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Prosperity Bancshares
PB

318 hedge funds and large institutions have $4.57B invested in Prosperity Bancshares in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 113 increasing their positions, 113 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 43

0% more funds holding

Funds holding: 318 → 318 (0)

0% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 113

2.12% less ownership

Funds ownership: 83.3% → 81.18% (-2.1%)

15% less capital invested

Capital invested by funds: $5.38B → $4.57B (-$812M)

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

64% less call options, than puts

Call options by funds: $6.51M | Put options by funds: $18.3M

Holders
318
Holders Change
–
Holders Change %
0%
% of All Funds
5.07%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
46
Increased
113
Reduced
113
Closed
43
Calls
$6.51M
Puts
$18.3M
Net Calls
-$11.8M
Net Calls Change
-$14.6M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$77.8M
2
State Street
State Street
Massachusetts
+$48.3M
3
Bank of America
Bank of America
North Carolina
+$44.6M
4
BlackRock
BlackRock
New York
+$20.6M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$15.8M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
-$207M
2
SI
Scout Investments
Missouri
-$73.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$32.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$30.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$26.4M -$17.7M -249,149 -37%
Handelsbanken Fonder
27
Handelsbanken Fonder
Sweden
$25.4M – – –
JP Morgan Chase
28
JP Morgan Chase
New York
$25.4M +$8.71M +122,378 +42%
Loomis, Sayles & Company
29
Loomis, Sayles & Company
Massachusetts
$23.2M -$1.29M -18,142 -5%
Principal Financial Group
30
Principal Financial Group
Iowa
$22.2M +$233K +3,274 +0.9%
Fisher Asset Management
31
Fisher Asset Management
Washington
$21.4M -$1.17M -16,438 -5%
CCM
32
Copeland Capital Management
Pennsylvania
$21.2M +$267K +3,744 +1%
Ameriprise
33
Ameriprise
Minnesota
$20.6M -$1.56M -21,900 -6%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$19.2M +$26.8K +377 +0.1%
N
35
Nuveen
North Carolina
$16.7M -$1.19M -16,700 -6%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$15.9M +$23.3K +327 +0.1%
Public Employees Retirement Association of Colorado
37
Public Employees Retirement Association of Colorado
Colorado
$15.3M +$1.15M +16,129 +7%
AQR Capital Management
38
AQR Capital Management
Connecticut
$14.9M -$4.27M -59,942 -20%
PP
39
Patron Partners
Texas
$14.7M – – –
VWM
40
Valley Wealth Managers
New Jersey
$14.3M -$62.6K -879 -0.4%
First Trust Advisors
41
First Trust Advisors
Illinois
$14.3M +$3.83M +53,850 +30%
SEI Investments
42
SEI Investments
Pennsylvania
$13.7M -$3.28M -46,030 -17%
Verition Fund Management
43
Verition Fund Management
Connecticut
$13.6M +$15.8M +221,246 New
ClearBridge Investments
44
ClearBridge Investments
New York
$13.6M +$15.7M +220,985 New
GC
45
Gillson Capital
Illinois
$13.4M +$15.6M +218,525 New
WCM
46
Wedge Capital Management
North Carolina
$13.4M +$177K +2,482 +1%
HPCM
47
Hunter Perkins Capital Management
Illinois
$13.3M -$556K -7,807 -3%
BCIM
48
British Columbia Investment Management
British Columbia, Canada
$12.9M +$1.42M +20,000 +11%
Goldman Sachs
49
Goldman Sachs
New York
$12.7M -$4.5M -63,216 -23%
SDIC
50
South Dakota Investment Council
South Dakota
$12.4M +$3.4M +47,703 +31%
1
2
3 4 5

PB Hedge Fund Activity: Q1 2023 in Review

318 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q1 2023, worth a combined $4.57B — down 15% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PB positions and 43 closed out — a net gain of 3 holders — while 113 added to existing stakes and 113 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $77.8M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $207M sold.

  • 318 institutional investors held Prosperity Bancshares (PB) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $4.57B of Prosperity Bancshares stock for Q1 2023, down 15% quarter-over-quarter.
  • 46 funds opened new Prosperity Bancshares positions in Q1 2023 and 43 closed out, a net change of +3 holders.
  • The largest Prosperity Bancshares buyer in Q1 2023 was Citadel Advisors, an estimated $77.8M added.
  • The largest Prosperity Bancshares seller in Q1 2023 was Champlain Investment Partners, an estimated $207M sold.

Based on aggregated 13F filings for Q1 2023.