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, Q2 2024
Institutional positions in Cadence Bancorporation as of Jun 30, 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
- 296
- +17 vs. Q1 2024
- Shares held
- 152.6M
- +9.84K (0.0%) vs. Q1 2024
- Total value
- $4.32B
- −$112.5M (−2.5%) vs. Q1 2024
- New holders
- 41
- 90 more added
- Sold out
- 24
- 96 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Cadence Bancorporation; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Trust Co NA | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 2 | $57 | 0.00% | +2 | New |
| Principal Securities, Inc. | 21 | $594 | 0.00% | +21 | New |
| Simplex Trading, LLC | 67 | $1.00K | 0.00% | −211−75.9% | Reduced |
| J.Safra Asset Management Corp | 36 | $1.02K | 0.00% | +36 | New |
| JJJ Advisors Inc. | 42 | $1.19K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 48 | $1.36K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $1.44K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 55 | $1.57K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $1.70K | 0.00% | +45+300.0% | Added |
| Farmers & Merchants Investments Inc | 68 | $1.92K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 72 | $2.04K | 0.00% | +72 | New |
| Mather Group, LLC. | 86 | $2.49K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 92 | $2.59K | 0.00% | +1+1.1% | Added |
| Massmutual Trust Co FSB | 98 | $2.77K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 90 | $2.86K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 110 | $3.10K | 0.00% | −203−64.9% | Reduced |
| JFS Wealth Advisors, LLC | 126 | $3.56K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 145 | $4.10K | 0.00% | +92+173.6% | Added |
| First Horizon Advisors, Inc. | 145 | $4.10K | 0.00% | +1+0.7% | Added |
| Quadrant Capital Group LLC | 159 | $4.50K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 176 | $4.98K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 195 | $5.51K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 210 | $5.89K | 0.00% | +210 | New |
| Hantz Financial Services, Inc. | 198 | $6.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 246 | $6.96K | 0.00% | +20+8.8% | Added |
| Bessemer Group Inc | 230 | $7.00K | 0.00% | −173−42.9% | Reduced |
| Parkside Financial Bank & Trust | 260 | $7.35K | 0.00% | −24−8.5% | Reduced |
| Eagle Bay Advisors LLC | 260 | $7.42K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 352 | $9.96K | 0.00% | +352 | New |
| Covestor Ltd | 347 | $10.0K | 0.01% | +2+0.6% | Added |
| SRS Capital Advisors, Inc. | 383 | $10.8K | 0.00% | +383 | New |
| Global Retirement Partners, LLC | 395 | $11.2K | 0.00% | +383+3,191.7% | Added |
| Parallel Advisors, LLC | 484 | $13.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 515 | $14.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 572 | $16.2K | 0.00% | +190+49.7% | Added |
| Lindbrook Capital, LLC | 687 | $19.4K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 763 | $21.6K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 794 | $22.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 796 | $22.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 834 | $23.6K | 0.00% | +138+19.8% | Added |
| GAMMA Investing LLC | 1,002 | $28.3K | 0.00% | +436+77.0% | Added |
| Rise Advisors, LLC | 1,195 | $33.8K | 0.02% | +10+0.8% | Added |
| Founders Capital Management | 1,200 | $33.9K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,255 | $35.5K | 0.02% | +783+165.9% | Added |
| Nomura Asset Management Co Ltd | 1,270 | $35.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,159 | $38.1K | 0.00% | +118+11.3% | Added |
| Fifth Third Bancorp | 1,509 | $42.7K | 0.00% | +198+15.1% | Added |
| Pinnacle Financial Partners Inc | 1,750 | $50.8K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 1,900 | $53.7K | 0.00% | +1,900 | New |
