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.
7% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 43
0% more funds holding
Funds holding: 318 → 318 (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: 5 → 2 (-3)
64% less call options, than puts
Call options by funds: $6.51M | Put options by funds: $18.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$77.8M |
| 2 |
State Street
Boston,
Massachusetts
|
+$48.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$44.6M |
| 4 |
BlackRock
New York
|
+$20.6M |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$207M |
| 2 |
SI
Scout Investments
Kansas City,
Missouri
|
-$73.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$32.3M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$30.3M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ZB
351
Zions Bancorporation
Salt Lake City,
Utah
| – | -$30.5K | -419 | Closed |
|
|
MAM
352
Meeder Asset Management
Dublin,
Ohio
| – | -$14.8K | -203 | Closed |
|
|
TSW
353
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$15K | -200 | Closed |
|
|
PMFA
354
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$9.59K | -132 | Closed |
|
|
TCOV
355
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$5.81K | -80 | Closed |
|
356
Rockefeller Capital Management
New York
| – | -$4K | -64 | Closed |
|
|
CA
357
Crewe Advisors
Salt Lake City,
Utah
| – | -$1.67K | -23 | Closed |
|
|
CAS
358
Coppell Advisory Solutions
Coppell,
Texas
| – | -$799 | -11 | Closed |
|
|
CASC
359
Coppell Advisory Solutions Corp
Coppell,
Texas
| – | -$799 | -11 | Closed |
|
|
SWA
360
Sutton Wealth Advisors
Tampa,
Florida
| – | -$218 | -3 | 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.