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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 71,929 | $1.53M | 0.01% | +71,929 | New |
| Gamco Investors, Inc. Et Al | 71,860 | $1.52M | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 68,411 | $1.45M | 0.00% | +11,474+20.2% | Added |
| SEI Investments Co | 66,564 | $1.41M | 0.00% | −73,660−52.5% | Reduced |
| 1492 Capital Management LLC | 66,327 | $1.41M | 0.91% | −65,288−49.6% | Reduced |
| Arbor Investment Advisors, LLC | 61,926 | $1.31M | 0.23% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 60,752 | $1.29M | 0.06% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 60,090 | $1.28M | 0.29% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 59,158 | $1.25M | 0.00% | +59,158 | New |
| Ameritas Investment Partners, Inc. | 59,077 | $1.25M | 0.05% | −1,608−2.6% | Reduced |
| Ensign Peak Advisors, Inc | 53,045 | $1.13M | 0.00% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 52,699 | $1.12M | 0.00% | −653,016−92.5% | Reduced |
| Baird Financial Group, Inc. | 52,500 | $1.11M | 0.00% | −5,701−9.8% | Reduced |
| State Board of Administration of Florida Retirement System | 52,042 | $1.10M | 0.00% | +270+0.5% | Added |
| Arizona State Retirement System | 52,032 | $1.10M | 0.01% | +789+1.5% | Added |
| Louisiana State Employees Retirement System | 51,700 | $1.10M | 0.03% | −1,700−3.2% | Reduced |
| Oregon Public Employees Retirement Fund | 51,267 | $1.09M | 0.02% | −1,500−2.8% | Reduced |
| Beacon Pointe Advisors, LLC | 47,709 | $1.01M | 0.01% | +2,200+4.8% | Added |
| Linscomb & Williams, Inc. | 47,410 | $1.01M | 0.06% | −5,834−11.0% | Reduced |
| LSV Asset Management | 46,990 | $997.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 44,223 | $938.4K | 0.01% | +9,778+28.4% | Added |
| State of Michigan Retirement System | 43,610 | $925.4K | 0.01% | −1,400−3.1% | Reduced |
| Captrust Financial Advisors | 43,208 | $916.9K | 0.00% | +24,690+133.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 40,502 | $859.5K | 0.02% | −101−0.2% | Reduced |
| RMB Capital Management, LLC | 40,000 | $848.8K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 39,100 | $829.7K | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,966 | $805.6K | 0.00% | +6,259+19.7% | Added |
| New Mexico Educational Retirement Board | 37,300 | $792.0K | 0.03% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 37,069 | $786.6K | 0.56% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 36,981 | $784.7K | 0.01% | −51,334−58.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 36,566 | $775.9K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 33,158 | $704.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 32,855 | $697.0K | 0.00% | −3,184−8.8% | Reduced |
| Victory Capital Management Inc | 32,755 | $695.1K | 0.00% | −437−1.3% | Reduced |
| Squarepoint Ops LLC | 32,483 | $689.3K | 0.00% | +32,483 | New |
| Sanders Morris Harris LLC | 31,864 | $676.2K | 0.14% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 30,942 | $656.6K | 0.34% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 30,260 | $642.1K | 0.04% | 00.0% | Unchanged |
| Bank of Montreal | 29,575 | $640.6K | 0.00% | +2,980+11.2% | Added |
| Ironwood Investment Management LLC | 30,056 | $637.8K | 0.39% | +237+0.8% | Added |
| Security National Bank | 29,829 | $627.9K | 0.18% | 00.0% | Unchanged |
| Gabelli Funds LLC | 29,500 | $626.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 28,528 | $605.0K | 0.00% | 00.0% | Unchanged |
| waypoint wealth counsel | 27,028 | $573.5K | 0.54% | −26,401−49.4% | Reduced |
| Signaturefd, LLC | 26,795 | $568.6K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 26,350 | $559.0K | 0.02% | +525+2.0% | Added |
| Xponance, Inc. | 26,320 | $558.5K | 0.01% | −306−1.1% | Reduced |
| Ignite Planners, LLC | 25,277 | $533.3K | 0.16% | −900−3.4% | Reduced |
| Lathrop Investment Management Corp | 25,014 | $531.0K | 0.11% | 00.0% | Unchanged |
