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Prosperity Bancshares

245 hedge funds and large institutions have $3.99B invested in Prosperity Bancshares in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 85 increasing their positions, 92 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $3.81B → $3.99B (+$187M)

0.6% more ownership

Funds ownership: 78.11%78.71% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

0% less funds holding

Funds holding: 246245 (-1)

8% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 92

34% less call options, than puts

Call options by funds: $1.18M | Put options by funds: $1.79M

Holders
245
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
5.62%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
24
Increased
85
Reduced
92
Closed
24
Calls
$1.18M
Puts
$1.79M
Net Calls
-$603K
Net Calls Change
-$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
201
Huntington National Bank
Ohio
$112K -$675 -9 -0.6%
AG
202
Advisor Group
Arizona
$110K +$50K +667 +78%
OWA
203
One Wealth Advisors
California
$98K -$9.82K -131 -9%
NSIM
204
North Star Investment Management
Illinois
$80K -$10.5K -140 -11%
BCWM
205
Bartlett & Co Wealth Management
Ohio
$76.6K +$78.7K +1,050 New
BC
206
Bartlett & Co
Ohio
$76K
WAM
207
Wealthspire Advisors (Maryland)
Maryland
$66K +$900 +12 +1%
LTFS
208
Ladenburg Thalmann Financial Services
Florida
$64K +$75 +1 +0.1%
LWM
209
Lenox Wealth Management
Ohio
$53K +$13.9K +186 +34%
PG
210
PEAK6 Group
Illinois
$40K +$40.8K +544 New
AWM
211
Aevitas Wealth Management
Massachusetts
$36K +$150 +2 +0.4%
MMG
212
Monetary Management Group
Missouri
$33K -$116K -1,550 -78%
FCMT
213
Founders Capital Management (Texas)
Texas
$29K
LF
214
Lee Financial
Texas
$27K
MIFH
215
Migdal Insurance & Financial Holdings
Israel
$26K +$9.22K +123 +54%
PCP
216
Proficio Capital Partners
Massachusetts
$19K
FBT
217
First Bank & Trust
South Dakota
$17K -$2.47K -33 -12%
M
218
MOTCO
Texas
$17K
SIC
219
Salem Investment Counselors
North Carolina
$16K
TSW
220
Thompson Siegel & Walmsley
Virginia
$15K
S
221
SignatureFD
Georgia
$13K +$13.9K +185 New
FHA
222
First Horizon Advisors
Tennessee
$12K
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$10K
OIA
224
OneDigital Investment Advisors
Kansas
$10K +$75 +1 +0.7%
AIM
225
Assured Investment Management
New York
$10K +$10.1K +135 New

PB Hedge Fund Activity: Q1 2018 in Review

245 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q1 2018, worth a combined $3.99B — up 4.9% from $3.81B a quarter earlier.

Fund positioning in PB was balanced in Q1 2018: 24 funds opened new positions, 24 closed out, 85 added to existing stakes and 92 trimmed.

The largest buyer was Findlay Park Partners, adding an estimated $60.7M. The largest seller was Fisher Asset Management, cutting an estimated $14.4M.

  • 245 institutional investors held Prosperity Bancshares (PB) as of Q1 2018, down from 246 in Q4 2017.
  • Funds reported $3.99B of Prosperity Bancshares stock for Q1 2018, up 4.9% quarter-over-quarter.
  • 24 funds opened new Prosperity Bancshares positions in Q1 2018 and 24 closed out, a net change of 0 holders.
  • The largest Prosperity Bancshares buyer in Q1 2018 was Findlay Park Partners, an estimated $60.7M added.
  • The largest Prosperity Bancshares seller in Q1 2018 was Fisher Asset Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2018.