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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
SWM
251
Spire Wealth Management
Virginia
$70.4K +$11.3K +194 +18%
NSIM
252
North Star Investment Management
Illinois
$66.1K +$1.04K +18 +2%
NA
253
NewEdge Advisors
Louisiana
$55.1K -$3.13K -54 -5%
CI Investments Inc
254
CI Investments Inc
Ontario, Canada
$48K +$522 +9 +1%
QCG
255
Quadrant Capital Group
Ohio
$46.3K +$23K +396 +88%
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$45.5K +$4.88K +84 +11%
SS
257
Sunbelt Securities
Texas
$40.9K
CCA
258
Column Capital Advisors
Indiana
$37.6K -$2.38K -41 -6%
Nomura Asset Management
259
Nomura Asset Management
Japan
$36.6K
CSB
260
City State Bank
Iowa
$27K
FCMT
261
Founders Capital Management (Texas)
Texas
$26.4K
SPIA
262
Steward Partners Investment Advisory
New York
$22.4K -$17.4K -300 -42%
FHA
263
First Horizon Advisors
Tennessee
$18.2K -$4.7K -81 -20%
S
264
SignatureFD
Georgia
$15K -$10.9K -188 -41%
ICM
265
Islay Capital Management
Texas
$13.6K +$5.22K +90 +56%
QC
266
Quent Capital
New York
$13.5K +$58 +1 +0.4%
SIC
267
Salem Investment Counselors
North Carolina
$12.6K
CA
268
Centerpoint Advisors
Massachusetts
$12K -$174 -3 -1%
LC
269
Lindbrook Capital
California
$10.6K +$10.7K +185 +1,850%
WT
270
Whittier Trust
California
$8.57K +$1.8K +31 +25%
UB
271
UMB Bank
Missouri
$5.46K
AAP
272
Arax Advisory Partners
Colorado
$5.13K +$5.46K +94 New
PA
273
Parallel Advisors
California
$4.26K -$29.4K -507 -87%
IA
274
IFP Advisors
Florida
$3.55K
AF
275
Allworth Financial
California
$3.22K +$3.02K +52 +743%

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.