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, Q4 2024
Institutional positions in Cadence Bancorporation as of Dec 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
- 338
- +13 vs. Q3 2024
- Shares held
- 155.6M
- +3.39M (+2.2%) vs. Q3 2024
- Total value
- $5.36B
- +$514.8M (+10.6%) vs. Q3 2024
- New holders
- 54
- 117 more added
- Sold out
- 41
- 95 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Cadence Bancorporation; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 6,866 | $236.5K | 0.00% | −3,462−33.5% | Reduced |
| Shelton Capital Management | 6,885 | $237.2K | 0.01% | −557−7.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 6,915 | $238.2K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 7,154 | $246.5K | 0.11% | 00.0% | Unchanged |
| Schroder Investment Management Group | 7,248 | $249.3K | 0.00% | +7,248 | New |
| CIBC Private Wealth Group, LLC | 7,197 | $252.6K | 0.00% | −946−11.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 7,371 | $253.9K | 0.02% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 7,679 | $264.5K | 0.04% | −1,101−12.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,717 | $265.9K | 0.00% | −1,138−12.9% | Reduced |
| Avantax Planning Partners, Inc. | 7,913 | $272.6K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 7,931 | $273.2K | 0.01% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 8,011 | $276.1K | 0.13% | 00.0% | Unchanged |
| Park Place Capital Corp | 8,188 | $282.1K | 0.08% | +48+0.6% | Added |
| KBC Group NV | 8,239 | $284.0K | 0.00% | +3,203+63.6% | Added |
| O'Shaughnessy Asset Management, LLC | 8,809 | $303.5K | 0.00% | +1,665+23.3% | Added |
| Commerce Bank | 9,077 | $312.7K | 0.00% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 9,186 | $316.5K | 0.13% | +9,186 | New |
| Procyon Private Wealth Partners, LLC | 9,316 | $320.9K | 0.02% | −2,373−20.3% | Reduced |
| Net Worth Advisory Group | 9,355 | $322.3K | 0.10% | +230+2.5% | Added |
| US Bancorp | 9,731 | $335.2K | 0.00% | −13,108−57.4% | Reduced |
| Bailard, Inc. | 9,741 | $335.6K | 0.01% | +3,100+46.7% | Added |
| Neo Ivy Capital Management | 10,014 | $344.0K | 0.07% | +10,014 | New |
| Regions Financial Corp | 10,056 | $346.4K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 10,092 | $348.0K | 0.01% | +10,092 | New |
| Ignite Planners, LLC | 10,102 | $348.0K | 0.08% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 10,434 | $359.5K | 0.03% | +328+3.2% | Added |
| XTX Topco Ltd | 10,463 | $360.4K | 0.03% | +3,491+50.1% | Added |
| United Capital Financial Advisers, LLC | 11,034 | $380.1K | 0.00% | +11,034 | New |
| Eukles Asset Management | 11,076 | $381.6K | 0.16% | +20.0% | Added |
| Crossmark Global Holdings, Inc. | 11,281 | $388.0K | 0.01% | −10−0.1% | Reduced |
| Brinker Capital Investments, LLC | 11,405 | $392.9K | 0.00% | −2,788−19.6% | Reduced |
| Orion Portfolio Solutions, LLC | 11,405 | $392.9K | 0.00% | −2,788−19.6% | Reduced |
| Aigen Investment Management, LP | 11,730 | $404.1K | 0.07% | +11,730 | New |
| United Services Automobile Association | 11,791 | $406.2K | 0.01% | −733−5.9% | Reduced |
| Teacher Retirement System of Texas | 12,016 | $414.0K | 0.00% | +1,721+16.7% | Added |
| Engineers Gate Manager LP | 12,459 | $429.2K | 0.01% | +12,459 | New |
| Mariner, LLC | 12,590 | $433.7K | 0.00% | −1,472−10.5% | Reduced |
| Chickasaw Capital Management LLC | 13,057 | $450.0K | 0.02% | 00.0% | Unchanged |
| GTS Securities LLC | 13,170 | $453.7K | 0.02% | +13,170 | New |
| Mercer Global Advisors Inc | 13,425 | $462.5K | 0.00% | −53,291−79.9% | Reduced |
| Securian Asset Management, Inc | 13,832 | $476.5K | 0.01% | −353−2.5% | Reduced |
| Premier Fund Managers Ltd | 14,669 | $504.0K | 0.02% | +14,669 | New |
| Toroso Investments, LLC | 15,041 | $518.2K | 0.00% | +5,272+54.0% | Added |
| Prudential PLC | 15,819 | $545.0K | 0.00% | +15,819 | New |
| Bleakley Financial Group, LLC | 16,283 | $560.9K | 0.02% | +16,283 | New |
| Fairvoy Private Wealth, LLC | 16,376 | $564.2K | 0.15% | +16,376 | New |
| Intergy Private Wealth, LLC | 16,502 | $568.5K | 0.21% | −385−2.3% | Reduced |
| Sheets Smith Wealth Management | 16,694 | $575.1K | 0.07% | +719+4.5% | Added |
