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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
PC
176
Polar Capital
United Kingdom
$309K – – –
CAM
177
Capstone Asset Management
Texas
$297K -$116K -1,840 -29%
Thrivent Financial for Lutherans
178
Thrivent Financial for Lutherans
Minnesota
$291K +$6.33K +100 +2%
SI
179
Stephens Inc
Arkansas
$284K – – –
PAM
180
Princeton Alpha Management
New Jersey
$279K -$2.6K -41 -1%
JG
181
Jefferies Group
New York
$248K +$237K +3,750 New
CAM
182
ClariVest Asset Management
California
$238K – – –
Fiera Capital (Canada)
183
Fiera Capital (Canada)
Quebec, Canada
$232K -$31.6K -500 -13%
SIC
184
Shoker Investment Counsel
Ohio
$230K – – –
ISL
185
Ingalls & Snyder LLC
New York
$226K – – –
Stifel Financial
186
Stifel Financial
Missouri
$220K +$211K +3,328 New
LPL Financial
187
LPL Financial
California
$214K -$27.2K -430 -12%
M
188
MOTCO
Texas
$210K +$201K +3,172 New
Canada Life
189
Canada Life
Manitoba, Canada
$194K – – –
BNP Paribas Financial Markets
190
BNP Paribas Financial Markets
France
$193K +$73.5K +1,161 +55%
GT
191
Glenmede Trust
Pennsylvania
$186K -$11.7M -185,368 -99%
FQ
192
First Quadrant
California
$185K +$158K +2,500 +833%
Barclays
193
Barclays
United Kingdom
$181K -$3.71M -58,560 -96%
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$180K +$31.8K +502 +23%
BlackRock
195
BlackRock
New York
$169K -$175K -2,768 -52%
CMBA
196
C.M. Bidwell & Associates
Hawaii
$162K +$155K +2,450 New
MMG
197
Monetary Management Group
Missouri
$152K – – –
Credit Agricole
198
Credit Agricole
France
$152K +$146K +2,300 New
Teacher Retirement System of Texas
199
Teacher Retirement System of Texas
Texas
$151K +$9.37K +148 +7%
KT
200
Kanaly Trust
Texas
$146K – – –
6 7
8
9 10

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.