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Prosperity Bancshares

306 hedge funds and large institutions have $4.38B invested in Prosperity Bancshares in 2020 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 103 increasing their positions, 105 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

15% more capital invested

Capital invested by funds: $3.82B → $4.38B (+$556M)

6% more funds holding

Funds holding: 289306 (+17)

2% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 105

3.98% less ownership

Funds ownership: 83.54%79.57% (-4%)

11% less call options, than puts

Call options by funds: $2.09M | Put options by funds: $2.35M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
306
Holders Change
+17
Holders Change %
+5.88%
% of All Funds
6.27%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
55
Increased
103
Reduced
105
Closed
35
Calls
$2.09M
Puts
$2.35M
Net Calls
-$260K
Net Calls Change
-$4.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$550M +$4.65M +80,522 +0.9%
BlackRock
2
BlackRock
New York
$475M -$19.8M -343,334 -4%
State Street
3
State Street
Massachusetts
$370M +$7.51M +130,199 +2%
Victory Capital Management
4
Victory Capital Management
Texas
$225M -$220M -3,805,019 -50%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$191M +$10.7M +185,317 +6%
ACM
6
Atlanta Capital Management
Georgia
$189M +$912K +15,813 +0.5%
CIP
7
Champlain Investment Partners
Vermont
$154M -$186K -3,225 -0.1%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$148M -$1.11M -19,316 -0.8%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$124M +$9.1M +157,661 +8%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$114M +$24.3M +421,325 +28%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$79.4M +$15.2M +263,234 +25%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$75.4M -$39.6M -686,117 -35%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$70.8M +$238K +4,122 +0.3%
Macquarie Group
14
Macquarie Group
Australia
$63.2M +$4.41M +76,497 +8%
Barrow, Hanley, Mewhinney & Strauss
15
Barrow, Hanley, Mewhinney & Strauss
Texas
$62.9M -$1.34M -23,305 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$62.2M -$817K -14,158 -1%
Brown Advisory
17
Brown Advisory
Maryland
$61.4M +$3.26M +56,574 +6%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$58.3M +$19.6M +339,746 +52%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$57.3M -$1.44K -25 -0%
Goldman Sachs
20
Goldman Sachs
New York
$49.1M -$2.95M -51,093 -6%
Charles Schwab
21
Charles Schwab
California
$47.1M -$970K -16,818 -2%
Northern Trust
22
Northern Trust
Illinois
$47M -$15.3M -264,543 -25%
Norges Bank
23
Norges Bank
Norway
$47M -$2.42M -42,000 -5%
PC
24
Port Capital
Illinois
$45.3M +$13.6M +235,280 +45%
Handelsbanken Fonder
25
Handelsbanken Fonder
Sweden
$35.7M -$3.97M -68,769 -10%

PB Hedge Fund Activity: Q2 2020 in Review

306 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q2 2020, worth a combined $4.38B — up 15% from $3.82B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new PB positions and 35 closed out — a net gain of 20 holders — while 103 added to existing stakes and 105 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $24.3M. The largest seller was Victory Capital Management, cutting an estimated $220M.

  • 306 institutional investors held Prosperity Bancshares (PB) as of Q2 2020, up from 289 in Q1 2020.
  • Funds reported $4.38B of Prosperity Bancshares stock for Q2 2020, up 15% quarter-over-quarter.
  • 55 funds opened new Prosperity Bancshares positions in Q2 2020 and 35 closed out, a net change of +20 holders.
  • The largest Prosperity Bancshares buyer in Q2 2020 was Neuberger Berman Group, an estimated $24.3M added.
  • The largest Prosperity Bancshares seller in Q2 2020 was Victory Capital Management, an estimated $220M sold.

Based on aggregated 13F filings for Q2 2020.