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Prosperity Bancshares

289 hedge funds and large institutions have $3.82B invested in Prosperity Bancshares in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 103 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

189% more call options, than puts

Call options by funds: $6.83M | Put options by funds: $2.36M

2.3% more ownership

Funds ownership: 81.24%83.54% (+2.3%)

2% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 103

11% less funds holding

Funds holding: 323289 (-34)

31% less capital invested

Capital invested by funds: $5.51B → $3.82B (-$1.69B)

47% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 62

Holders
289
Holders Change
-34
Holders Change %
-10.53%
% of All Funds
6.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
33
Increased
101
Reduced
103
Closed
62
Calls
$6.83M
Puts
$2.36M
Net Calls
+$4.47M
Net Calls Change
+$2.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$443M +$13.6M +209,666 +2%
BlackRock
2
BlackRock
New York
$403M -$11.8M -181,084 -2%
Victory Capital Management
3
Victory Capital Management
Texas
$366M +$225M +3,453,044 +83%
State Street
4
State Street
Massachusetts
$295M +$195M +2,992,209 +98%
ACM
5
Atlanta Capital Management
Georgia
$152M -$5.96M -91,491 -3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$146M +$10.6M +163,196 +6%
CIP
7
Champlain Investment Partners
Vermont
$125M +$3.12M +47,935 +2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$121M -$1.63M -25,018 -1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$94.4M -$33.7M -517,382 -21%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$93.5M +$605K +9,291 +0.5%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$72.4M +$2.04M +31,313 +2%
American Century Companies
12
American Century Companies
Missouri
$71.1M +$22.9M +351,124 +31%
FPP
13
Findlay Park Partners
United Kingdom
$61.6M -$112M -1,722,233 -57%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$57.3M -$1.88M -28,834 -2%
Barrow, Hanley, Mewhinney & Strauss
15
Barrow, Hanley, Mewhinney & Strauss
Texas
$52.2M +$16.8M +258,840 +31%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$51.8M -$50.4M -774,044 -42%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$51.3M +$3.01M +46,314 +5%
Northern Trust
18
Northern Trust
Illinois
$50.9M -$1.93M -29,635 -3%
Macquarie Group
19
Macquarie Group
Australia
$47.6M +$4.85M +74,471 +8%
Brown Advisory
20
Brown Advisory
Maryland
$47.1M +$490K +7,535 +0.8%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$46.5M -$7.82M -120,121 -11%
Goldman Sachs
22
Goldman Sachs
New York
$42.3M +$9.77M +150,136 +21%
Norges Bank
23
Norges Bank
Norway
$40.2M -$1.9M -29,170 -3%
Charles Schwab
24
Charles Schwab
California
$39M +$1.75M +26,960 +3%
Handelsbanken Fonder
25
Handelsbanken Fonder
Sweden
$32.3M +$9.24M +141,900 +27%

PB Hedge Fund Activity: Q1 2020 in Review

289 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q1 2020, worth a combined $3.82B — down 31% from $5.51B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of PB and 33 opened new positions — a net loss of 29 holders — while 103 trimmed existing stakes and 101 added.

The largest buyer was Victory Capital Management, adding an estimated $225M. The largest seller was Findlay Park Partners, cutting an estimated $112M.

  • 289 institutional investors held Prosperity Bancshares (PB) as of Q1 2020, down from 323 in Q4 2019.
  • Funds reported $3.82B of Prosperity Bancshares stock for Q1 2020, down 31% quarter-over-quarter.
  • 33 funds opened new Prosperity Bancshares positions in Q1 2020 and 62 closed out, a net change of -29 holders.
  • The largest Prosperity Bancshares buyer in Q1 2020 was Victory Capital Management, an estimated $225M added.
  • The largest Prosperity Bancshares seller in Q1 2020 was Findlay Park Partners, an estimated $112M sold.

Based on aggregated 13F filings for Q1 2020.