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 |
|---|---|---|---|---|---|
| Crossmark Global Holdings, Inc. | 12,916 | $374.0K | 0.01% | −151−1.2% | Reduced |
| JustInvest LLC | 12,938 | $375.2K | 0.01% | −5,034−28.0% | Reduced |
| Advantage Alpha Capital Partners LP | 13,232 | $383.7K | 0.07% | −4,579−25.7% | Reduced |
| The PNC Financial Services Group, Inc. | 14,302 | $414.8K | 0.00% | −186−1.3% | Reduced |
| Profund Advisors LLC | 14,575 | $422.7K | 0.02% | −1,517−9.4% | Reduced |
| Hamilton Capital Partners Inc. | 14,706 | $426.5K | 0.05% | −6,526−30.7% | Reduced |
| Signaturefd, LLC | 14,828 | $430.0K | 0.01% | +31+0.2% | Added |
| Inscription Capital, LLC | 15,000 | $435.0K | 0.07% | +15,000 | New |
| Securian Asset Management, Inc | 15,021 | $435.6K | 0.01% | −346−2.3% | Reduced |
| Captrust Financial Advisors | 15,190 | $440.5K | 0.00% | −27,143−64.1% | Reduced |
| Mariner, LLC | 15,250 | $442.2K | 0.00% | +616+4.2% | Added |
| XTX Topco Ltd | 15,624 | $453.1K | 0.06% | +3,249+26.3% | Added |
| Handelsinvest Investeringsforvaltning | 15,660 | $454.0K | 0.22% | −8,130−34.2% | Reduced |
| STRS Ohio | 15,800 | $458.0K | 0.00% | −4,100−20.6% | Reduced |
| Sheets Smith Wealth Management | 15,955 | $462.7K | 0.05% | +10+0.1% | Added |
| Wolverine Asset Management LLC | 15,987 | $463.6K | 0.01% | +14,935+1,419.7% | Added |
| Procyon Private Wealth Partners, LLC | 16,689 | $484.0K | 0.04% | −25−0.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 16,800 | $487.2K | 0.06% | 00.0% | Unchanged |
| AQR Capital Management LLC | 17,367 | $503.6K | 0.00% | +868+5.3% | Added |
| Intergy Private Wealth, LLC | 17,780 | $515.6K | 0.21% | −586−3.2% | Reduced |
| MAI Capital Management | 17,895 | $519.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 18,121 | $525.5K | 0.00% | −743−3.9% | Reduced |
| Creative Planning | 19,453 | $564.1K | 0.00% | +45+0.2% | Added |
| State of Alaska, Department of Revenue | 19,725 | $572.0K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 19,956 | $578.7K | 0.02% | +159+0.8% | Added |
| SG Americas Securities, LLC | 20,666 | $599.0K | 0.00% | +12,047+139.8% | Added |
| Academy Capital Management Inc | 20,950 | $607.5K | 0.11% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 21,437 | $621.7K | 0.00% | +2,380+12.5% | Added |
| Public Employees Retirement Association of Colorado | 22,872 | $663.0K | 0.00% | −5,410−19.1% | Reduced |
| Gabelli Funds LLC | 23,500 | $681.5K | 0.01% | −6,000−20.3% | Reduced |
| Pictet Asset Management Holding SA | 23,659 | $686.1K | 0.00% | +2,936+14.2% | Added |
| Ignite Planners, LLC | 23,927 | $687.2K | 0.19% | −2,762−10.3% | Reduced |
| Entropy Technologies, LP | 24,692 | $716.1K | 0.08% | +24,692 | New |
| Lathrop Investment Management Corp | 25,014 | $725.0K | 0.14% | 00.0% | Unchanged |
| South Dakota Investment Council | 25,000 | $725.0K | 0.02% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 25,045 | $726.4K | 0.00% | +1,651+7.1% | Added |
| Xponance, Inc. | 26,217 | $760.3K | 0.01% | −307−1.2% | Reduced |
| Jane Street Group, LLC | 26,961 | $781.9K | 0.00% | −161,911−85.7% | Reduced |
| Pacer Advisors, Inc. | 27,222 | $789.4K | 0.00% | −238−0.9% | Reduced |
| Pathstone Holdings, LLC | 28,118 | $815.5K | 0.00% | +1,707+6.5% | Added |
| Sit Investment Associates Inc | 28,625 | $830.0K | 0.02% | +2,275+8.6% | Added |
| Moody National Bank Trust Division | 29,087 | $843.5K | 0.07% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 29,391 | $852.3K | 0.42% | −488−1.6% | Reduced |
| Security National Bank | 29,829 | $865.0K | 0.13% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 30,230 | $876.7K | 0.05% | −41,342−57.8% | Reduced |
| CBOE Vest Financial, LLC | 30,589 | $887.1K | 0.02% | +22,806+293.0% | Added |
| Sanders Morris Harris LLC | 31,864 | $924.1K | 0.17% | +31,864 | New |
| Cullen/Frost Bankers, Inc. | 32,283 | $936.2K | 0.01% | −1,854−5.4% | Reduced |
| Handelsbanken Fonder AB | 33,158 | $962.0K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 33,560 | $973.2K | 0.34% | +254+0.8% | Added |
