Cadence Bank
CADE
CADE was delisted on the 30th of January, 2026.
287 hedge funds and large institutions have $2.96B invested in Cadence Bank in 2023 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 94 increasing their positions, 108 reducing their positions, and 50 closing their positions.
281% more call options, than puts
Call options by funds: $2.09M | Put options by funds: $550K
6.15% more ownership
Funds ownership: 71.21% → 77.36% (+6.2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
7% less funds holding
Funds holding: 309 → 287 (-22)
9% less capital invested
Capital invested by funds: $3.24B → $2.96B (-$276M)
13% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 108
34% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$85.9M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$39.2M |
| 3 |
Millennium Management
New York
|
+$26.5M |
| 4 |
Janus Henderson Group
London,
|
+$26.4M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$24.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$87.6M |
| 2 |
CCM
Channing Capital Management
Chicago,
Illinois
|
-$19.1M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$16.2M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$15.6M |
| 5 |
Goldman Sachs
New York
|
-$14.5M |
CADE Hedge Fund Activity: Q1 2023 in Review
287 of the 6,284 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q1 2023, worth a combined $2.96B — down 8.5% from $3.24B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of CADE and 33 opened new positions — a net loss of 17 holders — while 108 trimmed existing stakes and 94 added.
The largest buyer was Fidelity Investments, adding an estimated $85.9M. The largest seller was Wellington Management Group, cutting an estimated $87.6M.
- 287 institutional investors held Cadence Bank (CADE) as of Q1 2023, down from 309 in Q4 2022.
- Funds reported $2.96B of Cadence Bank stock for Q1 2023, down 8.5% quarter-over-quarter.
- 33 funds opened new Cadence Bank positions in Q1 2023 and 50 closed out, a net change of -17 holders.
- The largest Cadence Bank buyer in Q1 2023 was Fidelity Investments, an estimated $85.9M added.
- The largest Cadence Bank seller in Q1 2023 was Wellington Management Group, an estimated $87.6M sold.
Based on aggregated 13F filings for Q1 2023.