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 |
|---|---|---|---|---|---|
| CBOE Vest Financial, LLC | 71,841 | $2.47M | 0.04% | +25,160+53.9% | Added |
| Pinebridge Investments, L.P. | 69,555 | $2.40M | 0.02% | +20,809+42.7% | Added |
| Disciplined Investors, L.L.C. | 70,009 | $2.37M | 2.28% | +70,009 | New |
| Wealth Enhancement Advisory Services, LLC | 68,037 | $2.34M | 0.00% | −2,678−3.8% | Reduced |
| Forest Hill Capital, LLC | 66,352 | $2.29M | 1.77% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 64,247 | $2.21M | 0.02% | −2,555−3.8% | Reduced |
| Cerity Partners LLC | 67,392 | $2.17M | 0.00% | +3,015+4.7% | Added |
| Sterling Capital Management LLC | 62,554 | $2.15M | 0.03% | +5,187+9.0% | Added |
| Ensign Peak Advisors, Inc | 62,350 | $2.15M | 0.00% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 61,618 | $2.12M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 60,745 | $2.09M | 0.00% | +1,494+2.5% | Added |
| Trexquant Investment LP | 58,178 | $2.00M | 0.02% | −131,143−69.3% | Reduced |
| Silverleafe Capital Partners, LLC | 57,176 | $1.97M | 0.63% | −1,293−2.2% | Reduced |
| New York State Common Retirement Fund | 56,372 | $1.94M | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 55,287 | $1.90M | 0.06% | −597−1.1% | Reduced |
| Arizona State Retirement System | 53,034 | $1.83M | 0.01% | +415+0.8% | Added |
| State Board of Administration of Florida Retirement System | 52,042 | $1.79M | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,154 | $1.76M | 0.01% | +8,173+19.0% | Added |
| Royal Bank of Canada | 50,942 | $1.75M | 0.00% | +11,366+28.7% | Added |
| Louisiana State Employees Retirement System | 50,800 | $1.75M | 0.03% | +200+0.4% | Added |
| Victory Capital Management Inc | 50,453 | $1.74M | 0.00% | +685+1.4% | Added |
| Graham Capital Management, L.P. | 47,794 | $1.65M | 0.05% | −44,254−48.1% | Reduced |
| Wesbanco Bank Inc | 46,816 | $1.61M | 0.06% | 00.0% | Unchanged |
| Jane Street Group, LLC | 46,568 | $1.60M | 0.00% | −191,943−80.5% | Reduced |
| HighTower Advisors, LLC | 45,265 | $1.56M | 0.00% | +1,325+3.0% | Added |
| BEAM Asset Management, LLC | 43,706 | $1.51M | 0.48% | +4,103+10.4% | Added |
| Nisa Investment Advisors, LLC | 43,010 | $1.49M | 0.01% | 00.0% | Unchanged |
| State of Michigan Retirement System | 43,310 | $1.49M | 0.01% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 43,161 | $1.49M | 0.45% | +43,161 | New |
| Lazard Asset Management LLC | 42,439 | $1.46M | 0.00% | +10,811+34.2% | Added |
| Diversified Trust Co | 41,794 | $1.44M | 0.04% | +20.0% | Added |
| MAI Capital Management | 41,685 | $1.44M | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 40,664 | $1.40M | 0.03% | +190+0.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,409 | $1.39M | 0.01% | +195+0.5% | Added |
| AQR Capital Management LLC | 40,200 | $1.38M | 0.00% | +1,027+2.6% | Added |
| Handelsbanken Fonder AB | 40,058 | $1.38M | 0.01% | +6,400+19.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 39,155 | $1.35M | 0.01% | +39,155 | New |
| RFG Advisory, LLC | 38,930 | $1.34M | 0.04% | +30,014+336.6% | Added |
| KLP Kapitalforvaltning AS | 37,128 | $1.29M | 0.01% | +37,128 | New |
| New Mexico Educational Retirement Board | 37,300 | $1.28M | 0.04% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 37,274 | $1.28M | 0.02% | +300+0.8% | Added |
| Creative Planning | 36,785 | $1.27M | 0.00% | +5,085+16.0% | Added |
| Dynamic Technology Lab Private Ltd | 36,664 | $1.26M | 0.20% | +21,210+137.2% | Added |
| Bank of Montreal | 36,514 | $1.26M | 0.00% | +2,462+7.2% | Added |
| Glenmede Trust Co NA | 36,478 | $1.26M | 0.01% | −1,817−4.7% | Reduced |
| Moody National Bank Trust Division | 35,866 | $1.24M | 0.13% | +2,141+6.3% | Added |
| Gilliland Jeter Wealth Management LLC | 32,249 | $1.11M | 0.37% | −252−0.8% | Reduced |
| Two Sigma Investments, LP | 32,226 | $1.11M | 0.00% | +32,226 | New |
