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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
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$2.72M +$572K +23,427 +34%
YCM
102
Yousif Capital Management
Michigan
$2.51M +$7.49K +307 +0.4%
TD Asset Management
103
TD Asset Management
Ontario, Canada
$2.47M
CIA
104
Concurrent Investment Advisors
Florida
$2.4M +$1.98M +81,154 New
Wells Fargo
105
Wells Fargo
California
$2.22M -$897K -36,748 -33%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$2.15M -$9.69K -397 -0.5%
LW
107
Linscomb Wealth
Texas
$2.12M +$589K +24,162 +51%
GI
108
GAMCO Investors
Connecticut
$2.11M -$12.2K -500 -0.7%
CC
109
Carlson Capital
Texas
$2.05M +$1.69M +69,141 New
1CM
110
1492 Capital Management
Wisconsin
$1.95M -$11.8K -484 -0.7%
Ensign Peak Advisors
111
Ensign Peak Advisors
Utah
$1.94M +$304K +12,450 +23%
Wealth Enhancement Advisory Services
112
Wealth Enhancement Advisory Services
Minnesota
$1.92M -$170K -6,959 -10%
HighTower Advisors
113
HighTower Advisors
Illinois
$1.89M +$1.55M +63,575 New
SEI Investments
114
SEI Investments
Pennsylvania
$1.86M -$94.2K -3,862 -6%
AIA
115
Arbor Investment Advisors
North Carolina
$1.83M
AIP
116
Ameritas Investment Partners
Nebraska
$1.74M -$6.98K -286 -0.5%
SCP
117
Silverleafe Capital Partners
Tennessee
$1.73M +$672K +27,527 +89%
ClearBridge Investments
118
ClearBridge Investments
New York
$1.56M
State Board of Administration of Florida Retirement System
119
State Board of Administration of Florida Retirement System
Florida
$1.54M
OPERF
120
Oregon Public Employees Retirement Fund
Oregon
$1.52M +$2.44K +100 +0.2%
LSERS
121
Louisiana State Employees Retirement System
Louisiana
$1.52M -$9.76K -400 -0.8%
ASRS
122
Arizona State Retirement System
Arizona
$1.51M -$23.1K -948 -2%
HFS
123
Howard Financial Services
Texas
$1.48M -$244K -10,000 -17%
BPA
124
Beacon Pointe Advisors
California
$1.35M -$48.8K -2,000 -4%
SOMRS
125
State of Michigan Retirement System
Michigan
$1.3M +$4.88K +200 +0.5%

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.