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, Q3 2024
Institutional positions in Cadence Bancorporation as of Sep 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
- 328
- +34 vs. Q2 2024
- Shares held
- 152.6M
- +17.8M (+13.2%) vs. Q2 2024
- Total value
- $4.86B
- +$1.05B (+27.5%) vs. Q2 2024
- New holders
- 57
- 111 more added
- Sold out
- 23
- 95 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Cadence Bancorporation; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | +2 | New |
| Private Trust Co NA | 1 | $32 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $159 | 0.00% | +5 | New |
| Bokf, NA | 10 | $306 | 0.00% | +10 | New |
| Assetmark, Inc | 11 | $350 | 0.00% | +11 | New |
| Claris Advisors, LLC | 11 | $350 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 48 | $1.53K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 51 | $1.62K | 0.00% | +30+142.9% | Added |
| Bell Investment Advisors, Inc | 51 | $1.63K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 64 | $2.04K | 0.00% | +64 | New |
| Farmers & Merchants Investments Inc | 68 | $2.17K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 72 | $2.29K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 90 | $2.87K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 92 | $2.92K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 102 | $3.00K | 0.00% | +102 | New |
| Massmutual Trust Co FSB | 98 | $3.12K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 99 | $3.15K | 0.00% | +13+15.1% | Added |
| Jones Financial Companies LLLP | 101 | $3.16K | 0.00% | +101 | New |
| Global Retirement Partners, LLC | 122 | $3.89K | 0.00% | −273−69.1% | Reduced |
| JFS Wealth Advisors, LLC | 130 | $4.14K | 0.00% | +4+3.2% | Added |
| First Horizon Advisors, Inc. | 145 | $4.63K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 159 | $5.07K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 176 | $5.61K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 190 | $6.00K | 0.00% | −8−4.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 195 | $6.21K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 200 | $6.37K | 0.00% | +140+233.3% | Added |
| Eagle Bay Advisors LLC | 260 | $8.35K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 263 | $8.38K | 0.00% | +17+6.9% | Added |
| Parkside Financial Bank & Trust | 284 | $9.05K | 0.00% | +24+9.2% | Added |
| Rosenberg Matthew Hamilton | 313 | $9.97K | 0.00% | +203+184.5% | Added |
| J.Safra Asset Management Corp | 329 | $10.3K | 0.00% | +293+813.9% | Added |
| Covestor Ltd | 347 | $11.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 383 | $12.2K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 400 | $13.0K | 0.00% | +400 | New |
| Smartleaf Asset Management LLC | 441 | $13.8K | 0.00% | +231+110.0% | Added |
| Parallel Advisors, LLC | 484 | $15.4K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 515 | $16.4K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 549 | $17.0K | 0.00% | +319+138.7% | Added |
| Farther Finance Advisors, LLC | 616 | $19.6K | 0.00% | +44+7.7% | Added |
| Umb Bank N A | 658 | $21.0K | 0.00% | +513+353.8% | Added |
| Lindbrook Capital, LLC | 687 | $21.9K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 763 | $24.3K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 774 | $24.7K | 0.00% | +774 | New |
| FNY Investment Advisers, LLC | 800 | $25.0K | 0.01% | +800 | New |
| Versant Capital Management, Inc | 796 | $25.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 834 | $26.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 866 | $27.6K | 0.00% | +866 | New |
| EverSource Wealth Advisors, LLC | 961 | $30.6K | 0.00% | −198−17.1% | Reduced |
| Point72 Hong Kong Ltd | 1,000 | $31.9K | 0.00% | +1,000 | New |
