We are live on ! Find out more
PB icon

Prosperity Bancshares

320 hedge funds and large institutions have $5.01B invested in Prosperity Bancshares in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 117 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $3.14M | Put options by funds: $1.99M

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

17% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 100

2% more funds holding

Funds holding: 314320 (+6)

1.61% less ownership

Funds ownership: 83.08%81.47% (-1.6%)

5% less capital invested

Capital invested by funds: $5.28B → $5.01B (-$268M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
320
Holders Change
+6
Holders Change %
+1.91%
% of All Funds
4.61%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
32
Increased
117
Reduced
100
Closed
24
Calls
$3.14M
Puts
$1.99M
Net Calls
+$1.14M
Net Calls Change
-$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
26
Private Management Group
California
$35.4M -$192K -3,016 -0.6%
PC
27
Port Capital
Illinois
$34.8M -$1.69M -26,495 -5%
PFM
28
Premier Fund Managers
United Kingdom
$32.5M -$9.56M -150,000 -23%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$31.2M -$704K -11,037 -2%
ProShare Advisors
30
ProShare Advisors
Maryland
$30.2M -$8.3M -130,136 -22%
CCM
31
Copeland Capital Management
Pennsylvania
$29.9M +$6.03M +94,508 +26%
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$28.5M +$315K +4,935 +1%
N
33
Nuveen
North Carolina
$23.7M -$254K -3,989 -1%
Principal Financial Group
34
Principal Financial Group
Iowa
$23.2M +$553K +8,679 +3%
Invesco
35
Invesco
Georgia
$23M +$7.94M +124,475 +55%
Ameriprise
36
Ameriprise
Minnesota
$20.5M -$409K -6,410 -2%
Citadel Advisors
37
Citadel Advisors
Florida
$20.2M +$11.9M +186,010 +154%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$19.8M -$1.41M -22,039 -7%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$18.3M +$769K +12,065 +5%
JP Morgan Chase
40
JP Morgan Chase
New York
$18.2M -$557K -8,735 -3%
Bank of America
41
Bank of America
North Carolina
$17.7M +$6.38M +100,067 +59%
Fisher Asset Management
42
Fisher Asset Management
Washington
$17.4M +$47.6K +746 +0.3%
UBS AM
43
UBS AM
Illinois
$17.2M +$283K +4,434 +2%
Goldman Sachs
44
Goldman Sachs
New York
$16.8M -$40.2M -630,013 -71%
Public Employees Retirement Association of Colorado
45
Public Employees Retirement Association of Colorado
Colorado
$16.2M -$97.5K -1,530 -0.6%
PP
46
Patron Partners
Texas
$15.3M -$338K -5,301 -2%
NSAM
47
North Star Asset Management
Wisconsin
$14.6M +$547K +8,576 +4%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$14.2M +$1.22M +19,113 +10%
CVA
49
Ceredex Value Advisors
Florida
$14.2M -$1.76M -27,528 -11%
CCCPV
50
Castle Creek Capital Partners VI
California
$13.9M

PB Hedge Fund Activity: Q1 2024 in Review

320 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q1 2024, worth a combined $5.01B — down 5.1% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PB positions and 24 closed out — a net gain of 8 holders — while 117 added to existing stakes and 100 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $97.9M. The largest seller was Morgan Stanley, cutting an estimated $148M.

  • 320 institutional investors held Prosperity Bancshares (PB) as of Q1 2024, up from 314 in Q4 2023.
  • Funds reported $5.01B of Prosperity Bancshares stock for Q1 2024, down 5.1% quarter-over-quarter.
  • 32 funds opened new Prosperity Bancshares positions in Q1 2024 and 24 closed out, a net change of +8 holders.
  • The largest Prosperity Bancshares buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $97.9M added.
  • The largest Prosperity Bancshares seller in Q1 2024 was Morgan Stanley, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2024.