We are live on ! Find out more
PB icon

Prosperity Bancshares

298 hedge funds and large institutions have $4.12B invested in Prosperity Bancshares in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 128 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

1.48% less ownership

Funds ownership: 81.99%80.51% (-1.5%)

3% less funds holding

Funds holding: 307298 (-9)

6% less capital invested

Capital invested by funds: $4.36B → $4.12B (-$242M)

18% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 45

25% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 128

79% less call options, than puts

Call options by funds: $1.78M | Put options by funds: $8.54M

Holders
298
Holders Change
-9
Holders Change %
-2.93%
% of All Funds
4.73%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
37
Increased
96
Reduced
128
Closed
45
Calls
$1.78M
Puts
$8.54M
Net Calls
-$6.76M
Net Calls Change
+$3.67M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
76
Third Avenue Management
New York
$5.49M
CSS
77
Cubist Systematic Strategies
Connecticut
$5.36M -$1.21M -20,843 -18%
JAM
78
Jupiter Asset Management
United Kingdom
$5.34M -$4.3M -74,153 -43%
Franklin Resources
79
Franklin Resources
California
$5.24M -$104K -1,790 -2%
SEI Investments
80
SEI Investments
Pennsylvania
$5.2M -$3.16M -54,534 -36%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$4.78M +$7.54K +130 +0.1%
WA
82
Wambolt & Associates
Colorado
$4.72M +$4.66M +80,295 +946%
UBS Group
83
UBS Group
Switzerland
$4.64M +$2.23M +38,506 +83%
CCB
84
Country Club Bank
Missouri
$4.63M +$4.99M +86,068 New
Stifel Financial
85
Stifel Financial
Missouri
$4.57M +$66.5K +1,146 +1%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.39M +$606K +10,447 +15%
JAM
87
Jacobs Asset Management
New York
$4.37M +$4.64M +80,000 New
TPSF
88
Texas Permanent School Fund
Texas
$4.34M -$198K -3,415 -4%
KL
89
KWMG LLC
Kansas
$4.28M +$218K +3,754 +5%
Corient Private Wealth
90
Corient Private Wealth
Florida
$4.22M -$64.2K -1,106 -1%
HF
91
HRT Financial
New York
$4.17M +$4.43M +76,415 New
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$3.66M +$2.51M +43,259 +182%
Canada Life
93
Canada Life
Manitoba, Canada
$3.5M +$151K +2,597 +4%
Luther King Capital Management (LKCM)
94
Luther King Capital Management (LKCM)
Texas
$3.44M -$12.2K -211 -0.3%
Voloridge Investment Management
95
Voloridge Investment Management
Florida
$3.41M +$3.63M +62,483 New
CFB
96
Cullen/Frost Bankers
Texas
$3.41M +$1.18M +20,403 +49%
MOACM
97
Mutual of America Capital Management
New York
$3.32M -$447K -7,711 -11%
AB
98
Amalgamated Bank
New York
$3.21M -$103K -1,771 -3%
CC
99
Carlson Capital
Texas
$3.12M -$8.01M -137,985 -71%
Citigroup
100
Citigroup
New York
$2.96M -$1.54M -26,496 -33%

PB Hedge Fund Activity: Q3 2023 in Review

298 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q3 2023, worth a combined $4.12B — down 5.5% from $4.36B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of PB and 37 opened new positions — a net loss of 8 holders — while 128 trimmed existing stakes and 96 added.

The largest buyer was Holocene Advisors, adding an estimated $54.3M. The largest seller was State Street, cutting an estimated $195M.

  • 298 institutional investors held Prosperity Bancshares (PB) as of Q3 2023, down from 307 in Q2 2023.
  • Funds reported $4.12B of Prosperity Bancshares stock for Q3 2023, down 5.5% quarter-over-quarter.
  • 37 funds opened new Prosperity Bancshares positions in Q3 2023 and 45 closed out, a net change of -8 holders.
  • The largest Prosperity Bancshares buyer in Q3 2023 was Holocene Advisors, an estimated $54.3M added.
  • The largest Prosperity Bancshares seller in Q3 2023 was State Street, an estimated $195M sold.

Based on aggregated 13F filings for Q3 2023.