| Missouri Trust & Investment Co | 2,000 | $56.6K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 2,013 | $56.9K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,200 | $62.2K | 0.02% | +2,200 | New |
| Mercer Global Advisors Inc | 64,174 | $64.2K | 0.00% | −352−0.5% | Reduced |
| Citizens National Bank Trust Department | 2,422 | $68.5K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,452 | $69.3K | 0.00% | −31−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 2,470 | $69.9K | 0.00% | −3,620−59.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,230 | $91.3K | 0.00% | +5+0.2% | Added |
| DekaBank Deutsche Girozentrale | 3,636 | $102.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,683 | $104.0K | 0.00% | +1,515+69.9% | Added |
| CWM, LLC | 3,828 | $108.0K | 0.00% | +157+4.3% | Added |
| TD Private Client Wealth LLC | 4,028 | $113.9K | 0.00% | +185+4.8% | Added |
| KBC Group NV | 4,517 | $128.0K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 4,875 | $137.9K | 0.05% | +4,875 | New |
| Horrell Capital Management, Inc. | 5,029 | $142.0K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,000 | $142.7K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 5,359 | $152.0K | 0.00% | +46+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 6,242 | $176.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,525 | $184.5K | 0.00% | −7,777−54.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 6,544 | $185.1K | 0.00% | +6,544 | New |
| Wolverine Asset Management LLC | 6,848 | $193.7K | 0.00% | −9,139−57.2% | Reduced |
| Neuberger Berman Group LLC | 7,125 | $201.5K | 0.00% | +7,125 | New |
| Lavaca Capital LLC | 7,154 | $202.3K | 0.11% | 00.0% | Unchanged |
| New Perspectives, Inc | 7,184 | $203.2K | 0.11% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 7,200 | $203.6K | 0.09% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 7,371 | $208.5K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 7,442 | $210.5K | 0.01% | −430−5.5% | Reduced |
| Avantax Planning Partners, Inc. | 7,913 | $223.8K | 0.01% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 8,011 | $226.6K | 0.13% | −2,548−24.1% | Reduced |
| Park Place Capital Corp | 8,088 | $228.7K | 0.07% | +52+0.6% | Added |
| Pearl River Capital, LLC | 8,352 | $236.2K | 0.04% | +8,352 | New |
| Stonegate Investment Group, LLC | 8,541 | $241.5K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 8,689 | $245.7K | 0.01% | +8,689 | New |
| United Capital Financial Advisers, LLC | 8,759 | $247.7K | 0.00% | +8,759 | New |
| Patton Albertson Miller Group, LLC | 8,780 | $248.3K | 0.04% | +5+0.1% | Added |
| CIBC Private Wealth Group, LLC | 9,066 | $250.6K | 0.00% | +551+6.5% | Added |
| RFG Advisory, LLC | 8,916 | $252.1K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 9,039 | $255.6K | 0.00% | +1,836+25.5% | Added |
| Commerce Bank | 9,077 | $256.7K | 0.00% | −2,269−20.0% | Reduced |
| Oppenheimer Asset Management Inc. | 9,363 | $264.8K | 0.00% | +9,363 | New |
| Vestmark Advisory Solutions, Inc. | 9,483 | $268.2K | 0.01% | +9,483 | New |
| CM Management, LLC | 10,000 | $282.8K | 0.26% | 00.0% | Unchanged |
| Regions Financial Corp | 10,056 | $284.4K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 10,059 | $284.5K | 0.00% | +10,059 | New |
| Entropy Technologies, LP | 10,120 | $286.2K | 0.03% | −14,572−59.0% | Reduced |
| Bridgefront Capital, LLC | 10,671 | $301.8K | 0.13% | +10,671 | New |
| AlphaMark Advisors, LLC | 10,870 | $307.0K | 0.11% | +579+5.6% | Added |
| Eukles Asset Management | 10,933 | $309.2K | 0.13% | −20−0.2% | Reduced |
| Brinker Capital Investments, LLC | 11,062 | $312.8K | 0.00% | +11,062 | New |
| Orion Portfolio Solutions, LLC | 11,062 | $312.8K | 0.00% | +11,062 | New |