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Prosperity Bancshares

299 hedge funds and large institutions have $5.27B invested in Prosperity Bancshares in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 89 increasing their positions, 125 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $833K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.08% less ownership

Funds ownership: 79.22%79.14% (-0.08%)

4% less capital invested

Capital invested by funds: $5.5B → $5.27B (-$231M)

9% less funds holding

Funds holding: 330299 (-31)

29% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 125

51% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 57

Holders
299
Holders Change
-31
Holders Change %
-9.39%
% of All Funds
5.2%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
89
Reduced
125
Closed
57
Calls
$2.14M
Puts
$833K
Net Calls
+$1.31M
Net Calls Change
-$2.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$27.9M -$268K -3,583 -0.9%
PCM
27
Palisade Capital Management
New Jersey
$27.8M -$269K -3,596 -0.9%
First Trust Advisors
28
First Trust Advisors
Illinois
$27.7M +$10.4M +139,349 +57%
WCM
29
Wedge Capital Management
North Carolina
$25.4M +$239K +3,199 +0.9%
AQR Capital Management
30
AQR Capital Management
Connecticut
$25.2M +$13M +173,302 +97%
Principal Financial Group
31
Principal Financial Group
Iowa
$23.2M +$282K +3,778 +1%
Invesco
32
Invesco
Georgia
$21.7M +$3.23M +43,188 +17%
BCIM
33
British Columbia Investment Management
British Columbia, Canada
$19.4M -$1.12M -15,000 -5%
Goldman Sachs
34
Goldman Sachs
New York
$19.2M -$508K -6,797 -2%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$19M -$428K -5,725 -2%
N
36
Nuveen
North Carolina
$19M -$3.81K -51 -0%
CCM
37
Copeland Capital Management
Pennsylvania
$18.9M -$894K -11,964 -4%
ProShare Advisors
38
ProShare Advisors
Maryland
$18.9M +$1.5M +20,076 +8%
Fisher Asset Management
39
Fisher Asset Management
Washington
$18.6M -$1.03M -13,832 -5%
Ameriprise
40
Ameriprise
Minnesota
$18.1M -$1.35M -18,101 -7%
JP Morgan Chase
41
JP Morgan Chase
New York
$17.4M -$1.27M -17,034 -7%
HI
42
Handelsinvest Investeringsforvaltning
Denmark
$17.2M +$3.36M +45,000 +23%
PP
43
Patron Partners
Texas
$17.1M +$14.9K +200 +0.1%
VWM
44
Valley Wealth Managers
New Jersey
$16.7M -$206K -2,757 -1%
PPA
45
Parametric Portfolio Associates
Washington
$15.4M +$278K +3,725 +2%
Bank of America
46
Bank of America
North Carolina
$15M -$2.63M -35,135 -14%
Swiss National Bank
47
Swiss National Bank
Switzerland
$14.7M -$553K -7,400 -3%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$14.5M -$880K -11,772 -6%
Barclays
49
Barclays
United Kingdom
$14.4M +$6.56M +87,711 +78%
Public Employees Retirement Association of Colorado
50
Public Employees Retirement Association of Colorado
Colorado
$14.3M

PB Hedge Fund Activity: Q2 2021 in Review

299 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q2 2021, worth a combined $5.27B — down 4.2% from $5.5B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of PB and 28 opened new positions — a net loss of 29 holders — while 125 trimmed existing stakes and 89 added.

The largest buyer was American Century Companies, adding an estimated $81.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $38.3M.

  • 299 institutional investors held Prosperity Bancshares (PB) as of Q2 2021, down from 330 in Q1 2021.
  • Funds reported $5.27B of Prosperity Bancshares stock for Q2 2021, down 4.2% quarter-over-quarter.
  • 28 funds opened new Prosperity Bancshares positions in Q2 2021 and 57 closed out, a net change of -29 holders.
  • The largest Prosperity Bancshares buyer in Q2 2021 was American Century Companies, an estimated $81.1M added.
  • The largest Prosperity Bancshares seller in Q2 2021 was T. Rowe Price Associates, an estimated $38.3M sold.

Based on aggregated 13F filings for Q2 2021.