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Prosperity Bancshares

220 hedge funds and large institutions have $2.87B invested in Prosperity Bancshares in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

18% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 74

8% more funds holding

Funds holding: 204220 (+16)

1% more capital invested

Capital invested by funds: $2.84B → $2.87B (+$21M)

7.87% less ownership

Funds ownership: 77.47%69.6% (-7.9%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
220
Holders Change
+16
Holders Change %
+7.84%
% of All Funds
6.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
87
Reduced
74
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
101
Parametric Portfolio Associates
Washington
$2.49M +$571K +9,047 +30%
CCMH
102
Cornerstone Capital Management Holdings
New York
$2.47M +$2.46M +39,000 New
RJA
103
Raymond James & Associates
Florida
$2.41M +$92.5K +1,465 +4%
BA
104
BlackRock Advisors
Delaware
$2.4M +$160K +2,534 +7%
Federated Hermes
105
Federated Hermes
Pennsylvania
$2.37M +$76.7K +1,215 +3%
ACM
106
Azimuth Capital Management
Michigan
$2.16M +$2.15M +34,050 New
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$2.13M +$50.5K +800 +2%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.92M +$73.9K +1,170 +4%
GC
109
Grace Capital
Massachusetts
$1.87M +$10.1K +160 +0.5%
AIC
110
Aurora Investment Counsel
Georgia
$1.81M -$686K -10,863 -28%
AT
111
Arvest Trust
Oklahoma
$1.79M -$126K -2,000 -7%
NSAM
112
North Star Asset Management
Wisconsin
$1.77M +$1.58K +25 +0.1%
WCM
113
Winton Capital Management
United Kingdom
$1.75M +$1.52M +24,145 +704%
AL
114
AJO LP
Pennsylvania
$1.72M -$6.02M -95,400 -78%
SOMRS
115
State of Michigan Retirement System
Michigan
$1.69M +$31.6K +500 +2%
MHI
116
Miller Howard Investments
New York
$1.68M
BG
117
BlackRock Group
United Kingdom
$1.53M +$166K +2,636 +12%
EMFAT
118
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.53M +$865K +13,710 +131%
N
119
Nuveen
North Carolina
$1.48M +$23K +364 +2%
SCA
120
Salient Capital Advisors
Texas
$1.43M
MSA
121
Mason Street Advisors
Wisconsin
$1.42M +$9.72K +154 +0.7%
SFG
122
Sather Financial Group
Texas
$1.37M +$1.36M +21,572 New
SG Americas Securities
123
SG Americas Securities
New York
$1.28M -$787K -12,461 -38%
RFC
124
Regions Financial Corp
Alabama
$1.26M -$84.7K -1,342 -6%
KeyBank National Association
125
KeyBank National Association
Ohio
$1.19M -$479K -7,587 -29%

PB Hedge Fund Activity: Q4 2013 in Review

220 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q4 2013, worth a combined $2.87B — up 0.74% from $2.84B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PB positions and 16 closed out — a net gain of 16 holders — while 87 added to existing stakes and 74 trimmed.

The largest buyer was Vanguard Group, adding an estimated $26.5M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $93.8M sold.

  • 220 institutional investors held Prosperity Bancshares (PB) as of Q4 2013, up from 204 in Q3 2013.
  • Funds reported $2.87B of Prosperity Bancshares stock for Q4 2013, up 0.74% quarter-over-quarter.
  • 32 funds opened new Prosperity Bancshares positions in Q4 2013 and 16 closed out, a net change of +16 holders.
  • The largest Prosperity Bancshares buyer in Q4 2013 was Vanguard Group, an estimated $26.5M added.
  • The largest Prosperity Bancshares seller in Q4 2013 was Allianz Asset Management, an estimated $93.8M sold.

Based on aggregated 13F filings for Q4 2013.