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 |
|---|---|---|---|---|---|
| King Luther Capital Management Corp | 119,607 | $3.54M | 0.02% | −20,299−14.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 124,197 | $3.67M | 0.01% | +41,533+50.2% | Added |
| NFJ Investment Group, LLC | 130,432 | $3.86M | 0.11% | −57,455−30.6% | Reduced |
| Csenge Advisory Group | 132,531 | $3.92M | 0.24% | +83+0.1% | Added |
| Baird Financial Group, Inc. | 134,781 | $3.99M | 0.01% | +82,281+156.7% | Added |
| RE Advisers Corp | 136,750 | $4.05M | 0.10% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 143,248 | $4.24M | 0.56% | −360.0% | Reduced |
| Texas Permanent School Fund | 157,728 | $4.67M | 0.04% | +2,699+1.7% | Added |
| Teachers Retirement System of the State of Kentucky | 160,897 | $4.76M | 0.04% | +18,474+13.0% | Added |
| Credit Suisse AG | 177,362 | $5.25M | 0.01% | −510−0.3% | Reduced |
| Federated Hermes, Inc. | 179,929 | $5.32M | 0.01% | −10,264−5.4% | Reduced |
| Jane Street Group, LLC | 188,872 | $5.59M | 0.01% | +61,954+48.8% | Added |
| California State Teachers Retirement System | 193,150 | $5.72M | 0.01% | −8,690−4.3% | Reduced |
| MetLife Investment Management | 195,592 | $5.79M | 0.04% | −1,592−0.8% | Reduced |
| Hardy Reed LLC | 209,360 | $6.19M | 0.84% | +199,800+2,090.0% | Added |
| Kennedy Capital Management, Inc. | 212,193 | $6.28M | 0.14% | −34,204−13.9% | Reduced |
| UBS Asset Management Americas Inc | 213,929 | $6.33M | 0.00% | −560.0% | Reduced |
| New York State Teachers Retirement System | 217,292 | $6.43M | 0.01% | −300−0.1% | Reduced |
| Retirement Systems of Alabama | 228,778 | $6.77M | 0.03% | +754+0.3% | Added |
| Russell Investments Group, Ltd. | 229,688 | $6.80M | 0.01% | +27,763+13.7% | Added |
| Susquehanna International Group, LLP | 230,292 | $6.81M | 0.01% | +105,487+84.5% | Added |
| Citigroup Inc | 230,762 | $6.83M | 0.01% | +138,853+151.1% | Added |
| Keeley-Teton Advisors, LLC | 230,963 | $6.83M | 0.88% | +387+0.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 240,616 | $7.12M | 0.03% | −26,950−10.1% | Reduced |
| Comerica Bank | 244,661 | $7.24M | 0.03% | +676+0.3% | Added |
| UBS Group AG | 250,433 | $7.41M | 0.00% | +176,681+239.6% | Added |
| Bank of Montreal | 247,376 | $7.51M | 0.00% | +217,801+736.4% | Added |
| Great Lakes Advisors, LLC | 259,248 | $7.67M | 0.07% | −40,606−13.5% | Reduced |
| Legal & General Group Plc | 269,568 | $7.98M | 0.00% | −5,331−1.9% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 274,275 | $8.12M | 0.14% | +274,275 | New |
| Interval Partners, LP | 289,731 | $8.57M | 0.37% | +289,731 | New |
| Natixis Advisors, L.P. | 292,530 | $8.65M | 0.02% | +81,948+38.9% | Added |
| ProShare Advisors LLC | 319,681 | $9.46M | 0.03% | −61,204−16.1% | Reduced |
| California Public Employees Retirement System | 329,885 | $9.76M | 0.01% | −33,584−9.2% | Reduced |
| Rafferty Asset Management, LLC | 331,932 | $9.82M | 0.04% | +132,672+66.6% | Added |
| American International Group, Inc. | 335,890 | $9.94M | 0.04% | −10,883−3.1% | Reduced |
| Forest Hill Capital, LLC | 337,574 | $9.99M | 5.22% | −130,000−27.8% | Reduced |
| Swiss National Bank | 360,153 | $10.7M | 0.01% | −41,600−10.4% | Reduced |
| Wedge Capital Management L L P | 369,496 | $10.9M | 0.20% | −7,568−2.0% | Reduced |
| Stieven Capital Advisors, L.P. | 386,022 | $11.4M | 2.45% | −286,239−42.6% | Reduced |
| HSBC Holdings PLC | 394,845 | $11.8M | 0.01% | +72,576+22.5% | Added |
| Alliancebernstein L.P. | 407,782 | $12.1M | 0.00% | +14,354+3.6% | Added |
| Nicholas Hoffman & Company, LLC. | 415,964 | $12.3M | 0.74% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 440,595 | $13.0M | 0.00% | −7,345−1.6% | Reduced |
| State of Wisconsin Investment Board | 442,945 | $13.1M | 0.04% | −16,791−3.7% | Reduced |
| Loomis Sayles & Co L P | 457,708 | $13.5M | 0.02% | −67,511−12.9% | Reduced |
| Ameriprise Financial Inc | 460,829 | $13.7M | 0.00% | −2,507−0.5% | Reduced |
