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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
SBH
26
Segall Bryant & Hamill
Illinois
$19M +$22.8M +915,108 New
CB
27
Cadence Bank
Mississippi
$18.8M +$6.33M +254,558 +39%
First Trust Advisors
28
First Trust Advisors
Illinois
$17.5M +$14.1M +568,540 +207%
Principal Financial Group
29
Principal Financial Group
Iowa
$16.1M +$105K +4,227 +0.5%
American Century Companies
30
American Century Companies
Missouri
$16M +$15.3M +614,293 +373%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$15M +$7.58M +304,830 +73%
ClearBridge Investments
32
ClearBridge Investments
New York
$14.9M -$1.97M -79,032 -10%
Verition Fund Management
33
Verition Fund Management
Connecticut
$14.3M -$9.74M -391,676 -36%
SCA
34
Stieven Capital Advisors
Missouri
$14M -$5.1M -205,041 -23%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$13.6M -$44.9K -1,803 -0.3%
KCM
36
Kennedy Capital Management
Missouri
$13.6M -$6M -241,251 -27%
RJA
37
Raymond James & Associates
Florida
$13.4M +$721K +28,976 +5%
Bank of America
38
Bank of America
North Carolina
$13.4M +$5.01M +201,216 +45%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13.4M -$522K -20,977 -3%
WCM
40
Wedge Capital Management
North Carolina
$12.9M -$3.01K -121 -0%
JP Morgan Chase
41
JP Morgan Chase
New York
$12M +$1.86M +74,775 +15%
FHC
42
Forest Hill Capital
Arkansas
$10.4M
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$10.4M -$1.57M -62,962 -11%
GLA
44
Great Lakes Advisors
Illinois
$10.2M +$12.2M +492,380 New
Loomis, Sayles & Company
45
Loomis, Sayles & Company
Massachusetts
$10M +$12M +483,378 New
Invesco
46
Invesco
Georgia
$9.88M +$1.68M +67,399 +17%
Ameriprise
47
Ameriprise
Minnesota
$9.83M +$3.12M +125,578 +36%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$9.4M +$11.3M +452,714 New
Citadel Advisors
49
Citadel Advisors
Florida
$8.76M +$5.05M +203,131 +93%
NHC
50
Nicholas Hoffman & Company
Georgia
$8.64M

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.