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CADE

Cadence Bank

Delisted

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

286 hedge funds and large institutions have $2.96B invested in Cadence Bank in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 95 increasing their positions, 107 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more call options, than puts

Call options by funds: $2.09M | Put options by funds: $550K

2.08% more ownership

Funds ownership: 75.27%77.35% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less funds holding

Funds holding: 310286 (-24)

9% less capital invested

Capital invested by funds: $3.24B → $2.96B (-$276M)

11% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 107

37% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 51

Holders
286
Holders Change
-24
Holders Change %
-7.74%
% of All Funds
4.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
95
Reduced
107
Closed
51
Calls
$2.09M
Puts
$550K
Net Calls
+$1.54M
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$400M +$6.73M +270,416 +1%
BlackRock
2
BlackRock
New York
$368M -$1.14M -45,737 -0.3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$288M +$85.9M +3,454,234 +33%
State Street
4
State Street
Massachusetts
$189M +$11.1M +444,975 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$161M +$5.83M +234,502 +3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$151M -$87.6M -3,522,723 -33%
SAM
7
Silvercrest Asset Management
New York
$116M -$2.42M -97,150 -2%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$80.3M +$39.2M +1,574,528 +69%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$76.3M -$16.2M -650,571 -15%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$72.5M +$3.49M +140,364 +4%
Northern Trust
11
Northern Trust
Illinois
$53.8M -$3.27M -131,623 -5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$45M -$682K -27,416 -1%
Norges Bank
13
Norges Bank
Norway
$40.8M +$1.5M +60,327 +3%
Charles Schwab
14
Charles Schwab
California
$38.3M +$1.33M +53,428 +3%
SCM
15
Shapiro Capital Management
Georgia
$37.6M +$398K +16,000 +0.9%
CRM
16
Cramer Rosenthal McGlynn
Connecticut
$31.3M -$2.54M -102,064 -6%
Fisher Asset Management
17
Fisher Asset Management
Washington
$30.1M -$2M -80,370 -5%
Deutsche Bank
18
Deutsche Bank
Germany
$26.2M +$13.3M +533,777 +73%
RIM
19
Ranger Investment Management
Texas
$25M +$1.65M +66,190 +6%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$22.7M +$26.4M +1,062,175 +3,490%
Millennium Management
21
Millennium Management
New York
$22.1M +$26.5M +1,066,106 New
Goldman Sachs
22
Goldman Sachs
New York
$22M -$14.5M -583,926 -36%
N
23
Nuveen
North Carolina
$21.9M -$15.6M -626,197 -37%
Balyasny Asset Management
24
Balyasny Asset Management
Illinois
$20.7M +$24.8M +996,977 New
Morgan Stanley
25
Morgan Stanley
New York
$19.8M -$2.54M -102,273 -10%

CADE Hedge Fund Activity: Q1 2023 in Review

286 of the 6,276 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: 51 funds closed out of CADE and 32 opened new positions — a net loss of 19 holders — while 107 trimmed existing stakes and 95 added.

The largest buyer was Fidelity Investments, adding an estimated $85.9M. The largest seller was Wellington Management Group, cutting an estimated $87.6M.

  • 286 institutional investors held Cadence Bank (CADE) as of Q1 2023, down from 310 in Q4 2022.
  • Funds reported $2.96B of Cadence Bank stock for Q1 2023, down 8.5% quarter-over-quarter.
  • 32 funds opened new Cadence Bank positions in Q1 2023 and 51 closed out, a net change of -19 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.