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CADE

Cadence Bank

Delisted

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

282 hedge funds and large institutions have $4.43B invested in Cadence Bank in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 112 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $4.16M | Put options by funds: $1.25M

4% less capital invested

Capital invested by funds: $4.63B → $4.43B (-$197M)

2% less funds holding

Funds holding: 287282 (-5)

2.02% less ownership

Funds ownership: 84.86%82.85% (-2%)

14% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 28

34% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 112

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
282
Holders Change
-5
Holders Change %
-1.74%
% of All Funds
4.06%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
74
Reduced
112
Closed
28
Calls
$4.16M
Puts
$1.25M
Net Calls
+$2.91M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$245K -$7.09K -255 -3%
Lazard Asset Management
202
Lazard Asset Management
New York
$236K +$126K +4,545 +125%
PPC
203
Park Place Capital
Alabama
$233K +$1.31K +47 +0.6%
APP
204
Avantax Planning Partners
Iowa
$229K
SCM
205
Shelton Capital Management
Colorado
$228K
TRCT
206
Tower Research Capital (TRC)
New York
$227K -$793K -28,510 -78%
EMFAT
207
Emerald Mutual Fund Advisers Trust
Pennsylvania
$214K -$636K -22,889 -76%
TI
208
Tidal Investments
Wisconsin
$209K +$200K +7,203 New
TA
209
Teton Advisors
New York
$209K
NPI
210
New Perspectives Inc
Mississippi
$208K +$200K +7,184 New
LC
211
Lavaca Capital
Texas
$207K +$199K +7,154 New
AA
212
Argent Advisors
Louisiana
$204K +$195K +7,021 New
MLL
213
Moody Lynn & Lieberson
Massachusetts
$201K
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$181K -$6.84K -246 -4%
Osaic Holdings
215
Osaic Holdings
Arizona
$177K -$44.1K -1,585 -21%
SAM
216
Shell Asset Management
Netherlands
$163K -$21.2K -762 -12%
BG
217
Bollard Group
Massachusetts
$154K +$1.14K +41 +0.8%
BCWM
218
Bartlett & Co Wealth Management
Ohio
$146K
HCM
219
Horrell Capital Management
Arkansas
$146K
KBC Group
220
KBC Group
Belgium
$131K +$30.4K +1,092 +32%
BTI
221
Blue Trust Inc
Georgia
$113K +$3.56K +128 +3%
TPCW
222
TD Private Client Wealth
New York
$111K -$34.8K -1,252 -25%
US Bancorp
223
US Bancorp
Minnesota
$108K
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$106K +$64.1K +2,307 +169%
DekaBank Deutsche Girozentrale
225
DekaBank Deutsche Girozentrale
Germany
$104K

CADE Hedge Fund Activity: Q1 2024 in Review

282 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q1 2024, worth a combined $4.43B — down 4.2% from $4.63B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of CADE and 24 opened new positions — a net loss of 4 holders — while 112 trimmed existing stakes and 74 added.

The largest buyer was Citadel Advisors, adding an estimated $35.9M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $69.1M.

  • 282 institutional investors held Cadence Bank (CADE) as of Q1 2024, down from 287 in Q4 2023.
  • Funds reported $4.43B of Cadence Bank stock for Q1 2024, down 4.2% quarter-over-quarter.
  • 24 funds opened new Cadence Bank positions in Q1 2024 and 28 closed out, a net change of -4 holders.
  • The largest Cadence Bank buyer in Q1 2024 was Citadel Advisors, an estimated $35.9M added.
  • The largest Cadence Bank seller in Q1 2024 was Fuller & Thaler Asset Management, an estimated $69.1M sold.

Based on aggregated 13F filings for Q1 2024.