| Founders Capital Management | 1,200 | $38.2K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,206 | $38.4K | 0.02% | +11+0.9% | Added |
| Nomura Asset Management Co Ltd | 1,270 | $40.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,561 | $49.7K | 0.00% | +559+55.8% | Added |
| Fifth Third Bancorp | 1,601 | $51.0K | 0.00% | +92+6.1% | Added |
| Aquatic Capital Management LLC | 1,700 | $54.1K | 0.00% | +1,700 | New |
| Pinnacle Financial Partners Inc | 1,750 | $55.7K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,800 | $57.3K | 0.01% | −400−18.2% | Reduced |
| Mercer Global Advisors Inc | 66,716 | $66.7K | 0.00% | +2,542+4.0% | Added |
| Citizens National Bank Trust Department | 2,422 | $77.1K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,687 | $86.0K | 0.00% | −996−27.0% | Reduced |
| Advisor Group Holdings, Inc. | 2,716 | $86.5K | 0.00% | +246+10.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,752 | $87.6K | 0.00% | −478−14.8% | Reduced |
| DekaBank Deutsche Girozentrale | 3,636 | $114.0K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 3,800 | $121.0K | 0.00% | +1,900+100.0% | Added |
| CWM, LLC | 4,125 | $131.0K | 0.00% | +297+7.8% | Added |
| Signaturefd, LLC | 4,797 | $152.8K | 0.00% | −10,000−67.6% | Reduced |
| TD Private Client Wealth LLC | 4,954 | $157.8K | 0.00% | +926+23.0% | Added |
| Horrell Capital Management, Inc. | 5,029 | $160.0K | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 5,036 | $160.0K | 0.00% | +519+11.5% | Added |
| Bartlett & Co. Wealth Management LLC | 5,000 | $160.5K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 5,406 | $172.0K | 0.00% | +47+0.9% | Added |
| Shell Asset Management Co | 5,455 | $174.0K | 0.01% | +5,455 | New |
| Mitsubishi UFJ Trust & Banking Corp | 5,631 | $179.3K | 0.00% | −913−14.0% | Reduced |
| Ronald Blue Trust, Inc. | 6,835 | $193.3K | 0.00% | −14,832−68.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,242 | $198.8K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 6,300 | $200.7K | 0.00% | +6,300 | New |
| Americana Partners, LLC | 6,300 | $200.7K | 0.01% | +6,300 | New |
| Fifth Third Wealth Advisors LLC | 6,334 | $201.7K | 0.01% | +6,334 | New |
| Davis Investment Partners, LLC | 6,606 | $202.0K | 0.08% | +6,606 | New |
| Duncan Williams Asset Management, LLC | 6,420 | $204.5K | 0.11% | +6,420 | New |
| Fayez Sarofim & Co | 6,435 | $205.0K | 0.00% | +6,435 | New |
| HRT Financial LP | 6,443 | $205.0K | 0.00% | +6,443 | New |
| Bailard, Inc. | 6,641 | $211.5K | 0.01% | +6,641 | New |
| LMR Partners LLP | 6,666 | $212.3K | 0.00% | +6,666 | New |
| Johnson Investment Counsel Inc | 6,739 | $214.6K | 0.00% | +6,739 | New |
| The PNC Financial Services Group, Inc. | 6,771 | $215.7K | 0.00% | +246+3.8% | Added |
| Moody Lynn & Lieberson, LLC | 6,915 | $220.2K | 0.01% | +6,915 | New |
| Atlanta Consulting Group Advisors, LLC | 6,920 | $220.4K | 0.05% | +6,920 | New |
| XTX Topco Ltd | 6,972 | $222.1K | 0.02% | +6,972 | New |
| Teton Advisors, Inc. | 7,000 | $222.9K | 0.10% | −200−2.8% | Reduced |
| Neuberger Berman Group LLC | 7,018 | $223.5K | 0.00% | −107−1.5% | Reduced |
| Lavaca Capital LLC | 7,154 | $227.9K | 0.11% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 7,144 | $233.3K | 0.00% | +7,144 | New |
| Emerald Mutual Fund Advisers Trust | 7,371 | $234.8K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 7,442 | $237.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 7,525 | $239.7K | 0.00% | +5,073+206.9% | Added |
| Quest Partners LLC | 7,812 | $248.8K | 0.02% | +7,810+390,500.0% | Added |
| Sherbrooke Park Advisers LLC | 7,878 | $250.9K | 0.06% | +7,878 | New |
| Avantax Planning Partners, Inc. | 7,913 | $252.0K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 7,931 | $252.6K | 0.01% | −610−7.1% | Reduced |