| NJ State Employees Deferred Compensation Plan | 16,800 | $578.8K | 0.07% | 00.0% | Unchanged |
| CIBC World Markets Corp | 17,049 | $587.3K | 0.00% | +17,049 | New |
| Gabelli Funds LLC | 17,500 | $602.9K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 17,667 | $608.6K | 0.00% | +13,867+364.9% | Added |
| Advantage Alpha Capital Partners LP | 17,689 | $609.4K | 0.14% | +1,990+12.7% | Added |
| Profund Advisors LLC | 17,801 | $613.2K | 0.02% | +3,226+22.1% | Added |
| JustInvest LLC | 18,606 | $641.0K | 0.01% | +1,111+6.4% | Added |
| STRS Ohio | 19,100 | $658.0K | 0.00% | +600+3.2% | Added |
| Capstone Wealth Management, LLC | 19,410 | $668.7K | 0.65% | +19,410 | New |
| Harvest Investment Services, LLC | 19,661 | $677.3K | 0.17% | +19,661 | New |
| Buckingham Strategic Partners | 20,039 | $690.3K | 0.01% | +20,039 | New |
| Mascagni Wealth Management, Inc. | 23,060 | $700.1K | 0.70% | +23,060 | New |
| Linscomb & Williams, Inc. | 20,653 | $711.5K | 0.04% | −1,527−6.9% | Reduced |
| State of Alaska, Department of Revenue | 20,860 | $718.0K | 0.01% | −300−1.4% | Reduced |
| Quantbot Technologies LP | 20,853 | $718.4K | 0.03% | +20,853 | New |
| Academy Capital Management Inc | 20,950 | $721.7K | 0.12% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 20,970 | $722.4K | 0.02% | +715+3.5% | Added |
| Tower Research Capital LLC (TRC) | 21,078 | $726.1K | 0.01% | +8,254+64.4% | Added |
| Stifel Financial Corp | 21,092 | $726.6K | 0.00% | +58+0.3% | Added |
| Public Employees Retirement Association of Colorado | 22,239 | $766.0K | 0.00% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 22,791 | $785.0K | 0.15% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 22,845 | $787.0K | 0.01% | +16,545+262.6% | Added |
| Captrust Financial Advisors | 23,650 | $814.7K | 0.00% | +44+0.2% | Added |
| Quest Partners LLC | 24,160 | $832.3K | 0.11% | +16,348+209.3% | Added |
| Nomura Holdings Inc | 24,243 | $835.2K | 0.00% | +24,243 | New |
| CI Private Wealth, LLC | 24,558 | $846.0K | 0.00% | −11,850−32.5% | Reduced |
| South Dakota Investment Council | 25,000 | $861.0K | 0.02% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 25,090 | $864.4K | 0.12% | −5,000−16.6% | Reduced |
| Sit Investment Associates Inc | 25,750 | $887.0K | 0.02% | +600+2.4% | Added |
| Xponance, Inc. | 25,828 | $889.8K | 0.01% | +1,159+4.7% | Added |
| Pacer Advisors, Inc. | 26,481 | $912.3K | 0.00% | −203−0.8% | Reduced |
| Marshall Wace, LLP | 26,900 | $926.7K | 0.00% | −58,223−68.4% | Reduced |
| Pictet Asset Management Holding SA | 28,439 | $979.7K | 0.00% | +2,073+7.9% | Added |
| Mustard Seed Financial, LLC | 28,468 | $980.7K | 0.80% | −6,761−19.2% | Reduced |
| Synovus Financial Corp | 28,899 | $995.6K | 0.01% | +2,272+8.5% | Added |
| Franklin Resources Inc | 29,027 | $1.00M | 0.00% | +15+0.1% | Added |
| Security National Bank | 29,829 | $1.03M | 0.15% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 30,170 | $1.04M | 0.52% | +354+1.2% | Added |
| Pathstone Holdings, LLC | 30,785 | $1.06M | 0.00% | +636+2.1% | Added |
| Qube Research & Technologies Ltd | 31,399 | $1.08M | 0.00% | −18,389−36.9% | Reduced |
| Concurrent Investment Advisors, LLC | 31,524 | $1.09M | 0.03% | −7,692−19.6% | Reduced |
| Sanders Morris Harris LLC | 31,864 | $1.10M | 0.16% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 32,226 | $1.11M | 0.00% | +32,226 | New |
| Gilliland Jeter Wealth Management LLC | 32,249 | $1.11M | 0.37% | −252−0.8% | Reduced |
| Moody National Bank Trust Division | 35,866 | $1.24M | 0.13% | +2,141+6.3% | Added |
| Glenmede Trust Co NA | 36,478 | $1.26M | 0.01% | −1,817−4.7% | Reduced |
| Bank of Montreal | 36,514 | $1.26M | 0.00% | +2,462+7.2% | Added |
| Dynamic Technology Lab Private Ltd | 36,664 | $1.26M | 0.20% | +21,210+137.2% | Added |
| Creative Planning | 36,785 | $1.27M | 0.00% | +5,085+16.0% | Added |
| Oregon Public Employees Retirement Fund | 37,274 | $1.28M | 0.02% | +300+0.8% | Added |
| New Mexico Educational Retirement Board | 37,300 | $1.28M | 0.04% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 37,128 | $1.29M | 0.01% | +37,128 | New |