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CADE

Cadence Bank

Delisted

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

286 hedge funds and large institutions have $2.96B invested in Cadence Bank in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 95 increasing their positions, 107 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $2.09M | Put options by funds: $550K

2.08% more ownership

Funds ownership: 75.27%77.35% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less funds holding

Funds holding: 310286 (-24)

9% less capital invested

Capital invested by funds: $3.24B → $2.96B (-$276M)

11% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 107

37% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 51

Holders
286
Holders Change
-24
Holders Change %
-7.74%
% of All Funds
4.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
95
Reduced
107
Closed
51
Calls
$2.09M
Puts
$550K
Net Calls
+$1.54M
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Parallel Advisors
California
$15K
WT
252
Whittier Trust
California
$14.4K
LC
253
Lindbrook Capital
California
$14.3K
AWM
254
Abound Wealth Management
Tennessee
$10.4K +$100 +4 +0.8%
PFBT
255
Parkside Financial Bank & Trust
Missouri
$10.4K +$4.63K +186 +59%
ASN
256
Advisory Services Network
Georgia
$10.2K
MHR
257
Matthew Hamilton Rosenberg
$8.44K +$25 +1 +0.2%
NA
258
NewEdge Advisors
Louisiana
$7.83K -$29.7K -1,195 -76%
Bessemer Group
259
Bessemer Group
New Jersey
$7K -$156K -6,257 -95%
PTC
260
Private Trust Company
Ohio
$6.29K -$2.39K -96 -24%
PFPT
261
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.23K
TWA
262
TCI Wealth Advisors
Arizona
$5.98K -$17K -682 -70%
BAM
263
Belpointe Asset Management
Nevada
$4.86K +$2.24K +90 +63%
MFT
264
Moisand Fitzgerald Tamayo
Florida
$4.05K
FHA
265
First Horizon Advisors
Tennessee
$2.98K
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$2.47K -$19.8K -794 -87%
GRP
267
Global Retirement Partners
California
$1.94K
QC
268
Quent Capital
New York
$1.9K +$25 +1 +1%
JWM
269
Janiczek Wealth Management
Colorado
$1.66K
FMII
270
Farmers & Merchants Investments Inc
Nebraska
$1.66K
CA
271
Clearstead Advisors
Ohio
$1.62K
BIA
272
Bell Investment Advisors
California
$1.56K +$597 +24 +47%
FRA
273
Front Row Advisors
California
$1K
DA
274
Denali Advisors
California
$810 +$423 +17 +77%
DI
275
Disciplined Investments
Oklahoma
$706 +$274 +11 +48%

CADE Hedge Fund Activity: Q1 2023 in Review

286 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q1 2023, worth a combined $2.96B — down 8.5% from $3.24B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of CADE and 32 opened new positions — a net loss of 19 holders — while 107 trimmed existing stakes and 95 added.

The largest buyer was Fidelity Investments, adding an estimated $85.9M. The largest seller was Wellington Management Group, cutting an estimated $87.6M.

  • 286 institutional investors held Cadence Bank (CADE) as of Q1 2023, down from 310 in Q4 2022.
  • Funds reported $2.96B of Cadence Bank stock for Q1 2023, down 8.5% quarter-over-quarter.
  • 32 funds opened new Cadence Bank positions in Q1 2023 and 51 closed out, a net change of -19 holders.
  • The largest Cadence Bank buyer in Q1 2023 was Fidelity Investments, an estimated $85.9M added.
  • The largest Cadence Bank seller in Q1 2023 was Wellington Management Group, an estimated $87.6M sold.

Based on aggregated 13F filings for Q1 2023.