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Prosperity Bancshares

303 hedge funds and large institutions have $3.72B invested in Prosperity Bancshares in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 112 increasing their positions, 100 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $1.01M

12% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 100

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 41

1% less funds holding

Funds holding: 306303 (-3)

1.55% less ownership

Funds ownership: 79.57%78.01% (-1.6%)

15% less capital invested

Capital invested by funds: $4.38B → $3.72B (-$656M)

Holders
303
Holders Change
-3
Holders Change %
-0.98%
% of All Funds
6.11%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
112
Reduced
100
Closed
41
Calls
$1.24M
Puts
$1.01M
Net Calls
+$233K
Net Calls Change
+$493K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$464M -$16.4M -299,335 -3%
BlackRock
2
BlackRock
New York
$404M -$10.9M -199,574 -2%
State Street
3
State Street
Massachusetts
$298M -$26.6M -485,947 -8%
Victory Capital Management
4
Victory Capital Management
Texas
$188M -$8.63M -157,598 -4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$173M +$6.96M +127,028 +4%
ACM
6
Atlanta Capital Management
Georgia
$166M +$1.71M +31,191 +1%
CIP
7
Champlain Investment Partners
Vermont
$157M +$23.5M +428,855 +17%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$128M -$470K -8,582 -0.3%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$111M +$2.43M +44,335 +2%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$104M +$4.85M +88,593 +5%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$69.7M +$4.15M +75,690 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$60M -$1.9M -34,643 -3%
Brown Advisory
13
Brown Advisory
Maryland
$57.4M +$4.05M +73,967 +7%
Macquarie Group
14
Macquarie Group
Australia
$55.7M +$630K +11,500 +1%
Barrow, Hanley, Mewhinney & Strauss
15
Barrow, Hanley, Mewhinney & Strauss
Texas
$54.6M -$261K -4,766 -0.4%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$54.1M -$16.1M -294,213 -22%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$51.6M -$2.86M -52,284 -5%
PC
18
Port Capital
Illinois
$50.6M +$11.7M +213,083 +28%
Nordea Investment Management
19
Nordea Investment Management
Sweden
$50M -$1.89M -34,591 -3%
Charles Schwab
20
Charles Schwab
California
$40.2M -$910K -16,620 -2%
Northern Trust
21
Northern Trust
Illinois
$40M -$1.05M -19,199 -2%
Norges Bank
22
Norges Bank
Norway
$39.7M -$1.39M -25,323 -3%
Handelsbanken Fonder
23
Handelsbanken Fonder
Sweden
$32.2M +$1.1M +20,000 +3%
SCM
24
Snyder Capital Management
California
$31.4M +$2.11M +38,598 +7%
Goldman Sachs
25
Goldman Sachs
New York
$26.4M -$17.4M -316,880 -38%

PB Hedge Fund Activity: Q3 2020 in Review

303 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q3 2020, worth a combined $3.72B — down 15% from $4.38B a quarter earlier.

Fund positioning in PB was balanced in Q3 2020: 41 funds opened new positions, 41 closed out, 112 added to existing stakes and 100 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $23.5M. The largest seller was Fidelity Investments, cutting an estimated $52.8M.

  • 303 institutional investors held Prosperity Bancshares (PB) as of Q3 2020, down from 306 in Q2 2020.
  • Funds reported $3.72B of Prosperity Bancshares stock for Q3 2020, down 15% quarter-over-quarter.
  • 41 funds opened new Prosperity Bancshares positions in Q3 2020 and 41 closed out, a net change of 0 holders.
  • The largest Prosperity Bancshares buyer in Q3 2020 was Champlain Investment Partners, an estimated $23.5M added.
  • The largest Prosperity Bancshares seller in Q3 2020 was Fidelity Investments, an estimated $52.8M sold.

Based on aggregated 13F filings for Q3 2020.