Prosperity Bancshares
314 hedge funds and large institutions have $5.28B invested in Prosperity Bancshares in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 112 increasing their positions, 98 reducing their positions, and 35 closing their positions.
144% more call options, than puts
Call options by funds: $5.4M | Put options by funds: $2.21M
54% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 35
28% more capital invested
Capital invested by funds: $4.12B → $5.28B (+$1.16B)
14% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 98
5% more funds holding
Funds holding: 298 → 314 (+16)
2.57% more ownership
Funds ownership: 80.51% → 83.08% (+2.6%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$140M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$48.9M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$40M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$28.3M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$27.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$110M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
-$21.3M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
-$16.9M |
| 4 |
VWM
Valley Wealth Managers
Paramus,
New Jersey
|
-$13.1M |
| 5 |
Millennium Management
New York
|
-$12.1M |
PB Hedge Fund Activity: Q4 2023 in Review
314 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q4 2023, worth a combined $5.28B — up 28% from $4.12B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new PB positions and 35 closed out — a net gain of 19 holders — while 112 added to existing stakes and 98 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $140M. The largest seller was Citadel Advisors, cutting an estimated $110M.
- 314 institutional investors held Prosperity Bancshares (PB) as of Q4 2023, up from 298 in Q3 2023.
- Funds reported $5.28B of Prosperity Bancshares stock for Q4 2023, up 28% quarter-over-quarter.
- 54 funds opened new Prosperity Bancshares positions in Q4 2023 and 35 closed out, a net change of +19 holders.
- The largest Prosperity Bancshares buyer in Q4 2023 was Morgan Stanley, an estimated $140M added.
- The largest Prosperity Bancshares seller in Q4 2023 was Citadel Advisors, an estimated $110M sold.
Based on aggregated 13F filings for Q4 2023.