We are live on ! Find out more
PB icon

Prosperity Bancshares
PB

222 hedge funds and large institutions have $3.06B invested in Prosperity Bancshares in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 91 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

7% more capital invested

Capital invested by funds: $2.87B → $3.06B (+$199M)

1.47% more ownership

Funds ownership: 69.6% → 71.07% (+1.5%)

1% more funds holding

Funds holding: 220 → 222 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 91

Holders
222
Holders Change
+2
Holders Change %
+0.91%
% of All Funds
6.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
79
Reduced
91
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$88.6M
2
TAM
Third Avenue Management
New York
+$20.6M
3
PIM
Perkins Investment Management
Illinois
+$11.9M
4
Renaissance Technologies
Renaissance Technologies
New York
+$10.6M
5
RFC
Russell Frank Company
Washington
+$10.4M

Top Sellers

1
NAP
New Amsterdam Partners
New York
-$18.9M
2
SFM
Systematic Financial Management
New Jersey
-$12.4M
3
GT
Glenmede Trust
Pennsylvania
-$11.7M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$10.6M
5
Millennium Management
Millennium Management
New York
-$10.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Natixis Advisors
26
Natixis Advisors
Massachusetts
$28.9M +$1.54M +24,359 +6%
ICM
27
IronBridge Capital Management
Illinois
$28.9M -$1.39M -21,960 -5%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$26M -$4.16M -65,790 -14%
ICOM
29
Investment Counselors of Maryland
Maryland
$25.8M -$904K -14,291 -4%
BIM
30
BlackRock Investment Management
Delaware
$22.7M -$13.4K -212 -0.1%
TAM
31
Third Avenue Management
New York
$21.5M +$20.6M +325,374 New
TCIM
32
TIAA CREF Investment Management
New York
$21.4M +$2.82M +44,624 +16%
PCM
33
Palisade Capital Management
New Jersey
$21M -$1.9M -30,074 -9%
VOYA Investment Management
34
VOYA Investment Management
Georgia
$20.2M -$5.56M -87,907 -22%
Geode Capital Management
35
Geode Capital Management
Massachusetts
$19.9M +$964K +15,234 +5%
JP Morgan Chase
36
JP Morgan Chase
New York
$19.4M -$836K -13,204 -4%
SAM
37
Sentinel Asset Management
Vermont
$18.3M +$26.6K +420 +0.2%
SFM
38
Systematic Financial Management
New Jersey
$18.2M -$12.4M -196,005 -42%
WCM
39
Wedge Capital Management
North Carolina
$18M -$946K -14,944 -5%
PAM
40
Panagora Asset Management
Massachusetts
$17.5M +$123K +1,945 +0.7%
MAA
41
Managed Account Advisors
New Jersey
$15.3M -$2.42M -38,192 -14%
William Blair & Company
42
William Blair & Company
Illinois
$14.7M +$2.16M +34,130 +18%
RFC
43
Russell Frank Company
Washington
$14.3M +$10.4M +164,353 +222%
Charles Schwab
44
Charles Schwab
California
$13.9M +$816K +12,895 +7%
State of Wisconsin Investment Board
45
State of Wisconsin Investment Board
Wisconsin
$12.2M – – –
Deutsche Bank
46
Deutsche Bank
Germany
$11.3M +$6.15M +97,197 +133%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$11.2M -$529K -8,358 -5%
Morgan Stanley
48
Morgan Stanley
New York
$11.1M +$593K +9,374 +6%
Renaissance Technologies
49
Renaissance Technologies
New York
$11.1M +$10.6M +167,589 New
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$10.9M -$814K -12,855 -7%
1
2
3 4 5

PB Hedge Fund Activity: Q1 2014 in Review

222 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q1 2014, worth a combined $3.06B — up 7% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PB positions and 19 closed out — a net gain of 6 holders — while 79 added to existing stakes and 91 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $88.6M. The largest seller was New Amsterdam Partners, exiting entirely with an estimated $18.9M sold.

  • 222 institutional investors held Prosperity Bancshares (PB) as of Q1 2014, up from 220 in Q4 2013.
  • Funds reported $3.06B of Prosperity Bancshares stock for Q1 2014, up 7% quarter-over-quarter.
  • 25 funds opened new Prosperity Bancshares positions in Q1 2014 and 19 closed out, a net change of +6 holders.
  • The largest Prosperity Bancshares buyer in Q1 2014 was Fidelity Investments, an estimated $88.6M added.
  • The largest Prosperity Bancshares seller in Q1 2014 was New Amsterdam Partners, an estimated $18.9M sold.

Based on aggregated 13F filings for Q1 2014.