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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 91,838 | $2.72M | 0.00% | +23,427+34.2% | Added |
| Yousif Capital Management, LLC | 84,837 | $2.51M | 0.03% | +307+0.4% | Added |
| TD Asset Management Inc | 83,528 | $2.47M | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 81,154 | $2.40M | 0.11% | +81,154 | New |
| Wells Fargo & Company | 74,869 | $2.22M | 0.00% | −36,748−32.9% | Reduced |
| Voya Investment Management LLC | 72,582 | $2.15M | 0.00% | −397−0.5% | Reduced |
| Linscomb & Williams, Inc. | 71,572 | $2.12M | 0.12% | +24,162+51.0% | Added |
| Gamco Investors, Inc. Et Al | 71,360 | $2.11M | 0.02% | −500−0.7% | Reduced |
| Carlson Capital L P | 69,141 | $2.05M | 0.16% | +69,141 | New |
| 1492 Capital Management LLC | 65,843 | $1.95M | 1.11% | −484−0.7% | Reduced |
| Ensign Peak Advisors, Inc | 65,495 | $1.94M | 0.00% | +12,450+23.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 64,970 | $1.92M | 0.01% | −6,959−9.7% | Reduced |
| HighTower Advisors, LLC | 63,575 | $1.89M | 0.00% | +63,575 | New |
| SEI Investments Co | 62,702 | $1.86M | 0.00% | −3,862−5.8% | Reduced |
| Arbor Investment Advisors, LLC | 61,926 | $1.83M | 0.29% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 58,791 | $1.74M | 0.06% | −286−0.5% | Reduced |
| Silverleafe Capital Partners, LLC | 58,469 | $1.73M | 0.82% | +27,527+89.0% | Added |
| Clearbridge Investments, LLC | 52,699 | $1.56M | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 52,042 | $1.54M | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 51,367 | $1.52M | 0.03% | +100+0.2% | Added |
| Louisiana State Employees Retirement System | 51,300 | $1.52M | 0.03% | −400−0.8% | Reduced |
| Arizona State Retirement System | 51,084 | $1.51M | 0.01% | −948−1.8% | Reduced |
| Howard Financial Services, Ltd. | 50,090 | $1.48M | 0.29% | −10,000−16.6% | Reduced |
| Beacon Pointe Advisors, LLC | 45,709 | $1.35M | 0.02% | −2,000−4.2% | Reduced |
| State of Michigan Retirement System | 43,810 | $1.30M | 0.01% | +200+0.5% | Added |
| Nisa Investment Advisors, LLC | 43,255 | $1.28M | 0.01% | −968−2.2% | Reduced |
| Captrust Financial Advisors | 42,333 | $1.25M | 0.00% | −875−2.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 42,023 | $1.24M | 0.00% | +4,057+10.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 40,638 | $1.20M | 0.03% | +136+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,307 | $1.19M | 0.01% | +3,326+9.0% | Added |
| Diversified Trust Co | 39,100 | $1.16M | 0.04% | 00.0% | Unchanged |
| LSV Asset Management | 38,950 | $1.15M | 0.00% | −8,040−17.1% | Reduced |
| New Mexico Educational Retirement Board | 37,300 | $1.10M | 0.04% | 00.0% | Unchanged |
| Victory Capital Management Inc | 37,224 | $1.10M | 0.00% | +4,469+13.6% | Added |
| BEAM Asset Management, LLC | 37,069 | $1.10M | 0.70% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 36,322 | $1.07M | 0.01% | +22,567+164.1% | Added |
| Mustard Seed Financial, LLC | 35,279 | $1.04M | 1.18% | +35,279 | New |
| Trexquant Investment LP | 34,441 | $1.02M | 0.02% | +34,441 | New |
| Cullen/Frost Bankers, Inc. | 34,137 | $1.01M | 0.02% | −2,429−6.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 33,306 | $985.5K | 0.41% | +33,306 | New |
| Handelsbanken Fonder AB | 33,158 | $981.0K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 32,938 | $974.6K | 0.00% | +455+1.4% | Added |
| Balyasny Asset Management LLC | 30,333 | $897.6K | 0.00% | −97,375−76.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 30,260 | $895.4K | 0.05% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 30,250 | $895.1K | 0.01% | +30,250 | New |
| Ironwood Investment Management LLC | 29,879 | $884.1K | 0.46% | −177−0.6% | Reduced |
| Security National Bank | 29,829 | $882.6K | 0.20% | 00.0% | Unchanged |
| Centiva Capital, LP | 29,582 | $875.3K | 0.05% | +29,582 | New |
