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CADE

Cadence Bank

Delisted

CADE was delisted on the 30th of January, 2026.

310 hedge funds and large institutions have $3.24B invested in Cadence Bank in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 104 increasing their positions, 103 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $130K | Put options by funds: $89K

6% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 34

1% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 103

0.12% more ownership

Funds ownership: 75.16%75.27% (+0.12%)

1% less funds holding

Funds holding: 312310 (-2)

8% less capital invested

Capital invested by funds: $3.53B → $3.24B (-$290M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
310
Holders Change
-2
Holders Change %
-0.64%
% of All Funds
4.98%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
36
Increased
104
Reduced
103
Closed
34
Calls
$130K
Puts
$89K
Net Calls
+$41K
Net Calls Change
-$502K
Name Holding Trade Value Shares
Change
Change in
Stake
SI
226
Stephens Inc
Arkansas
$219K -$373K -13,911 -61%
SAM
227
Shell Asset Management
Netherlands
$209K -$46.2K -1,721 -17%
FAG
228
Financial Advisory Group
Texas
$208K
SIG
229
Stonegate Investment Group
Alabama
$202K +$54 +2 +0%
IAM
230
Innovis Asset Management
Illinois
$201K +$219K +8,161 New
AWM
231
Avior Wealth Management
Nebraska
$193K
Dimensional Fund Advisors
232
Dimensional Fund Advisors
Texas
$185K +$18M +669,647 +10%
Macquarie Group
233
Macquarie Group
Australia
$162K -$121K -4,502 -41%
Bessemer Group
234
Bessemer Group
New Jersey
$162K +$177K +6,578 New
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$154K -$23.1K -861 -12%
US Bancorp
236
US Bancorp
Minnesota
$148K -$2.09K -78 -1%
PPC
237
Park Place Capital
Alabama
$137K +$149K +5,564 New
Allspring Global Investments
238
Allspring Global Investments
North Carolina
$129K -$4.24K -158 -3%
BG
239
Bollard Group
Massachusetts
$125K +$1.15K +43 +0.9%
HCM
240
Horrell Capital Management
Arkansas
$124K
TFS
241
TrustCore Financial Services
Tennessee
$123K +$3.94K +147 +3%
ACM
242
Aquatic Capital Management
Illinois
$108K +$118K +4,400 New
NICM
243
Neo Ivy Capital Management
New York
$105K +$115K +4,272 New
SSG
244
Summit Securities Group
New York
$89K +$96.3K +3,589 New
QT
245
Quantbot Technologies
New York
$74.3K +$80.9K +3,014 New
SPIA
246
Steward Partners Investment Advisory
New York
$71.2K -$58.7K -2,186 -43%
CNBTD
247
Citizens National Bank Trust Department
Mississippi
$60K
BTI
248
Blue Trust Inc
Georgia
$59K +$42.2K +1,573 +215%
TPCW
249
TD Private Client Wealth
New York
$52K +$9.18K +342 +19%
USCWA
250
U.S. Capital Wealth Advisors
Texas
$51.8K -$179K -6,674 -76%

CADE Hedge Fund Activity: Q4 2022 in Review

310 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q4 2022, worth a combined $3.24B — down 8.2% from $3.53B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CADE positions and 34 closed out — a net gain of 2 holders — while 104 added to existing stakes and 103 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $97.9M. The largest seller was Channing Capital Management, cutting an estimated $40.2M.

  • 310 institutional investors held Cadence Bank (CADE) as of Q4 2022, down from 312 in Q3 2022.
  • Funds reported $3.24B of Cadence Bank stock for Q4 2022, down 8.2% quarter-over-quarter.
  • 36 funds opened new Cadence Bank positions in Q4 2022 and 34 closed out, a net change of +2 holders.
  • The largest Cadence Bank buyer in Q4 2022 was Fidelity Investments, an estimated $97.9M added.
  • The largest Cadence Bank seller in Q4 2022 was Channing Capital Management, an estimated $40.2M sold.

Based on aggregated 13F filings for Q4 2022.