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Prosperity Bancshares

289 hedge funds and large institutions have $3.82B invested in Prosperity Bancshares in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 103 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

189% more call options, than puts

Call options by funds: $6.83M | Put options by funds: $2.36M

2.3% more ownership

Funds ownership: 81.24%83.54% (+2.3%)

2% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 103

11% less funds holding

Funds holding: 323289 (-34)

31% less capital invested

Capital invested by funds: $5.51B → $3.82B (-$1.69B)

47% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 62

Holders
289
Holders Change
-34
Holders Change %
-10.53%
% of All Funds
6.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
33
Increased
101
Reduced
103
Closed
62
Calls
$6.83M
Puts
$2.36M
Net Calls
+$4.47M
Net Calls Change
+$2.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
26
Nordea Investment Management
Sweden
$31.9M +$30.7M +471,992 +253%
PC
27
Port Capital
Illinois
$25.4M +$5.25M +80,650 +18%
SCM
28
Snyder Capital Management
California
$23.7M -$2.62M -40,298 -8%
Ameriprise
29
Ameriprise
Minnesota
$23.3M -$1.12M -17,161 -3%
WRF
30
Waddell & Reed Financial
Kansas
$20.2M +$27.2M +418,435 New
PMG
31
Private Management Group
California
$19.1M +$3.25M +49,906 +14%
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$18.5M -$479K -7,361 -2%
PCM
33
Palisade Capital Management
New Jersey
$18.1M +$124K +1,912 +0.5%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$17.8M +$1.28M +19,676 +6%
DP
35
Dearborn Partners
Illinois
$16.5M +$273K +4,197 +1%
Fisher Asset Management
36
Fisher Asset Management
Washington
$15.7M -$779K -11,973 -4%
Millennium Management
37
Millennium Management
New York
$15.5M -$11.4M -175,842 -35%
AllianceBernstein
38
AllianceBernstein
Tennessee
$15.2M +$10.1M +155,660 +98%
Citadel Advisors
39
Citadel Advisors
Florida
$15.1M +$3.82M +58,641 +23%
WCM
40
Wedge Capital Management
North Carolina
$14.8M -$2.83M -43,531 -12%
N
41
Nuveen
North Carolina
$14.4M +$1.78M +27,287 +10%
UCFA
42
United Capital Financial Advisors
Texas
$14.3M +$1.4M +21,532 +8%
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$13.8M -$11.7M -179,687 -39%
Principal Financial Group
44
Principal Financial Group
Iowa
$13.5M -$8.39M -128,833 -32%
Bank of America
45
Bank of America
North Carolina
$12.6M -$2.48M -38,170 -13%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$11.8M +$1.27M +19,575 +9%
PPA
47
Parametric Portfolio Associates
Washington
$11.2M +$1.09M +16,674 +8%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$10.9M -$87.9K -1,351 -0.6%
ProShare Advisors
49
ProShare Advisors
Maryland
$10.6M -$543K -8,346 -4%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$10.1M

PB Hedge Fund Activity: Q1 2020 in Review

289 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q1 2020, worth a combined $3.82B — down 31% from $5.51B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of PB and 33 opened new positions — a net loss of 29 holders — while 103 trimmed existing stakes and 101 added.

The largest buyer was Victory Capital Management, adding an estimated $225M. The largest seller was Findlay Park Partners, cutting an estimated $112M.

  • 289 institutional investors held Prosperity Bancshares (PB) as of Q1 2020, down from 323 in Q4 2019.
  • Funds reported $3.82B of Prosperity Bancshares stock for Q1 2020, down 31% quarter-over-quarter.
  • 33 funds opened new Prosperity Bancshares positions in Q1 2020 and 62 closed out, a net change of -29 holders.
  • The largest Prosperity Bancshares buyer in Q1 2020 was Victory Capital Management, an estimated $225M added.
  • The largest Prosperity Bancshares seller in Q1 2020 was Findlay Park Partners, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2020.