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, Q1 2024
Institutional positions in Cadence Bancorporation as of Mar 31, 2024. 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
- 283
- −4 vs. Q4 2023
- Shares held
- 152.8M
- −1.81M (−1.2%) vs. Q4 2023
- Total value
- $4.43B
- −$140.7M (−3.1%) vs. Q4 2023
- New holders
- 24
- 74 more added
- Sold out
- 28
- 113 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Cadence Bancorporation; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Trust Co NA | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $203 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 10 | $287 | 0.00% | +2+25.0% | Added |
| Global Retirement Partners, LLC | 12 | $348 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $435 | 0.00% | +15 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | $1.07K | 0.00% | +37 | New |
| JJJ Advisors Inc. | 42 | $1.22K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 48 | $1.39K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $1.48K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 53 | $1.54K | 0.00% | +53 | New |
| Front Row Advisors LLC | 55 | $1.61K | 0.00% | +55 | New |
| Farmers & Merchants Investments Inc | 68 | $1.97K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 86 | $2.54K | 0.00% | +86 | New |
| ICA Group Wealth Management, LLC | 88 | $2.55K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 90 | $2.61K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 91 | $2.65K | 0.00% | −1−1.1% | Reduced |
| Massmutual Trust Co FSB | 98 | $2.84K | 0.00% | +23+30.7% | Added |
| JFS Wealth Advisors, LLC | 126 | $3.65K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 144 | $4.20K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 159 | $4.61K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 176 | $5.10K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 195 | $5.66K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 198 | $6.00K | 0.00% | −17−7.9% | Reduced |
| Huntington National Bank | 226 | $6.55K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 260 | $7.61K | 0.00% | +260 | New |
| Simplex Trading, LLC | 278 | $8.00K | 0.00% | +278 | New |
| Parkside Financial Bank & Trust | 284 | $8.24K | 0.00% | −267−48.5% | Reduced |
| Rosenberg Matthew Hamilton | 313 | $8.99K | 0.00% | −93−22.9% | Reduced |
| Covestor Ltd | 345 | $10.0K | 0.01% | −4,404−92.7% | Reduced |
| Farther Finance Advisors, LLC | 382 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 403 | $12.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 472 | $13.7K | 0.01% | +23+5.1% | Added |
| Parallel Advisors, LLC | 484 | $14.0K | 0.00% | +31+6.8% | Added |
| Abound Wealth Management | 515 | $14.9K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 566 | $16.4K | 0.00% | +58+11.4% | Added |
| Lindbrook Capital, LLC | 687 | $19.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 696 | $20.2K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 763 | $22.1K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $23.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 794 | $23.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 796 | $23.1K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 892 | $25.9K | 0.00% | −148−14.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,041 | $28.8K | 0.00% | +90+9.5% | Added |
| Colonial Trust Advisors | 1,150 | $33.4K | 0.00% | +1,150 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,166 | $33.8K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,185 | $34.4K | 0.02% | +1,185 | New |
| Founders Capital Management | 1,200 | $34.8K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,270 | $36.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,311 | $38.0K | 0.00% | +177+15.6% | Added |
| Pinnacle Financial Partners Inc | 1,750 | $50.8K | 0.00% | +1,450+483.3% | Added |
| Missouri Trust & Investment Co | 2,000 | $58.0K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 2,013 | $58.4K | 0.00% | +2,013 | New |
| Ci Investments Inc. | 2,168 | $63.0K | 0.00% | +393+22.1% | Added |
| Mercer Global Advisors Inc | 64,526 | $65.0K | 0.00% | −117−0.2% | Reduced |
| Citizens National Bank Trust Department | 2,422 | $70.2K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,483 | $72.0K | 0.00% | +112+4.7% | Added |
| Steward Partners Investment Advisory, LLC | 3,225 | $93.5K | 0.00% | +613+23.5% | Added |
| DekaBank Deutsche Girozentrale | 3,636 | $104.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,671 | $106.0K | 0.00% | +2,307+169.1% | Added |
| US Bancorp | 3,734 | $108.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,843 | $111.4K | 0.00% | −1,252−24.6% | Reduced |
| Ronald Blue Trust, Inc. | 3,893 | $112.9K | 0.00% | +128+3.4% | Added |
| KBC Group NV | 4,517 | $131.0K | 0.00% | +1,092+31.9% | Added |
| Horrell Capital Management, Inc. | 5,029 | $146.0K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $146.3K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 5,313 | $154.0K | 0.00% | +41+0.8% | Added |
| Shell Asset Management Co | 5,773 | $163.0K | 0.01% | −762−11.7% | Reduced |
| Advisor Group Holdings, Inc. | 6,090 | $176.7K | 0.00% | −1,585−20.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,242 | $181.0K | 0.00% | −246−3.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 6,915 | $200.5K | 0.01% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 7,021 | $203.6K | 0.08% | +7,021 | New |
| Lavaca Capital LLC | 7,154 | $207.5K | 0.13% | +7,154 | New |
| New Perspectives, Inc | 7,184 | $208.3K | 0.12% | +7,184 | New |
| Teton Advisors, Inc. | 7,200 | $208.8K | 0.07% | 00.0% | Unchanged |
| Toroso Investments, LLC | 7,203 | $208.9K | 0.00% | +7,203 | New |
| Emerald Mutual Fund Advisers Trust | 7,371 | $213.8K | 0.01% | −22,889−75.6% | Reduced |
| Tower Research Capital LLC (TRC) | 7,812 | $226.5K | 0.01% | −28,510−78.5% | Reduced |
| Shelton Capital Management | 7,872 | $228.3K | 0.01% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 7,913 | $229.5K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 8,036 | $233.0K | 0.08% | +47+0.6% | Added |
| Lazard Asset Management LLC | 8,181 | $236.0K | 0.00% | +4,545+125.0% | Added |
| CIBC Private Wealth Group, LLC | 8,515 | $244.6K | 0.00% | −255−2.9% | Reduced |
| Financial Advisory Group | 8,450 | $245.1K | 0.04% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 8,541 | $247.7K | 0.01% | −185−2.1% | Reduced |
| Patton Albertson Miller Group, LLC | 8,775 | $254.5K | 0.04% | 00.0% | Unchanged |
| RFG Advisory, LLC | 8,916 | $258.6K | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 8,958 | $259.8K | 0.01% | +8,958 | New |
| Metropolitan Life Insurance Co | 9,577 | $277.7K | 0.01% | −917−8.7% | Reduced |
| CM Management, LLC | 10,000 | $290.0K | 0.24% | 00.0% | Unchanged |
| Regions Financial Corp | 10,056 | $291.6K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 10,291 | $298.0K | 0.10% | −1,191−10.4% | Reduced |
| 1492 Capital Management LLC | 10,559 | $304.9K | 0.17% | −55,284−84.0% | Reduced |
| Versor Investments LP | 10,600 | $307.4K | 0.06% | +10,600 | New |
| Eukles Asset Management | 10,953 | $317.6K | 0.14% | +40.0% | Added |
| Mackenzie Financial Corp | 11,334 | $328.7K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 11,346 | $329.0K | 0.00% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 11,488 | $333.1K | 0.20% | +49+0.4% | Added |
| United Services Automobile Association | 12,695 | $368.2K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 12,716 | $368.8K | 0.00% | +5,661+80.2% | Added |
| New York Life Investment Management LLC | 12,878 | $373.5K | 0.00% | +12,878 | New |