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Prosperity Bancshares

226 hedge funds and large institutions have $2.55B invested in Prosperity Bancshares in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 103 increasing their positions, 62 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 62

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

4.3% more ownership

Funds ownership: 70.47%74.77% (+4.3%)

2% more funds holding

Funds holding: 222226 (+4)

9% less capital invested

Capital invested by funds: $2.81B → $2.55B (-$264M)

57% less call options, than puts

Call options by funds: $211K | Put options by funds: $496K

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
226
Holders Change
+4
Holders Change %
+1.8%
% of All Funds
6.31%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
27
Increased
103
Reduced
62
Closed
22
Calls
$211K
Puts
$496K
Net Calls
-$285K
Net Calls Change
+$477K
Name Holding Trade Value Shares
Change
Change in
Stake
OA
176
Oxbow Advisors
Texas
$362K
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$359K +$2.22K +42 +0.6%
Thrivent Financial for Lutherans
178
Thrivent Financial for Lutherans
Minnesota
$354K +$52.8K +1,000 +16%
AL
179
Airain Ltd
Guernsey
$339K +$365K +6,906 New
PP
180
Paloma Partners
Connecticut
$332K +$357K +6,765 New
US Bancorp
181
US Bancorp
Minnesota
$329K +$51.9K +983 +17%
CAM
182
Capstone Asset Management
Texas
$308K +$41.2K +780 +14%
SCM
183
Shelton Capital Management
Colorado
$304K
ARMT
184
Amica Retiree Medical Trust
Rhode Island
$300K +$322K +6,099 New
SFG
185
Sather Financial Group
Texas
$293K
GAM
186
Gotham Asset Management
New York
$283K +$5.86K +111 +2%
Fayez Sarofim & Co
187
Fayez Sarofim & Co
Texas
$271K
GFG
188
Gray Financial Group
Georgia
$255K +$53.2K +1,008 +24%
SPC
189
Sigma Planning Corp
Michigan
$247K +$1.21K +23 +0.5%
CAN
190
Cetera Advisor Networks
California
$219K +$236K +4,466 New
SI
191
Stephens Inc
Arkansas
$211K
CIM
192
CIM Investment Management
Pennsylvania
$211K +$27.6K +522 +14%
AAM
193
Advisors Asset Management
Colorado
$191K -$112K -2,113 -35%
HNB
194
Huntington National Bank
Ohio
$165K +$24.1K +457 +16%
FMT
195
First Mercantile Trust
Tennessee
$158K +$30.1K +570 +22%
MAM
196
Meeder Asset Management
Ohio
$153K +$164K +3,109 New
Envestnet Asset Management
197
Envestnet Asset Management
Illinois
$149K -$33K -625 -17%
RCM
198
Riverhead Capital Management
Delaware
$147K +$158K +3,000 New
GT
199
Glenmede Trust
Pennsylvania
$139K +$7.71K +146 +5%
OA
200
OFI Advisors
Pennsylvania
$129K +$1.64K +31 +1%

PB Hedge Fund Activity: Q3 2015 in Review

226 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q3 2015, worth a combined $2.55B — down 9.4% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PB positions and 22 closed out — a net gain of 5 holders — while 103 added to existing stakes and 62 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $63.3M. The largest seller was Citadel Advisors, cutting an estimated $35.3M.

  • 226 institutional investors held Prosperity Bancshares (PB) as of Q3 2015, up from 222 in Q2 2015.
  • Funds reported $2.55B of Prosperity Bancshares stock for Q3 2015, down 9.4% quarter-over-quarter.
  • 27 funds opened new Prosperity Bancshares positions in Q3 2015 and 22 closed out, a net change of +5 holders.
  • The largest Prosperity Bancshares buyer in Q3 2015 was DePrince Race & Zollo Inc (DRZ), an estimated $63.3M added.
  • The largest Prosperity Bancshares seller in Q3 2015 was Citadel Advisors, an estimated $35.3M sold.

Based on aggregated 13F filings for Q3 2015.