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Cadence Bank
CADE

Overview Fund Activity

320 hedge funds and large institutions have $3.23B invested in Cadence Bank in 2022 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 85 increasing their positions, 122 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+9
Holders Change %
+2.89%
% of All Funds
5.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
52
Increased
85
Reduced
122
Closed
34
Calls
$330K
Puts
$2K
Net Calls
+$328K
Net Calls Change
-$1.93M

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
+$17.5M
2
Morgan Stanley
Morgan Stanley
New York
+$16.1M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$13.7M
4
BCA
Bernzott Capital Advisors
California
+$13.2M
5
CSS
Cubist Systematic Strategies
Connecticut
+$9.36M

Top Sellers

1
State Street
State Street
Massachusetts
-$20.9M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$17.9M
3
Goldman Sachs
Goldman Sachs
New York
-$11.3M
4
Northern Trust
Northern Trust
Illinois
-$9.05M
5
PCM
Penn Capital Management
Pennsylvania
-$8.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
301
IFP Advisors
Florida
$2K – – –
GRP
302
Global Retirement Partners
California
$2K – – –
ST
303
Sageworth Trust
Pennsylvania
$2K – – –
QC
304
Quent Capital
New York
$2K +$22 +1 +1%
BIA
305
Bell Investment Advisors
California
$2K +$2K +71 New
Lazard Asset Management
306
Lazard Asset Management
New York
$2K +$2K +125 New
CP
307
Castleview Partners
Texas
$1.31K -$2.03K -463 -61%
Bank of Montreal
308
Bank of Montreal
Ontario, Canada
$1.24K +$771 +32,502 +164%
STCOSD
309
Sageworth Trust Company of South Dakota
South Dakota
$1K -$3.89K -202 -80%
DI
310
Disciplined Investments
Oklahoma
$1K -$182 -4 -15%
PFGIA
311
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
FRA
312
Front Row Advisors
California
$1K – – –
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$1K +$395 +15 +65%
SC
314
Schubert & Co
Texas
$1K +$655 +38 +190%
HNB
315
Huntington National Bank
Ohio
$1K +$1K +56 New
BRWM
316
B. Riley Wealth Management
Tennessee
$241 +$241 +10,272 New
BPC
317
Banque Pictet & Cie
Switzerland
$211 -$26 -1,088 -11%
PCM
318
Penn Capital Management
Pennsylvania
– -$8.48M -281,790 Closed
ACL
319
Azora Capital LP
Florida
– -$5.84M -199,505 Closed
E
320
Ergoteles
New York
– -$3.29M -112,540 Closed
MPAM
321
Monarch Partners Asset Management
Massachusetts
– -$3.11M -106,264 Closed
Canada Pension Plan Investment Board
322
Canada Pension Plan Investment Board
Ontario, Canada
– -$2.46M -84,000 Closed
PCM
323
Pinz Capital Management
New York
– -$2.42M -82,771 Closed
ATPW
324
Ashton Thomas Private Wealth
Arizona
– -$805K -27,523 Closed
Truist Financial
325
Truist Financial
North Carolina
– -$631K -21,569 Closed
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13
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