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CADE

Cadence Bank

Delisted

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

265 hedge funds and large institutions have $2.91B invested in Cadence Bank in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 83 increasing their positions, 95 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more ownership

Funds ownership: 77.35%80.35% (+3%)

2% less capital invested

Capital invested by funds: $2.96B → $2.91B (-$50.9M)

3% less call options, than puts

Call options by funds: $417K | Put options by funds: $429K

7% less funds holding

Funds holding: 286265 (-21)

13% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 95

45% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 42

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
265
Holders Change
-21
Holders Change %
-7.34%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
23
Increased
83
Reduced
95
Closed
42
Calls
$417K
Puts
$429K
Net Calls
-$12K
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$201K +$1.74K +88 +0.9%
MLICM
202
Metropolitan Life Insurance Company (MetLife)
New York
$199K +$6.1K +309 +3%
TRCT
203
Tower Research Capital (TRC)
New York
$197K +$6.73K +341 +4%
CM
204
CM Management
Florida
$196K +$197K +10,000 New
SAM
205
Shell Asset Management
Netherlands
$169K +$2.7K +137 +2%
C
206
Covestor
United Kingdom
$160K +$91.6K +4,645 +132%
AWM
207
Avior Wealth Management
Nebraska
$154K
Allspring Global Investments
208
Allspring Global Investments
North Carolina
$121K +$31.6K +1,603 +35%
US Bancorp
209
US Bancorp
Minnesota
$114K -$2.84K -144 -2%
PPC
210
Park Place Capital
Alabama
$112K +$1.28K +65 +1%
BG
211
Bollard Group
Massachusetts
$101K +$1.14K +58 +1%
BCWM
212
Bartlett & Co Wealth Management
Ohio
$99.4K
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$99.3K
BC
214
Bartlett & Co
Ohio
$99K
HCM
215
Horrell Capital Management
Arkansas
$99K
Lazard Asset Management
216
Lazard Asset Management
New York
$98K +$74.9K +3,795 +313%
TPCW
217
TD Private Client Wealth
New York
$70.1K +$9.55K +484 +16%
CNBTD
218
Citizens National Bank Trust Department
Mississippi
$47.6K
Ohio Public Employees Retirement System (OPERS)
219
Ohio Public Employees Retirement System (OPERS)
Ohio
$41K +$4.77K +242 +13%
MTIC
220
Missouri Trust & Investment Company
Missouri
$39.3K
EWA
221
EverSource Wealth Advisors
Alabama
$36.9K +$37.1K +1,878 New
SS
222
Sunbelt Securities
Texas
$35.4K +$18K +913 +103%
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$34K +$5.49K +278 +19%
SPIA
224
Steward Partners Investment Advisory
New York
$32.7K
CI Investments Inc
225
CI Investments Inc
Ontario, Canada
$32K -$1.74K -88 -5%

CADE Hedge Fund Activity: Q2 2023 in Review

265 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q2 2023, worth a combined $2.91B — down 1.7% from $2.96B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of CADE and 23 opened new positions — a net loss of 19 holders — while 95 trimmed existing stakes and 83 added.

The largest buyer was Macquarie Group, adding an estimated $53.2M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $20.7M sold.

  • 265 institutional investors held Cadence Bank (CADE) as of Q2 2023, down from 286 in Q1 2023.
  • Funds reported $2.91B of Cadence Bank stock for Q2 2023, down 1.7% quarter-over-quarter.
  • 23 funds opened new Cadence Bank positions in Q2 2023 and 42 closed out, a net change of -19 holders.
  • The largest Cadence Bank buyer in Q2 2023 was Macquarie Group, an estimated $53.2M added.
  • The largest Cadence Bank seller in Q2 2023 was Balyasny Asset Management, an estimated $20.7M sold.

Based on aggregated 13F filings for Q2 2023.