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Prosperity Bancshares
PB

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: 204 → 220 (+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: 2 → 1 (-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
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$26.5M
2
MWNA
Marshall Wace North America
New York
+$12.1M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$11.2M
4
ICM
IronBridge Capital Management
Illinois
+$10.5M
5
Millennium Management
Millennium Management
New York
+$10.3M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$93.8M
2
SAM
Silvercrest Asset Management
New York
-$19.3M
3
Deutsche Bank
Deutsche Bank
Germany
-$15.3M
4
Goldman Sachs
Goldman Sachs
New York
-$13.5M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$1.15M +$111K +1,758 +11%
US Bancorp
127
US Bancorp
Minnesota
$1.02M +$121K +1,910 +14%
OPERF
128
Oregon Public Employees Retirement Fund
Oregon
$1.01M +$372K +5,900 +59%
MERSOM
129
Municipal Employees' Retirement System of Michigan
Michigan
$983K +$492K +7,800 +101%
LSERS
130
Louisiana State Employees Retirement System
Louisiana
$983K +$978K +15,500 New
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$961K -$21.5K -340 -2%
U
132
UBS
Switzerland
$929K +$311K +4,934 +51%
DT
133
Diversified Trust
Tennessee
$916K – – –
AIP
134
Ameritas Investment Partners
Nebraska
$900K +$7.07K +112 +0.8%
OA
135
Oxbow Advisors
Texas
$886K +$417K +6,607 +90%
PA
136
Profund Advisors
Maryland
$885K +$28.9K +458 +3%
FA
137
FDx Advisors
Illinois
$884K +$65.1K +1,032 +8%
TRSOTSOK
138
Teachers Retirement System of the State of Kentucky
Kentucky
$843K – – –
SO
139
STRS Ohio
Ohio
$824K -$170K -2,700 -17%
SB
140
Suntrust Banks
Georgia
$802K -$72.7K -1,152 -8%
First Trust Advisors
141
First Trust Advisors
Illinois
$779K +$31.1K +493 +4%
NTCOC
142
Northern Trust Company of Connecticut
Connecticut
$773K – – –
AC
143
Allstate Corporation
Illinois
$761K +$757K +12,000 New
STC
144
SEI Trust Company
Pennsylvania
$678K +$511K +8,100 +312%
Tudor Investment Corp
145
Tudor Investment Corp
Connecticut
$677K +$674K +10,684 New
MIU
146
Man Investments (UK)
United Kingdom
$668K +$437K +6,916 +191%
ST
147
Smithfield Trust
Pennsylvania
$666K -$22.7K -360 -3%
JWM
148
Jacobus Wealth Management
Wisconsin
$666K – – –
IPC
149
Independent Portfolio Consultants
Florida
$645K +$14.5K +230 +2%
CAM
150
Cypress Asset Management
Texas
$642K – – –
4 5
6
7 8

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.