CADE icon

Cadence Bank
CADE

Overview Fund Activity

295 hedge funds and large institutions have $4.32B invested in Cadence Bank in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+13
Holders Change %
+4.61%
% of All Funds
4.29%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
40
Increased
90
Reduced
97
Closed
23
Calls
$3.71M
Puts
$1.15M
Net Calls
+$2.56M
Net Calls Change
-$350K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$363M
2
NRCM
2
North Reef Capital Management
California
$41.3M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$278M
4
Holocene Advisors
4
Holocene Advisors
New York
$11.6M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$97.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
American Century Companies
2
American Century Companies
Missouri
$23.5M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
Millennium Management
4
Millennium Management
New York
$15.6M
5
State Street
5
State Street
Massachusetts
$248M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
126
Diversified Trust
Tennessee
$1.18M +$76.1K +2,692 +7%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$1.17M +$46.8K +1,656 +4%
BWA
128
Beam Wealth Advisors
Louisiana
$1.16M +$114K +4,034 +11%
NMIMC
129
Northwestern Mutual Investment Management Company
Wisconsin
$1.15M +$848 +30 +0.1%
COPPSERS
130
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.15M +$2.35K +83 +0.2%
VF
131
Vest Financial
Virginia
$1.14M +$274K +9,673 +32%
GCP
132
GSA Capital Partners
United Kingdom
$1.13M +$1.13M +39,778 New
OPERF
133
Oregon Public Employees Retirement Fund
Oregon
$1.07M -$204K -7,200 -16%
NMERB
134
New Mexico Educational Retirement Board
New Mexico
$1.06M – – –
MSF
135
Mustard Seed Financial
Arkansas
$995K +$1.44K +51 +0.1%
Handelsbanken Fonder
136
Handelsbanken Fonder
Sweden
$952K +$14.1K +500 +2%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$933K -$35.6K -1,257 -4%
Royal Bank of Canada
138
Royal Bank of Canada
Ontario, Canada
$925K -$48.4K -1,710 -5%
GJWM
139
Gilliland Jeter Wealth Management
Arkansas
$924K -$24.9K -881 -3%
Creative Planning
140
Creative Planning
Kansas
$910K +$360K +12,723 +65%
SMH
141
Sanders Morris Harris
Texas
$901K – – –
AQR Capital Management
142
AQR Capital Management
Connecticut
$856K +$364K +12,887 +74%
LW
143
Linscomb Wealth
Texas
$855K – – –
SNB
144
Security National Bank
Nebraska
$844K – – –
Pathstone Holdings
145
Pathstone Holdings
New Jersey
$837K +$41.6K +1,472 +5%
IIM
146
Ironwood Investment Management
Massachusetts
$835K +$3.48K +123 +0.4%
GT
147
Glenmede Trust
Pennsylvania
$825K +$825K +29,161 New
MNBTD
148
Moody National Bank Trust Division
Texas
$823K – – –
SIA
149
Sit Investment Associates
Minnesota
$791K -$18.4K -650 -2%
Pacer Advisors
150
Pacer Advisors
Pennsylvania
$775K +$5.2K +184 +0.7%
4 5
6
7 8