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Prosperity Bancshares

260 hedge funds and large institutions have $3.7B invested in Prosperity Bancshares in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 105 increasing their positions, 78 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 78

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

18% more call options, than puts

Call options by funds: $990K | Put options by funds: $841K

2.81% more ownership

Funds ownership: 82.11%84.92% (+2.8%)

3% more funds holding

Funds holding: 253260 (+7)

7% less capital invested

Capital invested by funds: $3.98B → $3.7B (-$278M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
260
Holders Change
+7
Holders Change %
+2.77%
% of All Funds
5.79%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
34
Increased
105
Reduced
78
Closed
26
Calls
$990K
Puts
$841K
Net Calls
+$149K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
RQS
201
Ramsey Quantitative Systems
Kentucky
$230K -$28K -424 -10%
Barclays
202
Barclays
United Kingdom
$226K -$2.17M -32,831 -90%
Commonwealth Equity Services
203
Commonwealth Equity Services
Massachusetts
$221K +$132 +2 +0.1%
Cambridge Investment Research Advisors
204
Cambridge Investment Research Advisors
Iowa
$219K
SI
205
Stephens Inc
Arkansas
$213K +$1.19K +18 +0.5%
AG
206
Advisor Group
Arizona
$204K +$43.1K +653 +25%
LTFS
207
Ladenburg Thalmann Financial Services
Florida
$161K +$30.1K +457 +22%
IWP
208
Icon Wealth Partners
Texas
$160K +$858 +13 +0.5%
PAM
209
Panagora Asset Management
Massachusetts
$145K
SLF
210
Sun Life Financial
Ontario, Canada
$117K +$594 +9 +0.5%
HNB
211
Huntington National Bank
Ohio
$108K +$17.2K +261 +18%
BNP Paribas Financial Markets
212
BNP Paribas Financial Markets
France
$107K -$896K -13,578 -89%
LC
213
Lavaca Capital
Texas
$104K +$110K +1,672 New
LWM
214
Lenox Wealth Management
Ohio
$89K +$1.45K +22 +2%
ARMT
215
Amica Retiree Medical Trust
Rhode Island
$87K
Toronto Dominion Bank
216
Toronto Dominion Bank
Ontario, Canada
$75K +$79.4K +1,203 New
NSIM
217
North Star Investment Management
Illinois
$72K +$3.63K +55 +5%
BCWM
218
Bartlett & Co Wealth Management
Ohio
$65.4K
BC
219
Bartlett & Co
Ohio
$65K
SP
220
Symmetry Partners
Connecticut
$63K +$67.2K +1,019 New
ASN
221
Advisory Services Network
Georgia
$56K +$27.8K +422 +88%
LPWM
222
Lake Point Wealth Management
Texas
$56K +$59.4K +900 New
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$38K +$33.5K +508 +513%
WAM
224
Wealthspire Advisors (Maryland)
Maryland
$36K -$24.5K -372 -39%
MIFH
225
Migdal Insurance & Financial Holdings
Israel
$35K -$19.3K -293 -34%

PB Hedge Fund Activity: Q4 2018 in Review

260 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q4 2018, worth a combined $3.7B — down 7% from $3.98B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new PB positions and 26 closed out — a net gain of 8 holders — while 105 added to existing stakes and 78 trimmed.

The largest buyer was Atlanta Capital Management, adding an estimated $107M. The largest seller was Findlay Park Partners, cutting an estimated $35.1M.

  • 260 institutional investors held Prosperity Bancshares (PB) as of Q4 2018, up from 253 in Q3 2018.
  • Funds reported $3.7B of Prosperity Bancshares stock for Q4 2018, down 7% quarter-over-quarter.
  • 34 funds opened new Prosperity Bancshares positions in Q4 2018 and 26 closed out, a net change of +8 holders.
  • The largest Prosperity Bancshares buyer in Q4 2018 was Atlanta Capital Management, an estimated $107M added.
  • The largest Prosperity Bancshares seller in Q4 2018 was Findlay Park Partners, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2018.