We are live on ! Find out more
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
MNBTD
151
Moody National Bank Trust Division
Texas
$861K +$174K +7,128 +32%
Public Employees Retirement Association of Colorado
152
Public Employees Retirement Association of Colorado
Colorado
$837K -$6K -246 -0.9%
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$817K -$128K -5,231 -16%
Pacer Advisors
154
Pacer Advisors
Pennsylvania
$813K +$297K +12,158 +79%
WWC
155
Waypoint Wealth Counsel
Georgia
$800K
IP
156
Ignite Planners
California
$787K +$34.4K +1,412 +6%
X
157
Xponance
Pennsylvania
$785K +$4.98K +204 +0.8%
Pathstone Holdings
158
Pathstone Holdings
New Jersey
$782K +$644K +26,411 New
SIA
159
Sit Investment Associates
Minnesota
$780K
LIM
160
Lathrop Investment Management
Arkansas
$740K
SDIC
161
South Dakota Investment Council
South Dakota
$740K
HI
162
Handelsinvest Investeringsforvaltning
Denmark
$704K +$580K +23,790 New
Corient Private Wealth
163
Corient Private Wealth
Florida
$692K +$87.8K +3,598 +18%
ACM
164
Academy Capital Management
Texas
$620K
Pictet Asset Management
165
Pictet Asset Management
Switzerland
$613K +$49.4K +2,025 +11%
Marshall Wace
166
Marshall Wace
United Kingdom
$589K +$486K +19,900 New
CCIA
167
Campbell & Co Investment Adviser
Maryland
$588K +$485K +19,887 New
SO
168
STRS Ohio
Ohio
$588K +$102K +4,200 +27%
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$586K -$70.3K -2,881 -13%
SOADOR
170
State of Alaska Department of Revenue
Alaska
$583K -$48.2K -1,975 -9%
Creative Planning
171
Creative Planning
Kansas
$574K +$26K +1,067 +6%
Envestnet Asset Management
172
Envestnet Asset Management
Illinois
$564K +$101K +4,142 +28%
Stifel Financial
173
Stifel Financial
Missouri
$558K -$77.7K -3,186 -14%
IPW
174
Intergy Private Wealth
Colorado
$543K -$20.8K -851 -4%
VPIM
175
Vanguard Personalized Indexing Management
California
$532K +$438K +17,972 New

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.