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, Q3 2023
Institutional positions in Cadence Bancorporation as of Sep 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
- 257
- −8 vs. Q2 2023
- Shares held
- 148.7M
- +500.9K (+0.3%) vs. Q2 2023
- Total value
- $3.16B
- +$244.2M (+8.4%) vs. Q2 2023
- New holders
- 23
- 77 more added
- Sold out
- 31
- 100 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Cadence Bancorporation; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Trust Co NA | 1 | $21 | 0.00% | −302−99.7% | Reduced |
| Tfo-TDC, LLC | 7 | $137 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 8 | $169 | 0.00% | +8 | New |
| First Command Advisory Services, Inc. | 9 | $191 | 0.00% | +9 | New |
| Farther Finance Advisors, LLC | 22 | $467 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 41 | $871 | 0.00% | +2+5.1% | Added |
| JJJ Advisors Inc. | 42 | $892 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $1.08K | 0.00% | −24−32.0% | Reduced |
| Front Row Advisors LLC | 55 | $1.18K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $1.19K | 0.00% | 0 | New |
| Farmers & Merchants Investments Inc | 68 | $1.44K | 0.00% | −12−15.0% | Reduced |
| Massmutual Trust Co FSB | 75 | $1.59K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 90 | $1.91K | 0.00% | +79+718.2% | Added |
| Quent Capital, LLC | 92 | $1.94K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 98 | $2.00K | 0.00% | +98 | New |
| Wolverine Asset Management LLC | 100 | $2.12K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 102 | $2.17K | 0.00% | +22+27.5% | Added |
| First Horizon Advisors, Inc. | 144 | $3.06K | 0.00% | +1+0.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 195 | $4.14K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 226 | $4.80K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 272 | $6.00K | 0.00% | −114−29.5% | Reduced |
| Pinnacle Financial Partners Inc | 300 | $6.37K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 406 | $8.63K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 403 | $9.00K | 0.00% | −62−13.3% | Reduced |
| Parallel Advisors, LLC | 453 | $9.61K | 0.00% | −39−7.9% | Reduced |
| Parkside Financial Bank & Trust | 499 | $10.6K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 515 | $10.9K | 0.00% | +6+1.2% | Added |
| Umb Bank N A | 575 | $12.2K | 0.00% | +575 | New |
| Lindbrook Capital, LLC | 687 | $14.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 696 | $14.8K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $16.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 763 | $16.2K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 794 | $16.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 796 | $16.9K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 865 | $18.4K | 0.00% | −18−2.0% | Reduced |
| Advisors Asset Management, Inc. | 1,038 | $22.0K | 0.00% | −6−0.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,166 | $24.7K | 0.01% | +1,166 | New |
| Founders Capital Management | 1,200 | $25.5K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,270 | $26.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,451 | $30.8K | 0.00% | +905+165.8% | Added |
| Ci Investments Inc. | 1,630 | $35.0K | 0.00% | −14−0.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,854 | $39.3K | 0.00% | −24−1.3% | Reduced |
| Missouri Trust & Investment Co | 2,000 | $42.4K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 2,171 | $46.0K | 0.00% | +452+26.3% | Added |
| Public Employees Retirement System of Ohio | 2,228 | $47.0K | 0.00% | +160+7.7% | Added |
| Citizens National Bank Trust Department | 2,422 | $51.4K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,539 | $54.0K | 0.00% | +2,539 | New |
| Steward Partners Investment Advisory, LLC | 2,616 | $55.5K | 0.00% | +950+57.0% | Added |
| Ronald Blue Trust, Inc. | 3,674 | $72.0K | 0.00% | +2,296+166.6% | Added |