| Gabelli Funds LLC | 29,500 | $872.9K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 29,087 | $860.7K | 0.07% | +7,128+32.5% | Added |
| Public Employees Retirement Association of Colorado | 28,282 | $837.0K | 0.00% | −246−0.9% | Reduced |
| Teacher Retirement System of Texas | 27,624 | $817.0K | 0.01% | −5,231−15.9% | Reduced |
| Pacer Advisors, Inc. | 27,460 | $812.5K | 0.00% | +12,158+79.5% | Added |
| waypoint wealth counsel | 27,028 | $799.8K | 0.68% | 00.0% | Unchanged |
| Ignite Planners, LLC | 26,689 | $786.5K | 0.23% | +1,412+5.6% | Added |
| Xponance, Inc. | 26,524 | $784.8K | 0.01% | +204+0.8% | Added |
| Pathstone Holdings, LLC | 26,411 | $781.5K | 0.00% | +26,411 | New |
| Sit Investment Associates Inc | 26,350 | $780.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Handelsinvest Investeringsforvaltning | 23,790 | $704.0K | 0.29% | +23,790 | New |
| CI Private Wealth, LLC | 23,394 | $692.2K | 0.00% | +3,598+18.2% | Added |
| Hamilton Capital Partners Inc. | 21,232 | $628.3K | 0.13% | −2,154−9.2% | Reduced |
| Academy Capital Management Inc | 20,950 | $619.9K | 0.13% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 20,723 | $613.2K | 0.00% | +2,025+10.8% | Added |
| Marshall Wace, LLP | 19,900 | $588.8K | 0.00% | +19,900 | New |
| Campbell & CO Investment Adviser LLC | 19,887 | $588.5K | 0.05% | +19,887 | New |
| STRS Ohio | 19,900 | $588.0K | 0.00% | +4,200+26.8% | Added |
| Wealthcare Advisory Partners LLC | 19,797 | $585.8K | 0.02% | −2,881−12.7% | Reduced |
| State of Alaska, Department of Revenue | 19,725 | $583.0K | 0.01% | −1,975−9.1% | Reduced |
| Creative Planning | 19,408 | $574.3K | 0.00% | +1,067+5.8% | Added |
| Envestnet Asset Management Inc | 19,057 | $563.9K | 0.00% | +4,142+27.8% | Added |
| Stifel Financial Corp | 18,864 | $558.2K | 0.00% | −3,186−14.4% | Reduced |
| Intergy Private Wealth, LLC | 18,366 | $543.5K | 0.23% | −851−4.4% | Reduced |
| JustInvest LLC | 17,972 | $531.8K | 0.01% | +17,972 | New |
| MAI Capital Management | 17,895 | $529.5K | 0.01% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 17,811 | $527.1K | 0.10% | +17,811 | New |
| NJ State Employees Deferred Compensation Plan | 16,800 | $497.1K | 0.07% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 16,714 | $494.6K | 0.04% | +25+0.1% | Added |
| AQR Capital Management LLC | 16,499 | $488.2K | 0.00% | +5,145+45.3% | Added |
| Profund Advisors LLC | 16,092 | $476.2K | 0.02% | +2,235+16.1% | Added |
| Sheets Smith Wealth Management | 15,945 | $471.8K | 0.07% | −311−1.9% | Reduced |
| Securian Asset Management, Inc | 15,367 | $454.7K | 0.01% | −100−0.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,015 | $452.7K | 0.00% | −2,560−13.8% | Reduced |
| Signaturefd, LLC | 14,797 | $437.8K | 0.01% | −11,998−44.8% | Reduced |
| Mariner, LLC | 14,634 | $433.6K | 0.00% | +1,258+9.4% | Added |
| The PNC Financial Services Group, Inc. | 14,488 | $428.7K | 0.00% | +2,376+19.6% | Added |
| Harrell Investment Partners, LLC | 13,455 | $398.1K | 0.12% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 13,067 | $387.0K | 0.01% | −274−2.1% | Reduced |
| United Services Automobile Association | 12,695 | $375.6K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,375 | $366.2K | 0.08% | +12,375 | New |
| Balentine LLC | 12,000 | $355.1K | 0.01% | +12,000 | New |
| AlphaMark Advisors, LLC | 11,482 | $340.0K | 0.13% | +728+6.8% | Added |
| Firethorn Wealth Partners, LLC | 11,439 | $338.5K | 0.22% | −5,156−31.1% | Reduced |
| Commerce Bank | 11,346 | $335.7K | 0.00% | −104−0.9% | Reduced |
| Mackenzie Financial Corp | 11,334 | $335.4K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 10,949 | $324.0K | 0.15% | −75−0.7% | Reduced |
| Metropolitan Life Insurance Co | 10,494 | $310.5K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 10,351 | $306.3K | 0.00% | +258+2.6% | Added |
| Advisor Resource Council | 10,348 | $306.2K | 0.04% | +10,348 | New |