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Prosperity Bancshares
PB

204 hedge funds and large institutions have $2.84B invested in Prosperity Bancshares in 2013 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

24% more capital invested

Capital invested by funds: $2.3B → $2.84B (+$548M)

6% more funds holding

Funds holding: 193 → 204 (+11)

2.33% more ownership

Funds ownership: 75.14% → 77.47% (+2.3%)

7% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 72

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
6.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
77
Reduced
72
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$24.4M
2
BFA
BlackRock Fund Advisors
California
+$23.2M
3
NAP
New Amsterdam Partners
New York
+$18.6M
4
JP Morgan Chase
JP Morgan Chase
New York
+$18M
5
ICM
IronBridge Capital Management
Illinois
+$17.3M

Top Sellers

1
KeyBank National Association
KeyBank National Association
Ohio
-$32M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$20M
3
SFM
Systematic Financial Management
New Jersey
-$16.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.6M
5
MAA
Managed Account Advisors
New Jersey
-$9.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
176
Winton Capital Management
United Kingdom
$212K +$204K +3,430 New
ISL
177
Ingalls & Snyder LLC
New York
$211K +$203K +3,420 New
STC
178
SEI Trust Company
Pennsylvania
$161K -$71.2K -1,200 -32%
AAM
179
Advisors Asset Management
Colorado
$158K +$68.7K +1,158 +83%
MMG
180
Monetary Management Group
Missouri
$142K +$137K +2,300 New
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$131K +$39.5K +665 +46%
CAM
182
ClariVest Asset Management
California
$130K -$5.94K -100 -5%
CCM
183
Copeland Capital Management
Pennsylvania
$101K +$96.7K +1,629 New
FMT
184
First Mercantile Trust
Tennessee
$92K -$170K -2,860 -66%
DADC
185
D.A. Davidson & Co
Montana
$91K -$475 -8 -0.5%
Barclays
186
Barclays
United Kingdom
$86K -$31.6K -533 -27%
TRCT
187
Tower Research Capital (TRC)
New York
$73K +$69.7K +1,174 New
BC
188
Bartlett & Co
Ohio
$71K – – –
OA
189
OFI Advisors
Pennsylvania
$67K -$5.76K -97 -8%
Manulife (Manufacturers Life Insurance)
190
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.1K +$7.64M +128,777 +21%
SAM
191
Solaris Asset Management
New York
$46K – – –
Canada Pension Plan Investment Board
192
Canada Pension Plan Investment Board
Ontario, Canada
$37K +$35.6K +600 New
PCM
193
Prelude Capital Management
New York
$34K +$32.6K +550 New
Creative Planning
194
Creative Planning
Kansas
$31K – – –
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$29K – – –
HR
196
Howe & Rusling
New York
$26K -$3.98K -67 -14%
FQ
197
First Quadrant
California
$19K – – –
CCM
198
Chilton Capital Management
Texas
$15.3K – – –
PTC
199
Private Trust Company
Ohio
$5K – – –
Envestnet Asset Management
200
Envestnet Asset Management
Illinois
$3K -$7.54K -127 -70%
5 6 7
8
9

PB Hedge Fund Activity: Q3 2013 in Review

204 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q3 2013, worth a combined $2.84B — up 24% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PB positions and 12 closed out — a net gain of 13 holders — while 77 added to existing stakes and 72 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $24.4M. The largest seller was KeyBank National Association, cutting an estimated $32M.

  • 204 institutional investors held Prosperity Bancshares (PB) as of Q3 2013, up from 193 in Q2 2013.
  • Funds reported $2.84B of Prosperity Bancshares stock for Q3 2013, up 24% quarter-over-quarter.
  • 25 funds opened new Prosperity Bancshares positions in Q3 2013 and 12 closed out, a net change of +13 holders.
  • The largest Prosperity Bancshares buyer in Q3 2013 was Citadel Advisors, an estimated $24.4M added.
  • The largest Prosperity Bancshares seller in Q3 2013 was KeyBank National Association, an estimated $32M sold.

Based on aggregated 13F filings for Q3 2013.