| Sanders Morris Harris LLC | 31,864 | $1.10M | 0.16% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 31,524 | $1.09M | 0.03% | −7,692−19.6% | Reduced |
| Qube Research & Technologies Ltd | 31,399 | $1.08M | 0.00% | −18,389−36.9% | Reduced |
| Pathstone Holdings, LLC | 30,785 | $1.06M | 0.00% | +636+2.1% | Added |
| Ironwood Investment Management LLC | 30,170 | $1.04M | 0.52% | +354+1.2% | Added |
| Security National Bank | 29,829 | $1.03M | 0.15% | 00.0% | Unchanged |
| Franklin Resources Inc | 29,027 | $1.00M | 0.00% | +15+0.1% | Added |
| Synovus Financial Corp | 28,899 | $995.6K | 0.01% | +2,272+8.5% | Added |
| Mustard Seed Financial, LLC | 28,468 | $980.7K | 0.80% | −6,761−19.2% | Reduced |
| Pictet Asset Management Holding SA | 28,439 | $979.7K | 0.00% | +2,073+7.9% | Added |
| Marshall Wace, LLP | 26,900 | $926.7K | 0.00% | −58,223−68.4% | Reduced |
| Pacer Advisors, Inc. | 26,481 | $912.3K | 0.00% | −203−0.8% | Reduced |
| Xponance, Inc. | 25,828 | $889.8K | 0.01% | +1,159+4.7% | Added |
| Sit Investment Associates Inc | 25,750 | $887.0K | 0.02% | +600+2.4% | Added |
| Howard Financial Services, Ltd. | 25,090 | $864.4K | 0.12% | −5,000−16.6% | Reduced |
| South Dakota Investment Council | 25,000 | $861.0K | 0.02% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 24,558 | $846.0K | 0.00% | −11,850−32.5% | Reduced |
| Nomura Holdings Inc | 24,243 | $835.2K | 0.00% | +24,243 | New |
| Quest Partners LLC | 24,160 | $832.3K | 0.11% | +16,348+209.3% | Added |
| Captrust Financial Advisors | 23,650 | $814.7K | 0.00% | +44+0.2% | Added |
| Beacon Pointe Advisors, LLC | 22,845 | $787.0K | 0.01% | +16,545+262.6% | Added |
| Lathrop Investment Management Corp | 22,791 | $785.0K | 0.15% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 22,239 | $766.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 21,092 | $726.6K | 0.00% | +58+0.3% | Added |
| Tower Research Capital LLC (TRC) | 21,078 | $726.1K | 0.01% | +8,254+64.4% | Added |
| Wealthcare Advisory Partners LLC | 20,970 | $722.4K | 0.02% | +715+3.5% | Added |
| Academy Capital Management Inc | 20,950 | $721.7K | 0.12% | 00.0% | Unchanged |
| Quantbot Technologies LP | 20,853 | $718.4K | 0.03% | +20,853 | New |
| State of Alaska, Department of Revenue | 20,860 | $718.0K | 0.01% | −300−1.4% | Reduced |
| Linscomb & Williams, Inc. | 20,653 | $711.5K | 0.04% | −1,527−6.9% | Reduced |
| Mascagni Wealth Management, Inc. | 23,060 | $700.1K | 0.70% | +23,060 | New |
| Buckingham Strategic Partners | 20,039 | $690.3K | 0.01% | +20,039 | New |
| Harvest Investment Services, LLC | 19,661 | $677.3K | 0.17% | +19,661 | New |
| Capstone Wealth Management, LLC | 19,410 | $668.7K | 0.65% | +19,410 | New |
| STRS Ohio | 19,100 | $658.0K | 0.00% | +600+3.2% | Added |
| JustInvest LLC | 18,606 | $641.0K | 0.01% | +1,111+6.4% | Added |
| Profund Advisors LLC | 17,801 | $613.2K | 0.02% | +3,226+22.1% | Added |
| Advantage Alpha Capital Partners LP | 17,689 | $609.4K | 0.14% | +1,990+12.7% | Added |
| Danske Bank A/S | 17,667 | $608.6K | 0.00% | +13,867+364.9% | Added |
| Gabelli Funds LLC | 17,500 | $602.9K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 17,049 | $587.3K | 0.00% | +17,049 | New |
| NJ State Employees Deferred Compensation Plan | 16,800 | $578.8K | 0.07% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 16,694 | $575.1K | 0.07% | +719+4.5% | Added |
| Intergy Private Wealth, LLC | 16,502 | $568.5K | 0.21% | −385−2.3% | Reduced |
| Fairvoy Private Wealth, LLC | 16,376 | $564.2K | 0.15% | +16,376 | New |
| Bleakley Financial Group, LLC | 16,283 | $560.9K | 0.02% | +16,283 | New |
| Prudential PLC | 15,819 | $545.0K | 0.00% | +15,819 | New |
| Toroso Investments, LLC | 15,041 | $518.2K | 0.00% | +5,272+54.0% | Added |
| Premier Fund Managers Ltd | 14,669 | $504.0K | 0.02% | +14,669 | New |
| Securian Asset Management, Inc | 13,832 | $476.5K | 0.01% | −353−2.5% | Reduced |
| Mercer Global Advisors Inc | 13,425 | $462.5K | 0.00% | −53,291−79.9% | Reduced |
| GTS Securities LLC | 13,170 | $453.7K | 0.02% | +13,170 | New |