528−100.0% | Sold out |
| Foundation Resource Management Inc | 0 | $0 | 0.00% | −16,213−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −15,889−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,241−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −13,800−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −13,460−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,103−100.0% | Sold out |
| BHZ Capital Management, LP | 0 | $0 | 0.00% | −11,976−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −10,403−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −10,347−100.0% | Sold out |
| Patton Albertson Miller Group, LLC | 0 | $0 | 0.00% | −9,960−100.0% | Sold out |
| Systematic Financial Management LP | 0 | $0 | 0.00% | −9,917−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −9,807−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| B & T Capital Management DBA Alpha Capital Management | 0 | $0 | 0.00% | −4,373−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −2,787−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,526−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,123−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −725−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −377−100.0% | Sold out |