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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 63,808 | $1.85M | 0.00% | −1,162−1.8% | Reduced |
| Ensign Peak Advisors, Inc | 62,350 | $1.81M | 0.00% | −3,145−4.8% | Reduced |
| Arbor Investment Advisors, LLC | 61,926 | $1.80M | 0.26% | 00.0% | Unchanged |
| Cerity Partners LLC | 61,405 | $1.78M | 0.00% | +61,405 | New |
| Voya Investment Management LLC | 59,054 | $1.71M | 0.00% | −13,528−18.6% | Reduced |
| Ameritas Investment Partners, Inc. | 58,791 | $1.70M | 0.06% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 58,469 | $1.70M | 0.68% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 78,728 | $1.66M | 0.00% | −45,469−36.6% | Reduced |
| Clearbridge Investments, LLC | 52,699 | $1.53M | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 52,600 | $1.53M | 0.03% | +1,300+2.5% | Added |
| Arizona State Retirement System | 50,221 | $1.46M | 0.01% | −863−1.7% | Reduced |
| SEI Investments Co | 50,178 | $1.46M | 0.00% | −12,524−20.0% | Reduced |
| Howard Financial Services, Ltd. | 50,090 | $1.45M | 0.25% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 68,892 | $1.43M | 0.00% | +16,850+32.4% | Added |
| Wesbanco Bank Inc | 46,816 | $1.36M | 0.05% | +46,816 | New |
| Beacon Pointe Advisors, LLC | 45,709 | $1.33M | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 45,174 | $1.31M | 0.03% | −6,193−12.1% | Reduced |
| Teza Capital Management LLC | 44,827 | $1.30M | 0.17% | +44,827 | New |
| State of Michigan Retirement System | 44,810 | $1.30M | 0.01% | +1,000+2.3% | Added |
| Nisa Investment Advisors, LLC | 43,020 | $1.26M | 0.01% | −235−0.5% | Reduced |
| HighTower Advisors, LLC | 43,183 | $1.26M | 0.00% | −20,392−32.1% | Reduced |
| Victory Capital Management Inc | 41,164 | $1.19M | 0.00% | +3,940+10.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 40,742 | $1.18M | 0.03% | +104+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,407 | $1.17M | 0.01% | +100+0.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,878 | $1.16M | 0.00% | −2,145−5.1% | Reduced |
| Diversified Trust Co | 39,100 | $1.13M | 0.03% | 00.0% | Unchanged |
| LSV Asset Management | 38,950 | $1.13M | 0.00% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 37,300 | $1.08M | 0.04% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 37,069 | $1.08M | 0.65% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 35,127 | $1.02M | 1.02% | −152−0.4% | Reduced |
| Royal Bank of Canada | 34,407 | $998.0K | 0.00% | −57,431−62.5% | Reduced |
| Bank of Montreal | 34,246 | $996.2K | 0.00% | −213,130−86.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 33,560 | $973.2K | 0.34% | +254+0.8% | Added |
| Handelsbanken Fonder AB | 33,158 | $962.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 32,283 | $936.2K | 0.01% | −1,854−5.4% | Reduced |
| Sanders Morris Harris LLC | 31,864 | $924.1K | 0.17% | +31,864 | New |
| CBOE Vest Financial, LLC | 30,589 | $887.1K | 0.02% | +22,806+293.0% | Added |
| Linscomb & Williams, Inc. | 30,230 | $876.7K | 0.05% | −41,342−57.8% | Reduced |
| Security National Bank | 29,829 | $865.0K | 0.13% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 29,391 | $852.3K | 0.42% | −488−1.6% | Reduced |
| Moody National Bank Trust Division | 29,087 | $843.5K | 0.07% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 28,625 | $830.0K | 0.02% | +2,275+8.6% | Added |
| Pathstone Holdings, LLC | 28,118 | $815.5K | 0.00% | +1,707+6.5% | Added |
| Pacer Advisors, Inc. | 27,222 | $789.4K | 0.00% | −238−0.9% | Reduced |
| Jane Street Group, LLC | 26,961 | $781.9K | 0.00% | −161,911−85.7% | Reduced |
| Xponance, Inc. | 26,217 | $760.3K | 0.01% | −307−1.2% | Reduced |
| CI Private Wealth, LLC | 25,045 | $726.4K | 0.00% | +1,651+7.1% | Added |
| 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 |
| Entropy Technologies, LP | 24,692 | $716.1K | 0.08% | +24,692 | New |
