We are live on ! Find out more
PB icon

Prosperity Bancshares

246 hedge funds and large institutions have $3.81B invested in Prosperity Bancshares in 2017 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 75 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 75

7% more capital invested

Capital invested by funds: $3.54B → $3.81B (+$263M)

5% more funds holding

Funds holding: 235246 (+11)

0.57% more ownership

Funds ownership: 77.55%78.11% (+0.57%)

Holders
246
Holders Change
+11
Holders Change %
+4.68%
% of All Funds
5.58%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
37
Increased
93
Reduced
75
Closed
25
Calls
$1.06M
Puts
Net Calls
+$1.06M
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
MMG
201
Monetary Management Group
Missouri
$140K +$134K +2,000 New
TRCT
202
Tower Research Capital (TRC)
New York
$127K +$121K +1,813 New
RFC
203
Regions Financial Corp
Alabama
$121K +$115K +1,727 New
HNB
204
Huntington National Bank
Ohio
$108K -$11K -165 -10%
Citigroup
205
Citigroup
New York
$103K +$3.94K +59 +4%
OWA
206
One Wealth Advisors
California
$103K +$98.2K +1,469 New
NSIM
207
North Star Investment Management
Illinois
$87K
BC
208
Bartlett & Co
Ohio
$74K
WAM
209
Wealthspire Advisors (Maryland)
Maryland
$63K +$334 +5 +0.6%
LTFS
210
Ladenburg Thalmann Financial Services
Florida
$62K +$67 +1 +0.1%
AG
211
Advisor Group
Arizona
$60K +$54.7K +818 +2,097%
LWM
212
Lenox Wealth Management
Ohio
$39K -$21.6K -323 -37%
AWM
213
Aevitas Wealth Management
Massachusetts
$35K +$33K +494 New
DCM
214
Delpha Capital Management
New York
$34K +$32.1K +480 New
FCMT
215
Founders Capital Management (Texas)
Texas
$28K
LF
216
Lee Financial
Texas
$26K
FBT
217
First Bank & Trust
South Dakota
$19K -$3.27K -49 -15%
PCP
218
Proficio Capital Partners
Massachusetts
$18K
M
219
MOTCO
Texas
$17K
MIFH
220
Migdal Insurance & Financial Holdings
Israel
$16K -$35.5K -532 -70%
SIC
221
Salem Investment Counselors
North Carolina
$16K
GWM
222
Geneos Wealth Management
Colorado
$14K
TSW
223
Thompson Siegel & Walmsley
Virginia
$14K +$13.4K +200 New
FHA
224
First Horizon Advisors
Tennessee
$11K
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$10K +$9.35K +140 New

PB Hedge Fund Activity: Q4 2017 in Review

246 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q4 2017, worth a combined $3.81B — up 7.4% from $3.54B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PB positions and 25 closed out — a net gain of 12 holders — while 93 added to existing stakes and 75 trimmed.

The largest buyer was Findlay Park Partners, opening a new position worth an estimated $73.5M. The largest seller was Millennium Management, cutting an estimated $45.6M.

  • 246 institutional investors held Prosperity Bancshares (PB) as of Q4 2017, up from 235 in Q3 2017.
  • Funds reported $3.81B of Prosperity Bancshares stock for Q4 2017, up 7.4% quarter-over-quarter.
  • 37 funds opened new Prosperity Bancshares positions in Q4 2017 and 25 closed out, a net change of +12 holders.
  • The largest Prosperity Bancshares buyer in Q4 2017 was Findlay Park Partners, an estimated $73.5M added.
  • The largest Prosperity Bancshares seller in Q4 2017 was Millennium Management, an estimated $45.6M sold.

Based on aggregated 13F filings for Q4 2017.