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Prosperity Bancshares

323 hedge funds and large institutions have $5.51B invested in Prosperity Bancshares in 2019 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 150 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 23

213% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 48

188% more call options, than puts

Call options by funds: $2.65M | Put options by funds: $920K

31% more capital invested

Capital invested by funds: $4.22B → $5.51B (+$1.29B)

19% more funds holding

Funds holding: 271323 (+52)

6.12% less ownership

Funds ownership: 87.36%81.24% (-6.1%)

Holders
323
Holders Change
+52
Holders Change %
+19.19%
% of All Funds
6.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
85
Increased
150
Reduced
48
Closed
23
Calls
$2.65M
Puts
$920K
Net Calls
+$1.73M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
251
Stevens Capital Management
Pennsylvania
$258K +$254K +3,591 New
FC
252
FORA Capital
Florida
$257K +$252K +3,575 New
IAM
253
Integre Asset Management
New York
$253K +$249K +3,523 New
GT
254
Glenmede Trust
Pennsylvania
$247K -$1.91K -27 -0.8%
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$246K
CT
256
Columbia Trust
Oregon
$244K +$241K +3,409 New
VF
257
Virtu Financial
New York
$242K +$237K +3,362 New
TC
258
TownSquare Capital
Utah
$237K -$33K -467 -12%
FCBT
259
First Citizens Bank & Trust
North Carolina
$228K +$224K +3,173 New
PA
260
Procyon Advisors
Connecticut
$221K +$217K +3,073 New
TW
261
TrinityPoint Wealth
Connecticut
$215K -$49.2K -696 -19%
PC
262
Permanens Capital
New York
$214K +$210K +2,975 New
SPC
263
Sigma Planning Corp
Michigan
$214K +$210K +2,976 New
XM
264
XTX Markets
New York
$207K +$204K +2,883 New
CAN
265
Cetera Advisor Networks
California
$205K +$202K +2,863 New
AG
266
Advisor Group
Arizona
$193K -$80.8K -1,144 -30%
PAM
267
Panagora Asset Management
Massachusetts
$173K
LTFS
268
Ladenburg Thalmann Financial Services
Florida
$150K -$15.9K -225 -10%
LWM
269
Lenox Wealth Management
Ohio
$129K +$13.3K +188 +12%
Canada Pension Plan Investment Board
270
Canada Pension Plan Investment Board
Ontario, Canada
$125K -$710K -10,046 -85%
ASN
271
Advisory Services Network
Georgia
$108K
BEI
272
Benjamin Edwards Inc
Missouri
$105K -$2.26K -32 -2%
Toronto Dominion Bank
273
Toronto Dominion Bank
Ontario, Canada
$104K +$22.1K +313 +28%
HNB
274
Huntington National Bank
Ohio
$93K -$10.4K -147 -10%
KPW
275
Kore Private Wealth
New York
$87K +$85.7K +1,213 New

PB Hedge Fund Activity: Q4 2019 in Review

323 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q4 2019, worth a combined $5.51B — up 31% from $4.22B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new PB positions and 23 closed out — a net gain of 62 holders — while 150 added to existing stakes and 48 trimmed.

The largest buyer was BlackRock, adding an estimated $172M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $29.2M sold.

  • 323 institutional investors held Prosperity Bancshares (PB) as of Q4 2019, up from 271 in Q3 2019.
  • Funds reported $5.51B of Prosperity Bancshares stock for Q4 2019, up 31% quarter-over-quarter.
  • 85 funds opened new Prosperity Bancshares positions in Q4 2019 and 23 closed out, a net change of +62 holders.
  • The largest Prosperity Bancshares buyer in Q4 2019 was BlackRock, an estimated $172M added.
  • The largest Prosperity Bancshares seller in Q4 2019 was Wasatch Advisors, an estimated $29.2M sold.

Based on aggregated 13F filings for Q4 2019.