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Prosperity Bancshares

368 hedge funds and large institutions have $5.95B invested in Prosperity Bancshares in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 138 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more call options, than puts

Call options by funds: $4.64M | Put options by funds: $1.21M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 32

14% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 121

6% more capital invested

Capital invested by funds: $5.61B → $5.95B (+$341M)

3% more funds holding

Funds holding: 356368 (+12)

1.15% more ownership

Funds ownership: 81.7%82.86% (+1.2%)

Holders
368
Holders Change
+12
Holders Change %
+3.37%
% of All Funds
4.85%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
48
Increased
138
Reduced
121
Closed
32
Calls
$4.64M
Puts
$1.21M
Net Calls
+$3.43M
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
251
Shelton Capital Management
Colorado
$271K -$17.2K -223 -6%
Lazard Asset Management
252
Lazard Asset Management
New York
$270K +$278K +3,603 New
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$267K -$178K -2,308 -39%
UWP
254
Uniting Wealth Partners
Kansas
$257K +$263K +3,411 New
1CM
255
1492 Capital Management
Wisconsin
$255K
TI
256
Tidal Investments
Wisconsin
$249K -$44K -570 -15%
E3F
257
Eight 31 Financial
Texas
$249K -$563K -7,289 -69%
BL
258
BFSG LLC
California
$247K -$37.7K -488 -13%
FFM
259
Forum Financial Management
Illinois
$242K +$248K +3,207 New
BFM
260
Boothbay Fund Management
New York
$241K +$247K +3,193 New
CL
261
Choreo LLC
Illinois
$240K +$247K +3,195 New
USCWA
262
U.S. Capital Wealth Advisors
Texas
$239K +$695 +9 +0.3%
BAM
263
Belpointe Asset Management
Nevada
$237K +$309 +4 +0.1%
DWM
264
Dakota Wealth Management
Florida
$237K +$243K +3,147 New
FRM
265
Fox Run Management
Connecticut
$235K +$241K +3,124 New
FT
266
Fiduciary Trust
Massachusetts
$234K +$240K +3,103 New
LNWWM
267
Laird Norton Wetherby Wealth Management
California
$231K -$11K -143 -4%
CIBC Private Wealth Group
268
CIBC Private Wealth Group
Georgia
$229K +$9.88K +128 +4%
AI
269
Atria Investments
North Carolina
$225K +$231K +2,990 New
SAG
270
SageView Advisory Group
California
$222K
IC
271
Innealta Capital
Texas
$219K -$44.9K -582 -17%
OW
272
Olistico Wealth
Oklahoma
$216K +$107K +1,388 +94%
HWM
273
HB Wealth Management
Georgia
$216K +$221K +2,867 New
FTWA
274
Fifth Third Wealth Advisors
Ohio
$216K
XT
275
XTX Topco
Cayman Islands
$213K -$7.33K -95 -3%

PB Hedge Fund Activity: Q4 2024 in Review

368 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q4 2024, worth a combined $5.95B — up 6.1% from $5.61B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PB positions and 32 closed out — a net gain of 16 holders — while 138 added to existing stakes and 121 trimmed.

The largest buyer was State Street, adding an estimated $47.8M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $17.5M sold.

  • 368 institutional investors held Prosperity Bancshares (PB) as of Q4 2024, up from 356 in Q3 2024.
  • Funds reported $5.95B of Prosperity Bancshares stock for Q4 2024, up 6.1% quarter-over-quarter.
  • 48 funds opened new Prosperity Bancshares positions in Q4 2024 and 32 closed out, a net change of +16 holders.
  • The largest Prosperity Bancshares buyer in Q4 2024 was State Street, an estimated $47.8M added.
  • The largest Prosperity Bancshares seller in Q4 2024 was Balyasny Asset Management, an estimated $17.5M sold.

Based on aggregated 13F filings for Q4 2024.