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CADE

Cadence Bank

Delisted

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

287 hedge funds and large institutions have $4.63B invested in Cadence Bank in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 91 increasing their positions, 91 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,233% more call options, than puts

Call options by funds: $4.49M | Put options by funds: $337K

292% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 12

47% more capital invested

Capital invested by funds: $3.16B → $4.63B (+$1.48B)

13% more funds holding

Funds holding: 255287 (+32)

4.25% more ownership

Funds ownership: 80.61%84.86% (+4.2%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 91

Holders
287
Holders Change
+32
Holders Change %
+12.55%
% of All Funds
4.18%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
47
Increased
91
Reduced
91
Closed
12
Calls
$4.49M
Puts
$337K
Net Calls
+$4.15M
Net Calls Change
+$3.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$572M +$3.84M +157,523 +0.8%
BlackRock
2
BlackRock
New York
$522M -$3.22M -131,781 -0.7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$485M +$3.96M +162,443 +1%
State Street
4
State Street
Massachusetts
$283M +$21.6M +885,412 +10%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$273M +$9.2M +376,989 +4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$249M +$14M +574,633 +7%
SAM
7
Silvercrest Asset Management
New York
$183M -$3.45M -141,510 -2%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$167M +$43.6M +1,788,983 +46%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$130M +$16.6M +680,014 +18%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$118M +$4.06M +166,246 +4%
Morgan Stanley
11
Morgan Stanley
New York
$113M +$50M +2,050,768 +115%
Macquarie Group
12
Macquarie Group
Australia
$74.8M -$2.25M -92,097 -4%
Northern Trust
13
Northern Trust
Illinois
$74.5M +$882K +36,172 +1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$62.7M +$390K +16,003 +0.8%
Norges Bank
15
Norges Bank
Norway
$60.5M +$2.26M +92,775 +5%
Charles Schwab
16
Charles Schwab
California
$59.7M +$1.89M +77,563 +4%
Citadel Advisors
17
Citadel Advisors
Florida
$55.1M +$42.4M +1,736,411 +1,385%
American Century Companies
18
American Century Companies
Missouri
$49.6M +$10.2M +417,525 +33%
Fisher Asset Management
19
Fisher Asset Management
Washington
$49M -$8.57M -351,173 -17%
Millennium Management
20
Millennium Management
New York
$47.2M +$1.87M +76,534 +5%
VNIM
21
Vaughan Nelson Investment Management
Texas
$45.3M +$16.8M +687,025 +81%
SBH
22
Segall Bryant & Hamill
Illinois
$38.3M +$2.9M +118,901 +10%
CRM
23
Cramer Rosenthal McGlynn
Connecticut
$37.3M -$2.34M -96,071 -7%
First Trust Advisors
24
First Trust Advisors
Illinois
$35M -$145K -5,954 -0.5%
Goldman Sachs
25
Goldman Sachs
New York
$34.9M -$2.66M -108,944 -8%

CADE Hedge Fund Activity: Q4 2023 in Review

287 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Cadence Bank (CADE) for Q4 2023, worth a combined $4.63B — up 47% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new CADE positions and 12 closed out — a net gain of 35 holders — while 91 added to existing stakes and 91 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50M. The largest seller was Janus Henderson Group, cutting an estimated $32.1M.

  • 287 institutional investors held Cadence Bank (CADE) as of Q4 2023, up from 255 in Q3 2023.
  • Funds reported $4.63B of Cadence Bank stock for Q4 2023, up 47% quarter-over-quarter.
  • 47 funds opened new Cadence Bank positions in Q4 2023 and 12 closed out, a net change of +35 holders.
  • The largest Cadence Bank buyer in Q4 2023 was Morgan Stanley, an estimated $50M added.
  • The largest Cadence Bank seller in Q4 2023 was Janus Henderson Group, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2023.