| Bank of Montreal | 34,246 | $996.2K | 0.00% | −213,130−86.2% | Reduced |
| Royal Bank of Canada | 34,407 | $998.0K | 0.00% | −57,431−62.5% | Reduced |
| Mustard Seed Financial, LLC | 35,127 | $1.02M | 1.02% | −152−0.4% | Reduced |
| BEAM Asset Management, LLC | 37,069 | $1.08M | 0.65% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 37,300 | $1.08M | 0.04% | 00.0% | Unchanged |
| LSV Asset Management | 38,950 | $1.13M | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 39,100 | $1.13M | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,878 | $1.16M | 0.00% | −2,145−5.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,407 | $1.17M | 0.01% | +100+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 40,742 | $1.18M | 0.03% | +104+0.3% | Added |
| Victory Capital Management Inc | 41,164 | $1.19M | 0.00% | +3,940+10.6% | Added |
| HighTower Advisors, LLC | 43,183 | $1.26M | 0.00% | −20,392−32.1% | Reduced |
| Nisa Investment Advisors, LLC | 43,020 | $1.26M | 0.01% | −235−0.5% | Reduced |
| State of Michigan Retirement System | 44,810 | $1.30M | 0.01% | +1,000+2.3% | Added |
| Teza Capital Management LLC | 44,827 | $1.30M | 0.17% | +44,827 | New |
| Oregon Public Employees Retirement Fund | 45,174 | $1.31M | 0.03% | −6,193−12.1% | Reduced |
| Beacon Pointe Advisors, LLC | 45,709 | $1.33M | 0.01% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 46,816 | $1.36M | 0.05% | +46,816 | New |
| State Board of Administration of Florida Retirement System | 68,892 | $1.43M | 0.00% | +16,850+32.4% | Added |
| Howard Financial Services, Ltd. | 50,090 | $1.45M | 0.25% | 00.0% | Unchanged |
| SEI Investments Co | 50,178 | $1.46M | 0.00% | −12,524−20.0% | Reduced |
| Arizona State Retirement System | 50,221 | $1.46M | 0.01% | −863−1.7% | Reduced |
| Louisiana State Employees Retirement System | 52,600 | $1.53M | 0.03% | +1,300+2.5% | Added |
| Clearbridge Investments, LLC | 52,699 | $1.53M | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 78,728 | $1.66M | 0.00% | −45,469−36.6% | Reduced |
| Silverleafe Capital Partners, LLC | 58,469 | $1.70M | 0.68% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 58,791 | $1.70M | 0.06% | 00.0% | Unchanged |
| Voya Investment Management LLC | 59,054 | $1.71M | 0.00% | −13,528−18.6% | Reduced |
| Cerity Partners LLC | 61,405 | $1.78M | 0.00% | +61,405 | New |
| Arbor Investment Advisors, LLC | 61,926 | $1.80M | 0.26% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 62,350 | $1.81M | 0.00% | −3,145−4.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 63,808 | $1.85M | 0.00% | −1,162−1.8% | Reduced |
| Forest Hill Capital, LLC | 66,352 | $1.92M | 1.66% | −271,222−80.3% | Reduced |
| Wells Fargo & Company | 69,434 | $2.01M | 0.00% | −5,435−7.3% | Reduced |
| Gamco Investors, Inc. Et Al | 71,360 | $2.07M | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 77,263 | $2.24M | 0.00% | −34,169−30.7% | Reduced |
| Concurrent Investment Advisors, LLC | 79,786 | $2.31M | 0.09% | −1,368−1.7% | Reduced |
| Yousif Capital Management, LLC | 82,915 | $2.40M | 0.03% | −1,922−2.3% | Reduced |
| Prudential Financial Inc | 83,476 | $2.42M | 0.00% | −23,252−21.8% | Reduced |
| TD Asset Management Inc | 88,728 | $2.57M | 0.00% | +5,200+6.2% | Added |
| LPL Financial LLC | 91,561 | $2.66M | 0.00% | −8,879−8.8% | Reduced |
| Amalgamated Bank | 95,763 | $2.78M | 0.02% | −9,676−9.2% | Reduced |
| State of New Jersey Common Pension Fund D | 102,143 | $2.96M | 0.01% | 00.0% | Unchanged |
| Halter Ferguson Financial Inc. | 102,161 | $2.96M | 2.30% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 103,325 | $3.00M | 0.00% | −126,967−55.1% | Reduced |
| Price T Rowe Associates Inc | 107,432 | $3.12M | 0.00% | −3,670−3.3% | Reduced |
| Mutual of America Capital Management LLC | 108,839 | $3.16M | 0.03% | −4,062−3.6% | Reduced |
| Nordea Investment Management AB | 116,079 | $3.38M | 0.00% | −809−0.7% | Reduced |
| King Luther Capital Management Corp | 119,607 | $3.47M | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 129,126 | $3.74M | 0.01% | −5,655−4.2% | Reduced |