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CADE

Cadence Bank

Delisted

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

219 hedge funds and large institutions have $2.27B invested in Cadence Bank in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 58 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $2.7M | Put options by funds: $528K

55% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 58

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more capital invested

Capital invested by funds: $2.06B → $2.27B (+$206M)

3.91% more ownership

Funds ownership: 58.58%62.49% (+3.9%)

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

1% less funds holding

Funds holding: 221219 (-2)

Holders
219
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
90
Reduced
58
Closed
29
Calls
$2.7M
Puts
$528K
Net Calls
+$2.17M
Net Calls Change
-$588K
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
176
Tower Research Capital (TRC)
New York
$214K -$1.34M -48,079 -87%
CAG
177
Csenge Advisory Group
Florida
$214K +$195K +7,008 New
FIM
178
Fruth Investment Management
Texas
$212K
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$212K +$194K +6,945 +3,617%
MLL
180
Moody Lynn & Lieberson
Massachusetts
$206K +$193K +6,915 New
TFS
181
TrustCore Financial Services
Tennessee
$175K
Schroder Investment Management Group
182
Schroder Investment Management Group
United Kingdom
$173K
US Bancorp
183
US Bancorp
Minnesota
$165K -$558 -20 -0.4%
HCM
184
Horrell Capital Management
Arkansas
$150K
BG
185
Bollard Group
Massachusetts
$145K +$892 +32 +0.7%
Ohio Public Employees Retirement System (OPERS)
186
Ohio Public Employees Retirement System (OPERS)
Ohio
$129K +$5.63K +202 +5%
Macquarie Group
187
Macquarie Group
Australia
$125K
Lazard Asset Management
188
Lazard Asset Management
New York
$125K +$117K +4,211 New
CAPTRUST Financial Advisors
189
CAPTRUST Financial Advisors
North Carolina
$94K +$8.51K +305 +11%
Toronto Dominion Bank
190
Toronto Dominion Bank
Ontario, Canada
$81K +$5.27K +189 +7%
S
191
SignatureFD
Georgia
$71K -$6.36K -228 -9%
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$57K -$3.54K -127 -6%
Simplex Trading
193
Simplex Trading
Illinois
$48K +$39.7K +1,425 +550%
SOW
194
State of Wyoming
Wyoming
$45K +$41.8K +1,499 New
PHK
195
Point72 Hong Kong
Hong Kong
$34K -$194K -6,944 -86%
FCMT
196
Founders Capital Management (Texas)
Texas
$30K
HFM
197
Harvest Fund Management
China
$30K +$39.3K +1,411 New
PA
198
Parallel Advisors
California
$20K +$1.56K +56 +9%
Barrow, Hanley, Mewhinney & Strauss
199
Barrow, Hanley, Mewhinney & Strauss
Texas
$19K
PCM
200
Peregrine Capital Management
Minnesota
$13K

CADE Hedge Fund Activity: Q3 2021 in Review

219 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q3 2021, worth a combined $2.27B — up 10% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CADE positions and 29 closed out — a net gain of 1 holder — while 90 added to existing stakes and 58 trimmed.

The largest buyer was Shapiro Capital Management, opening a new position worth an estimated $185M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $111M sold.

  • 219 institutional investors held Cadence Bank (CADE) as of Q3 2021, down from 221 in Q2 2021.
  • Funds reported $2.27B of Cadence Bank stock for Q3 2021, up 10% quarter-over-quarter.
  • 30 funds opened new Cadence Bank positions in Q3 2021 and 29 closed out, a net change of +1 holder.
  • The largest Cadence Bank buyer in Q3 2021 was Shapiro Capital Management, an estimated $185M added.
  • The largest Cadence Bank seller in Q3 2021 was Dimensional Fund Advisors, an estimated $111M sold.

Based on aggregated 13F filings for Q3 2021.