| TD Private Client Wealth LLC | 3,567 | $75.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,734 | $79.2K | 0.00% | −2,065−35.6% | Reduced |
| Horrell Capital Management, Inc. | 5,029 | $107.0K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,000 | $107.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $107.3K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 5,215 | $111.0K | 0.00% | +61+1.2% | Added |
| Park Place Capital Corp | 5,747 | $121.9K | 0.04% | +68+1.2% | Added |
| Allspring Global Investments Holdings, LLC | 6,697 | $142.1K | 0.00% | +524+8.5% | Added |
| River Oaks Capital LLC | 7,200 | $152.8K | 0.22% | −13,600−65.4% | Reduced |
| Covestor Ltd | 8,283 | $176.0K | 0.13% | +119+1.5% | Added |
| Shell Asset Management Co | 8,449 | $179.0K | 0.01% | −134−1.6% | Reduced |
| Hardy Reed LLC | 9,560 | $202.9K | 0.04% | +9,560 | New |
| Northwestern Mutual Wealth Management Co | 9,612 | $204.0K | 0.00% | +4,555+90.1% | Added |
| CM Management, LLC | 10,000 | $212.2K | 0.23% | 00.0% | Unchanged |
| Regions Financial Corp | 10,056 | $213.4K | 0.00% | −1,300−11.4% | Reduced |
| Rockefeller Capital Management L.P. | 10,093 | $214.2K | 0.00% | −124−1.2% | Reduced |
| Metropolitan Life Insurance Co | 10,494 | $222.7K | 0.01% | +385+3.8% | Added |
| AlphaMark Advisors, LLC | 10,754 | $228.0K | 0.10% | +10,754 | New |
| Mackenzie Financial Corp | 11,334 | $229.7K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 10,908 | $230.0K | 0.00% | +10,908 | New |
| Lazard Asset Management LLC | 10,908 | $231.0K | 0.00% | +5,899+117.8% | Added |
| Eukles Asset Management | 11,024 | $233.9K | 0.12% | +98+0.9% | Added |
| AQR Capital Management LLC | 11,354 | $240.9K | 0.00% | −18,267−61.7% | Reduced |
| Commerce Bank | 11,450 | $243.0K | 0.00% | +104+0.9% | Added |
| Janney Montgomery Scott LLC | 11,598 | $246.0K | 0.00% | +11,598 | New |
| The PNC Financial Services Group, Inc. | 12,112 | $257.0K | 0.00% | −3,534−22.6% | Reduced |
| United Services Automobile Association | 12,695 | $269.4K | 0.01% | −309−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 12,849 | $272.7K | 0.00% | +119+0.9% | Added |
| Harrell Investment Partners, LLC | 13,455 | $279.4K | 0.10% | 00.0% | Unchanged |
| Mariner, LLC | 13,376 | $283.8K | 0.00% | +387+3.0% | Added |
| Toroso Investments, LLC | 13,458 | $285.6K | 0.01% | −5,537−29.1% | Reduced |
| Crossmark Global Holdings, Inc. | 13,341 | $286.0K | 0.01% | −68−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 13,755 | $291.9K | 0.01% | +3,710+36.9% | Added |
| Profund Advisors LLC | 13,857 | $294.0K | 0.02% | −2,331−14.4% | Reduced |
| Envestnet Asset Management Inc | 14,915 | $316.5K | 0.00% | +402+2.8% | Added |
| Pacer Advisors, Inc. | 15,302 | $324.7K | 0.00% | −16,798−52.3% | Reduced |
| Securian Asset Management, Inc | 15,467 | $328.2K | 0.01% | −808−5.0% | Reduced |
| STRS Ohio | 15,700 | $333.0K | 0.00% | +1,700+12.1% | Added |
| Sheets Smith Wealth Management | 16,256 | $344.9K | 0.05% | +589+3.8% | Added |
| Firethorn Wealth Partners, LLC | 16,595 | $352.1K | 0.27% | +5,296+46.9% | Added |
| MSD Partners, L.P. | 16,650 | $353.3K | 0.03% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 16,689 | $354.1K | 0.04% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 16,800 | $356.5K | 0.05% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 17,628 | $374.1K | 0.00% | +17,628 | New |
| MAI Capital Management | 17,895 | $379.7K | 0.01% | −5,815−24.5% | Reduced |
| Creative Planning | 18,341 | $389.2K | 0.00% | +706+4.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18,575 | $394.2K | 0.00% | +18,575 | New |
| Pictet Asset Management Holding SA | 18,698 | $396.8K | 0.00% | +18,698 | New |
| Intergy Private Wealth, LLC | 19,217 | $407.8K | 0.20% | −1,750−8.3% | Reduced |
| CI Private Wealth, LLC | 19,796 | $420.1K | 0.00% | −1,949−9.0% | Reduced |
| Advisor Partners II, LLC | 20,667 | $438.3K | 0.02% | +207+1.0% | Added |