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CADE

Cadence Bank

Delisted

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

219 hedge funds and large institutions have $2.27B invested in Cadence Bank in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 58 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $2.7M | Put options by funds: $528K

55% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 58

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

10% more capital invested

Capital invested by funds: $2.06B → $2.27B (+$206M)

3.91% more ownership

Funds ownership: 58.58%62.49% (+3.9%)

3% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 29

1% less funds holding

Funds holding: 221219 (-2)

Holders
219
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
3.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
30
Increased
90
Reduced
58
Closed
29
Calls
$2.7M
Puts
$528K
Net Calls
+$2.17M
Net Calls Change
-$588K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$340M -$11.7M -420,917 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$298M +$7.67M +275,222 +3%
State Street
3
State Street
Massachusetts
$178M +$526K +18,861 +0.3%
SAM
4
Silvercrest Asset Management
New York
$159M +$10.9M +391,033 +8%
SCM
5
Shapiro Capital Management
Georgia
$146M +$185M +6,630,209 New
Wellington Management Group
6
Wellington Management Group
Massachusetts
$130M +$30.4M +1,089,905 +33%
Goldman Sachs
7
Goldman Sachs
New York
$65.7M +$839K +30,074 +1%
Northern Trust
8
Northern Trust
Illinois
$64.1M +$541K +19,389 +0.9%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$57.5M +$80.4K +2,883 +0.1%
CRM
10
Cramer Rosenthal McGlynn
Connecticut
$55.4M +$2.58M +92,670 +5%
VNIM
11
Vaughan Nelson Investment Management
Texas
$55.3M +$2.56M +91,845 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$50.6M +$1.09M +38,919 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$41.8M +$2.61M +93,585 +7%
Charles Schwab
14
Charles Schwab
California
$29M +$579K +20,772 +2%
Millennium Management
15
Millennium Management
New York
$26.4M +$4.95M +177,659 +25%
Fisher Asset Management
16
Fisher Asset Management
Washington
$24M -$725K -26,013 -3%
WCM
17
Wedge Capital Management
North Carolina
$23.4M -$1.18M -42,141 -5%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$20.5M +$19.2M +689,739 New
Norges Bank
19
Norges Bank
Norway
$19M -$4.29M -153,925 -19%
Bank of America
20
Bank of America
North Carolina
$18.8M +$7.31M +262,226 +71%
CB
21
Cadence Bank
Mississippi
$18.7M -$108K -3,885 -0.6%
Principal Financial Group
22
Principal Financial Group
Iowa
$15M +$1.12M +40,253 +9%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$14.9M +$1.84M +65,915 +15%
MFIMFI
24
Mesirow Financial Investment Management - Fixed Income
Illinois
$13.9M +$5.34M +191,605 +70%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$13.3M +$12.5M +447,200 New

CADE Hedge Fund Activity: Q3 2021 in Review

219 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q3 2021, worth a combined $2.27B — up 10% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CADE positions and 29 closed out — a net gain of 1 holder — while 90 added to existing stakes and 58 trimmed.

The largest buyer was Shapiro Capital Management, opening a new position worth an estimated $185M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $111M sold.

  • 219 institutional investors held Cadence Bank (CADE) as of Q3 2021, down from 221 in Q2 2021.
  • Funds reported $2.27B of Cadence Bank stock for Q3 2021, up 10% quarter-over-quarter.
  • 30 funds opened new Cadence Bank positions in Q3 2021 and 29 closed out, a net change of +1 holder.
  • The largest Cadence Bank buyer in Q3 2021 was Shapiro Capital Management, an estimated $185M added.
  • The largest Cadence Bank seller in Q3 2021 was Dimensional Fund Advisors, an estimated $111M sold.

Based on aggregated 13F filings for Q3 2021.