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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 11,215 | $317.2K | 0.00% | +11,215 | New |
| Crossmark Global Holdings, Inc. | 11,291 | $319.0K | 0.01% | −1,625−12.6% | Reduced |
| Mackenzie Financial Corp | 11,334 | $320.5K | 0.00% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 11,542 | $326.4K | 0.18% | +54+0.5% | Added |
| Advantage Alpha Capital Partners LP | 11,974 | $338.6K | 0.07% | −1,258−9.5% | Reduced |
| Guggenheim Capital LLC | 12,445 | $351.9K | 0.00% | −271−2.1% | Reduced |
| Profund Advisors LLC | 12,708 | $359.4K | 0.01% | −1,867−12.8% | Reduced |
| Chickasaw Capital Management LLC | 13,057 | $369.0K | 0.02% | +13,057 | New |
| Tudor Investment Corp Et Al | 13,439 | $380.1K | 0.00% | +13,439 | New |
| Securian Asset Management, Inc | 14,570 | $412.0K | 0.01% | −451−3.0% | Reduced |
| Hamilton Capital Partners Inc. | 14,706 | $415.9K | 0.04% | 00.0% | Unchanged |
| United Services Automobile Association | 14,736 | $416.7K | 0.01% | +2,041+16.1% | Added |
| Signaturefd, LLC | 14,797 | $418.5K | 0.01% | −31−0.2% | Reduced |
| Inscription Capital, LLC | 15,000 | $424.2K | 0.07% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,175 | $429.1K | 0.00% | −15−0.1% | Reduced |
| Mariner, LLC | 15,236 | $430.8K | 0.00% | −14−0.1% | Reduced |
| JustInvest LLC | 16,483 | $437.4K | 0.01% | +3,545+27.4% | Added |
| Verition Fund Management LLC | 15,675 | $443.3K | 0.00% | +15,675 | New |
| Sheets Smith Wealth Management | 15,965 | $451.5K | 0.05% | +10+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 16,689 | $472.0K | 0.03% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 16,800 | $475.1K | 0.06% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 17,080 | $483.0K | 0.20% | −700−3.9% | Reduced |
| Intech Investment Management LLC | 17,408 | $492.3K | 0.01% | +17,408 | New |
| Gabelli Funds LLC | 17,500 | $494.9K | 0.00% | −6,000−25.5% | Reduced |
| STRS Ohio | 17,600 | $497.7K | 0.00% | +1,800+11.4% | Added |
| Stifel Financial Corp | 17,816 | $503.8K | 0.00% | −305−1.7% | Reduced |
| MAI Capital Management | 17,895 | $506.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 18,304 | $516.0K | 0.00% | +10,123+123.7% | Added |
| Algert Global LLC | 18,398 | $520.3K | 0.02% | +18,398 | New |
| State of Alaska, Department of Revenue | 19,725 | $557.0K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 20,095 | $568.3K | 0.02% | +139+0.7% | Added |
| Academy Capital Management Inc | 20,950 | $592.5K | 0.11% | 00.0% | Unchanged |
| US Bancorp | 21,058 | $595.5K | 0.00% | +17,324+464.0% | Added |
| Schonfeld Strategic Advisors LLC | 21,855 | $618.1K | 0.00% | +21,855 | New |
| Ronald Blue Trust, Inc. | 21,667 | $628.3K | 0.01% | +17,774+456.6% | Added |
| Public Employees Retirement Association of Colorado | 22,239 | $629.0K | 0.00% | −633−2.8% | Reduced |
| Lathrop Investment Management Corp | 22,791 | $645.0K | 0.13% | −2,223−8.9% | Reduced |
| Fox Run Management, L.L.C. | 23,220 | $656.7K | 0.12% | +23,220 | New |
| Ignite Planners, LLC | 23,627 | $658.5K | 0.16% | −300−1.3% | Reduced |
| Pictet Asset Management Holding SA | 23,655 | $669.0K | 0.00% | −40.0% | Reduced |
| Squarepoint Ops LLC | 23,704 | $670.3K | 0.00% | +23,704 | New |
| Bayesian Capital Management, LP | 24,000 | $678.7K | 0.08% | +24,000 | New |
| Xponance, Inc. | 24,709 | $698.8K | 0.01% | −1,508−5.8% | Reduced |
| CI Private Wealth, LLC | 24,718 | $699.1K | 0.00% | −327−1.3% | Reduced |
| South Dakota Investment Council | 25,000 | $707.0K | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 25,150 | $711.0K | 0.00% | −13,800−35.4% | Reduced |
| Pacer Advisors, Inc. | 27,406 | $775.0K | 0.00% | +184+0.7% | Added |
| Sit Investment Associates Inc | 27,975 | $791.0K | 0.02% | −650−2.3% | Reduced |
| Moody National Bank Trust Division | 29,087 | $822.6K | 0.06% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 29,161 | $824.7K | 0.00% | +29,161 | New |
| Ironwood Investment Management LLC | 29,514 | $834.7K | 0.45% | +123+0.4% | Added |
