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Prosperity Bancshares

271 hedge funds and large institutions have $4.22B invested in Prosperity Bancshares in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 116 increasing their positions, 87 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

447% more call options, than puts

Call options by funds: $5.27M | Put options by funds: $964K

33% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 87

10% more capital invested

Capital invested by funds: $3.85B → $4.22B (+$369M)

3.41% more ownership

Funds ownership: 83.95%87.36% (+3.4%)

6% less funds holding

Funds holding: 288271 (-17)

38% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 39

Holders
271
Holders Change
-17
Holders Change %
-5.9%
% of All Funds
5.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
116
Reduced
87
Closed
39
Calls
$5.27M
Puts
$964K
Net Calls
+$4.3M
Net Calls Change
+$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$469M -$3.65M -54,331 -0.8%
BlackRock
2
BlackRock
New York
$430M +$5.3M +78,824 +1%
Victory Capital Management
3
Victory Capital Management
Texas
$252M -$1.67M -24,802 -0.7%
ACM
4
Atlanta Capital Management
Georgia
$235M +$2.86M +42,509 +1%
FPP
5
Findlay Park Partners
United Kingdom
$212M +$59.7M +888,095 +42%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$198M -$622K -9,258 -0.3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$177M +$339K +5,036 +0.2%
CIP
8
Champlain Investment Partners
Vermont
$172M +$4.18M +62,130 +3%
State Street
9
State Street
Massachusetts
$163M +$64.1K +954 +0%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$128M +$3.2M +47,639 +3%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$105M +$625K +9,290 +0.6%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$104M +$58.6M +872,086 +146%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$76.9M -$112K -1,662 -0.2%
American Century Companies
14
American Century Companies
Missouri
$69.3M -$1.51M -22,388 -2%
Brown Advisory
15
Brown Advisory
Maryland
$67.5M +$15.3M +226,860 +31%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$58.4M +$464K +6,901 +0.8%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$57.8M -$5.31M -79,006 -9%
Macquarie Group
18
Macquarie Group
Australia
$57.6M -$3.35M -49,825 -6%
Northern Trust
19
Northern Trust
Illinois
$55.6M -$118K -1,757 -0.2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$51.6M +$2.23M +33,203 +5%
Norges Bank
21
Norges Bank
Norway
$44.5M -$231K -3,441 -0.5%
Charles Schwab
22
Charles Schwab
California
$40.2M +$4.32M +64,248 +13%
Ameriprise
23
Ameriprise
Minnesota
$30.6M -$4.04M -60,035 -12%
Goldman Sachs
24
Goldman Sachs
New York
$29.5M -$8.98M -133,580 -24%
Handelsbanken Fonder
25
Handelsbanken Fonder
Sweden
$29.3M -$2.22M -33,000 -7%

PB Hedge Fund Activity: Q3 2019 in Review

271 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q3 2019, worth a combined $4.22B — up 9.6% from $3.85B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of PB and 24 opened new positions — a net loss of 15 holders — while 87 trimmed existing stakes and 116 added.

The largest buyer was Findlay Park Partners, adding an estimated $59.7M. The largest seller was Millennium Management, exiting entirely with an estimated $33.5M sold.

  • 271 institutional investors held Prosperity Bancshares (PB) as of Q3 2019, down from 288 in Q2 2019.
  • Funds reported $4.22B of Prosperity Bancshares stock for Q3 2019, up 9.6% quarter-over-quarter.
  • 24 funds opened new Prosperity Bancshares positions in Q3 2019 and 39 closed out, a net change of -15 holders.
  • The largest Prosperity Bancshares buyer in Q3 2019 was Findlay Park Partners, an estimated $59.7M added.
  • The largest Prosperity Bancshares seller in Q3 2019 was Millennium Management, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2019.