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Prosperity Bancshares

298 hedge funds and large institutions have $4.12B invested in Prosperity Bancshares in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 128 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

1.48% less ownership

Funds ownership: 81.99%80.51% (-1.5%)

3% less funds holding

Funds holding: 307298 (-9)

6% less capital invested

Capital invested by funds: $4.36B → $4.12B (-$242M)

18% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 45

25% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 128

79% less call options, than puts

Call options by funds: $1.78M | Put options by funds: $8.54M

Holders
298
Holders Change
-9
Holders Change %
-2.93%
% of All Funds
4.73%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
37
Increased
96
Reduced
128
Closed
45
Calls
$1.78M
Puts
$8.54M
Net Calls
-$6.76M
Net Calls Change
+$3.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
226
Wealth Enhancement Advisory Services
Minnesota
$261K +$277K +4,778 New
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$260K -$987 -17 -0.4%
CWA
228
Canvas Wealth Advisors
Kansas
$254K
SCM
229
Shelton Capital Management
Colorado
$246K
OQS
230
Occudo Quantitative Strategies
Florida
$240K +$256K +4,405 New
Deutsche Bank
231
Deutsche Bank
Germany
$233K -$2.83M -48,786 -92%
US Bancorp
232
US Bancorp
Minnesota
$228K +$10.9K +187 +5%
BL
233
BFSG LLC
California
$226K +$241K +4,146 New
HWAM
234
Hennion & Walsh Asset Management
New Jersey
$226K -$25K -431 -9%
TI
235
Trexquant Investment
Connecticut
$224K -$2.01M -34,672 -89%
NS
236
NBC Securities
Alabama
$213K +$227K +3,912 New
Osaic Holdings
237
Osaic Holdings
Arizona
$209K -$34.6K -597 -13%
ARMT
238
Amica Retiree Medical Trust
Rhode Island
$209K +$179K +3,092 +417%
SI
239
Stephens Inc
Arkansas
$204K +$2.03K +35 +0.9%
OP
240
ORG Partners
Indiana
$191K
PNC Financial Services Group
241
PNC Financial Services Group
Pennsylvania
$191K +$3.54K +61 +2%
Bessemer Group
242
Bessemer Group
New Jersey
$185K -$3.19K -55 -2%
Group One Trading
243
Group One Trading
Illinois
$174K +$36.4K +628 +24%
SFG
244
Steward Financial Group
Texas
$158K -$1.51K -26 -0.9%
IPW
245
Impact Partnership Wealth
Georgia
$151K +$161K +2,774 New
C
246
Covestor
United Kingdom
$122K +$14.2K +244 +12%
Simplex Trading
247
Simplex Trading
Illinois
$82K -$11.4K -197 -12%
FMP
248
Financial Management Professionals
Texas
$75K +$232 +4 +0.3%
KBC Group
249
KBC Group
Belgium
$75K +$80.1K +1,381 New
SOW
250
State of Wyoming
Wyoming
$74.8K +$27.9K +480 +54%

PB Hedge Fund Activity: Q3 2023 in Review

298 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q3 2023, worth a combined $4.12B — down 5.5% from $4.36B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of PB and 37 opened new positions — a net loss of 8 holders — while 128 trimmed existing stakes and 96 added.

The largest buyer was Holocene Advisors, adding an estimated $54.3M. The largest seller was State Street, cutting an estimated $195M.

  • 298 institutional investors held Prosperity Bancshares (PB) as of Q3 2023, down from 307 in Q2 2023.
  • Funds reported $4.12B of Prosperity Bancshares stock for Q3 2023, down 5.5% quarter-over-quarter.
  • 37 funds opened new Prosperity Bancshares positions in Q3 2023 and 45 closed out, a net change of -8 holders.
  • The largest Prosperity Bancshares buyer in Q3 2023 was Holocene Advisors, an estimated $54.3M added.
  • The largest Prosperity Bancshares seller in Q3 2023 was State Street, an estimated $195M sold.

Based on aggregated 13F filings for Q3 2023.