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Prosperity Bancshares

235 hedge funds and large institutions have $3.54B invested in Prosperity Bancshares in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 87 increasing their positions, 90 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $716K

8% more capital invested

Capital invested by funds: $3.29B → $3.54B (+$256M)

3.93% more ownership

Funds ownership: 73.61%77.55% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 90

6% less funds holding

Funds holding: 251235 (-16)

38% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 34

Holders
235
Holders Change
-16
Holders Change %
-6.37%
% of All Funds
5.86%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
87
Reduced
90
Closed
34
Calls
$1.76M
Puts
$716K
Net Calls
+$1.04M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$404M +$3.14M +50,149 +0.8%
BlackRock
2
BlackRock
New York
$367M +$3.15M +50,253 +0.9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$331M +$191M +3,051,136 +154%
State Street
4
State Street
Massachusetts
$231M +$18.4M +293,099 +9%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$213M -$1.01M -16,160 -0.5%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$129M +$63.7M +1,017,115 +108%
CIP
7
Champlain Investment Partners
Vermont
$122M +$12.9M +206,082 +13%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$110M -$1.79M -28,652 -2%
Macquarie Group
9
Macquarie Group
Australia
$78.1M -$9.24M -147,533 -11%
Barrow, Hanley, Mewhinney & Strauss
10
Barrow, Hanley, Mewhinney & Strauss
Texas
$73.1M -$2.54M -40,503 -4%
Goldman Sachs
11
Goldman Sachs
New York
$66.2M -$34.7M -553,488 -35%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$56.1M +$24.3M +388,284 +83%
Northern Trust
13
Northern Trust
Illinois
$55.4M -$12M -190,821 -18%
Millennium Management
14
Millennium Management
New York
$54.2M +$11.4M +182,782 +29%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$53.7M +$520K +8,304 +1%
WCM
16
Wedge Capital Management
North Carolina
$50.9M -$2.42M -38,698 -5%
Ameriprise
17
Ameriprise
Minnesota
$46.1M +$319K +5,101 +0.7%
DRZID
18
DePrince Race & Zollo Inc (DRZ)
Florida
$45M +$16M +255,384 +59%
Fisher Asset Management
19
Fisher Asset Management
Washington
$44.6M -$737K -11,775 -2%
Norges Bank
20
Norges Bank
Norway
$40.4M
Geode Capital Management
21
Geode Capital Management
Massachusetts
$36.5M +$1.32M +21,065 +4%
ACM
22
Atlanta Capital Management
Georgia
$33.9M -$50.9K -813 -0.2%
Brown Advisory
23
Brown Advisory
Maryland
$32.6M +$1.46M +23,337 +5%
Handelsbanken Fonder
24
Handelsbanken Fonder
Sweden
$29.6M +$8.77M +140,000 +45%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$28.7M -$1.19M -18,936 -4%

PB Hedge Fund Activity: Q3 2017 in Review

235 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q3 2017, worth a combined $3.54B — up 7.8% from $3.29B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of PB and 21 opened new positions — a net loss of 13 holders — while 90 trimmed existing stakes and 87 added.

The largest buyer was Fidelity Investments, adding an estimated $191M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $55.9M.

  • 235 institutional investors held Prosperity Bancshares (PB) as of Q3 2017, down from 251 in Q2 2017.
  • Funds reported $3.54B of Prosperity Bancshares stock for Q3 2017, up 7.8% quarter-over-quarter.
  • 21 funds opened new Prosperity Bancshares positions in Q3 2017 and 34 closed out, a net change of -13 holders.
  • The largest Prosperity Bancshares buyer in Q3 2017 was Fidelity Investments, an estimated $191M added.
  • The largest Prosperity Bancshares seller in Q3 2017 was Vaughan Nelson Investment Management, an estimated $55.9M sold.

Based on aggregated 13F filings for Q3 2017.