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Prosperity Bancshares
PB

222 hedge funds and large institutions have $3.06B invested in Prosperity Bancshares in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 91 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

7% more capital invested

Capital invested by funds: $2.87B → $3.06B (+$199M)

1.47% more ownership

Funds ownership: 69.6% → 71.07% (+1.5%)

1% more funds holding

Funds holding: 220 → 222 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 91

Holders
222
Holders Change
+2
Holders Change %
+0.91%
% of All Funds
6.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
79
Reduced
91
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$88.6M
2
TAM
Third Avenue Management
New York
+$20.6M
3
PIM
Perkins Investment Management
Illinois
+$11.9M
4
Renaissance Technologies
Renaissance Technologies
New York
+$10.6M
5
RFC
Russell Frank Company
Washington
+$10.4M

Top Sellers

1
NAP
New Amsterdam Partners
New York
-$18.9M
2
SFM
Systematic Financial Management
New Jersey
-$12.4M
3
GT
Glenmede Trust
Pennsylvania
-$11.7M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$10.6M
5
Millennium Management
Millennium Management
New York
-$10.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
151
Cypress Asset Management
Texas
$606K -$61.8K -977 -10%
US Bancorp
152
US Bancorp
Minnesota
$599K -$443K -6,999 -44%
U
153
UBS
Switzerland
$598K -$356K -5,618 -38%
FA
154
FDx Advisors
Illinois
$589K -$319K -5,037 -36%
AA
155
ALPS Advisors
Colorado
$587K +$50.9K +804 +10%
SAM
156
Securian Asset Management
Minnesota
$544K – – –
FMA
157
Fiduciary Management Associates
Illinois
$543K +$520K +8,210 New
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$538K +$19.1K +301 +4%
AG
159
Aperio Group
California
$528K +$505K +7,980 New
COPPSERS
160
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$526K -$570 -9 -0.1%
IPC
161
Independent Portfolio Consultants
Florida
$509K -$157K -2,475 -24%
FSA
162
Financial Sense Advisors
California
$504K +$483K +7,625 New
OA
163
Oxbow Advisors
Texas
$487K -$418K -6,607 -47%
ARTA
164
A.R.T. Advisors
New York
$479K +$459K +7,251 New
MAM
165
Martingale Asset Management
Massachusetts
$476K +$50.6K +800 +13%
BUB
166
BBVA USA Bancshares
Texas
$412K -$88.2K -1,394 -18%
SFG
167
Sather Financial Group
Texas
$394K -$988K -15,607 -72%
SCA
168
SAC Capital Advisors
Connecticut
$377K -$122K -1,927 -25%
WAM
169
World Asset Management
Michigan
$372K -$1.2K -19 -0.3%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$371K -$605K -9,563 -63%
AAM
171
Advisors Asset Management
Colorado
$357K +$102K +1,610 +43%
PI
172
Placemark Investments
Illinois
$353K -$164K -2,593 -33%
SCM
173
Shelton Capital Management
Colorado
$325K – – –
Bank of America
174
Bank of America
North Carolina
$323K +$26.6K +421 +9%
Tudor Investment Corp
175
Tudor Investment Corp
Connecticut
$318K -$372K -5,871 -55%
5 6
7
8 9

PB Hedge Fund Activity: Q1 2014 in Review

222 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q1 2014, worth a combined $3.06B — up 7% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PB positions and 19 closed out — a net gain of 6 holders — while 79 added to existing stakes and 91 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $88.6M. The largest seller was New Amsterdam Partners, exiting entirely with an estimated $18.9M sold.

  • 222 institutional investors held Prosperity Bancshares (PB) as of Q1 2014, up from 220 in Q4 2013.
  • Funds reported $3.06B of Prosperity Bancshares stock for Q1 2014, up 7% quarter-over-quarter.
  • 25 funds opened new Prosperity Bancshares positions in Q1 2014 and 19 closed out, a net change of +6 holders.
  • The largest Prosperity Bancshares buyer in Q1 2014 was Fidelity Investments, an estimated $88.6M added.
  • The largest Prosperity Bancshares seller in Q1 2014 was New Amsterdam Partners, an estimated $18.9M sold.

Based on aggregated 13F filings for Q1 2014.