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Prosperity Bancshares
PB

204 hedge funds and large institutions have $2.84B invested in Prosperity Bancshares in 2013 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 72 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

24% more capital invested

Capital invested by funds: $2.3B → $2.84B (+$548M)

6% more funds holding

Funds holding: 193 → 204 (+11)

2.33% more ownership

Funds ownership: 75.14% → 77.47% (+2.3%)

7% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 72

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
204
Holders Change
+11
Holders Change %
+5.7%
% of All Funds
6.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
77
Reduced
72
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$24.4M
2
BFA
BlackRock Fund Advisors
California
+$23.2M
3
NAP
New Amsterdam Partners
New York
+$18.6M
4
JP Morgan Chase
JP Morgan Chase
New York
+$18M
5
ICM
IronBridge Capital Management
Illinois
+$17.3M

Top Sellers

1
KeyBank National Association
KeyBank National Association
Ohio
-$32M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$20M
3
SFM
Systematic Financial Management
New Jersey
-$16.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.6M
5
MAA
Managed Account Advisors
New Jersey
-$9.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$212M +$10.3M +174,186 +5%
State Street
2
State Street
Massachusetts
$211M -$1.13M -19,083 -0.6%
BFA
3
BlackRock Fund Advisors
California
$166M +$23.2M +390,105 +17%
BIT
4
BlackRock Institutional Trust
California
$102M +$2.7M +45,416 +3%
Northern Trust
5
Northern Trust
Illinois
$100M +$9.38M +157,957 +11%
Allianz Asset Management
6
Allianz Asset Management
Germany
$93.8M -$20M -336,932 -18%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$89.2M -$691K -11,635 -0.8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$85.7M +$2.03M +34,152 +3%
Jennison Associates
9
Jennison Associates
New York
$83.2M -$3.91M -65,932 -5%
VNIM
10
Vaughan Nelson Investment Management
Texas
$80.1M +$3.19M +53,675 +4%
Goldman Sachs
11
Goldman Sachs
New York
$79.9M -$6.03M -101,585 -7%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$72.1M +$83.1K +1,400 +0.1%
CIP
13
Champlain Investment Partners
Vermont
$71.3M +$1.75M +29,405 +3%
Ameriprise
14
Ameriprise
Minnesota
$59.3M +$6.48M +109,237 +13%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$58.9M -$657K -11,067 -1%
Luther King Capital Management (LKCM)
16
Luther King Capital Management (LKCM)
Texas
$58.5M -$1.26M -21,265 -2%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$54.7M +$7.82M +131,800 +18%
Invesco
18
Invesco
Georgia
$48.8M +$251K +4,235 +0.5%
Brown Advisory
19
Brown Advisory
Maryland
$46.7M +$11.9M +199,957 +36%
Fisher Asset Management
20
Fisher Asset Management
Washington
$46.6M +$9.72M +163,670 +28%
PIM
21
Perkins Investment Management
Illinois
$42.6M -$5.87M -98,900 -13%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$33.1M -$7.46M -125,724 -19%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$32.2M -$10.6M -178,800 -26%
ACM
24
Atlanta Capital Management
Georgia
$30.7M -$314K -5,282 -1%
Norges Bank
25
Norges Bank
Norway
$30.2M – – –
1
2 3 4 5

PB Hedge Fund Activity: Q3 2013 in Review

204 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q3 2013, worth a combined $2.84B — up 24% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PB positions and 12 closed out — a net gain of 13 holders — while 77 added to existing stakes and 72 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $24.4M. The largest seller was KeyBank National Association, cutting an estimated $32M.

  • 204 institutional investors held Prosperity Bancshares (PB) as of Q3 2013, up from 193 in Q2 2013.
  • Funds reported $2.84B of Prosperity Bancshares stock for Q3 2013, up 24% quarter-over-quarter.
  • 25 funds opened new Prosperity Bancshares positions in Q3 2013 and 12 closed out, a net change of +13 holders.
  • The largest Prosperity Bancshares buyer in Q3 2013 was Citadel Advisors, an estimated $24.4M added.
  • The largest Prosperity Bancshares seller in Q3 2013 was KeyBank National Association, an estimated $32M sold.

Based on aggregated 13F filings for Q3 2013.