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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
COPPSERS
151
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.04M -$1.54M -26,595 -58%
NMERB
152
New Mexico Educational Retirement Board
New Mexico
$1.02M
DIA
153
Dean Investment Associates
Ohio
$994K -$15.4K -266 -1%
SFG
154
Sather Financial Group
Texas
$957K +$676K +11,649 +198%
RJA
155
Raymond James & Associates
Florida
$924K +$95.3K +1,642 +11%
GIA
156
GHP Investment Advisors
Colorado
$913K -$41.8K -720 -4%
HSBC Holdings
157
HSBC Holdings
United Kingdom
$903K +$960K +16,537 New
VanEck Associates
158
VanEck Associates
New York
$888K +$283K +4,875 +43%
1WM
159
1900 Wealth Management
Texas
$850K +$904K +15,576 New
HC
160
Henshaw Capital
Massachusetts
$846K
MTC
161
McDaniel Terry & Co
Texas
$842K
APF
162
Alaska Permanent Fund
Alaska
$841K -$1.22M -21,066 -58%
URS
163
Utah Retirement Systems
Utah
$815K
Allianz Asset Management
164
Allianz Asset Management
Germany
$808K
Zurich Cantonal Bank
165
Zurich Cantonal Bank
Switzerland
$800K +$175K +3,013 +26%
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$781K -$388K -6,693 -32%
LPL Financial
167
LPL Financial
California
$771K +$100K +1,727 +14%
Royal Bank of Canada
168
Royal Bank of Canada
Ontario, Canada
$760K -$66.4K -1,145 -8%
Handelsbanken Fonder
169
Handelsbanken Fonder
Sweden
$744K -$23.2M -400,000 -97%
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$729K -$15.4M -265,831 -95%
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$723K -$798K -13,755 -51%
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$704K -$363K -6,249 -33%
Federated Hermes
173
Federated Hermes
Pennsylvania
$701K -$41.1K -708 -5%
Cambridge Investment Research Advisors
174
Cambridge Investment Research Advisors
Iowa
$682K +$812 +14 +0.1%
HT
175
Heritage Trust
Oklahoma
$667K

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.