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Prosperity Bancshares

260 hedge funds and large institutions have $3.7B invested in Prosperity Bancshares in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 78 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 78

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

18% more call options, than puts

Call options by funds: $990K | Put options by funds: $841K

2.81% more ownership

Funds ownership: 82.11%84.92% (+2.8%)

3% more funds holding

Funds holding: 253260 (+7)

7% less capital invested

Capital invested by funds: $3.98B → $3.7B (-$278M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
260
Holders Change
+7
Holders Change %
+2.77%
% of All Funds
5.79%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
105
Reduced
78
Closed
26
Calls
$990K
Puts
$841K
Net Calls
+$149K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
FMT
226
First Mercantile Trust
Tennessee
$35K +$14.5K +220 +63%
AWM
227
Aevitas Wealth Management
Massachusetts
$31K +$198 +3 +0.6%
FCMT
228
Founders Capital Management (Texas)
Texas
$25K
S
229
SignatureFD
Georgia
$25K +$15.3K +232 +135%
TRCT
230
Tower Research Capital (TRC)
New York
$23K -$382K -5,790 -94%
LF
231
Lee Financial
Texas
$23K
JA
232
JOYN Advisors
Georgia
$21K +$12.9K +196 +137%
PCP
233
Proficio Capital Partners
Massachusetts
$16K
Simplex Trading
234
Simplex Trading
Illinois
$15K +$16.2K +245 New
TSW
235
Thompson Siegel & Walmsley
Virginia
$12K
GAM
236
Gemmer Asset Management
California
$11K +$594 +9 +1%
FHA
237
First Horizon Advisors
Tennessee
$10K
OIA
238
OneDigital Investment Advisors
Kansas
$9K +$66 +1 +0.7%
IA
239
IFP Advisors
Florida
$7K +$792 +12 +13%
RCAG
240
Rehmann Capital Advisory Group
Michigan
$6.67K
GWM
241
Geneos Wealth Management
Colorado
$6K
QT
242
Quantbot Technologies
New York
$6K +$6.6K +100 New
QCG
243
Quadrant Capital Group
Ohio
$4K
FBT
244
First Bank & Trust
South Dakota
$3K
PCG
245
Private Capital Group
Connecticut
$3K
CTC
246
Central Trust Company
Missouri
$2K
VCM
247
Versant Capital Management
Arizona
$2K
LC
248
Lindbrook Capital
California
$2K +$2.24K +34 New
LWM
249
Liberty Wealth Management
California
$2K +$2.44K +37 New
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$1K

PB Hedge Fund Activity: Q4 2018 in Review

260 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q4 2018, worth a combined $3.7B — down 7% from $3.98B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PB positions and 26 closed out — a net gain of 8 holders — while 105 added to existing stakes and 78 trimmed.

The largest buyer was Atlanta Capital Management, adding an estimated $107M. The largest seller was Findlay Park Partners, cutting an estimated $35.1M.

  • 260 institutional investors held Prosperity Bancshares (PB) as of Q4 2018, up from 253 in Q3 2018.
  • Funds reported $3.7B of Prosperity Bancshares stock for Q4 2018, down 7% quarter-over-quarter.
  • 34 funds opened new Prosperity Bancshares positions in Q4 2018 and 26 closed out, a net change of +8 holders.
  • The largest Prosperity Bancshares buyer in Q4 2018 was Atlanta Capital Management, an estimated $107M added.
  • The largest Prosperity Bancshares seller in Q4 2018 was Findlay Park Partners, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2018.