We are live on ! Find out more
CADE

Cadence Bank

Delisted

CADE was delisted on the 30th of January, 2026.

183 hedge funds and large institutions have $1.93B invested in Cadence Bank in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

41% more capital invested

Capital invested by funds: $1.37B → $1.93B (+$557M)

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

3.24% more ownership

Funds ownership: 63.21%66.45% (+3.2%)

1% more funds holding

Funds holding: 181183 (+2)

15% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 71

Holders
183
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
4.57%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.12%
New
26
Increased
60
Reduced
71
Closed
21
Calls
$632K
Puts
Net Calls
+$632K
Net Calls Change
+$732K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
151
US Bancorp
Minnesota
$138K -$7.45K -278 -6%
EP
152
Elkfork Partners
Oregon
$134K +$116K +4,312 New
Creative Planning
153
Creative Planning
Kansas
$130K -$5.04K -188 -4%
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$100K -$2.84K -106 -3%
TAM
155
Tyers Asset Management
Texas
$97K +$84K +3,136 New
NIT
156
NumerixS Investment Technologies
British Columbia, Canada
$78K -$64.3K -2,400 -49%
RCM
157
Riverhead Capital Management
Delaware
$68K
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$68K
TRCT
159
Tower Research Capital (TRC)
New York
$65K -$88.9K -3,317 -61%
AAM
160
Advisors Asset Management
Colorado
$62K -$2.68K -100 -5%
LTFS
161
Ladenburg Thalmann Financial Services
Florida
$62K
SAM
162
Solaris Asset Management
New York
$61K -$3.35K -125 -6%
BL
163
Balentine LLC
Georgia
$40K +$10.2K +380 +42%
GBT
164
Grove Bank & Trust
Florida
$33K +$28.4K +1,060 New
CF
165
CenterStar Fund
Illinois
$31K
SEI Investments
166
SEI Investments
Pennsylvania
$30K -$29.4K -1,097 -35%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$28K -$8.25K -308 -25%
PCM
168
Penserra Capital Management
California
$27K +$4.98K +186 +26%
QCG
169
Quadrant Capital Group
Ohio
$22K
CBOA
170
Commonwealth Bank of Australia
Australia
$21K +$18K +671 New
IA
171
IFP Advisors
Florida
$17K +$14.4K +539 +2,695%
Envestnet Asset Management
172
Envestnet Asset Management
Illinois
$13K +$11.6K +432 New
BWP
173
Baldwin Wealth Partners
Massachusetts
$12K
SF
174
Synovus Financial
Georgia
$12K
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$10K -$268 -10 -3%

CADE Hedge Fund Activity: Q4 2016 in Review

183 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q4 2016, worth a combined $1.93B — up 41% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CADE positions and 21 closed out — a net gain of 5 holders — while 60 added to existing stakes and 71 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $32.6M. The largest seller was Millennium Management, cutting an estimated $39.8M.

  • 183 institutional investors held Cadence Bank (CADE) as of Q4 2016, up from 181 in Q3 2016.
  • Funds reported $1.93B of Cadence Bank stock for Q4 2016, up 41% quarter-over-quarter.
  • 26 funds opened new Cadence Bank positions in Q4 2016 and 21 closed out, a net change of +5 holders.
  • The largest Cadence Bank buyer in Q4 2016 was Wellington Management Group, an estimated $32.6M added.
  • The largest Cadence Bank seller in Q4 2016 was Millennium Management, an estimated $39.8M sold.

Based on aggregated 13F filings for Q4 2016.