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Prosperity Bancshares

318 hedge funds and large institutions have $4.57B invested in Prosperity Bancshares in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 113 increasing their positions, 113 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 43

0% more funds holding

Funds holding: 318318 (0)

0% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 113

2.12% less ownership

Funds ownership: 83.3%81.18% (-2.1%)

15% less capital invested

Capital invested by funds: $5.38B → $4.57B (-$812M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

64% less call options, than puts

Call options by funds: $6.51M | Put options by funds: $18.3M

Holders
318
Holders Change
Holders Change %
0%
% of All Funds
5.07%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
46
Increased
113
Reduced
113
Closed
43
Calls
$6.51M
Puts
$18.3M
Net Calls
-$11.8M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$2.58K
GRP
302
Global Retirement Partners
California
$2.33K +$2.56K +36 +1,200%
BIA
303
Bell Investment Advisors
California
$2.15K +$1.5K +21 +150%
SC
304
Schubert & Co
Texas
$1.91K -$1.57K -22 -42%
Allspring Global Investments
305
Allspring Global Investments
North Carolina
$1.35K
CWP
306
Concord Wealth Partners
Virginia
$1.23K
CFGS
307
Concourse Financial Group Securities
Alabama
$1.11K +$1.28K +18 New
DI
308
Disciplined Investments
Oklahoma
$1.05K -$214 -3 -15%
SIC
309
SJS Investment Consulting
Ohio
$800 -$1.07K -15 -54%
FFA
310
Farther Finance Advisors
California
$615
TH
311
TCTC Holdings
Texas
$492
BAAM
312
Baker Avenue Asset Management
California
$431 +$498 +7 New
EWA
313
EverSource Wealth Advisors
Alabama
$431 +$498 +7 New
JWM
314
Janiczek Wealth Management
Colorado
$418 -$1.21K -17 -71%
Commonwealth Equity Services
315
Commonwealth Equity Services
Massachusetts
$287 +$6.69K +94 +2%
TWP
316
TFO Wealth Partners
Ohio
$246 -$214 -3 -43%
GWS
317
Glassman Wealth Services
Virginia
$185
HCP
318
Hexagon Capital Partners
Arkansas
$123 -$285 -4 -67%
FGAM
319
Financial Gravity Asset Management
Texas
$3 -$783 -11 -15%
CIP
320
Champlain Investment Partners
Vermont
-$207M -2,842,096 Closed
SI
321
Scout Investments
Missouri
-$73.2M -1,007,506 Closed
Los Angeles Capital Management
322
Los Angeles Capital Management
California
-$7.9M -108,713 Closed
EPCA
323
Elizabeth Park Capital Advisors
Ohio
-$4.45M -61,277 Closed
FP
324
Foundry Partners
Minnesota
-$3.89M -53,529 Closed
JAM
325
Jacobs Asset Management
New York
-$3.63M -50,000 Closed

PB Hedge Fund Activity: Q1 2023 in Review

318 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q1 2023, worth a combined $4.57B — down 15% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PB positions and 43 closed out — a net gain of 3 holders — while 113 added to existing stakes and 113 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $77.8M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $207M sold.

  • 318 institutional investors held Prosperity Bancshares (PB) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $4.57B of Prosperity Bancshares stock for Q1 2023, down 15% quarter-over-quarter.
  • 46 funds opened new Prosperity Bancshares positions in Q1 2023 and 43 closed out, a net change of +3 holders.
  • The largest Prosperity Bancshares buyer in Q1 2023 was Citadel Advisors, an estimated $77.8M added.
  • The largest Prosperity Bancshares seller in Q1 2023 was Champlain Investment Partners, an estimated $207M sold.

Based on aggregated 13F filings for Q1 2023.