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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
Nisa Investment Advisors
126
Nisa Investment Advisors
Missouri
$1.28M -$23.6K -968 -2%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$1.25M -$21.3K -875 -2%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$1.24M +$99K +4,057 +11%
NMIMC
129
Northwestern Mutual Investment Management Company
Wisconsin
$1.2M +$3.32K +136 +0.3%
COPPSERS
130
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.19M +$81.1K +3,326 +9%
DT
131
Diversified Trust
Tennessee
$1.16M
LSV Asset Management
132
LSV Asset Management
Illinois
$1.15M -$196K -8,040 -17%
NMERB
133
New Mexico Educational Retirement Board
New Mexico
$1.1M
Victory Capital Management
134
Victory Capital Management
Texas
$1.1M +$109K +4,469 +14%
BWA
135
Beam Wealth Advisors
Louisiana
$1.1M
TRCT
136
Tower Research Capital (TRC)
New York
$1.07M +$551K +22,567 +164%
MSF
137
Mustard Seed Financial
Arkansas
$1.04M +$861K +35,279 New
TI
138
Trexquant Investment
Connecticut
$1.02M +$840K +34,441 New
CFB
139
Cullen/Frost Bankers
Texas
$1.01M -$59.3K -2,429 -7%
GJWM
140
Gilliland Jeter Wealth Management
Arkansas
$986K +$813K +33,306 New
Handelsbanken Fonder
141
Handelsbanken Fonder
Sweden
$981K
Squarepoint
142
Squarepoint
New York
$975K +$11.1K +455 +1%
VCM
143
Virtue Capital Management
Tennessee
$958K +$92.3K +3,784 New
Balyasny Asset Management
144
Balyasny Asset Management
Illinois
$898K -$2.38M -97,375 -76%
EMFAT
145
Emerald Mutual Fund Advisers Trust
Pennsylvania
$895K
JFG
146
Jefferies Financial Group
New York
$895K +$738K +30,250 New
IIM
147
Ironwood Investment Management
Massachusetts
$884K -$4.32K -177 -0.6%
SNB
148
Security National Bank
Nebraska
$883K
CC
149
Centiva Capital
New York
$875K +$722K +29,582 New
GF
150
Gabelli Funds
New York
$873K

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.