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CADE

Cadence Bank

Delisted

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

185 hedge funds and large institutions have $1.48B invested in Cadence Bank in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 62 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

27% more call options, than puts

Call options by funds: $750K | Put options by funds: $589K

19% more capital invested

Capital invested by funds: $1.25B → $1.48B (+$232M)

11% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 62

0.72% less ownership

Funds ownership: 52.37%51.64% (-0.72%)

5% less funds holding

Funds holding: 195185 (-10)

24% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 33

Holders
185
Holders Change
-10
Holders Change %
-5.13%
% of All Funds
3.79%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
25
Increased
69
Reduced
62
Closed
33
Calls
$750K
Puts
$589K
Net Calls
+$161K
Net Calls Change
-$405K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$261M -$3.36M -158,535 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$219M +$8.87M +418,338 +5%
SAM
3
Silvercrest Asset Management
New York
$128M +$2.35M +110,712 +2%
State Street
4
State Street
Massachusetts
$91.3M +$7.39M +348,181 +10%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$82.8M +$1.12M +52,825 +1%
Northern Trust
6
Northern Trust
Illinois
$68.9M +$498K +23,497 +0.8%
CRM
7
Cramer Rosenthal McGlynn
Connecticut
$60.3M +$20.4M +963,627 +57%
Goldman Sachs
8
Goldman Sachs
New York
$57.6M -$1.57M -73,813 -3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$49.8M -$14.5M -682,825 -24%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$32.1M +$718K +33,828 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$29.5M +$41.9K +1,977 +0.2%
Norges Bank
12
Norges Bank
Norway
$23.2M -$333K -15,702 -2%
Victory Capital Management
13
Victory Capital Management
Texas
$23.2M -$28.1M -1,323,148 -56%
Fisher Asset Management
14
Fisher Asset Management
Washington
$20.4M +$240K +11,303 +1%
Charles Schwab
15
Charles Schwab
California
$20M +$1.39M +65,533 +8%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$15.2M +$1.65M +77,740 +13%
CB
17
Cadence Bank
Mississippi
$14M +$766K +36,119 +6%
N
18
Nuveen
North Carolina
$11.9M +$1.14M +53,609 +11%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$10.6M +$1.73M +81,507 +21%
JP Morgan Chase
20
JP Morgan Chase
New York
$9.63M -$2.07M -97,395 -19%
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$8.8M
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$8.38M +$489K +23,060 +7%
WCM
23
Wedge Capital Management
North Carolina
$8.29M +$507K +23,916 +7%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$8.02M
Principal Financial Group
25
Principal Financial Group
Iowa
$7.97M +$1.42M +66,721 +24%

CADE Hedge Fund Activity: Q2 2020 in Review

185 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q2 2020, worth a combined $1.48B — up 19% from $1.25B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of CADE and 25 opened new positions — a net loss of 8 holders — while 62 trimmed existing stakes and 69 added.

The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $20.4M. The largest seller was Victory Capital Management, cutting an estimated $28.1M.

  • 185 institutional investors held Cadence Bank (CADE) as of Q2 2020, down from 195 in Q1 2020.
  • Funds reported $1.48B of Cadence Bank stock for Q2 2020, up 19% quarter-over-quarter.
  • 25 funds opened new Cadence Bank positions in Q2 2020 and 33 closed out, a net change of -8 holders.
  • The largest Cadence Bank buyer in Q2 2020 was Cramer Rosenthal McGlynn, an estimated $20.4M added.
  • The largest Cadence Bank seller in Q2 2020 was Victory Capital Management, an estimated $28.1M sold.

Based on aggregated 13F filings for Q2 2020.