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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 8,515 | $244.6K | 0.00% | −255−2.9% | Reduced |
| Lazard Asset Management LLC | 8,181 | $236.0K | 0.00% | +4,545+125.0% | Added |
| Park Place Capital Corp | 8,036 | $233.0K | 0.08% | +47+0.6% | Added |
| Avantax Planning Partners, Inc. | 7,913 | $229.5K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 7,872 | $228.3K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,812 | $226.5K | 0.01% | −28,510−78.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 7,371 | $213.8K | 0.01% | −22,889−75.6% | Reduced |
| Toroso Investments, LLC | 7,203 | $208.9K | 0.00% | +7,203 | New |
| Teton Advisors, Inc. | 7,200 | $208.8K | 0.07% | 00.0% | Unchanged |
| New Perspectives, Inc | 7,184 | $208.3K | 0.12% | +7,184 | New |
| Lavaca Capital LLC | 7,154 | $207.5K | 0.13% | +7,154 | New |
| Argent Advisors, Inc. | 7,021 | $203.6K | 0.08% | +7,021 | New |
| Moody Lynn & Lieberson, LLC | 6,915 | $200.5K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,242 | $181.0K | 0.00% | −246−3.8% | Reduced |
| Advisor Group Holdings, Inc. | 6,090 | $176.7K | 0.00% | −1,585−20.7% | Reduced |
| Shell Asset Management Co | 5,773 | $163.0K | 0.01% | −762−11.7% | Reduced |
| Bollard Group LLC | 5,313 | $154.0K | 0.00% | +41+0.8% | Added |
| Bartlett & Co. Wealth Management LLC | 5,000 | $146.3K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 5,029 | $146.0K | 0.04% | 00.0% | Unchanged |
| KBC Group NV | 4,517 | $131.0K | 0.00% | +1,092+31.9% | Added |
| Ronald Blue Trust, Inc. | 3,893 | $112.9K | 0.00% | +128+3.4% | Added |
| TD Private Client Wealth LLC | 3,843 | $111.4K | 0.00% | −1,252−24.6% | Reduced |
| US Bancorp | 3,734 | $108.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 3,671 | $106.0K | 0.00% | +2,307+169.1% | Added |
| DekaBank Deutsche Girozentrale | 3,636 | $104.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,225 | $93.5K | 0.00% | +613+23.5% | Added |
| Public Employees Retirement System of Ohio | 2,483 | $72.0K | 0.00% | +112+4.7% | Added |
| Citizens National Bank Trust Department | 2,422 | $70.2K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 64,526 | $65.0K | 0.00% | −117−0.2% | Reduced |
| Ci Investments Inc. | 2,168 | $63.0K | 0.00% | +393+22.1% | Added |
| Country Trust Bank | 2,013 | $58.4K | 0.00% | +2,013 | New |
| Missouri Trust & Investment Co | 2,000 | $58.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,750 | $50.8K | 0.00% | +1,450+483.3% | Added |
| Fifth Third Bancorp | 1,311 | $38.0K | 0.00% | +177+15.6% | Added |
| Nomura Asset Management Co Ltd | 1,270 | $36.8K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1,200 | $34.8K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,185 | $34.4K | 0.02% | +1,185 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,166 | $33.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,150 | $33.4K | 0.00% | +1,150 | New |
| EverSource Wealth Advisors, LLC | 1,041 | $28.8K | 0.00% | +90+9.5% | Added |
| Advisors Asset Management, Inc. | 892 | $25.9K | 0.00% | −148−14.2% | Reduced |
| Versant Capital Management, Inc | 796 | $23.1K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 794 | $23.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $23.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 763 | $22.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 696 | $20.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 687 | $19.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 566 | $16.4K | 0.00% | +58+11.4% | Added |
| Abound Wealth Management | 515 | $14.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 484 | $14.0K | 0.00% | +31+6.8% | Added |
| EntryPoint Capital, LLC | 472 | $13.7K | 0.01% | +23+5.1% | Added |
| Bessemer Group Inc | 403 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 382 | $11.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 345 | $10.0K | 0.01% | −4,404−92.7% | Reduced |
| Rosenberg Matthew Hamilton | 313 | $8.99K | 0.00% | −93−22.9% | Reduced |
| Parkside Financial Bank & Trust | 284 | $8.24K | 0.00% | −267−48.5% | Reduced |
| Simplex Trading, LLC | 278 | $8.00K | 0.00% | +278 | New |
| Eagle Bay Advisors LLC | 260 | $7.61K | 0.00% | +260 | New |
| Huntington National Bank | 226 | $6.55K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 198 | $6.00K | 0.00% | −17−7.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 195 | $5.66K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 176 | $5.10K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 159 | $4.61K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 144 | $4.20K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 126 | $3.65K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 98 | $2.84K | 0.00% | +23+30.7% | Added |
| Quent Capital, LLC | 91 | $2.65K | 0.00% | −1−1.1% | Reduced |
| Allworth Financial LP | 90 | $2.61K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 88 | $2.55K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 86 | $2.54K | 0.00% | +86 | New |
| Farmers & Merchants Investments Inc | 68 | $1.97K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 55 | $1.61K | 0.00% | +55 | New |
| Umb Bank N A | 53 | $1.54K | 0.00% | +53 | New |
| Bell Investment Advisors, Inc | 51 | $1.48K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 48 | $1.39K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 42 | $1.22K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | $1.07K | 0.00% | +37 | New |
| Rothschild Investment LLC | 15 | $435 | 0.00% | +15 | New |
| Global Retirement Partners, LLC | 12 | $348 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 10 | $287 | 0.00% | +2+25.0% | Added |
| Tfo-TDC, LLC | 7 | $203 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 4,655 | – | – | +871+23.0% | Added |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Shapiro Capital Management LLC | 0 | $0 | 0.00% | −741,869−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −289,731−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −240,616−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −113,546−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −69,141−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −34,441−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −32,938−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −30,250−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −29,582−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −27,624−100.0% | Sold out |
| waypoint wealth counsel | 0 | $0 | 0.00% | −27,028−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −19,900−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −19,887−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −16,015−100.0% | Sold out |
| Harrell Investment Partners, LLC | 0 | $0 | 0.00% | −13,455−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |