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CADE

Cadence Bank

Delisted

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

287 hedge funds and large institutions have $4.63B invested in Cadence Bank in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 91 increasing their positions, 91 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,233% more call options, than puts

Call options by funds: $4.49M | Put options by funds: $337K

292% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 12

47% more capital invested

Capital invested by funds: $3.16B → $4.63B (+$1.48B)

13% more funds holding

Funds holding: 255287 (+32)

4.25% more ownership

Funds ownership: 80.61%84.86% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 91

Holders
287
Holders Change
+32
Holders Change %
+12.55%
% of All Funds
4.18%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
47
Increased
91
Reduced
91
Closed
12
Calls
$4.49M
Puts
$337K
Net Calls
+$4.15M
Net Calls Change
+$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
226
Bartlett & Co
Ohio
$152K
TPCW
227
TD Private Client Wealth
New York
$151K +$37.3K +1,528 +43%
HCM
228
Horrell Capital Management
Arkansas
$149K
C
229
Covestor
United Kingdom
$141K -$86.2K -3,534 -43%
US Bancorp
230
US Bancorp
Minnesota
$110K
DekaBank Deutsche Girozentrale
231
DekaBank Deutsche Girozentrale
Germany
$109K -$177K -7,272 -67%
Lazard Asset Management
232
Lazard Asset Management
New York
$107K -$177K -7,272 -67%
KBC Group
233
KBC Group
Belgium
$101K +$21.6K +886 +35%
BTI
234
Blue Trust Inc
Georgia
$80K +$2.22K +91 +2%
SPIA
235
Steward Partners Investment Advisory
New York
$77.3K -$98 -4 -0.2%
CNBTD
236
Citizens National Bank Trust Department
Mississippi
$71.7K
Ohio Public Employees Retirement System (OPERS)
237
Ohio Public Employees Retirement System (OPERS)
Ohio
$70.2K +$3.49K +143 +6%
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
$69K +$134K +5,485 +9%
MTIC
239
Missouri Trust & Investment Company
Missouri
$59.2K
CI Investments Inc
240
CI Investments Inc
Ontario, Canada
$53K +$3.54K +145 +9%
SOW
241
State of Wyoming
Wyoming
$48.9K +$40.3K +1,651 New
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$40K -$19.7K -807 -37%
Nomura Asset Management
243
Nomura Asset Management
Japan
$37.6K
FCMT
244
Founders Capital Management (Texas)
Texas
$35.5K
HGERS
245
Householder Group Estate & Retirement Specialist
Arizona
$34K
Fifth Third Bancorp
246
Fifth Third Bancorp
Ohio
$33.6K -$7.73K -317 -22%
WAM
247
Wolverine Asset Management
Illinois
$31.1K +$23.2K +952 +952%
AAM
248
Advisors Asset Management
Colorado
$30.8K +$49 +2 +0.2%
EWA
249
EverSource Wealth Advisors
Alabama
$28.1K -$22K -903 -49%
VCM
250
Versant Capital Management
Arizona
$23.6K

CADE Hedge Fund Activity: Q4 2023 in Review

287 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q4 2023, worth a combined $4.63B — up 47% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new CADE positions and 12 closed out — a net gain of 35 holders — while 91 added to existing stakes and 91 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50M. The largest seller was Janus Henderson Group, cutting an estimated $32.1M.

  • 287 institutional investors held Cadence Bank (CADE) as of Q4 2023, up from 255 in Q3 2023.
  • Funds reported $4.63B of Cadence Bank stock for Q4 2023, up 47% quarter-over-quarter.
  • 47 funds opened new Cadence Bank positions in Q4 2023 and 12 closed out, a net change of +35 holders.
  • The largest Cadence Bank buyer in Q4 2023 was Morgan Stanley, an estimated $50M added.
  • The largest Cadence Bank seller in Q4 2023 was Janus Henderson Group, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2023.