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 |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Avalon Investment & Advisory | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |