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CADE

Cadence Bank

Delisted

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

287 hedge funds and large institutions have $4.63B invested in Cadence Bank in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 91 increasing their positions, 91 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,233% more call options, than puts

Call options by funds: $4.49M | Put options by funds: $337K

292% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 12

47% more capital invested

Capital invested by funds: $3.16B → $4.63B (+$1.48B)

13% more funds holding

Funds holding: 255287 (+32)

4.25% more ownership

Funds ownership: 80.61%84.86% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 91

Holders
287
Holders Change
+32
Holders Change %
+12.55%
% of All Funds
4.18%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
47
Increased
91
Reduced
91
Closed
12
Calls
$4.49M
Puts
$337K
Net Calls
+$4.15M
Net Calls Change
+$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
201
Regions Financial Corp
Alabama
$298K
CM
202
CM Management
Florida
$296K
RA
203
RFG Advisory
Alabama
$264K +$218K +8,916 New
PAMG
204
Patton Albertson Miller Group
Tennessee
$260K +$214K +8,775 New
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$260K +$214K +8,770 New
SIG
206
Stonegate Investment Group
Alabama
$258K +$213K +8,726 New
SG Americas Securities
207
SG Americas Securities
New York
$255K -$1.81M -74,280 -90%
GS
208
GTS Securities
New York
$250K +$206K +8,451 New
FAG
209
Financial Advisory Group
Texas
$250K +$206K +8,450 New
UCFA
210
United Capital Financial Advisors
Texas
$240K +$198K +8,126 New
PPC
211
Park Place Capital
Alabama
$236K +$54.7K +2,242 +39%
APP
212
Avantax Planning Partners
Iowa
$234K +$193K +7,913 New
SCM
213
Shelton Capital Management
Colorado
$233K +$192K +7,872 New
VF
214
Vest Financial
Virginia
$230K +$190K +7,783 New
Osaic Holdings
215
Osaic Holdings
Arizona
$227K -$126K -5,174 -40%
PWP
216
Precedent Wealth Partners
Texas
$223K +$184K +7,539 New
OAM
217
Oppenheimer Asset Management
New York
$216K +$178K +7,311 New
Verition Fund Management
218
Verition Fund Management
Connecticut
$214K -$3.93M -161,208 -96%
TA
219
Teton Advisors
New York
$213K +$176K +7,200 New
GC
220
Guggenheim Capital
Illinois
$209K +$172K +7,055 New
MLL
221
Moody Lynn & Lieberson
Massachusetts
$205K +$169K +6,915 New
SAM
222
Shell Asset Management
Netherlands
$193K -$46.7K -1,914 -23%
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$192K -$76.2K -3,124 -33%
BG
224
Bollard Group
Massachusetts
$156K +$1.39K +57 +1%
BCWM
225
Bartlett & Co Wealth Management
Ohio
$152K

CADE Hedge Fund Activity: Q4 2023 in Review

287 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q4 2023, worth a combined $4.63B — up 47% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new CADE positions and 12 closed out — a net gain of 35 holders — while 91 added to existing stakes and 91 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50M. The largest seller was Janus Henderson Group, cutting an estimated $32.1M.

  • 287 institutional investors held Cadence Bank (CADE) as of Q4 2023, up from 255 in Q3 2023.
  • Funds reported $4.63B of Cadence Bank stock for Q4 2023, up 47% quarter-over-quarter.
  • 47 funds opened new Cadence Bank positions in Q4 2023 and 12 closed out, a net change of +35 holders.
  • The largest Cadence Bank buyer in Q4 2023 was Morgan Stanley, an estimated $50M added.
  • The largest Cadence Bank seller in Q4 2023 was Janus Henderson Group, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2023.