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Prosperity Bancshares

320 hedge funds and large institutions have $5.01B invested in Prosperity Bancshares in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 117 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $3.14M | Put options by funds: $1.99M

33% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 24

17% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 100

2% more funds holding

Funds holding: 314320 (+6)

1.61% less ownership

Funds ownership: 83.08%81.47% (-1.6%)

5% less capital invested

Capital invested by funds: $5.28B → $5.01B (-$268M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
320
Holders Change
+6
Holders Change %
+1.91%
% of All Funds
4.61%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
32
Increased
117
Reduced
100
Closed
24
Calls
$3.14M
Puts
$1.99M
Net Calls
+$1.14M
Net Calls Change
-$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$427K +$105K +1,641 +34%
ACM
202
Aquatic Capital Management
Illinois
$421K -$44.6K -700 -10%
SWM
203
Shelton Wealth Management
Texas
$416K
TA
204
Tectonic Advisors
Texas
$405K +$41.5K +651 +12%
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$396K -$606K -9,512 -61%
Fidelity Investments
206
Fidelity Investments
Massachusetts
$394K +$44.1K +692 +13%
CAM
207
Cresset Asset Management
Illinois
$394K +$81.7K +1,282 +27%
VPIM
208
Vanguard Personalized Indexing Management
California
$391K -$191K -2,996 -34%
GAMC
209
Garner Asset Management Corp
Texas
$383K
ECA
210
Elevated Capital Advisors
Utah
$382K
CGH
211
Crossmark Global Holdings
Texas
$379K +$7.78K +122 +2%
Wealth Enhancement Advisory Services
212
Wealth Enhancement Advisory Services
Minnesota
$378K +$31.1K +488 +9%
Cerity Partners
213
Cerity Partners
New York
$369K +$357K +5,605 New
II
214
Inspire Investing
Idaho
$356K -$15.8K -248 -4%
Cetera Investment Advisers
215
Cetera Investment Advisers
Illinois
$354K -$265K -4,157 -44%
AAS
216
Avantax Advisory Services
Texas
$350K -$4.02K -63 -1%
Commonwealth Equity Services
217
Commonwealth Equity Services
Massachusetts
$349K -$1.98K -31 -0.6%
PA
218
Profund Advisors
Maryland
$333K -$42.1K -660 -12%
Deutsche Bank
219
Deutsche Bank
Germany
$328K +$9.31K +146 +3%
CAI
220
Capital Advisors Inc
Oklahoma
$328K
DWA
221
Delap Wealth Advisory
Oregon
$328K +$318K +4,982 New
FIM
222
Fruth Investment Management
Texas
$319K
AR
223
Apeiron RIA
Texas
$316K -$6.38K -100 -2%
US Bancorp
224
US Bancorp
Minnesota
$309K -$47.8K -750 -14%
HSBC Holdings
225
HSBC Holdings
United Kingdom
$309K +$300K +4,699 New

PB Hedge Fund Activity: Q1 2024 in Review

320 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q1 2024, worth a combined $5.01B — down 5.1% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PB positions and 24 closed out — a net gain of 8 holders — while 117 added to existing stakes and 100 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $97.9M. The largest seller was Morgan Stanley, cutting an estimated $148M.

  • 320 institutional investors held Prosperity Bancshares (PB) as of Q1 2024, up from 314 in Q4 2023.
  • Funds reported $5.01B of Prosperity Bancshares stock for Q1 2024, down 5.1% quarter-over-quarter.
  • 32 funds opened new Prosperity Bancshares positions in Q1 2024 and 24 closed out, a net change of +8 holders.
  • The largest Prosperity Bancshares buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $97.9M added.
  • The largest Prosperity Bancshares seller in Q1 2024 was Morgan Stanley, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2024.