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Prosperity Bancshares

320 hedge funds and large institutions have $5.01B invested in Prosperity Bancshares in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 117 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $3.14M | Put options by funds: $1.99M

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

17% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 100

2% more funds holding

Funds holding: 314320 (+6)

1.61% less ownership

Funds ownership: 83.08%81.47% (-1.6%)

5% less capital invested

Capital invested by funds: $5.28B → $5.01B (-$268M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
320
Holders Change
+6
Holders Change %
+1.91%
% of All Funds
4.61%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
32
Increased
117
Reduced
100
Closed
24
Calls
$3.14M
Puts
$1.99M
Net Calls
+$1.14M
Net Calls Change
-$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
276
Quent Capital
New York
$18.6K +$4.14K +65 +30%
PS
277
Principal Securities
Iowa
$18.4K +$1.08K +17 +6%
CA
278
Centerpoint Advisors
Massachusetts
$18K +$3.51K +55 +25%
ICM
279
Islay Capital Management
Texas
$16.4K
SIC
280
Salem Investment Counselors
North Carolina
$15.1K
Mitsubishi UFJ Asset Management
281
Mitsubishi UFJ Asset Management
Japan
$12.9K -$424K -6,646 -97%
EWA
282
EverSource Wealth Advisors
Alabama
$11.7K +$2.17K +34 +22%
LC
283
Lindbrook Capital
California
$10.3K
UB
284
UMB Bank
Missouri
$8.55K +$1.91K +30 +30%
WT
285
Whittier Trust
California
$8.29K
BWL
286
Bogart Wealth LLC
Virginia
$6.01K +$5.8K +91 New
QL
287
Quarry LP
New York
$5.13K -$2.74K -43 -36%
CFFP
288
Center for Financial Planning
Michigan
$4.93K +$4.78K +75 New
PFBT
289
Parkside Financial Bank & Trust
Missouri
$4.08K
Jones Financial Companies
290
Jones Financial Companies
Missouri
$3.87K +$3.76K +59 New
FFA
291
Frazier Financial Advisors
Ohio
$3.68K
JWM
292
Janiczek Wealth Management
Colorado
$3.62K
RAM
293
Riggs Asset Management
Pennsylvania
$3.03K
CAL
294
Capital Advisors Ltd
Ohio
$3K -$64 -1 -2%
JWA
295
JFS Wealth Advisors
Pennsylvania
$2.5K +$1.4K +22 +138%
FMII
296
Farmers & Merchants Investments Inc
Nebraska
$2.43K
IA
297
IFP Advisors
Florida
$2.24K
BTI
298
Blue Trust Inc
Georgia
$2.04K -$956 -15 -33%
FFA
299
Farther Finance Advisors
California
$1.87K +$510 +8 +38%
PWMG
300
Private Wealth Management Group
New Jersey
$1.78K

PB Hedge Fund Activity: Q1 2024 in Review

320 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q1 2024, worth a combined $5.01B — down 5.1% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PB positions and 24 closed out — a net gain of 8 holders — while 117 added to existing stakes and 100 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $97.9M. The largest seller was Morgan Stanley, cutting an estimated $148M.

  • 320 institutional investors held Prosperity Bancshares (PB) as of Q1 2024, up from 314 in Q4 2023.
  • Funds reported $5.01B of Prosperity Bancshares stock for Q1 2024, down 5.1% quarter-over-quarter.
  • 32 funds opened new Prosperity Bancshares positions in Q1 2024 and 24 closed out, a net change of +8 holders.
  • The largest Prosperity Bancshares buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $97.9M added.
  • The largest Prosperity Bancshares seller in Q1 2024 was Morgan Stanley, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2024.