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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 6,697 | $142.1K | 0.00% | +524+8.5% | Added |
| Park Place Capital Corp | 5,747 | $121.9K | 0.04% | +68+1.2% | Added |
| Bollard Group LLC | 5,215 | $111.0K | 0.00% | +61+1.2% | Added |
| Bartlett & Co. Wealth Management LLC | 5,000 | $107.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| US Bancorp | 3,734 | $79.2K | 0.00% | −2,065−35.6% | Reduced |
| TD Private Client Wealth LLC | 3,567 | $75.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,674 | $72.0K | 0.00% | +2,296+166.6% | Added |
| Steward Partners Investment Advisory, LLC | 2,616 | $55.5K | 0.00% | +950+57.0% | Added |
| KBC Group NV | 2,539 | $54.0K | 0.00% | +2,539 | New |
| Citizens National Bank Trust Department | 2,422 | $51.4K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,228 | $47.0K | 0.00% | +160+7.7% | Added |
| CWM, LLC | 2,171 | $46.0K | 0.00% | +452+26.3% | Added |
| Missouri Trust & Investment Co | 2,000 | $42.4K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,854 | $39.3K | 0.00% | −24−1.3% | Reduced |
| Ci Investments Inc. | 1,630 | $35.0K | 0.00% | −14−0.9% | Reduced |
| Fifth Third Bancorp | 1,451 | $30.8K | 0.00% | +905+165.8% | Added |
| Nomura Asset Management Co Ltd | 1,270 | $26.9K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,200 | $25.5K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,166 | $24.7K | 0.01% | +1,166 | New |
| Advisors Asset Management, Inc. | 1,038 | $22.0K | 0.00% | −6−0.6% | Reduced |
| Quadrant Capital Group LLC | 865 | $18.4K | 0.00% | −18−2.0% | Reduced |
| Versant Capital Management, Inc | 796 | $16.9K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 794 | $16.8K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 763 | $16.2K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $16.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 696 | $14.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 687 | $14.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 575 | $12.2K | 0.00% | +575 | New |
| Abound Wealth Management | 515 | $10.9K | 0.00% | +6+1.2% | Added |
| Parkside Financial Bank & Trust | 499 | $10.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 453 | $9.61K | 0.00% | −39−7.9% | Reduced |
| Bessemer Group Inc | 403 | $9.00K | 0.00% | −62−13.3% | Reduced |
| Rosenberg Matthew Hamilton | 406 | $8.63K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 300 | $6.37K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 272 | $6.00K | 0.00% | −114−29.5% | Reduced |
| Huntington National Bank | 226 | $4.80K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 195 | $4.14K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 144 | $3.06K | 0.00% | +1+0.7% | Added |
| JFS Wealth Advisors, LLC | 102 | $2.17K | 0.00% | +22+27.5% | Added |
| Wolverine Asset Management LLC | 100 | $2.12K | 0.00% | +100 | New |
| Steward Financial Group LLC | 98 | $2.00K | 0.00% | +98 | New |
| Quent Capital, LLC | 92 | $1.94K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 90 | $1.91K | 0.00% | +79+718.2% | Added |
| Massmutual Trust Co FSB | 75 | $1.59K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 68 | $1.44K | 0.00% | −12−15.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $1.19K | 0.00% | 0 | New |
| Front Row Advisors LLC | 55 | $1.18K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $1.08K | 0.00% | −24−32.0% | Reduced |
| JJJ Advisors Inc. | 42 | $892 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 41 | $871 | 0.00% | +2+5.1% | Added |
| Farther Finance Advisors, LLC | 22 | $467 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 9 | $191 | 0.00% | +9 | New |
| Bokf, NA | 8 | $169 | 0.00% | +8 | New |
| Tfo-TDC, LLC | 7 | $137 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1 | $21 | 0.00% | −302−99.7% | Reduced |
| Walleye Capital LLC | 0 | $0 | 0.00% | −421,917−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −402,400−100.0% | Sold out |
| Bernzott Capital Advisors | 0 | $0 | 0.00% | −344,270−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −116,678−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −112,752−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −83,575−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −45,962−100.0% | Sold out |
| Delphi Management Inc | 0 | $0 | 0.00% | −37,755−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −31,238−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −30,691−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −25,887−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −24,136−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −22,336−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −16,432−100.0% | Sold out |
| Teton Advisors, Inc. | 0 | $0 | 0.00% | −15,240−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −14,628−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −14,452−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −14,292−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −13,090−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| James Investment Research Inc | 0 | $0 | 0.00% | −11,065−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −10,894−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −10,671−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −7,829−100.0% | Sold out |
| Pension & Wealth Management Advisors, Inc. | 0 | $0 | 0.00% | −6,043−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |