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CADE

Cadence Bank

Delisted

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

255 hedge funds and large institutions have $3.16B invested in Cadence Bank in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 76 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,447% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $72K

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

8% more capital invested

Capital invested by funds: $2.91B → $3.16B (+$244M)

0.26% more ownership

Funds ownership: 80.35%80.61% (+0.26%)

4% less funds holding

Funds holding: 265255 (-10)

24% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 100

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

Holders
255
Holders Change
-10
Holders Change %
-3.77%
% of All Funds
4.05%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
22
Increased
76
Reduced
100
Closed
30
Calls
$1.11M
Puts
$72K
Net Calls
+$1.04M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
PPC
201
Park Place Capital
Alabama
$122K +$1.53K +68 +1%
BG
202
Bollard Group
Massachusetts
$111K +$1.38K +61 +1%
BCWM
203
Bartlett & Co Wealth Management
Ohio
$107K
BC
204
Bartlett & Co
Ohio
$107K
HCM
205
Horrell Capital Management
Arkansas
$107K
US Bancorp
206
US Bancorp
Minnesota
$79.2K -$46.6K -2,065 -36%
TPCW
207
TD Private Client Wealth
New York
$75.7K
BTI
208
Blue Trust Inc
Georgia
$72K +$51.8K +2,296 +167%
SPIA
209
Steward Partners Investment Advisory
New York
$55.5K +$21.4K +950 +57%
KBC Group
210
KBC Group
Belgium
$54K +$57.3K +2,539 New
CNBTD
211
Citizens National Bank Trust Department
Mississippi
$51.4K
Ohio Public Employees Retirement System (OPERS)
212
Ohio Public Employees Retirement System (OPERS)
Ohio
$47K +$3.61K +160 +8%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$46K +$10.2K +452 +26%
MTIC
214
Missouri Trust & Investment Company
Missouri
$42.4K
EWA
215
EverSource Wealth Advisors
Alabama
$39.3K -$542 -24 -1%
CI Investments Inc
216
CI Investments Inc
Ontario, Canada
$35K -$316 -14 -0.9%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$30.8K +$20.4K +905 +166%
Nomura Asset Management
218
Nomura Asset Management
Japan
$26.9K
FCMT
219
Founders Capital Management (Texas)
Texas
$25.5K
HGERS
220
Householder Group Estate & Retirement Specialist
Arizona
$24.7K +$26.3K +1,166 New
AAM
221
Advisors Asset Management
Colorado
$22K -$135 -6 -0.6%
QCG
222
Quadrant Capital Group
Ohio
$18.4K -$406 -18 -2%
VCM
223
Versant Capital Management
Arizona
$16.9K
PMFA
224
Plante Moran Financial Advisors
Michigan
$16.8K
CP
225
Castleview Partners
Texas
$16.2K

CADE Hedge Fund Activity: Q3 2023 in Review

255 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q3 2023, worth a combined $3.16B — up 8.4% from $2.91B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of CADE and 22 opened new positions — a net loss of 8 holders — while 100 trimmed existing stakes and 76 added.

The largest buyer was Millennium Management, adding an estimated $24.7M. The largest seller was Verition Fund Management, cutting an estimated $19.7M.

  • 255 institutional investors held Cadence Bank (CADE) as of Q3 2023, down from 265 in Q2 2023.
  • Funds reported $3.16B of Cadence Bank stock for Q3 2023, up 8.4% quarter-over-quarter.
  • 22 funds opened new Cadence Bank positions in Q3 2023 and 30 closed out, a net change of -8 holders.
  • The largest Cadence Bank buyer in Q3 2023 was Millennium Management, an estimated $24.7M added.
  • The largest Cadence Bank seller in Q3 2023 was Verition Fund Management, an estimated $19.7M sold.

Based on aggregated 13F filings for Q3 2023.