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Prosperity Bancshares

320 hedge funds and large institutions have $5.01B invested in Prosperity Bancshares in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 117 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $3.14M | Put options by funds: $1.99M

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

17% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 100

2% more funds holding

Funds holding: 314320 (+6)

1.61% less ownership

Funds ownership: 83.08%81.47% (-1.6%)

5% less capital invested

Capital invested by funds: $5.28B → $5.01B (-$268M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
320
Holders Change
+6
Holders Change %
+1.91%
% of All Funds
4.61%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
32
Increased
117
Reduced
100
Closed
24
Calls
$3.14M
Puts
$1.99M
Net Calls
+$1.14M
Net Calls Change
-$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
226
Canvas Wealth Advisors
Kansas
$297K
PCIA
227
Prime Capital Investment Advisors
Kansas
$293K +$284K +4,459 New
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$293K
SIG
229
Sargent Investment Group
Maryland
$287K
USCWA
230
U.S. Capital Wealth Advisors
Texas
$273K -$121K -1,892 -31%
BL
231
BFSG LLC
California
$273K
SCM
232
Shelton Capital Management
Colorado
$270K
EMFAT
233
Emerald Mutual Fund Advisers Trust
Pennsylvania
$264K -$417K -6,547 -62%
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$256K +$2.81K +44 +1%
NS
235
NBC Securities
Alabama
$253K +$6.12K +96 +3%
SI
236
Stephens Inc
Arkansas
$251K +$1.98K +31 +0.8%
HCA
237
Harbour Capital Advisors
Virginia
$249K +$253K +3,965 New
WS
238
Wedbush Securities
California
$240K +$233K +3,647 New
Connor, Clark & Lunn Investment Management (CC&L)
239
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$233K +$226K +3,539 New
TPI
240
Trust Point Inc
Wisconsin
$232K +$26.5K +415 +13%
Bessemer Group
241
Bessemer Group
New Jersey
$231K +$4.14K +65 +2%
CC
242
Cipher Capital
New York
$229K -$230K -3,610 -51%
MW
243
Marks Wealth
Maryland
$219K +$1.72K +27 +0.8%
IPW
244
Impact Partnership Wealth
Georgia
$218K +$208K +3,257 +5,520%
LNWWM
245
Laird Norton Wetherby Wealth Management
California
$215K -$11.5K -180 -5%
TRCT
246
Tower Research Capital (TRC)
New York
$211K -$580K -9,095 -74%
JF
247
Jump Financial
Illinois
$205K +$199K +3,123 New
WJA
248
Willis Johnson & Associates
Texas
$205K +$1.59K +25 +0.8%
CPBTD
249
Central Pacific Bank - Trust Division
Hawaii
$201K +$199K +3,127 New
CIBC Private Wealth Group
250
CIBC Private Wealth Group
Georgia
$188K +$186K +2,919 New

PB Hedge Fund Activity: Q1 2024 in Review

320 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q1 2024, worth a combined $5.01B — down 5.1% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PB positions and 24 closed out — a net gain of 8 holders — while 117 added to existing stakes and 100 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $97.9M. The largest seller was Morgan Stanley, cutting an estimated $148M.

  • 320 institutional investors held Prosperity Bancshares (PB) as of Q1 2024, up from 314 in Q4 2023.
  • Funds reported $5.01B of Prosperity Bancshares stock for Q1 2024, down 5.1% quarter-over-quarter.
  • 32 funds opened new Prosperity Bancshares positions in Q1 2024 and 24 closed out, a net change of +8 holders.
  • The largest Prosperity Bancshares buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $97.9M added.
  • The largest Prosperity Bancshares seller in Q1 2024 was Morgan Stanley, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2024.