Cadence Bank
CADE
CADE was delisted on the 30th of January, 2026.
282 hedge funds and large institutions have $4.43B invested in Cadence Bank in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 112 reducing their positions, and 28 closing their positions.
232% more call options, than puts
Call options by funds: $4.16M | Put options by funds: $1.25M
4% less capital invested
Capital invested by funds: $4.63B → $4.43B (-$197M)
2% less funds holding
Funds holding: 287 → 282 (-5)
2.02% less ownership
Funds ownership: 84.86% → 82.85% (-2%)
14% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 28
34% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 112
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$35.9M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$34.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$26.2M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$22.9M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$14.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$69.1M |
| 2 |
Morgan Stanley
New York
|
-$55.1M |
| 3 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
-$22M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
-$19.7M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$9.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GS
301
GTS Securities
New York
| – | -$250K | -8,451 | Closed |
|
|
UCFA
302
United Capital Financial Advisors
Irving,
Texas
| – | -$240K | -8,126 | Closed |
|
|
PWP
303
Precedent Wealth Partners
Houston,
Texas
| – | -$223K | -7,539 | Closed |
|
|
OAM
304
Oppenheimer Asset Management
New York
| – | -$216K | -7,311 | Closed |
|
305
Verition Fund Management
Greenwich,
Connecticut
| – | -$214K | -7,224 | Closed |
|
|
SOW
306
State of Wyoming
Cheyenne,
Wyoming
| – | -$48.9K | -1,651 | Closed |
|
307
Allspring Global Investments
Charlotte,
North Carolina
| – | -$16K | -542 | Closed |
|
|
TCWA
308
Turtle Creek Wealth Advisors
Dallas,
Texas
| – | -$2.01K | -68 | Closed |
|
|
AF
309
Advisornet Financial
Minnetonka,
Minnesota
| – | -$556 | -20 | Closed |
|
|
HI
310
Horizon Investments
Charlotte,
North Carolina
| – | -$414 | -14 | Closed |
|
CADE Hedge Fund Activity: Q1 2024 in Review
282 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q1 2024, worth a combined $4.43B — down 4.2% from $4.63B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of CADE and 24 opened new positions — a net loss of 4 holders — while 112 trimmed existing stakes and 74 added.
The largest buyer was Citadel Advisors, adding an estimated $35.9M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $69.1M.
- 282 institutional investors held Cadence Bank (CADE) as of Q1 2024, down from 287 in Q4 2023.
- Funds reported $4.43B of Cadence Bank stock for Q1 2024, down 4.2% quarter-over-quarter.
- 24 funds opened new Cadence Bank positions in Q1 2024 and 28 closed out, a net change of -4 holders.
- The largest Cadence Bank buyer in Q1 2024 was Citadel Advisors, an estimated $35.9M added.
- The largest Cadence Bank seller in Q1 2024 was Fuller & Thaler Asset Management, an estimated $69.1M sold.
Based on aggregated 13F filings for Q1 2024.