| Pathstone Holdings, LLC | 29,590 | $836.9K | 0.00% | +1,472+5.2% | Added |
| Security National Bank | 29,829 | $843.6K | 0.12% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 30,230 | $854.9K | 0.04% | 00.0% | Unchanged |
| AQR Capital Management LLC | 30,254 | $855.6K | 0.00% | +12,887+74.2% | Added |
| Sanders Morris Harris LLC | 31,864 | $901.1K | 0.15% | 00.0% | Unchanged |
| Creative Planning | 32,176 | $909.9K | 0.00% | +12,723+65.4% | Added |
| Gilliland Jeter Wealth Management LLC | 32,679 | $924.2K | 0.31% | −881−2.6% | Reduced |
| Royal Bank of Canada | 32,697 | $925.0K | 0.00% | −1,710−5.0% | Reduced |
| Bank of Montreal | 32,989 | $933.3K | 0.00% | −1,257−3.7% | Reduced |
| Handelsbanken Fonder AB | 33,658 | $952.0K | 0.00% | +500+1.5% | Added |
| Mustard Seed Financial, LLC | 35,178 | $994.8K | 0.95% | +51+0.1% | Added |
| New Mexico Educational Retirement Board | 37,300 | $1.05M | 0.04% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 37,974 | $1.07M | 0.02% | −7,200−15.9% | Reduced |
| Gsa Capital Partners LLP | 39,778 | $1.13M | 0.08% | +39,778 | New |
| CBOE Vest Financial, LLC | 40,262 | $1.14M | 0.03% | +9,673+31.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,490 | $1.15M | 0.01% | +83+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 40,772 | $1.15M | 0.03% | +30+0.1% | Added |
| BEAM Asset Management, LLC | 41,103 | $1.16M | 0.39% | +4,034+10.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 41,534 | $1.17M | 0.00% | +1,656+4.2% | Added |
| Diversified Trust Co | 41,792 | $1.18M | 0.03% | +2,692+6.9% | Added |
| Envestnet Asset Management Inc | 42,099 | $1.19M | 0.00% | +20,662+96.4% | Added |
| Seven Eight Capital, LP | 42,349 | $1.20M | 0.13% | +42,349 | New |
| HighTower Advisors, LLC | 43,341 | $1.23M | 0.00% | +158+0.4% | Added |
| Nisa Investment Advisors, LLC | 43,010 | $1.23M | 0.01% | −100.0% | Reduced |
| State of Michigan Retirement System | 44,010 | $1.24M | 0.01% | −800−1.8% | Reduced |
| Wesbanco Bank Inc | 46,816 | $1.32M | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 49,065 | $1.39M | 0.00% | −12,340−20.1% | Reduced |
| Howard Financial Services, Ltd. | 50,090 | $1.42M | 0.23% | 00.0% | Unchanged |
| Victory Capital Management Inc | 50,691 | $1.43M | 0.00% | +9,527+23.1% | Added |
| Arizona State Retirement System | 51,159 | $1.45M | 0.01% | +938+1.9% | Added |
| Louisiana State Employees Retirement System | 51,700 | $1.46M | 0.03% | −900−1.7% | Reduced |
| State Board of Administration of Florida Retirement System | 52,042 | $1.47M | 0.00% | −16,850−24.5% | Reduced |
| Clearbridge Investments, LLC | 52,635 | $1.49M | 0.00% | −64−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 56,705 | $1.60M | 0.06% | −2,086−3.5% | Reduced |
| Silverleafe Capital Partners, LLC | 58,469 | $1.65M | 0.57% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 62,350 | $1.76M | 0.00% | 00.0% | Unchanged |
| Forest Hill Capital, LLC | 66,352 | $1.88M | 1.55% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 69,074 | $1.95M | 0.01% | −33,069−32.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 70,040 | $1.98M | 0.00% | −7,223−9.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 70,493 | $1.99M | 0.00% | +6,685+10.5% | Added |
| Gamco Investors, Inc. Et Al | 71,360 | $2.02M | 0.02% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 71,917 | $2.03M | 0.30% | +9,991+16.1% | Added |
| Voya Investment Management LLC | 73,157 | $2.07M | 0.00% | +14,103+23.9% | Added |
| State of Tennessee, Treasury Department | 74,890 | $2.12M | 0.01% | +74,890 | New |
| SEI Investments Co | 75,128 | $2.12M | 0.00% | +24,950+49.7% | Added |
| Yousif Capital Management, LLC | 76,499 | $2.16M | 0.02% | −6,416−7.7% | Reduced |
| Concurrent Investment Advisors, LLC | 77,494 | $2.19M | 0.07% | −2,292−2.9% | Reduced |
| Teza Capital Management LLC | 80,861 | $2.29M | 0.28% | +36,034+80.4% | Added |
| Prudential Financial Inc | 83,827 | $2.37M | 0.00% | +351+0.4% | Added |