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CADE

Cadence Bank

Delisted

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

191 hedge funds and large institutions have $2.06B invested in Cadence Bank in 2018 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 53 increasing their positions, 70 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $795K | Put options by funds: $206K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

37% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 27

5.22% more ownership

Funds ownership: 72.15%77.37% (+5.2%)

4% more funds holding

Funds holding: 184191 (+7)

1% more capital invested

Capital invested by funds: $2.04B → $2.06B (+$19.9M)

24% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 70

Holders
191
Holders Change
+7
Holders Change %
+3.8%
% of All Funds
4.38%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
37
Increased
53
Reduced
70
Closed
27
Calls
$795K
Puts
$206K
Net Calls
+$589K
Net Calls Change
-$72K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$299M +$4.99M +151,482 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$262M +$38.7M +1,177,342 +17%
State Street
3
State Street
Massachusetts
$188M +$28.2M +856,269 +17%
SAM
4
Silvercrest Asset Management
New York
$167M +$474K +14,391 +0.3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$131M +$95.5M +2,902,027 +240%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$130M -$670K -20,351 -0.5%
Northern Trust
7
Northern Trust
Illinois
$82.1M -$90.3K -2,745 -0.1%
Goldman Sachs
8
Goldman Sachs
New York
$58.6M +$4.21M +127,805 +7%
Fisher Asset Management
9
Fisher Asset Management
Washington
$57.4M -$1.22M -37,097 -2%
JP Morgan Chase
10
JP Morgan Chase
New York
$45.9M -$14.7M -447,893 -24%
CRM
11
Cramer Rosenthal McGlynn
Connecticut
$45.7M -$1.62M -49,325 -3%
Victory Capital Management
12
Victory Capital Management
Texas
$38.5M +$261K +7,919 +0.7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$37.2M +$1.17M +35,569 +3%
SAM
14
Skyline Asset Management
Illinois
$26.6M
Norges Bank
15
Norges Bank
Norway
$24.6M +$1.2M +36,500 +5%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$23.6M -$3.09M -93,950 -11%
CAM
17
Cortina Asset Management
Wisconsin
$23.2M -$1.65M -50,056 -6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$22.8M +$445K +13,521 +2%
CB
19
Cadence Bank
Mississippi
$19.5M -$1.75M -53,213 -8%
KTA
20
Keeley-Teton Advisors
Illinois
$16.9M -$1.06M -32,092 -6%
WCM
21
Wedge Capital Management
North Carolina
$16.5M +$17.1M +520,100 New
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$16.4M -$777K -23,607 -4%
Charles Schwab
23
Charles Schwab
California
$16.1M +$655K +19,890 +4%
Luther King Capital Management (LKCM)
24
Luther King Capital Management (LKCM)
Texas
$15.6M -$774K -23,508 -5%
Morgan Stanley
25
Morgan Stanley
New York
$15M +$2.25M +68,398 +17%

CADE Hedge Fund Activity: Q1 2018 in Review

191 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q1 2018, worth a combined $2.06B — up 0.98% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CADE positions and 27 closed out — a net gain of 10 holders — while 53 added to existing stakes and 70 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $95.5M. The largest seller was Millennium Management, exiting entirely with an estimated $32.7M sold.

  • 191 institutional investors held Cadence Bank (CADE) as of Q1 2018, up from 184 in Q4 2017.
  • Funds reported $2.06B of Cadence Bank stock for Q1 2018, up 0.98% quarter-over-quarter.
  • 37 funds opened new Cadence Bank positions in Q1 2018 and 27 closed out, a net change of +10 holders.
  • The largest Cadence Bank buyer in Q1 2018 was Wellington Management Group, an estimated $95.5M added.
  • The largest Cadence Bank seller in Q1 2018 was Millennium Management, an estimated $32.7M sold.

Based on aggregated 13F filings for Q1 2018.