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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
CRC
126
Curi RMB Capital
Illinois
$830K -$871K -35,000 -47%
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$812K +$224K +9,010 +30%
DT
128
Diversified Trust
Tennessee
$812K
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$798K -$562K -22,588 -37%
WB
130
WesBanco Bank
West Virginia
$774K
BWA
131
Beam Wealth Advisors
Louisiana
$770K
CFB
132
Cullen/Frost Bankers
Texas
$759K
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$712K +$32.8K +1,320 +4%
ROC
134
River Oaks Capital
Minnesota
$689K -$184K -7,400 -18%
Handelsbanken Fonder
135
Handelsbanken Fonder
Sweden
$688K +$256K +10,300 +45%
NMERB
136
New Mexico Educational Retirement Board
New Mexico
$685K +$104K +4,200 +15%
ProShare Advisors
137
ProShare Advisors
Maryland
$669K -$59.1K -2,376 -7%
SMH
138
Sanders Morris Harris
Texas
$661K
Victory Capital Management
139
Victory Capital Management
Texas
$658K -$233K -9,373 -23%
IIM
140
Ironwood Investment Management
Massachusetts
$657K +$5.92K +238 +0.8%
SCP
141
Silverleafe Capital Partners
Tennessee
$642K
EMFAT
142
Emerald Mutual Fund Advisers Trust
Pennsylvania
$628K +$753K +30,260 New
SNB
143
Security National Bank
Nebraska
$619K
GF
144
Gabelli Funds
New York
$612K
SI
145
Shaker Investments
Ohio
$606K +$18.4K +740 +3%
Public Employees Retirement Association of Colorado
146
Public Employees Retirement Association of Colorado
Colorado
$592K
JWCA
147
J.W. Cole Advisors
Florida
$590K
X
148
Xponance
Pennsylvania
$590K +$4.75K +191 +0.7%
SIA
149
Sit Investment Associates
Minnesota
$589K -$30.5K -1,225 -4%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$588K +$50.2K +2,018 +8%

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.