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, Q4 2023
Institutional positions in Cadence Bancorporation as of Dec 31, 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
- 288
- +34 vs. Q3 2023
- Shares held
- 154.6M
- +5.95M (+4.0%) vs. Q3 2023
- Total value
- $4.57B
- +$1.42B (+44.9%) vs. Q3 2023
- New holders
- 47
- 91 more added
- Sold out
- 13
- 92 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Cadence Bancorporation; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 14,488 | $428.7K | 0.00% | +2,376+19.6% | Added |
| Mariner, LLC | 14,634 | $433.6K | 0.00% | +1,258+9.4% | Added |
| Signaturefd, LLC | 14,797 | $437.8K | 0.01% | −11,998−44.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,015 | $452.7K | 0.00% | −2,560−13.8% | Reduced |
| Securian Asset Management, Inc | 15,367 | $454.7K | 0.01% | −100−0.6% | Reduced |
| Sheets Smith Wealth Management | 15,945 | $471.8K | 0.07% | −311−1.9% | Reduced |
| Profund Advisors LLC | 16,092 | $476.2K | 0.02% | +2,235+16.1% | Added |
| AQR Capital Management LLC | 16,499 | $488.2K | 0.00% | +5,145+45.3% | Added |
| Procyon Private Wealth Partners, LLC | 16,714 | $494.6K | 0.04% | +25+0.1% | Added |
| NJ State Employees Deferred Compensation Plan | 16,800 | $497.1K | 0.07% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 17,811 | $527.1K | 0.10% | +17,811 | New |
| MAI Capital Management | 17,895 | $529.5K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 17,972 | $531.8K | 0.01% | +17,972 | New |
| Intergy Private Wealth, LLC | 18,366 | $543.5K | 0.23% | −851−4.4% | Reduced |
| Stifel Financial Corp | 18,864 | $558.2K | 0.00% | −3,186−14.4% | Reduced |
| Envestnet Asset Management Inc | 19,057 | $563.9K | 0.00% | +4,142+27.8% | Added |
| Creative Planning | 19,408 | $574.3K | 0.00% | +1,067+5.8% | Added |
| State of Alaska, Department of Revenue | 19,725 | $583.0K | 0.01% | −1,975−9.1% | Reduced |
| Wealthcare Advisory Partners LLC | 19,797 | $585.8K | 0.02% | −2,881−12.7% | Reduced |
| STRS Ohio | 19,900 | $588.0K | 0.00% | +4,200+26.8% | Added |
| Campbell & CO Investment Adviser LLC | 19,887 | $588.5K | 0.05% | +19,887 | New |
| Marshall Wace, LLP | 19,900 | $588.8K | 0.00% | +19,900 | New |
| Pictet Asset Management Holding SA | 20,723 | $613.2K | 0.00% | +2,025+10.8% | Added |
| Academy Capital Management Inc | 20,950 | $619.9K | 0.13% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 21,232 | $628.3K | 0.13% | −2,154−9.2% | Reduced |
| CI Private Wealth, LLC | 23,394 | $692.2K | 0.00% | +3,598+18.2% | Added |
| Handelsinvest Investeringsforvaltning | 23,790 | $704.0K | 0.29% | +23,790 | New |
| Lathrop Investment Management Corp | 25,014 | $740.0K | 0.15% | 00.0% | Unchanged |
| South Dakota Investment Council | 25,000 | $740.0K | 0.02% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 26,350 | $780.0K | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 26,411 | $781.5K | 0.00% | +26,411 | New |
| Xponance, Inc. | 26,524 | $784.8K | 0.01% | +204+0.8% | Added |
| Ignite Planners, LLC | 26,689 | $786.5K | 0.23% | +1,412+5.6% | Added |
| waypoint wealth counsel | 27,028 | $799.8K | 0.68% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 27,460 | $812.5K | 0.00% | +12,158+79.5% | Added |
| Teacher Retirement System of Texas | 27,624 | $817.0K | 0.01% | −5,231−15.9% | Reduced |
| Public Employees Retirement Association of Colorado | 28,282 | $837.0K | 0.00% | −246−0.9% | Reduced |
| Moody National Bank Trust Division | 29,087 | $860.7K | 0.07% | +7,128+32.5% | Added |
| Gabelli Funds LLC | 29,500 | $872.9K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 29,582 | $875.3K | 0.05% | +29,582 | New |
| Security National Bank | 29,829 | $882.6K | 0.20% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 29,879 | $884.1K | 0.46% | −177−0.6% | Reduced |
| Jefferies Financial Group Inc. | 30,250 | $895.1K | 0.01% | +30,250 | New |
| Emerald Mutual Fund Advisers Trust | 30,260 | $895.4K | 0.05% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 30,333 | $897.6K | 0.00% | −97,375−76.2% | Reduced |
| Squarepoint Ops LLC | 32,938 | $974.6K | 0.00% | +455+1.4% | Added |
| Handelsbanken Fonder AB | 33,158 | $981.0K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 33,306 | $985.5K | 0.41% | +33,306 | New |
