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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
JWM
276
Janiczek Wealth Management
Colorado
$3K +$3.19K +55 New
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
$2.73K +$1.86K +32 +178%
RAM
278
Riggs Asset Management
Pennsylvania
$2.51K -$3.25K -56 -55%
FMII
279
Farmers & Merchants Investments Inc
Nebraska
$2.02K -$290 -5 -12%
BTI
280
Blue Trust Inc
Georgia
$2K +$1.74K +30 +333%
PFBT
281
Parkside Financial Bank & Trust
Missouri
$1.69K -$348 -6 -16%
JWA
282
JFS Wealth Advisors
Pennsylvania
$1.26K -$1.92K -33 -59%
CFGS
283
Concourse Financial Group Securities
Alabama
$1.21K +$232 +4 +22%
Allspring Global Investments
284
Allspring Global Investments
North Carolina
$1.2K
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$1.09K -$6.5K -112 -85%
CWP
286
Concord Wealth Partners
Virginia
$1.09K
SIC
287
SJS Investment Consulting
Ohio
$1.09K +$522 +9 +82%
FFA
288
Farther Finance Advisors
California
$873 +$58 +1 +7%
CAS
289
Coppell Advisory Solutions
Texas
$799
PWMG
290
Prestige Wealth Management Group
New Jersey
$601 +$638 +11 New
BAAM
291
Baker Avenue Asset Management
California
$491 +$522 +9 New
TH
292
TCTC Holdings
Texas
$437
GI
293
Gradient Investments
Minnesota
$437 +$464 +8 New
TFM
294
TFC Financial Management
Massachusetts
$437 +$464 +8 New
GRP
295
Global Retirement Partners
California
$314 -$1.92K -33 -85%
TWP
296
TFO Wealth Partners
Ohio
$226
GWS
297
Glassman Wealth Services
Virginia
$164
ClearBridge Investments
298
ClearBridge Investments
New York
-$12.6M -223,223 Closed
SCM
299
SKBA Capital Management
California
-$4.74M -84,000 Closed
State of Tennessee, Department of Treasury
300
State of Tennessee, Department of Treasury
Tennessee
-$2.72M -48,203 Closed

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.