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CADE

Cadence Bank

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 14 (+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: 265255 (-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

Holders
255
Holders Change
-10
Holders Change %
-3.77%
% of All Funds
4.05%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
22
Increased
76
Reduced
100
Closed
30
Calls
$1.11M
Puts
$72K
Net Calls
+$1.04M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$1.53M +$1.62M +71,929 New
GI
102
GAMCO Investors
Connecticut
$1.52M
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$1.45M +$259K +11,474 +20%
SEI Investments
104
SEI Investments
Pennsylvania
$1.41M -$1.66M -73,660 -53%
1CM
105
1492 Capital Management
Wisconsin
$1.41M -$1.47M -65,288 -50%
AIA
106
Arbor Investment Advisors
North Carolina
$1.31M
WB
107
WesBanco Bank
West Virginia
$1.29M
HFS
108
Howard Financial Services
Texas
$1.28M
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$1.25M +$1.33M +59,158 New
AIP
110
Ameritas Investment Partners
Nebraska
$1.25M -$36.3K -1,608 -3%
Ensign Peak Advisors
111
Ensign Peak Advisors
Utah
$1.13M
ClearBridge Investments
112
ClearBridge Investments
New York
$1.12M -$14.7M -653,016 -93%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$1.11M -$129K -5,701 -10%
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$1.1M +$6.09K +270 +0.5%
ASRS
115
Arizona State Retirement System
Arizona
$1.1M +$17.8K +789 +2%
LSERS
116
Louisiana State Employees Retirement System
Louisiana
$1.1M -$38.4K -1,700 -3%
OPERF
117
Oregon Public Employees Retirement Fund
Oregon
$1.09M -$33.8K -1,500 -3%
BPA
118
Beacon Pointe Advisors
California
$1.01M +$49.6K +2,200 +5%
LW
119
Linscomb Wealth
Texas
$1.01M -$132K -5,834 -11%
LSV Asset Management
120
LSV Asset Management
Illinois
$997K
Nisa Investment Advisors
121
Nisa Investment Advisors
Missouri
$938K +$221K +9,778 +28%
SOMRS
122
State of Michigan Retirement System
Michigan
$925K -$31.6K -1,400 -3%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$917K +$557K +24,690 +133%
NMIMC
124
Northwestern Mutual Investment Management Company
Wisconsin
$859K -$2.28K -101 -0.2%
CRC
125
Curi RMB Capital
Illinois
$849K

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.