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CADE

Cadence Bank

Delisted

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

312 hedge funds and large institutions have $3.53B invested in Cadence Bank in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 140 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $875K | Put options by funds: $332K

9% more capital invested

Capital invested by funds: $3.23B → $3.53B (+$297M)

0.46% more ownership

Funds ownership: 74.7%75.16% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less funds holding

Funds holding: 321312 (-9)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

42% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 140

Holders
312
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
5.37%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
36
Increased
81
Reduced
140
Closed
40
Calls
$875K
Puts
$332K
Net Calls
+$543K
Net Calls Change
+$215K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$408K -$37.5K -1,459 -8%
CGH
202
Crossmark Global Holdings
Texas
$404K -$7.5K -292 -2%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$398K +$4.29K +167 +1%
Citigroup
204
Citigroup
New York
$387K -$325K -12,670 -45%
TA
205
Teton Advisors
New York
$387K +$12.8K +500 +3%
Macquarie Group
206
Macquarie Group
Australia
$378K -$96.7K -3,764 -25%
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$377K -$9.6K -374 -2%
Mariner
208
Mariner
Kansas
$377K -$1.75K -68 -0.5%
APP
209
Avantax Planning Partners
Iowa
$367K -$195K -7,592 -34%
Osaic Holdings
210
Osaic Holdings
Arizona
$358K -$29.3K -1,140 -7%
HIP
211
Harrell Investment Partners
Texas
$342K
PP
212
PDT Partners
New York
$339K +$343K +13,342 New
FWP
213
Firethorn Wealth Partners
Georgia
$330K -$10.8K -422 -3%
Creative Planning
214
Creative Planning
Kansas
$322K +$11.6K +451 +4%
PHK
215
Point72 Hong Kong
Hong Kong
$320K -$270K -10,522 -46%
PAMS
216
Pictet Asset Management (Switzerland)
Switzerland
$317K
Mackenzie Financial
217
Mackenzie Financial
Ontario, Canada
$303K -$16.2K -629 -5%
Connor, Clark & Lunn Investment Management (CC&L)
218
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$301K +$304K +11,843 New
GC
219
Guggenheim Capital
Illinois
$294K -$107K -4,158 -26%
CB
220
Commerce Bank
Missouri
$289K
JIR
221
James Investment Research
Ohio
$281K
Envestnet Asset Management
222
Envestnet Asset Management
Illinois
$278K -$4.6K -179 -2%
PA
223
Profund Advisors
Maryland
$277K -$17.1K -665 -6%
EAM
224
Eukles Asset Management
Ohio
$276K -$976 -38 -0.3%
WSTAM
225
Wilbanks Smith & Thomas Asset Management
Virginia
$276K

CADE Hedge Fund Activity: Q3 2022 in Review

312 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q3 2022, worth a combined $3.53B — up 9.2% from $3.23B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of CADE and 36 opened new positions — a net loss of 4 holders — while 140 trimmed existing stakes and 81 added.

The largest buyer was Fidelity Investments, adding an estimated $114M. The largest seller was T. Rowe Price Associates, cutting an estimated $72.5M.

  • 312 institutional investors held Cadence Bank (CADE) as of Q3 2022, down from 321 in Q2 2022.
  • Funds reported $3.53B of Cadence Bank stock for Q3 2022, up 9.2% quarter-over-quarter.
  • 36 funds opened new Cadence Bank positions in Q3 2022 and 40 closed out, a net change of -4 holders.
  • The largest Cadence Bank buyer in Q3 2022 was Fidelity Investments, an estimated $114M added.
  • The largest Cadence Bank seller in Q3 2022 was T. Rowe Price Associates, an estimated $72.5M sold.

Based on aggregated 13F filings for Q3 2022.