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 |
|---|---|---|---|---|---|
| Entropy Technologies, LP | 10,120 | $286.2K | 0.03% | −14,572−59.0% | Reduced |
| D. E. Shaw & Co., Inc. | 10,059 | $284.5K | 0.00% | +10,059 | New |
| Regions Financial Corp | 10,056 | $284.4K | 0.00% | 00.0% | Unchanged |
| CM Management, LLC | 10,000 | $282.8K | 0.26% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 9,483 | $268.2K | 0.01% | +9,483 | New |
| Oppenheimer Asset Management Inc. | 9,363 | $264.8K | 0.00% | +9,363 | New |
| Commerce Bank | 9,077 | $256.7K | 0.00% | −2,269−20.0% | Reduced |
| Toroso Investments, LLC | 9,039 | $255.6K | 0.00% | +1,836+25.5% | Added |
| RFG Advisory, LLC | 8,916 | $252.1K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 9,066 | $250.6K | 0.00% | +551+6.5% | Added |
| Patton Albertson Miller Group, LLC | 8,780 | $248.3K | 0.04% | +5+0.1% | Added |
| United Capital Financial Advisers, LLC | 8,759 | $247.7K | 0.00% | +8,759 | New |
| Capstone Investment Advisors, LLC | 8,689 | $245.7K | 0.01% | +8,689 | New |
| Stonegate Investment Group, LLC | 8,541 | $241.5K | 0.01% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 8,352 | $236.2K | 0.04% | +8,352 | New |
| Park Place Capital Corp | 8,088 | $228.7K | 0.07% | +52+0.6% | Added |
| 1492 Capital Management LLC | 8,011 | $226.6K | 0.13% | −2,548−24.1% | Reduced |
| Avantax Planning Partners, Inc. | 7,913 | $223.8K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 7,442 | $210.5K | 0.01% | −430−5.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 7,371 | $208.5K | 0.01% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 7,200 | $203.6K | 0.09% | 00.0% | Unchanged |
| New Perspectives, Inc | 7,184 | $203.2K | 0.11% | 00.0% | Unchanged |
| Lavaca Capital LLC | 7,154 | $202.3K | 0.11% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 7,125 | $201.5K | 0.00% | +7,125 | New |
| Wolverine Asset Management LLC | 6,848 | $193.7K | 0.00% | −9,139−57.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 6,544 | $185.1K | 0.00% | +6,544 | New |
| The PNC Financial Services Group, Inc. | 6,525 | $184.5K | 0.00% | −7,777−54.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,242 | $176.5K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 5,359 | $152.0K | 0.00% | +46+0.9% | Added |
| Bartlett & Co. Wealth Management LLC | 5,000 | $142.7K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 5,029 | $142.0K | 0.04% | 00.0% | Unchanged |
| Innealta Capital, LLC | 4,875 | $137.9K | 0.05% | +4,875 | New |
| KBC Group NV | 4,517 | $128.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4,028 | $113.9K | 0.00% | +185+4.8% | Added |
| CWM, LLC | 3,828 | $108.0K | 0.00% | +157+4.3% | Added |
| Ci Investments Inc. | 3,683 | $104.0K | 0.00% | +1,515+69.9% | Added |
| DekaBank Deutsche Girozentrale | 3,636 | $102.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,230 | $91.3K | 0.00% | +5+0.2% | Added |
| Advisor Group Holdings, Inc. | 2,470 | $69.9K | 0.00% | −3,620−59.4% | Reduced |
| Public Employees Retirement System of Ohio | 2,452 | $69.3K | 0.00% | −31−1.2% | Reduced |
| Citizens National Bank Trust Department | 2,422 | $68.5K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 64,174 | $64.2K | 0.00% | −352−0.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 2,200 | $62.2K | 0.02% | +2,200 | New |
| Country Trust Bank | 2,013 | $56.9K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,000 | $56.6K | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 1,900 | $53.7K | 0.00% | +1,900 | New |
| Pinnacle Financial Partners Inc | 1,750 | $50.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,509 | $42.7K | 0.00% | +198+15.1% | Added |
| EverSource Wealth Advisors, LLC | 1,159 | $38.1K | 0.00% | +118+11.3% | Added |
| Nomura Asset Management Co Ltd | 1,270 | $35.9K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,255 | $35.5K | 0.02% | +783+165.9% | Added |
| Founders Capital Management | 1,200 | $33.9K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,195 | $33.8K | 0.02% | +10+0.8% | Added |
| GAMMA Investing LLC | 1,002 | $28.3K | 0.00% | +436+77.0% | Added |
| Whittier Trust Co | 834 | $23.6K | 0.00% | +138+19.8% | Added |
| Versant Capital Management, Inc | 796 | $22.5K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 794 | $22.5K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 763 | $21.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 687 | $19.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 572 | $16.2K | 0.00% | +190+49.7% | Added |
| Abound Wealth Management | 515 | $14.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 484 | $13.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 395 | $11.2K | 0.00% | +383+3,191.7% | Added |
| SRS Capital Advisors, Inc. | 383 | $10.8K | 0.00% | +383 | New |
| Covestor Ltd | 347 | $10.0K | 0.01% | +2+0.6% | Added |
| Quarry LP | 352 | $9.96K | 0.00% | +352 | New |
| Eagle Bay Advisors LLC | 260 | $7.42K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 260 | $7.35K | 0.00% | −24−8.5% | Reduced |
| Bessemer Group Inc | 230 | $7.00K | 0.00% | −173−42.9% | Reduced |
| Huntington National Bank | 246 | $6.96K | 0.00% | +20+8.8% | Added |
| Hantz Financial Services, Inc. | 198 | $6.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 210 | $5.89K | 0.00% | +210 | New |
| Moisand Fitzgerald Tamayo, LLC | 195 | $5.51K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 176 | $4.98K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 159 | $4.50K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 145 | $4.10K | 0.00% | +1+0.7% | Added |
| Umb Bank N A | 145 | $4.10K | 0.00% | +92+173.6% | Added |
| JFS Wealth Advisors, LLC | 126 | $3.56K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 110 | $3.10K | 0.00% | −203−64.9% | Reduced |
| Allworth Financial LP | 90 | $2.86K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 98 | $2.77K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 92 | $2.59K | 0.00% | +1+1.1% | Added |
| Mather Group, LLC. | 86 | $2.49K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 72 | $2.04K | 0.00% | +72 | New |
| Farmers & Merchants Investments Inc | 68 | $1.92K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $1.70K | 0.00% | +45+300.0% | Added |
| Front Row Advisors LLC | 55 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $1.44K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 48 | $1.36K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 42 | $1.19K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 36 | $1.02K | 0.00% | +36 | New |
| Simplex Trading, LLC | 67 | $1.00K | 0.00% | −211−75.9% | Reduced |
| Principal Securities, Inc. | 21 | $594 | 0.00% | +21 | New |
| Quest Partners LLC | 2 | $57 | 0.00% | +2 | New |
| Private Trust Co NA | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 2,342 | – | – | −2,313−49.7% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −3,153,429−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −854,675−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −330,174−100.0% | Sold out |
| Portfolio Strategies, Inc. | 0 | $0 | 0.00% | −208,828−100.0% | Sold out |