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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
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$2.22K
FMII
277
Farmers & Merchants Investments Inc
Nebraska
$2.01K
TCWA
278
Turtle Creek Wealth Advisors
Texas
$2.01K +$1.66K +68 New
BIA
279
Bell Investment Advisors
California
$1.51K
SIC
280
SJS Investment Consulting
Ohio
$1.42K +$171 +7 +17%
JWM
281
Janiczek Wealth Management
Colorado
$1.24K
AF
282
Advisornet Financial
Minnesota
$592 +$488 +20 New
HI
283
Horizon Investments
North Carolina
$414 +$342 +14 New
GRP
284
Global Retirement Partners
California
$332 +$293 +12 New
BF
285
BOK Financial
Oklahoma
$236
TWP
286
TFO Wealth Partners
Ohio
$207
PTC
287
Private Trust Company
Ohio
$30
NRCM
288
North Reef Capital Management
California
-$25.3M -1,190,350 Closed
GCM
289
Graham Capital Management
Connecticut
-$3.76M -177,407 Closed
WB
290
WesBanco Bank
West Virginia
-$1.29M -60,752 Closed
SMH
291
Sanders Morris Harris
Texas
-$676K -31,864 Closed
HF
292
HRT Financial
New York
-$461K -21,757 Closed
Two Sigma Investments
293
Two Sigma Investments
New York
-$374K -17,628 Closed
MP
294
MSD Partners
New York
-$353K -16,650 Closed
TI
295
Tidal Investments
Wisconsin
-$286K -13,458 Closed
Janney Montgomery Scott
296
Janney Montgomery Scott
Pennsylvania
-$246K -11,598 Closed
UB
297
UMB Bank
Missouri
-$12.2K -575 Closed
FRA
298
Front Row Advisors
California
-$1.18K -55 Closed
FCAS
299
First Command Advisory Services
Texas
-$191 -9 Closed

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.