| Brandywine Global Investment Management, LLC | 486,595 | $14.4M | 0.12% | +41,463+9.3% | Added |
| Raymond James & Associates | 488,275 | $14.4M | 0.01% | −89,354−15.5% | Reduced |
| Thrivent Financial for Lutherans | 489,167 | $14.5M | 0.03% | −112,853−18.7% | Reduced |
| Invesco Ltd. | 496,561 | $14.7M | 0.00% | +142,884+40.4% | Added |
| Manufacturers Life Insurance Company, The | 587,413 | $17.4M | 0.01% | −45,027−7.1% | Reduced |
| Deutsche Bank AG | 587,562 | $17.4M | 0.01% | +299,984+104.3% | Added |
| Barclays PLC | 608,174 | $18.0M | 0.01% | +79,767+15.1% | Added |
| Rhumbline Advisers | 632,868 | $18.7M | 0.02% | −17,355−2.7% | Reduced |
| Nuveen Asset Management, LLC | 684,418 | $20.3M | 0.01% | −95,026−12.2% | Reduced |
| Janus Henderson Group PLC | 701,319 | $20.8M | 0.01% | −1,317,096−65.3% | Reduced |
| Shapiro Capital Management LLC | 741,869 | $22.0M | 0.61% | −937,006−55.8% | Reduced |
| Bank of America Corp | 778,787 | $23.0M | 0.00% | +86,180+12.4% | Added |
| Principal Financial Group Inc | 784,209 | $23.2M | 0.01% | +23,324+3.1% | Added |
| BancorpSouth Bank | 933,357 | $27.6M | 2.24% | +47,360+5.3% | Added |
| Ranger Investment Management, L.P. | 1,054,575 | $31.2M | 1.89% | +393,037+59.4% | Added |
| Goldman Sachs Group Inc | 1,180,765 | $34.9M | 0.01% | −108,944−8.4% | Reduced |
| First Trust Advisors LP | 1,184,135 | $35.0M | 0.04% | −5,954−0.5% | Reduced |
| Cramer Rosenthal McGlynn LLC | 1,258,968 | $37.3M | 2.02% | −96,071−7.1% | Reduced |
| Segall Bryant & Hamill, LLC | 1,296,013 | $38.3M | 0.74% | +118,901+10.1% | Added |
| Vaughan Nelson Investment Management, L.P. | 1,532,423 | $45.3M | 0.45% | +687,025+81.3% | Added |
| Millennium Management LLC | 1,595,471 | $47.2M | 0.04% | +76,534+5.0% | Added |
| Fisher Asset Management, LLC | 1,656,396 | $49.0M | 0.03% | −351,173−17.5% | Reduced |
| American Century Companies Inc | 1,675,622 | $49.6M | 0.03% | +417,525+33.2% | Added |
| Citadel Advisors LLC | 1,861,770 | $55.1M | 0.06% | +1,736,411+1,385.2% | Added |
| Morgan Stanley | 1,913,393 | $56.6M | 0.00% | +137,375+7.7% | Added |
| Charles Schwab Investment Management Inc | 2,017,359 | $59.7M | 0.02% | +77,563+4.0% | Added |
| Norges Bank | 2,044,265 | $60.5M | 0.01% | +92,775+4.8% | Added |
| Bank of New York Mellon Corp | 2,117,739 | $62.7M | 0.01% | +16,003+0.8% | Added |
| Northern Trust Corp | 2,516,859 | $74.5M | 0.01% | +36,172+1.5% | Added |
| Macquarie Group Ltd | 2,527,364 | $74.8M | 0.09% | −92,097−3.5% | Reduced |
| Geode Capital Management, LLC | 3,987,864 | $118.0M | 0.01% | +166,246+4.4% | Added |
| T. Rowe Price Investment Management, Inc. | 4,377,311 | $129.5M | 0.08% | +680,014+18.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 5,649,399 | $167.2M | 0.85% | +1,788,983+46.3% | Added |
| Silvercrest Asset Management Group LLC | 6,187,927 | $183.1M | 1.30% | −141,510−2.2% | Reduced |
| Wellington Management Group LLP | 8,402,615 | $248.6M | 0.05% | +574,633+7.3% | Added |
| Dimensional Fund Advisors LP | 9,240,127 | $273.4M | 0.08% | +376,989+4.3% | Added |
| State Street Corp | 9,489,206 | $283.0M | 0.01% | +885,412+10.3% | Added |
| FMR LLC | 16,375,275 | $484.5M | 0.04% | +162,443+1.0% | Added |
| BlackRock Inc. | 17,647,446 | $522.2M | 0.01% | −131,781−0.7% | Reduced |
| Vanguard Group Inc | 19,330,388 | $572.0M | 0.01% | +157,523+0.8% | Added |
| Virtue Capital Management, LLC | 3,784 | – | – | +3,784 | New |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −1,190,350−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −177,407−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −60,752−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −31,864−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −21,757−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −17,628−100.0% | Sold out |
| MSD Partners, L.P. | 0 | $0 | 0.00% | −16,650−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −13,458−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −11,598−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |