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CADE

Cadence Bank

Delisted

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

286 hedge funds and large institutions have $2.96B invested in Cadence Bank in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 95 increasing their positions, 107 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $2.09M | Put options by funds: $550K

2.08% more ownership

Funds ownership: 75.27%77.35% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less funds holding

Funds holding: 310286 (-24)

9% less capital invested

Capital invested by funds: $3.24B → $2.96B (-$276M)

11% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 107

37% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 51

Holders
286
Holders Change
-24
Holders Change %
-7.74%
% of All Funds
4.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
95
Reduced
107
Closed
51
Calls
$2.09M
Puts
$550K
Net Calls
+$1.54M
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
201
Mackenzie Financial
Ontario, Canada
$235K
JIR
202
James Investment Research
Ohio
$230K
USAA
203
United Services Automobile Association
Texas
$229K -$227K -9,107 -45%
EAM
204
Eukles Asset Management
Ohio
$225K -$2.02K -81 -0.7%
FWP
205
Firethorn Wealth Partners
Georgia
$224K -$43.8K -1,762 -13%
RFC
206
Regions Financial Corp
Alabama
$220K +$5.52K +222 +2%
BRWA
207
B. Riley Wealth Advisors
Florida
$218K +$970 +39 +0.4%
M&T Bank
208
M&T Bank
New York
$215K -$19.5K -785 -7%
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$210K +$24.3K +977 +11%
PAMG
210
Patton Albertson Miller Group
Tennessee
$207K
SFM
211
Systematic Financial Management
New Jersey
$206K +$247K +9,917 New
Cambridge Investment Research Advisors
212
Cambridge Investment Research Advisors
Iowa
$204K -$314K -12,607 -56%
MLICM
213
Metropolitan Life Insurance Company (MetLife)
New York
$203K -$33.4K -1,341 -12%
TRCT
214
Tower Research Capital (TRC)
New York
$201K -$436K -17,541 -64%
SAM
215
Shell Asset Management
Netherlands
$175K -$746 -30 -0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
216
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$166K -$858K -34,500 -81%
AWM
217
Avior Wealth Management
Nebraska
$163K
US Bancorp
218
US Bancorp
Minnesota
$123K -$1.47K -59 -1%
PPC
219
Park Place Capital
Alabama
$117K +$1.24K +50 +0.9%
ACM
220
Alpha Capital Management
Texas
$108K +$109K +4,373 New
BG
221
Bollard Group
Massachusetts
$106K +$1.12K +45 +0.9%
BC
222
Bartlett & Co
Ohio
$105K +$124K +5,000 New
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$105K -$29.8K -1,196 -19%
BCWM
224
Bartlett & Co Wealth Management
Ohio
$105K +$124K +5,000 New
HCM
225
Horrell Capital Management
Arkansas
$104K

CADE Hedge Fund Activity: Q1 2023 in Review

286 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q1 2023, worth a combined $2.96B — down 8.5% from $3.24B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of CADE and 32 opened new positions — a net loss of 19 holders — while 107 trimmed existing stakes and 95 added.

The largest buyer was Fidelity Investments, adding an estimated $85.9M. The largest seller was Wellington Management Group, cutting an estimated $87.6M.

  • 286 institutional investors held Cadence Bank (CADE) as of Q1 2023, down from 310 in Q4 2022.
  • Funds reported $2.96B of Cadence Bank stock for Q1 2023, down 8.5% quarter-over-quarter.
  • 32 funds opened new Cadence Bank positions in Q1 2023 and 51 closed out, a net change of -19 holders.
  • The largest Cadence Bank buyer in Q1 2023 was Fidelity Investments, an estimated $85.9M added.
  • The largest Cadence Bank seller in Q1 2023 was Wellington Management Group, an estimated $87.6M sold.

Based on aggregated 13F filings for Q1 2023.