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CADE

Cadence Bank

Delisted

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

255 hedge funds and large institutions have $3.16B invested in Cadence Bank in 2023 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 76 increasing their positions, 100 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,447% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $72K

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

8% more capital invested

Capital invested by funds: $2.91B → $3.16B (+$244M)

0.26% more ownership

Funds ownership: 80.35%80.61% (+0.26%)

4% less funds holding

Funds holding: 265255 (-10)

24% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 100

27% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 30

Holders
255
Holders Change
-10
Holders Change %
-3.77%
% of All Funds
4.05%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
22
Increased
76
Reduced
100
Closed
30
Calls
$1.11M
Puts
$72K
Net Calls
+$1.04M
Net Calls Change
+$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$407M +$1.58M +69,805 +0.4%
BlackRock
2
BlackRock
New York
$377M +$3.65M +161,834 +0.9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$344M -$4.78M -211,897 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$188M +$20.6M +912,547 +11%
State Street
5
State Street
Massachusetts
$185M -$14.5M -640,613 -7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$166M +$24M +1,063,055 +16%
SAM
7
Silvercrest Asset Management
New York
$134M +$17.5M +775,080 +14%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$81.9M -$302K -13,380 -0.3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$81.1M +$3.38M +149,710 +4%
T. Rowe Price Investment Management
10
T. Rowe Price Investment Management
Maryland
$78.5M +$579K +25,681 +0.7%
Macquarie Group
11
Macquarie Group
Australia
$55.6M -$1.8M -79,900 -3%
Northern Trust
12
Northern Trust
Illinois
$52.6M -$1.04M -46,075 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$44.6M -$1.01M -44,843 -2%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$42.8M +$2.83M +125,206 +7%
Fisher Asset Management
15
Fisher Asset Management
Washington
$42.6M +$12.7M +564,937 +39%
Norges Bank
16
Norges Bank
Norway
$41.4M +$8.32M +368,662 +23%
Charles Schwab
17
Charles Schwab
California
$41.2M +$427K +18,922 +1%
Morgan Stanley
18
Morgan Stanley
New York
$37.7M -$7.69M -340,695 -16%
SCM
19
Shapiro Capital Management
Georgia
$35.6M -$2.98M -132,005 -7%
Millennium Management
20
Millennium Management
New York
$32.2M +$24.7M +1,093,993 +257%
CRM
21
Cramer Rosenthal McGlynn
Connecticut
$28.8M +$908K +40,231 +3%
Goldman Sachs
22
Goldman Sachs
New York
$27.4M +$1.16M +51,363 +4%
American Century Companies
23
American Century Companies
Missouri
$26.7M +$7.47M +331,097 +36%
NRCM
24
North Reef Capital Management
California
$25.3M -$6.42M -284,356 -19%
First Trust Advisors
25
First Trust Advisors
Illinois
$25.3M +$1.45M +64,159 +6%

CADE Hedge Fund Activity: Q3 2023 in Review

255 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q3 2023, worth a combined $3.16B — up 8.4% from $2.91B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of CADE and 22 opened new positions — a net loss of 8 holders — while 100 trimmed existing stakes and 76 added.

The largest buyer was Millennium Management, adding an estimated $24.7M. The largest seller was Verition Fund Management, cutting an estimated $19.7M.

  • 255 institutional investors held Cadence Bank (CADE) as of Q3 2023, down from 265 in Q2 2023.
  • Funds reported $3.16B of Cadence Bank stock for Q3 2023, up 8.4% quarter-over-quarter.
  • 22 funds opened new Cadence Bank positions in Q3 2023 and 30 closed out, a net change of -8 holders.
  • The largest Cadence Bank buyer in Q3 2023 was Millennium Management, an estimated $24.7M added.
  • The largest Cadence Bank seller in Q3 2023 was Verition Fund Management, an estimated $19.7M sold.

Based on aggregated 13F filings for Q3 2023.