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Prosperity Bancshares

260 hedge funds and large institutions have $3.7B invested in Prosperity Bancshares in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 78 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 78

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

18% more call options, than puts

Call options by funds: $990K | Put options by funds: $841K

2.81% more ownership

Funds ownership: 82.11%84.92% (+2.8%)

3% more funds holding

Funds holding: 253260 (+7)

7% less capital invested

Capital invested by funds: $3.98B → $3.7B (-$278M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
260
Holders Change
+7
Holders Change %
+2.77%
% of All Funds
5.79%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
105
Reduced
78
Closed
26
Calls
$990K
Puts
$841K
Net Calls
+$149K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$28.7M -$77.3K -1,171 -0.3%
Goldman Sachs
27
Goldman Sachs
New York
$26.3M +$1.95M +29,626 +8%
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$25.1M +$311K +4,713 +1%
Fisher Asset Management
29
Fisher Asset Management
Washington
$23.5M +$291K +4,407 +1%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$20.2M -$1.65M -24,977 -7%
PMG
31
Private Management Group
California
$19.4M +$8.55M +129,631 +71%
PCM
32
Palisade Capital Management
New Jersey
$19.2M -$3.77M -57,184 -16%
Bank of America
33
Bank of America
North Carolina
$18.6M +$6.82M +103,338 +53%
Principal Financial Group
34
Principal Financial Group
Iowa
$17.8M -$547K -8,298 -3%
DP
35
Dearborn Partners
Illinois
$16.1M -$112K -1,702 -0.7%
BGIM
36
Brandywine Global Investment Management
Pennsylvania
$15.1M -$67.7K -1,026 -0.4%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$14.9M +$4.11M +62,295 +35%
JP Morgan Chase
38
JP Morgan Chase
New York
$14.3M -$6.78M -102,710 -31%
WA
39
Wasatch Advisors
Utah
$12.5M +$7.21M +109,310 +119%
UCFA
40
United Capital Financial Advisors
Texas
$12.4M +$926K +14,032 +8%
SCM
41
SKBA Capital Management
California
$11.9M +$5.63M +85,400 +81%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$11.8M -$77.4K -1,174 -0.6%
PPA
43
Parametric Portfolio Associates
Washington
$11.3M +$4.07M +61,643 +51%
Comerica Bank
44
Comerica Bank
Texas
$10.9M -$5.87M -88,909 -37%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$10.6M +$3.5M +53,098 +45%
ProShare Advisors
46
ProShare Advisors
Maryland
$9.64M +$1.84M +27,888 +22%
FIM
47
Foresters Investment Management
New York
$9.48M -$4.72M -71,500 -32%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$9.39M
Millennium Management
49
Millennium Management
New York
$8.66M +$5.99M +90,861 +189%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$8.51M -$1.99M -30,226 -18%

PB Hedge Fund Activity: Q4 2018 in Review

260 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q4 2018, worth a combined $3.7B — down 7% from $3.98B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PB positions and 26 closed out — a net gain of 8 holders — while 105 added to existing stakes and 78 trimmed.

The largest buyer was Atlanta Capital Management, adding an estimated $107M. The largest seller was Findlay Park Partners, cutting an estimated $35.1M.

  • 260 institutional investors held Prosperity Bancshares (PB) as of Q4 2018, up from 253 in Q3 2018.
  • Funds reported $3.7B of Prosperity Bancshares stock for Q4 2018, down 7% quarter-over-quarter.
  • 34 funds opened new Prosperity Bancshares positions in Q4 2018 and 26 closed out, a net change of +8 holders.
  • The largest Prosperity Bancshares buyer in Q4 2018 was Atlanta Capital Management, an estimated $107M added.
  • The largest Prosperity Bancshares seller in Q4 2018 was Findlay Park Partners, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2018.