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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
SC
276
Schubert & Co
Texas
$686 -$1.49K -60 -65%
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
$477
EI
278
Ellevest Inc
New York
$394 -$4K -161 -89%
GWS
279
Glassman Wealth Services
Virginia
$353 +$423 +17 New
JWA
280
JFS Wealth Advisors
Pennsylvania
$229 -$2.49K -100 -90%
AF
281
Allworth Financial
California
$229
SIC
282
SJS Investment Consulting
Ohio
$146 -$920 -37 -84%
TWP
283
TFO Wealth Partners
Ohio
$145 +$124 +5 +250%
HCP
284
Hexagon Capital Partners
Arkansas
$42 -$50 -2 -50%
CCM
285
Channing Capital Management
Illinois
-$19.1M -775,895 Closed
DRZID
286
DePrince Race & Zollo Inc (DRZ)
Florida
-$10M -407,293 Closed
AU
287
Algebris (UK)
United Kingdom
-$5.77M -234,894 Closed
EPCA
288
Elizabeth Park Capital Advisors
Ohio
-$2.62M -106,096 Closed
UCFA
289
United Capital Financial Advisors
Texas
-$2.48M -100,599 Closed
TI
290
Trexquant Investment
Connecticut
-$2.18M -88,460 Closed
CIBC World Market
291
CIBC World Market
Ontario, Canada
-$1.98M -80,410 Closed
JC
292
JCSD Capital
California
-$1.95M -79,000 Closed
BL
293
Balentine LLC
Georgia
-$1.47M -59,508 Closed
MCM
294
Maltese Capital Management
New York
-$1.44M -58,200 Closed
DTL
295
Dynamic Technology Lab
Singapore
-$1.3M -52,590 Closed
Tudor Investment Corp
296
Tudor Investment Corp
Connecticut
-$1.22M -49,553 Closed
BCM
297
Beck Capital Management
Texas
-$1.2M -48,733 Closed
PFO
298
Pathstone Family Office
New Jersey
-$709K -47,516 Closed
IAIM
299
International Assets Investment Management
Florida
-$1.03M -41,731 Closed
ECM
300
ExodusPoint Capital Management
New York
-$998K -40,461 Closed

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.