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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
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$481K +$1.35K +60 +0.3%
Stifel Financial
152
Stifel Financial
Missouri
$468K +$15K +665 +3%
MNBTD
153
Moody National Bank Trust Division
Texas
$466K +$63.2K +2,799 +15%
HF
154
HRT Financial
New York
$461K +$491K +21,757 New
SOADOR
155
State of Alaska Department of Revenue
Alaska
$460K -$21.3K -945 -4%
ACM
156
Academy Capital Management
Texas
$445K
API
157
Advisor Partners II
California
$438K +$4.67K +207 +1%
Corient Private Wealth
158
Corient Private Wealth
Florida
$420K -$44K -1,949 -9%
IPW
159
Intergy Private Wealth
Colorado
$408K -$39.5K -1,750 -8%
Pictet Asset Management
160
Pictet Asset Management
Switzerland
$397K +$422K +18,698 New
Mitsubishi UFJ Asset Management
161
Mitsubishi UFJ Asset Management
Japan
$394K +$419K +18,575 New
Creative Planning
162
Creative Planning
Kansas
$389K +$15.9K +706 +4%
MCM
163
MAI Capital Management
Ohio
$380K -$131K -5,815 -25%
Two Sigma Investments
164
Two Sigma Investments
New York
$374K +$398K +17,628 New
NSEDCP
165
NJ State Employees Deferred Compensation Plan
New Jersey
$356K
PA
166
Procyon Advisors
Connecticut
$354K
MP
167
MSD Partners
New York
$353K
FWP
168
Firethorn Wealth Partners
Georgia
$352K +$119K +5,296 +47%
SSWM
169
Sheets Smith Wealth Management
North Carolina
$345K +$13.3K +589 +4%
SO
170
STRS Ohio
Ohio
$333K +$38.4K +1,700 +12%
SAM
171
Securian Asset Management
Minnesota
$328K -$18.2K -808 -5%
Pacer Advisors
172
Pacer Advisors
Pennsylvania
$325K -$379K -16,798 -52%
Envestnet Asset Management
173
Envestnet Asset Management
Illinois
$316K +$9.07K +402 +3%
PA
174
Profund Advisors
Maryland
$294K -$52.6K -2,331 -14%
TRCT
175
Tower Research Capital (TRC)
New York
$292K +$83.7K +3,710 +37%

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.