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CADE

Cadence Bank

Delisted

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

255 hedge funds and large institutions have $3.16B invested in Cadence Bank in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 76 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,447% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $72K

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

8% more capital invested

Capital invested by funds: $2.91B → $3.16B (+$244M)

0.26% more ownership

Funds ownership: 80.35%80.61% (+0.26%)

4% less funds holding

Funds holding: 265255 (-10)

24% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 100

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

Holders
255
Holders Change
-10
Holders Change %
-3.77%
% of All Funds
4.05%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
22
Increased
76
Reduced
100
Closed
30
Calls
$1.11M
Puts
$72K
Net Calls
+$1.04M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
226
FNY Investment Advisers
New York
$16K
WT
227
Whittier Trust
California
$14.8K
LC
228
Lindbrook Capital
California
$14.6K
UB
229
UMB Bank
Missouri
$12.2K +$13K +575 New
AWM
230
Abound Wealth Management
Tennessee
$10.9K +$135 +6 +1%
PFBT
231
Parkside Financial Bank & Trust
Missouri
$10.6K
PA
232
Parallel Advisors
California
$9.61K -$880 -39 -8%
Bessemer Group
233
Bessemer Group
New Jersey
$9K -$1.4K -62 -13%
MHR
234
Matthew Hamilton Rosenberg
$8.63K
PFPT
235
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.37K
HFS
236
Hantz Financial Services
Michigan
$6K -$2.57K -114 -30%
HNB
237
Huntington National Bank
Ohio
$4.8K
MFT
238
Moisand Fitzgerald Tamayo
Florida
$4.14K
FHA
239
First Horizon Advisors
Tennessee
$3.06K +$23 +1 +0.7%
JWA
240
JFS Wealth Advisors
Pennsylvania
$2.17K +$496 +22 +28%
WAM
241
Wolverine Asset Management
Illinois
$2.12K +$2.26K +100 New
SFG
242
Steward Financial Group
Texas
$2K +$2.21K +98 New
QC
243
Quent Capital
New York
$1.94K
AF
244
Allworth Financial
California
$1.91K +$1.78K +79 +718%
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$1.59K
FMII
246
Farmers & Merchants Investments Inc
Nebraska
$1.44K -$271 -12 -15%
AGWCA
247
Annis Gardner Whiting Capital Advisors
Florida
$1.19K
FRA
248
Front Row Advisors
California
$1.18K
BIA
249
Bell Investment Advisors
California
$1.08K -$542 -24 -32%
JWM
250
Janiczek Wealth Management
Colorado
$892

CADE Hedge Fund Activity: Q3 2023 in Review

255 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q3 2023, worth a combined $3.16B — up 8.4% from $2.91B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of CADE and 22 opened new positions — a net loss of 8 holders — while 100 trimmed existing stakes and 76 added.

The largest buyer was Millennium Management, adding an estimated $24.7M. The largest seller was Verition Fund Management, cutting an estimated $19.7M.

  • 255 institutional investors held Cadence Bank (CADE) as of Q3 2023, down from 265 in Q2 2023.
  • Funds reported $3.16B of Cadence Bank stock for Q3 2023, up 8.4% quarter-over-quarter.
  • 22 funds opened new Cadence Bank positions in Q3 2023 and 30 closed out, a net change of -8 holders.
  • The largest Cadence Bank buyer in Q3 2023 was Millennium Management, an estimated $24.7M added.
  • The largest Cadence Bank seller in Q3 2023 was Verition Fund Management, an estimated $19.7M sold.

Based on aggregated 13F filings for Q3 2023.