| Cullen/Frost Bankers, Inc. | 34,137 | $1.01M | 0.02% | −2,429−6.6% | Reduced |
| Trexquant Investment LP | 34,441 | $1.02M | 0.02% | +34,441 | New |
| Mustard Seed Financial, LLC | 35,279 | $1.04M | 1.18% | +35,279 | New |
| Tower Research Capital LLC (TRC) | 36,322 | $1.07M | 0.01% | +22,567+164.1% | Added |
| BEAM Asset Management, LLC | 37,069 | $1.10M | 0.70% | 00.0% | Unchanged |
| Victory Capital Management Inc | 37,224 | $1.10M | 0.00% | +4,469+13.6% | Added |
| New Mexico Educational Retirement Board | 37,300 | $1.10M | 0.04% | 00.0% | Unchanged |
| LSV Asset Management | 38,950 | $1.15M | 0.00% | −8,040−17.1% | Reduced |
| Diversified Trust Co | 39,100 | $1.16M | 0.04% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,307 | $1.19M | 0.01% | +3,326+9.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 40,638 | $1.20M | 0.03% | +136+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,023 | $1.24M | 0.00% | +4,057+10.7% | Added |
| Captrust Financial Advisors | 42,333 | $1.25M | 0.00% | −875−2.0% | Reduced |
| Nisa Investment Advisors, LLC | 43,255 | $1.28M | 0.01% | −968−2.2% | Reduced |
| State of Michigan Retirement System | 43,810 | $1.30M | 0.01% | +200+0.5% | Added |
| Beacon Pointe Advisors, LLC | 45,709 | $1.35M | 0.02% | −2,000−4.2% | Reduced |
| Howard Financial Services, Ltd. | 50,090 | $1.48M | 0.29% | −10,000−16.6% | Reduced |
| Arizona State Retirement System | 51,084 | $1.51M | 0.01% | −948−1.8% | Reduced |
| Louisiana State Employees Retirement System | 51,300 | $1.52M | 0.03% | −400−0.8% | Reduced |
| Oregon Public Employees Retirement Fund | 51,367 | $1.52M | 0.03% | +100+0.2% | Added |
| State Board of Administration of Florida Retirement System | 52,042 | $1.54M | 0.00% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 52,699 | $1.56M | 0.00% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 58,469 | $1.73M | 0.82% | +27,527+89.0% | Added |
| Ameritas Investment Partners, Inc. | 58,791 | $1.74M | 0.06% | −286−0.5% | Reduced |
| Arbor Investment Advisors, LLC | 61,926 | $1.83M | 0.29% | 00.0% | Unchanged |
| SEI Investments Co | 62,702 | $1.86M | 0.00% | −3,862−5.8% | Reduced |
| HighTower Advisors, LLC | 63,575 | $1.89M | 0.00% | +63,575 | New |
| Wealth Enhancement Advisory Services, LLC | 64,970 | $1.92M | 0.01% | −6,959−9.7% | Reduced |
| Ensign Peak Advisors, Inc | 65,495 | $1.94M | 0.00% | +12,450+23.5% | Added |
| 1492 Capital Management LLC | 65,843 | $1.95M | 1.11% | −484−0.7% | Reduced |
| Carlson Capital L P | 69,141 | $2.05M | 0.16% | +69,141 | New |
| Gamco Investors, Inc. Et Al | 71,360 | $2.11M | 0.02% | −500−0.7% | Reduced |
| Linscomb & Williams, Inc. | 71,572 | $2.12M | 0.12% | +24,162+51.0% | Added |
| Voya Investment Management LLC | 72,582 | $2.15M | 0.00% | −397−0.5% | Reduced |
| Wells Fargo & Company | 74,869 | $2.22M | 0.00% | −36,748−32.9% | Reduced |
| Concurrent Investment Advisors, LLC | 81,154 | $2.40M | 0.11% | +81,154 | New |
| TD Asset Management Inc | 83,528 | $2.47M | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 84,837 | $2.51M | 0.03% | +307+0.4% | Added |
| Royal Bank of Canada | 91,838 | $2.72M | 0.00% | +23,427+34.2% | Added |
| RMB Capital Management, LLC | 100,000 | $2.96M | 0.09% | +60,000+150.0% | Added |
| Mendon Capital Advisors Corp | 100,000 | $2.96M | 1.39% | +100,000 | New |
| LPL Financial LLC | 100,440 | $2.97M | 0.00% | +22,705+29.2% | Added |
| State of New Jersey Common Pension Fund D | 102,143 | $3.02M | 0.01% | −8,064−7.3% | Reduced |
| Halter Ferguson Financial Inc. | 102,161 | $3.02M | 1.95% | +102,161 | New |
| Amalgamated Bank | 105,439 | $3.12M | 0.02% | −1,130−1.1% | Reduced |
| Prudential Financial Inc | 106,728 | $3.16M | 0.00% | −57,875−35.2% | Reduced |
| Price T Rowe Associates Inc | 111,102 | $3.29M | 0.00% | −49,346−30.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 111,432 | $3.30M | 0.01% | −14,256−11.3% | Reduced |
| New York State Common Retirement Fund | 112,255 | $3.32M | 0.00% | +37,129+49.4% | Added |
| Mutual of America Capital Management LLC | 112,901 | $3.34M | 0.04% | −5,836−4.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 113,546 | $3.36M | 0.03% | +113,546 | New |
| Nordea Investment Management AB | 116,888 | $3.49M | 0.00% | −3,930−3.3% | Reduced |