Cadence Bank
CADE
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.
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: 1 → 4 (+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: 265 → 255 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$24.7M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$24M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$20.6M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
+$17.5M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Verition Fund Management
Greenwich,
Connecticut
|
-$19.7M |
| 2 |
ClearBridge Investments
New York
|
-$14.7M |
| 3 |
State Street
Boston,
Massachusetts
|
-$14.5M |
| 4 |
Walleye Capital
New York
|
-$8.29M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
-$7.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
276
Aquatic Capital Management
Chicago,
Illinois
| – | -$246K | -12,500 | Closed |
|
|
JIR
277
James Investment Research
Alpha,
Ohio
| – | -$217K | -11,065 | Closed |
|
|
UCFA
278
United Capital Financial Advisors
Irving,
Texas
| – | -$214K | -10,894 | Closed |
|
|
GC
279
Guggenheim Capital
Chicago,
Illinois
| – | -$210K | -10,671 | Closed |
|
|
AWM
280
Avior Wealth Management
Omaha,
Nebraska
| – | -$154K | -7,829 | Closed |
|
|
SS
281
Sunbelt Securities
Houston,
Texas
| – | -$35.4K | -1,800 | Closed |
|
282
Simplex Trading
Chicago,
Illinois
| – | -$12K | -530 | Closed |
|
|
PVH
283
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$8K | -402 | Closed |
|
|
GRP
284
Global Retirement Partners
San Rafael,
California
| – | -$2.06K | -105 | Closed |
|
|
DI
285
Disciplined Investments
Tulsa,
Oklahoma
| – | -$432 | -22 | Closed |
|
|
HCP
286
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$39 | -2 | Closed |
|
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.