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Prosperity Bancshares

356 hedge funds and large institutions have $5.61B invested in Prosperity Bancshares in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,310% more call options, than puts

Call options by funds: $5.08M | Put options by funds: $360K

78% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 32

19% more capital invested

Capital invested by funds: $4.72B → $5.61B (+$891M)

7% more funds holding

Funds holding: 332356 (+24)

1.22% more ownership

Funds ownership: 80.48%81.7% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 117

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
356
Holders Change
+24
Holders Change %
+7.23%
% of All Funds
5.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
57
Increased
122
Reduced
117
Closed
32
Calls
$5.08M
Puts
$360K
Net Calls
+$4.71M
Net Calls Change
+$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
251
Bessemer Group
New Jersey
$286K +$32.2K +461 +13%
SIG
252
Sargent Investment Group
Maryland
$285K
Creative Planning
253
Creative Planning
Kansas
$282K +$40.1K +574 +17%
TI
254
Tidal Investments
Wisconsin
$279K +$14.6K +209 +6%
SCM
255
Shelton Capital Management
Colorado
$275K
BL
256
BFSG LLC
California
$272K +$3.49K +50 +1%
WS
257
Wedbush Securities
California
$263K
ECM
258
Evergreen Capital Management
Washington
$254K +$8.11K +116 +3%
OP
259
ORG Partners
Indiana
$252K
PP
260
Paloma Partners
Connecticut
$252K +$244K +3,498 New
IC
261
Innealta Capital
Texas
$251K +$37K +529 +18%
SCM
262
Sterling Capital Management
North Carolina
$250K +$242K +3,463 New
SI
263
Stephens Inc
Arkansas
$247K +$4.96K +71 +2%
TPI
264
Trust Point Inc
Wisconsin
$245K +$2.44K +35 +1%
1CM
265
1492 Capital Management
Wisconsin
$244K
BAM
266
Belpointe Asset Management
Nevada
$232K +$225K +3,219 New
LNWWM
267
Laird Norton Wetherby Wealth Management
California
$231K +$224K +3,212 New
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$230K +$220K +3,152 New
SEC
269
Seven Eight Capital
New York
$229K +$222K +3,174 New
USCWA
270
U.S. Capital Wealth Advisors
Texas
$228K +$221K +3,161 New
FHB
271
First Hawaiian Bank
Hawaii
$225K +$218K +3,127 New
CIBC Private Wealth Group
272
CIBC Private Wealth Group
Georgia
$212K -$41.8K -598 -17%
SAG
273
SageView Advisory Group
California
$212K +$205K +2,940 New
XT
274
XTX Topco
Cayman Islands
$211K +$204K +2,926 New
FTWA
275
Fifth Third Wealth Advisors
Ohio
$206K +$200K +2,860 New

PB Hedge Fund Activity: Q3 2024 in Review

356 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q3 2024, worth a combined $5.61B — up 19% from $4.72B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new PB positions and 32 closed out — a net gain of 25 holders — while 122 added to existing stakes and 117 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $58.4M. The largest seller was Wellington Management Group, cutting an estimated $26.5M.

  • 356 institutional investors held Prosperity Bancshares (PB) as of Q3 2024, up from 332 in Q2 2024.
  • Funds reported $5.61B of Prosperity Bancshares stock for Q3 2024, up 19% quarter-over-quarter.
  • 57 funds opened new Prosperity Bancshares positions in Q3 2024 and 32 closed out, a net change of +25 holders.
  • The largest Prosperity Bancshares buyer in Q3 2024 was Goldman Sachs, an estimated $58.4M added.
  • The largest Prosperity Bancshares seller in Q3 2024 was Wellington Management Group, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2024.