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 |
|---|---|---|---|---|---|
| Regions Financial Corp | 10,056 | $297.6K | 0.00% | 00.0% | Unchanged |
| CM Management, LLC | 10,000 | $295.9K | 0.24% | 00.0% | Unchanged |
| RFG Advisory, LLC | 8,916 | $263.8K | 0.01% | +8,916 | New |
| Patton Albertson Miller Group, LLC | 8,775 | $259.7K | 0.04% | +8,775 | New |
| CIBC Private Wealth Group, LLC | 8,770 | $259.5K | 0.00% | +8,770 | New |
| Stonegate Investment Group, LLC | 8,726 | $258.2K | 0.01% | +8,726 | New |
| SG Americas Securities, LLC | 8,619 | $255.0K | 0.00% | −74,280−89.6% | Reduced |
| GTS Securities LLC | 8,451 | $250.1K | 0.01% | +8,451 | New |
| Financial Advisory Group | 8,450 | $250.0K | 0.05% | +8,450 | New |
| United Capital Financial Advisers, LLC | 8,126 | $240.4K | 0.00% | +8,126 | New |
| Park Place Capital Corp | 7,989 | $236.4K | 0.09% | +2,242+39.0% | Added |
| Avantax Planning Partners, Inc. | 7,913 | $234.1K | 0.01% | +7,913 | New |
| Shelton Capital Management | 7,872 | $232.9K | 0.01% | +7,872 | New |
| CBOE Vest Financial, LLC | 7,783 | $230.3K | 0.01% | +7,783 | New |
| Advisor Group Holdings, Inc. | 7,675 | $227.1K | 0.00% | −5,174−40.3% | Reduced |
| Precedent Wealth Partners, LLC | 7,539 | $223.1K | 0.11% | +7,539 | New |
| Oppenheimer Asset Management Inc. | 7,311 | $216.3K | 0.00% | +7,311 | New |
| Verition Fund Management LLC | 7,224 | $213.8K | 0.00% | −161,208−95.7% | Reduced |
| Teton Advisors, Inc. | 7,200 | $213.0K | 0.07% | +7,200 | New |
| Guggenheim Capital LLC | 7,055 | $208.8K | 0.00% | +7,055 | New |
| Moody Lynn & Lieberson, LLC | 6,915 | $204.6K | 0.02% | +6,915 | New |
| Shell Asset Management Co | 6,535 | $193.0K | 0.01% | −1,914−22.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,488 | $192.0K | 0.00% | −3,124−32.5% | Reduced |
| Bollard Group LLC | 5,272 | $156.0K | 0.01% | +57+1.1% | Added |
| Bartlett & Co. Wealth Management LLC | 5,000 | $152.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,000 | $152.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5,095 | $150.8K | 0.01% | +1,528+42.8% | Added |
| Horrell Capital Management, Inc. | 5,029 | $149.0K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 4,749 | $141.0K | 0.10% | −3,534−42.7% | Reduced |
| US Bancorp | 3,734 | $110.5K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 3,636 | $109.0K | 0.00% | −7,272−66.7% | Reduced |
| Lazard Asset Management LLC | 3,636 | $107.0K | 0.00% | −7,272−66.7% | Reduced |
| KBC Group NV | 3,425 | $101.0K | 0.00% | +886+34.9% | Added |
| Ronald Blue Trust, Inc. | 3,765 | $80.0K | 0.00% | +91+2.5% | Added |
| Steward Partners Investment Advisory, LLC | 2,612 | $77.3K | 0.00% | −4−0.2% | Reduced |
| Citizens National Bank Trust Department | 2,422 | $71.7K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,371 | $70.2K | 0.00% | +143+6.4% | Added |
| Mercer Global Advisors Inc | 64,643 | $69.0K | 0.00% | +5,485+9.3% | Added |
| Missouri Trust & Investment Co | 2,000 | $59.2K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,775 | $53.0K | 0.00% | +145+8.9% | Added |
| State of Wyoming | 1,651 | $48.9K | 0.01% | +1,651 | New |
| CWM, LLC | 1,364 | $40.0K | 0.00% | −807−37.2% | Reduced |
| Nomura Asset Management Co Ltd | 1,270 | $37.6K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,200 | $35.5K | 0.03% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,166 | $34.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,134 | $33.6K | 0.00% | −317−21.8% | Reduced |
| Wolverine Asset Management LLC | 1,052 | $31.1K | 0.00% | +952+952.0% | Added |
| Advisors Asset Management, Inc. | 1,040 | $30.8K | 0.00% | +2+0.2% | Added |
| EverSource Wealth Advisors, LLC | 951 | $28.1K | 0.00% | −903−48.7% | Reduced |
| Versant Capital Management, Inc | 796 | $23.6K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 794 | $23.5K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $23.0K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 763 | $22.6K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 696 | $20.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 687 | $20.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 551 | $16.3K | 0.00% | +52+10.4% | Added |
| Allspring Global Investments Holdings, LLC | 542 | $16.0K | 0.00% | −6,155−91.9% | Reduced |
| Abound Wealth Management | 515 | $15.2K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 508 | $13.5K | 0.00% | +508 | New |
| Parallel Advisors, LLC | 453 | $13.4K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 449 | $13.3K | 0.01% | +449 | New |
| Rosenberg Matthew Hamilton | 406 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 403 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 382 | $11.3K | 0.00% | +360+1,636.4% | Added |
| Pinnacle Financial Partners Inc | 300 | $8.88K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 226 | $6.69K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 215 | $6.00K | 0.00% | −57−21.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 195 | $5.77K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 176 | $5.21K | 0.00% | +176 | New |
| Quadrant Capital Group LLC | 159 | $4.71K | 0.00% | −706−81.6% | Reduced |
| First Horizon Advisors, Inc. | 144 | $4.28K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 126 | $3.73K | 0.00% | +24+23.5% | Added |
| Quent Capital, LLC | 92 | $2.71K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 90 | $2.66K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 88 | $2.60K | 0.00% | +88 | New |
| Massmutual Trust Co FSB | 75 | $2.22K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 68 | $2.01K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 68 | $2.01K | 0.00% | +68 | New |
| Bell Investment Advisors, Inc | 51 | $1.51K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 48 | $1.42K | 0.00% | +7+17.1% | Added |
| JJJ Advisors Inc. | 42 | $1.24K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $592 | 0.00% | +20 | New |
| Horizon Investments, LLC | 14 | $414 | 0.00% | +14 | New |
| Global Retirement Partners, LLC | 12 | $332 | 0.00% | +12 | New |
| Bokf, NA | 8 | $236 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $207 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1 | $30 | 0.00% | 00.0% | Unchanged |
| 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 |