We are live on ! Find out more
CADE

Cadence Bank

Delisted

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

265 hedge funds and large institutions have $2.91B invested in Cadence Bank in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 83 increasing their positions, 95 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more ownership

Funds ownership: 77.35%80.35% (+3%)

2% less capital invested

Capital invested by funds: $2.96B → $2.91B (-$50.9M)

3% less call options, than puts

Call options by funds: $417K | Put options by funds: $429K

7% less funds holding

Funds holding: 286265 (-21)

13% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 95

45% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 42

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
265
Holders Change
-21
Holders Change %
-7.34%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
23
Increased
83
Reduced
95
Closed
42
Calls
$417K
Puts
$429K
Net Calls
-$12K
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
FCAG
251
First Capital Advisors Group
New Jersey
$2.71K +$2.72K +138 New
GRP
252
Global Retirement Partners
California
$2.06K
QC
253
Quent Capital
New York
$1.8K
JWA
254
JFS Wealth Advisors
Pennsylvania
$1.57K +$1.36K +69 +627%
FMII
255
Farmers & Merchants Investments Inc
Nebraska
$1.57K
BIA
256
Bell Investment Advisors
California
$1.47K
MPWT
257
MassMutual Private Wealth & Trust
Connecticut
$1.47K +$1.03K +52 +226%
FRA
258
Front Row Advisors
California
$1K
JWM
259
Janiczek Wealth Management
Colorado
$825 -$789 -40 -49%
SIC
260
SJS Investment Consulting
Ohio
$766 +$631 +32 +457%
DI
261
Disciplined Investments
Oklahoma
$432 -$237 -12 -35%
FFA
262
Farther Finance Advisors
California
$432 +$434 +22 New
AF
263
Allworth Financial
California
$217
TWP
264
TFO Wealth Partners
Ohio
$137
HCP
265
Hexagon Capital Partners
Arkansas
$39
Balyasny Asset Management
266
Balyasny Asset Management
Illinois
-$20.7M -996,977 Closed
IP
267
Interval Partners
New York
-$6.04M -291,109 Closed
Diamond Hill Capital Management
268
Diamond Hill Capital Management
Ohio
-$5.33M -256,558 Closed
MIIM
269
Mesirow Institutional Investment Management
Illinois
-$3.13M -150,555 Closed
QT
270
Quantbot Technologies
New York
-$1.35M -65,162 Closed
HAI
271
Hennessy Advisors Inc
California
-$932K -44,900 Closed
SI
272
Shaker Investments
Ohio
-$606K -29,191 Closed
JWCA
273
J.W. Cole Advisors
Florida
-$590K -28,438 Closed
Two Sigma Investments
274
Two Sigma Investments
New York
-$501K -24,122 Closed
FRM
275
Fox Run Management
Connecticut
-$436K -20,997 Closed

CADE Hedge Fund Activity: Q2 2023 in Review

265 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q2 2023, worth a combined $2.91B — down 1.7% from $2.96B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of CADE and 23 opened new positions — a net loss of 19 holders — while 95 trimmed existing stakes and 83 added.

The largest buyer was Macquarie Group, adding an estimated $53.2M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $20.7M sold.

  • 265 institutional investors held Cadence Bank (CADE) as of Q2 2023, down from 286 in Q1 2023.
  • Funds reported $2.91B of Cadence Bank stock for Q2 2023, down 1.7% quarter-over-quarter.
  • 23 funds opened new Cadence Bank positions in Q2 2023 and 42 closed out, a net change of -19 holders.
  • The largest Cadence Bank buyer in Q2 2023 was Macquarie Group, an estimated $53.2M added.
  • The largest Cadence Bank seller in Q2 2023 was Balyasny Asset Management, an estimated $20.7M sold.

Based on aggregated 13F filings for Q2 2023.