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Prosperity Bancshares

246 hedge funds and large institutions have $3.81B invested in Prosperity Bancshares in 2017 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 75

7% more capital invested

Capital invested by funds: $3.54B → $3.81B (+$263M)

5% more funds holding

Funds holding: 235246 (+11)

0.57% more ownership

Funds ownership: 77.55%78.11% (+0.57%)

Holders
246
Holders Change
+11
Holders Change %
+4.68%
% of All Funds
5.58%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
37
Increased
93
Reduced
75
Closed
25
Calls
$1.06M
Puts
Net Calls
+$1.06M
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$28.1M +$1.85M +27,695 +8%
Charles Schwab
27
Charles Schwab
California
$27.4M +$1.6M +24,013 +7%
Morgan Stanley
28
Morgan Stanley
New York
$24.5M +$12.7M +189,516 +118%
Invesco
29
Invesco
Georgia
$24.2M -$1.71M -25,623 -7%
VNIM
30
Vaughan Nelson Investment Management
Texas
$22.7M -$596K -8,925 -3%
Principal Financial Group
31
Principal Financial Group
Iowa
$20.7M -$11.8K -177 -0.1%
Comerica Bank
32
Comerica Bank
Texas
$18.8M +$3.22M +48,255 +25%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$17.8M +$17M +254,702 New
Two Sigma Advisers
34
Two Sigma Advisers
New York
$17.8M -$8.75M -130,985 -34%
PCM
35
Palisade Capital Management
New Jersey
$16.5M -$100K -1,503 -0.6%
WA
36
Wasatch Advisors
Utah
$16M +$4.06M +60,739 +36%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$15M +$11.8K +176 +0.1%
FIM
38
Foresters Investment Management
New York
$14.7M +$100K +1,500 +0.7%
TCIM
39
TIAA CREF Investment Management
New York
$14.2M +$593K +8,870 +5%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$14M -$1.45M -21,763 -10%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$13.1M -$247K -3,702 -2%
UCFA
42
United Capital Financial Advisors
Texas
$13M -$163K -2,437 -1%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$12.6M +$322K +4,815 +3%
TAM
44
Tiverton Asset Management
Delaware
$12.2M +$1.38M +20,664 +13%
GC
45
Guggenheim Capital
Illinois
$12.2M -$234K -3,506 -2%
ProShare Advisors
46
ProShare Advisors
Maryland
$11.8M +$692K +10,356 +7%
PMG
47
Private Management Group
California
$11.5M -$59.1K -885 -0.5%
OCM
48
Olstein Capital Management
New York
$11.4M -$1.87M -28,000 -15%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$10.3M
Bank of America
50
Bank of America
North Carolina
$10.3M -$9.02M -134,983 -48%

PB Hedge Fund Activity: Q4 2017 in Review

246 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q4 2017, worth a combined $3.81B — up 7.4% from $3.54B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PB positions and 25 closed out — a net gain of 12 holders — while 93 added to existing stakes and 75 trimmed.

The largest buyer was Findlay Park Partners, opening a new position worth an estimated $73.5M. The largest seller was Millennium Management, cutting an estimated $45.6M.

  • 246 institutional investors held Prosperity Bancshares (PB) as of Q4 2017, up from 235 in Q3 2017.
  • Funds reported $3.81B of Prosperity Bancshares stock for Q4 2017, up 7.4% quarter-over-quarter.
  • 37 funds opened new Prosperity Bancshares positions in Q4 2017 and 25 closed out, a net change of +12 holders.
  • The largest Prosperity Bancshares buyer in Q4 2017 was Findlay Park Partners, an estimated $73.5M added.
  • The largest Prosperity Bancshares seller in Q4 2017 was Millennium Management, an estimated $45.6M sold.

Based on aggregated 13F filings for Q4 2017.