| South Dakota Investment Council | 25,000 | $531.0K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 23,386 | $496.3K | 0.18% | +1,764+8.2% | Added |
| Wealthcare Advisory Partners LLC | 22,678 | $481.2K | 0.02% | +60+0.3% | Added |
| Stifel Financial Corp | 22,050 | $467.9K | 0.00% | +665+3.1% | Added |
| Moody National Bank Trust Division | 21,959 | $466.0K | 0.03% | +2,799+14.6% | Added |
| HRT Financial LP | 21,757 | $461.0K | 0.00% | +21,757 | New |
| State of Alaska, Department of Revenue | 21,700 | $460.0K | 0.01% | −945−4.2% | Reduced |
| Academy Capital Management Inc | 20,950 | $444.6K | 0.09% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 20,667 | $438.3K | 0.02% | +207+1.0% | Added |
| CI Private Wealth, LLC | 19,796 | $420.1K | 0.00% | −1,949−9.0% | Reduced |
| Intergy Private Wealth, LLC | 19,217 | $407.8K | 0.20% | −1,750−8.3% | Reduced |
| Pictet Asset Management Holding SA | 18,698 | $396.8K | 0.00% | +18,698 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18,575 | $394.2K | 0.00% | +18,575 | New |
| Creative Planning | 18,341 | $389.2K | 0.00% | +706+4.0% | Added |
| MAI Capital Management | 17,895 | $379.7K | 0.01% | −5,815−24.5% | Reduced |
| Two Sigma Investments, LP | 17,628 | $374.1K | 0.00% | +17,628 | New |
| NJ State Employees Deferred Compensation Plan | 16,800 | $356.5K | 0.05% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 16,689 | $354.1K | 0.04% | 00.0% | Unchanged |
| MSD Partners, L.P. | 16,650 | $353.3K | 0.03% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 16,595 | $352.1K | 0.27% | +5,296+46.9% | Added |
| Sheets Smith Wealth Management | 16,256 | $344.9K | 0.05% | +589+3.8% | Added |
| STRS Ohio | 15,700 | $333.0K | 0.00% | +1,700+12.1% | Added |
| Securian Asset Management, Inc | 15,467 | $328.2K | 0.01% | −808−5.0% | Reduced |
| Pacer Advisors, Inc. | 15,302 | $324.7K | 0.00% | −16,798−52.3% | Reduced |
| Envestnet Asset Management Inc | 14,915 | $316.5K | 0.00% | +402+2.8% | Added |
| Profund Advisors LLC | 13,857 | $294.0K | 0.02% | −2,331−14.4% | Reduced |
| Tower Research Capital LLC (TRC) | 13,755 | $291.9K | 0.01% | +3,710+36.9% | Added |
| Crossmark Global Holdings, Inc. | 13,341 | $286.0K | 0.01% | −68−0.5% | Reduced |
| Toroso Investments, LLC | 13,458 | $285.6K | 0.01% | −5,537−29.1% | Reduced |
| Mariner, LLC | 13,376 | $283.8K | 0.00% | +387+3.0% | Added |
| Harrell Investment Partners, LLC | 13,455 | $279.4K | 0.10% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 12,849 | $272.7K | 0.00% | +119+0.9% | Added |
| United Services Automobile Association | 12,695 | $269.4K | 0.01% | −309−2.4% | Reduced |
| The PNC Financial Services Group, Inc. | 12,112 | $257.0K | 0.00% | −3,534−22.6% | Reduced |
| Janney Montgomery Scott LLC | 11,598 | $246.0K | 0.00% | +11,598 | New |
| Commerce Bank | 11,450 | $243.0K | 0.00% | +104+0.9% | Added |
| AQR Capital Management LLC | 11,354 | $240.9K | 0.00% | −18,267−61.7% | Reduced |
| Eukles Asset Management | 11,024 | $233.9K | 0.12% | +98+0.9% | Added |
| Lazard Asset Management LLC | 10,908 | $231.0K | 0.00% | +5,899+117.8% | Added |
| DekaBank Deutsche Girozentrale | 10,908 | $230.0K | 0.00% | +10,908 | New |
| Mackenzie Financial Corp | 11,334 | $229.7K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 10,754 | $228.0K | 0.10% | +10,754 | New |
| Metropolitan Life Insurance Co | 10,494 | $222.7K | 0.01% | +385+3.8% | Added |
| Rockefeller Capital Management L.P. | 10,093 | $214.2K | 0.00% | −124−1.2% | Reduced |
| Regions Financial Corp | 10,056 | $213.4K | 0.00% | −1,300−11.4% | Reduced |
| CM Management, LLC | 10,000 | $212.2K | 0.23% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 9,612 | $204.0K | 0.00% | +4,555+90.1% | Added |
| Hardy Reed LLC | 9,560 | $202.9K | 0.04% | +9,560 | New |
| Shell Asset Management Co | 8,449 | $179.0K | 0.01% | −134−1.6% | Reduced |
| Covestor Ltd | 8,283 | $176.0K | 0.13% | +119+1.5% | Added |
| River Oaks Capital LLC | 7,200 | $152.8K | 0.22% | −13,600−65.4% | Reduced |