We are live on ! Find out more
PB icon

Prosperity Bancshares

230 hedge funds and large institutions have $3.06B invested in Prosperity Bancshares in 2014 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 102 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 69

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

4% more funds holding

Funds holding: 222230 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $3.06B → $3.06B (-$2.33M)

0.91% less ownership

Funds ownership: 71.07%70.16% (-0.91%)

Holders
230
Holders Change
+8
Holders Change %
+3.6%
% of All Funds
6.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
102
Reduced
69
Closed
21
Calls
$401K
Puts
Net Calls
+$401K
Net Calls Change
+$401K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$263M +$12.7M +210,322 +5%
State Street
2
State Street
Massachusetts
$215M +$5.47M +90,450 +3%
BFA
3
BlackRock Fund Advisors
California
$181M +$12M +198,812 +7%
BIT
4
BlackRock Institutional Trust
California
$137M +$23.4M +387,011 +22%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$116M -$6.47M -106,900 -5%
Northern Trust
6
Northern Trust
Illinois
$98.8M -$19K -314 -0%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$97.4M +$3.4M +56,219 +4%
Jennison Associates
8
Jennison Associates
New York
$89.2M +$1.47M +24,288 +2%
CIP
9
Champlain Investment Partners
Vermont
$87.4M +$6.1M +100,715 +8%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$85.4M -$2.88M -47,530 -3%
VNIM
11
Vaughan Nelson Investment Management
Texas
$72.6M -$1.64M -27,150 -2%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$71.8M -$840K -13,880 -1%
Goldman Sachs
13
Goldman Sachs
New York
$68M +$3.08M +50,827 +5%
Ameriprise
14
Ameriprise
Minnesota
$65.7M -$2.76M -45,684 -4%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$63.6M -$1.69M -27,860 -3%
PIM
16
Perkins Investment Management
Illinois
$59.7M -$3.74M -61,808 -6%
Norges Bank
17
Norges Bank
Norway
$56.5M +$25.1M +413,914 +85%
Fisher Asset Management
18
Fisher Asset Management
Washington
$53.1M -$86.8K -1,435 -0.2%
Brown Advisory
19
Brown Advisory
Maryland
$52.8M +$1.43M +23,574 +3%
Luther King Capital Management (LKCM)
20
Luther King Capital Management (LKCM)
Texas
$50.1M -$1.38M -22,881 -3%
Invesco
21
Invesco
Georgia
$48.3M -$1.15M -18,978 -2%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.8M +$3.81M +62,873 +9%
TAM
23
Third Avenue Management
New York
$33.3M +$12.5M +207,179 +64%
ACM
24
Atlanta Capital Management
Georgia
$32.1M -$671K -11,090 -2%
TA
25
Teachers Advisors
New York
$28.7M +$1.14M +18,916 +4%

PB Hedge Fund Activity: Q2 2014 in Review

230 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q2 2014, worth a combined $3.06B — down 0.08% from $3.06B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new PB positions and 21 closed out — a net gain of 9 holders — while 102 added to existing stakes and 69 trimmed.

The largest buyer was Vontobel Asset Management, opening a new position worth an estimated $25.3M. The largest seller was Lord, Abbett & Co, cutting an estimated $15.4M.

  • 230 institutional investors held Prosperity Bancshares (PB) as of Q2 2014, up from 222 in Q1 2014.
  • Funds reported $3.06B of Prosperity Bancshares stock for Q2 2014, down 0.08% quarter-over-quarter.
  • 30 funds opened new Prosperity Bancshares positions in Q2 2014 and 21 closed out, a net change of +9 holders.
  • The largest Prosperity Bancshares buyer in Q2 2014 was Vontobel Asset Management, an estimated $25.3M added.
  • The largest Prosperity Bancshares seller in Q2 2014 was Lord, Abbett & Co, an estimated $15.4M sold.

Based on aggregated 13F filings for Q2 2014.