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Prosperity Bancshares

251 hedge funds and large institutions have $3.83B invested in Prosperity Bancshares in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 82 increasing their positions, 93 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 17

56% more call options, than puts

Call options by funds: $2.69M | Put options by funds: $1.73M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more capital invested

Capital invested by funds: $2.84B → $3.83B (+$987M)

10% more funds holding

Funds holding: 229251 (+22)

1.76% more ownership

Funds ownership: 75.02%76.77% (+1.8%)

12% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 93

Holders
251
Holders Change
+22
Holders Change %
+9.61%
% of All Funds
6.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
41
Increased
82
Reduced
93
Closed
17
Calls
$2.69M
Puts
$1.73M
Net Calls
+$961K
Net Calls Change
-$21K
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$35.3M -$8.81M -140,920 -22%
Brown Advisory
27
Brown Advisory
Maryland
$30.7M +$1.82M +29,081 +7%
Charles Schwab
28
Charles Schwab
California
$30.1M +$1.84M +29,406 +8%
Prudential Financial
29
Prudential Financial
New Jersey
$27.3M -$12.4M -199,080 -34%
William Blair Investment Management
30
William Blair Investment Management
Illinois
$26M -$128K -2,044 -0.6%
DRZID
31
DePrince Race & Zollo Inc (DRZ)
Florida
$23.7M -$15.3M -244,706 -43%
Morgan Stanley
32
Morgan Stanley
New York
$21.6M +$13.9M +222,882 +285%
Handelsbanken Fonder
33
Handelsbanken Fonder
Sweden
$20.1M +$4.38M +70,000 +33%
Principal Financial Group
34
Principal Financial Group
Iowa
$19.9M +$290K +4,634 +2%
MFIMFI
35
Mesirow Financial Investment Management - Fixed Income
Illinois
$18.1M +$15.8M +251,911 New
Russell Investments Group
36
Russell Investments Group
United Kingdom
$17.4M +$15.1M +242,300 New
PCM
37
Palisade Capital Management
New Jersey
$17.2M +$32.1K +513 +0.2%
PMG
38
Private Management Group
California
$16.4M -$7.11M -113,783 -33%
ProShare Advisors
39
ProShare Advisors
Maryland
$16.1M +$4.3M +68,833 +44%
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$16M -$1.62M -25,834 -10%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$15.7M -$1.61M -25,770 -11%
TCIM
42
TIAA CREF Investment Management
New York
$15.3M -$730K -11,680 -5%
TAM
43
Tiverton Asset Management
Delaware
$15.1M
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$15M +$2.31M +36,952 +21%
Nordea Investment Management
45
Nordea Investment Management
Sweden
$14.6M -$3.04M -48,593 -19%
Bank of America
46
Bank of America
North Carolina
$14M +$1.37M +21,885 +13%
AllianceBernstein
47
AllianceBernstein
Tennessee
$13.3M +$3.12M +49,930 +37%
MFBTD
48
MB Financial Bank - Trust Department
Illinois
$13.2M -$56.6K -906 -0.5%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$13.2M +$50K +800 +0.4%
American Century Companies
50
American Century Companies
Missouri
$12.5M -$4.3M -68,783 -28%

PB Hedge Fund Activity: Q4 2016 in Review

251 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q4 2016, worth a combined $3.83B — up 35% from $2.84B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new PB positions and 17 closed out — a net gain of 24 holders — while 82 added to existing stakes and 93 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $35.8M. The largest seller was Champlain Investment Partners, cutting an estimated $22.7M.

  • 251 institutional investors held Prosperity Bancshares (PB) as of Q4 2016, up from 229 in Q3 2016.
  • Funds reported $3.83B of Prosperity Bancshares stock for Q4 2016, up 35% quarter-over-quarter.
  • 41 funds opened new Prosperity Bancshares positions in Q4 2016 and 17 closed out, a net change of +24 holders.
  • The largest Prosperity Bancshares buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $35.8M added.
  • The largest Prosperity Bancshares seller in Q4 2016 was Champlain Investment Partners, an estimated $22.7M sold.

Based on aggregated 13F filings for Q4 2016.