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Prosperity Bancshares
PB

220 hedge funds and large institutions have $2.87B invested in Prosperity Bancshares in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 87 increasing their positions, 74 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 16

18% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 74

8% more funds holding

Funds holding: 204 → 220 (+16)

1% more capital invested

Capital invested by funds: $2.84B → $2.87B (+$21M)

7.87% less ownership

Funds ownership: 77.47% → 69.6% (-7.9%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
220
Holders Change
+16
Holders Change %
+7.84%
% of All Funds
6.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
32
Increased
87
Reduced
74
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$26.5M
2
MWNA
Marshall Wace North America
New York
+$12.1M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$11.2M
4
ICM
IronBridge Capital Management
Illinois
+$10.5M
5
Millennium Management
Millennium Management
New York
+$10.3M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$93.8M
2
SAM
Silvercrest Asset Management
New York
-$19.3M
3
Deutsche Bank
Deutsche Bank
Germany
-$15.3M
4
Goldman Sachs
Goldman Sachs
New York
-$13.5M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$244M +$26.5M +419,912 +12%
State Street
2
State Street
Massachusetts
$218M +$1.8M +28,460 +0.8%
BFA
3
BlackRock Fund Advisors
California
$177M +$6.43M +101,810 +4%
BIT
4
BlackRock Institutional Trust
California
$107M +$2.9M +45,864 +3%
Northern Trust
5
Northern Trust
Illinois
$103M +$891K +14,122 +0.9%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$95.2M +$7.37M +116,729 +8%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$90M -$1.38M -21,940 -2%
Jennison Associates
8
Jennison Associates
New York
$88.9M +$3.57M +56,598 +4%
VNIM
9
Vaughan Nelson Investment Management
Texas
$77.5M -$4.57M -72,390 -6%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$74.1M +$170K +2,700 +0.2%
CIP
11
Champlain Investment Partners
Vermont
$72.8M -$354K -5,615 -0.5%
Ameriprise
12
Ameriprise
Minnesota
$69.8M +$9M +142,528 +15%
Goldman Sachs
13
Goldman Sachs
New York
$68.4M -$13.5M -213,419 -17%
Luther King Capital Management (LKCM)
14
Luther King Capital Management (LKCM)
Texas
$60.4M +$398K +6,305 +0.7%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$60M -$386K -6,121 -0.6%
PIM
16
Perkins Investment Management
Illinois
$52.4M +$8.77M +139,007 +20%
Invesco
17
Invesco
Georgia
$51.2M +$1.19M +18,808 +2%
Brown Advisory
18
Brown Advisory
Maryland
$50.1M +$2.25M +35,667 +5%
Fisher Asset Management
19
Fisher Asset Management
Washington
$46.9M -$830K -13,150 -2%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$44.9M -$11.1M -176,000 -20%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$35.5M +$2.49M +39,500 +8%
Citadel Advisors
22
Citadel Advisors
Florida
$31.9M +$1.43M +22,658 +5%
ACM
23
Atlanta Capital Management
Georgia
$31.2M -$198K -3,133 -0.6%
Norges Bank
24
Norges Bank
Norway
$31M – – –
SFM
25
Systematic Financial Management
New Jersey
$29.9M -$664K -10,523 -2%
1
2 3 4 5

PB Hedge Fund Activity: Q4 2013 in Review

220 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q4 2013, worth a combined $2.87B — up 0.74% from $2.84B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PB positions and 16 closed out — a net gain of 16 holders — while 87 added to existing stakes and 74 trimmed.

The largest buyer was Vanguard Group, adding an estimated $26.5M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $93.8M sold.

  • 220 institutional investors held Prosperity Bancshares (PB) as of Q4 2013, up from 204 in Q3 2013.
  • Funds reported $2.87B of Prosperity Bancshares stock for Q4 2013, up 0.74% quarter-over-quarter.
  • 32 funds opened new Prosperity Bancshares positions in Q4 2013 and 16 closed out, a net change of +16 holders.
  • The largest Prosperity Bancshares buyer in Q4 2013 was Vanguard Group, an estimated $26.5M added.
  • The largest Prosperity Bancshares seller in Q4 2013 was Allianz Asset Management, an estimated $93.8M sold.

Based on aggregated 13F filings for Q4 2013.