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Prosperity Bancshares

332 hedge funds and large institutions have $4.72B invested in Prosperity Bancshares in 2024 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 139 increasing their positions, 96 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

482% more call options, than puts

Call options by funds: $2.59M | Put options by funds: $445K

50% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 28

45% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 96

4% more funds holding

Funds holding: 320332 (+12)

0.99% less ownership

Funds ownership: 81.47%80.48% (-0.99%)

6% less capital invested

Capital invested by funds: $5.01B → $4.72B (-$295M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
332
Holders Change
+12
Holders Change %
+3.75%
% of All Funds
4.79%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
42
Increased
139
Reduced
96
Closed
28
Calls
$2.59M
Puts
$445K
Net Calls
+$2.15M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
301
Whittier Trust
California
$7.7K
PFBT
302
Parkside Financial Bank & Trust
Missouri
$6.97K +$3.21K +52 +84%
Jones Financial Companies
303
Jones Financial Companies
Missouri
$6.77K +$3.21K +52 +88%
BWL
304
Bogart Wealth LLC
Virginia
$5.63K +$62 +1 +1%
IA
305
IFP Advisors
Florida
$3.61K +$1.54K +25 +74%
FFA
306
Frazier Financial Advisors
Ohio
$3.42K
JWM
307
Janiczek Wealth Management
Colorado
$3.36K
UB
308
UMB Bank
Missouri
$3.18K -$4.81K -78 -60%
RAM
309
Riggs Asset Management
Pennsylvania
$2.81K
NMM
310
Naples Money Management
Florida
$2.48K +$1.29K +21 +105%
JWA
311
JFS Wealth Advisors
Pennsylvania
$2.32K
HNB
312
Huntington National Bank
Ohio
$2.32K +$2.34K +38 New
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$2.26K
AF
314
Allworth Financial
California
$2.04K +$308 +5 +20%
CAL
315
Capital Advisors Ltd
Ohio
$2K
VWM
316
Venturi Wealth Management
Texas
$1.96K +$1.97K +32 New
GRP
317
Global Retirement Partners
California
$1.96K +$1.6K +26 +433%
SAM
318
Smartleaf Asset Management
Massachusetts
$1.81K +$801 +13 +76%
MCM
319
Manchester Capital Management
Vermont
$1.47K
SIC
320
SJS Investment Consulting
Ohio
$1.16K
DPW
321
DiNuzzo Private Wealth
Pennsylvania
$1.1K +$247 +4 +29%
SFC
322
Strategic Financial Concepts
Texas
$955 +$4.3M +69,700 New
TSMHT
323
Thurston Springer Miller Herd & Titak
Indiana
$794 +$801 +13 New
WPA
324
West Paces Advisors
Georgia
$734
PWMG
325
Prestige Wealth Management Group
New Jersey
$679

PB Hedge Fund Activity: Q2 2024 in Review

332 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q2 2024, worth a combined $4.72B — down 5.9% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PB positions and 28 closed out — a net gain of 14 holders — while 139 added to existing stakes and 96 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $32.8M. The largest seller was Millennium Management, cutting an estimated $64M.

  • 332 institutional investors held Prosperity Bancshares (PB) as of Q2 2024, up from 320 in Q1 2024.
  • Funds reported $4.72B of Prosperity Bancshares stock for Q2 2024, down 5.9% quarter-over-quarter.
  • 42 funds opened new Prosperity Bancshares positions in Q2 2024 and 28 closed out, a net change of +14 holders.
  • The largest Prosperity Bancshares buyer in Q2 2024 was Dimensional Fund Advisors, an estimated $32.8M added.
  • The largest Prosperity Bancshares seller in Q2 2024 was Millennium Management, an estimated $64M sold.

Based on aggregated 13F filings for Q2 2024.