| Ignite Planners, LLC | 23,927 | $687.2K | 0.19% | −2,762−10.3% | Reduced |
| Pictet Asset Management Holding SA | 23,659 | $686.1K | 0.00% | +2,936+14.2% | Added |
| Gabelli Funds LLC | 23,500 | $681.5K | 0.01% | −6,000−20.3% | Reduced |
| Public Employees Retirement Association of Colorado | 22,872 | $663.0K | 0.00% | −5,410−19.1% | Reduced |
| Envestnet Asset Management Inc | 21,437 | $621.7K | 0.00% | +2,380+12.5% | Added |
| Academy Capital Management Inc | 20,950 | $607.5K | 0.11% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 20,666 | $599.0K | 0.00% | +12,047+139.8% | Added |
| Wealthcare Advisory Partners LLC | 19,956 | $578.7K | 0.02% | +159+0.8% | Added |
| State of Alaska, Department of Revenue | 19,725 | $572.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 19,453 | $564.1K | 0.00% | +45+0.2% | Added |
| Stifel Financial Corp | 18,121 | $525.5K | 0.00% | −743−3.9% | Reduced |
| MAI Capital Management | 17,895 | $519.0K | 0.01% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 17,780 | $515.6K | 0.21% | −586−3.2% | Reduced |
| AQR Capital Management LLC | 17,367 | $503.6K | 0.00% | +868+5.3% | Added |
| NJ State Employees Deferred Compensation Plan | 16,800 | $487.2K | 0.06% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 16,689 | $484.0K | 0.04% | −25−0.1% | Reduced |
| Wolverine Asset Management LLC | 15,987 | $463.6K | 0.01% | +14,935+1,419.7% | Added |
| Sheets Smith Wealth Management | 15,955 | $462.7K | 0.05% | +10+0.1% | Added |
| STRS Ohio | 15,800 | $458.0K | 0.00% | −4,100−20.6% | Reduced |
| Handelsinvest Investeringsforvaltning | 15,660 | $454.0K | 0.22% | −8,130−34.2% | Reduced |
| XTX Topco Ltd | 15,624 | $453.1K | 0.06% | +3,249+26.3% | Added |
| Mariner, LLC | 15,250 | $442.2K | 0.00% | +616+4.2% | Added |
| Captrust Financial Advisors | 15,190 | $440.5K | 0.00% | −27,143−64.1% | Reduced |
| Securian Asset Management, Inc | 15,021 | $435.6K | 0.01% | −346−2.3% | Reduced |
| Inscription Capital, LLC | 15,000 | $435.0K | 0.07% | +15,000 | New |
| Signaturefd, LLC | 14,828 | $430.0K | 0.01% | +31+0.2% | Added |
| Hamilton Capital Partners Inc. | 14,706 | $426.5K | 0.05% | −6,526−30.7% | Reduced |
| Profund Advisors LLC | 14,575 | $422.7K | 0.02% | −1,517−9.4% | Reduced |
| The PNC Financial Services Group, Inc. | 14,302 | $414.8K | 0.00% | −186−1.3% | Reduced |
| Advantage Alpha Capital Partners LP | 13,232 | $383.7K | 0.07% | −4,579−25.7% | Reduced |
| JustInvest LLC | 12,938 | $375.2K | 0.01% | −5,034−28.0% | Reduced |
| Crossmark Global Holdings, Inc. | 12,916 | $374.0K | 0.01% | −151−1.2% | Reduced |
| New York Life Investment Management LLC | 12,878 | $373.5K | 0.00% | +12,878 | New |
| Guggenheim Capital LLC | 12,716 | $368.8K | 0.00% | +5,661+80.2% | Added |
| United Services Automobile Association | 12,695 | $368.2K | 0.01% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 11,488 | $333.1K | 0.20% | +49+0.4% | Added |
| Commerce Bank | 11,346 | $329.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 11,334 | $328.7K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 10,953 | $317.6K | 0.14% | +40.0% | Added |
| Versor Investments LP | 10,600 | $307.4K | 0.06% | +10,600 | New |
| 1492 Capital Management LLC | 10,559 | $304.9K | 0.17% | −55,284−84.0% | Reduced |
| AlphaMark Advisors, LLC | 10,291 | $298.0K | 0.10% | −1,191−10.4% | Reduced |
| Regions Financial Corp | 10,056 | $291.6K | 0.00% | 00.0% | Unchanged |
| CM Management, LLC | 10,000 | $290.0K | 0.24% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 9,577 | $277.7K | 0.01% | −917−8.7% | Reduced |
| Graham Capital Management, L.P. | 8,958 | $259.8K | 0.01% | +8,958 | New |
| RFG Advisory, LLC | 8,916 | $258.6K | 0.01% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 8,775 | $254.5K | 0.04% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 8,541 | $247.7K | 0.01% | −185−2.1% | Reduced |
| Financial Advisory Group | 8,450 | $245.1K | 0.04% | 00.0% | Unchanged |