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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
AF
301
Allworth Financial
California
$1.65K -$128 -2 -7%
MCM
302
Manchester Capital Management
Vermont
$1.58K
FGAM
303
Financial Gravity Asset Management
Texas
$1.32K +$1.27K +20 New
NMM
304
Naples Money Management
Florida
$1.32K
SIC
305
SJS Investment Consulting
Ohio
$1.25K +$64 +1 +6%
A
306
AlphaQuest
New York
$1.12K +$1.08K +17 New
SAM
307
Smartleaf Asset Management
Massachusetts
$1.11K -$316K -4,963 -100%
VNA
308
Valley National Advisers
Pennsylvania
$1K +$1.27K +20 New
DPW
309
DiNuzzo Private Wealth
Pennsylvania
$921 +$128 +2 +17%
CFGS
310
Concourse Financial Group Securities
Alabama
$796
WPA
311
West Paces Advisors
Georgia
$789 +$765 +12 New
PWMG
312
Prestige Wealth Management Group
New Jersey
$730
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$658
S
314
Sachetta
Massachusetts
$615
BGAI
315
Bruce G. Allen Investments
Colorado
$526
GI
316
Gradient Investments
Minnesota
$526
TH
317
TCTC Holdings
Texas
$526
GRP
318
Global Retirement Partners
California
$395
TWP
319
TFO Wealth Partners
Ohio
$263
FIA
320
FNY Investment Advisers
New York
$19
ACL
321
Azora Capital LP
Florida
-$26.8M -396,129 Closed
Balyasny Asset Management
322
Balyasny Asset Management
Illinois
-$20.3M -299,615 Closed
AU
323
Algebris (UK)
United Kingdom
-$1.3M -21,117 Closed
Mirae Asset Global Investments
324
Mirae Asset Global Investments
South Korea
-$1.12M -16,517 Closed
IMRF
325
Illinois Municipal Retirement Fund
Illinois
-$661K -9,758 Closed

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.