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Prosperity Bancshares
PB

356 hedge funds and large institutions have $5.61B invested in Prosperity Bancshares in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,310% more call options, than puts

Call options by funds: $5.08M | Put options by funds: $360K

78% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 32

19% more capital invested

Capital invested by funds: $4.72B → $5.61B (+$891M)

7% more funds holding

Funds holding: 332 → 356 (+24)

1.22% more ownership

Funds ownership: 80.48% → 81.7% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 117

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
356
Holders Change
+24
Holders Change %
+7.23%
% of All Funds
5.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
57
Increased
122
Reduced
117
Closed
32
Calls
$5.08M
Puts
$360K
Net Calls
+$4.71M
Net Calls Change
+$2.57M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$58.4M
2
KCM
Kodai Capital Management
Illinois
+$25.3M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$18.9M
4
Millennium Management
Millennium Management
New York
+$18.7M
5
MIIM
Mesirow Institutional Investment Management
Illinois
+$18.3M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.5M
2
BlackRock
BlackRock
New York
-$20.4M
3
State Street
State Street
Massachusetts
-$19.6M
4
Invesco
Invesco
Georgia
-$17.2M
5
Victory Capital Management
Victory Capital Management
Texas
-$13.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
326
Huntington National Bank
Ohio
$7.13K +$4.26K +61 +161%
HWM
327
Hemington Wealth Management
Virginia
$7K +$6.99K +100 New
BWL
328
Bogart Wealth LLC
Virginia
$6.7K +$70 +1 +1%
SAM
329
Smartleaf Asset Management
Massachusetts
$4.53K +$2.38K +34 +113%
JWA
330
JFS Wealth Advisors
Pennsylvania
$4.18K +$1.4K +20 +53%
BIG
331
Brooklyn Investment Group
New York
$4.18K +$4.05K +58 New
FFA
332
Frazier Financial Advisors
Ohio
$4.04K – – –
RAM
333
Riggs Asset Management
Pennsylvania
$3.32K – – –
AF
334
Allworth Financial
California
$3.1K +$908 +13 +43%
CAL
335
Capital Advisors Ltd
Ohio
$3K – – –
NMM
336
Naples Money Management
Florida
$2.96K – – –
FMII
337
Farmers & Merchants Investments Inc
Nebraska
$2.67K – – –
VWM
338
Venturi Wealth Management
Texas
$2.45K +$140 +2 +6%
IA
339
IFP Advisors
Florida
$2.45K -$1.75K -25 -42%
GRP
340
Global Retirement Partners
California
$2.45K +$140 +2 +6%
FGC
341
Financial Gravity Companies
Texas
$2.38K +$2.31K +33 New
TPCW
342
TD Private Client Wealth
New York
$2.09K +$2.03K +29 New
MCM
343
Manchester Capital Management
Vermont
$1.73K – – –
SIC
344
SJS Investment Consulting
Ohio
$1.37K – – –
DPW
345
DiNuzzo Private Wealth
Pennsylvania
$1.37K +$70 +1 +6%
GWM
346
Geneos Wealth Management
Colorado
$1.37K +$1.33K +19 New
HCP
347
Hexagon Capital Partners
Arkansas
$1.15K +$1.12K +16 New
TSMHT
348
Thurston Springer Miller Herd & Titak
Indiana
$936 – – –
WPA
349
West Paces Advisors
Georgia
$865 – – –
PWMG
350
Prestige Wealth Management Group
New Jersey
$799 – – –
12 13
14
15 16

PB Hedge Fund Activity: Q3 2024 in Review

356 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q3 2024, worth a combined $5.61B — up 19% from $4.72B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new PB positions and 32 closed out — a net gain of 25 holders — while 122 added to existing stakes and 117 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $58.4M. The largest seller was Wellington Management Group, cutting an estimated $26.5M.

  • 356 institutional investors held Prosperity Bancshares (PB) as of Q3 2024, up from 332 in Q2 2024.
  • Funds reported $5.61B of Prosperity Bancshares stock for Q3 2024, up 19% quarter-over-quarter.
  • 57 funds opened new Prosperity Bancshares positions in Q3 2024 and 32 closed out, a net change of +25 holders.
  • The largest Prosperity Bancshares buyer in Q3 2024 was Goldman Sachs, an estimated $58.4M added.
  • The largest Prosperity Bancshares seller in Q3 2024 was Wellington Management Group, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2024.