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Prosperity Bancshares

299 hedge funds and large institutions have $5.27B invested in Prosperity Bancshares in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 89 increasing their positions, 125 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $833K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.08% less ownership

Funds ownership: 79.22%79.14% (-0.08%)

4% less capital invested

Capital invested by funds: $5.5B → $5.27B (-$231M)

9% less funds holding

Funds holding: 330299 (-31)

29% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 125

51% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 57

Holders
299
Holders Change
-31
Holders Change %
-9.39%
% of All Funds
5.2%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
28
Increased
89
Reduced
125
Closed
57
Calls
$2.14M
Puts
$833K
Net Calls
+$1.31M
Net Calls Change
-$2.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$690M +$13.9M +185,652 +2%
BlackRock
2
BlackRock
New York
$572M -$20.9M -280,199 -3%
State Street
3
State Street
Massachusetts
$502M +$30.3M +405,473 +6%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$289M -$132K -1,762 -0%
Victory Capital Management
5
Victory Capital Management
Texas
$265M -$3.32M -44,456 -1%
CIP
6
Champlain Investment Partners
Vermont
$222M +$1.71M +22,840 +0.7%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$195M +$35.3M +472,977 +21%
ACM
8
Atlanta Capital Management
Georgia
$190M -$26M -347,401 -12%
Brown Advisory
9
Brown Advisory
Maryland
$146M +$7.56M +101,199 +5%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$137M -$4.87M -65,112 -3%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$125M -$38.3M -512,737 -23%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$107M +$5.25M +70,301 +5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$86M +$1.27M +16,987 +1%
American Century Companies
14
American Century Companies
Missouri
$78.1M +$81.1M +1,084,610 +32,620%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$76.3M -$8.98M -120,125 -10%
Macquarie Group
16
Macquarie Group
Australia
$73.9M -$1.45M -19,356 -2%
PC
17
Port Capital
Illinois
$69.4M +$2.11M +28,236 +3%
SCM
18
Snyder Capital Management
California
$67.5M +$2.58M +34,502 +4%
Norges Bank
19
Norges Bank
Norway
$65M +$1.23M +16,432 +2%
Barrow, Hanley, Mewhinney & Strauss
20
Barrow, Hanley, Mewhinney & Strauss
Texas
$60M -$4.55M -60,857 -7%
Charles Schwab
21
Charles Schwab
California
$58.2M +$2.24M +30,010 +4%
Handelsbanken Fonder
22
Handelsbanken Fonder
Sweden
$56.6M +$9.04M +121,000 +18%
Northern Trust
23
Northern Trust
Illinois
$56.3M -$7.12M -95,305 -11%
PFM
24
Premier Fund Managers
United Kingdom
$39.8M +$24.9M +333,400 +151%
PMG
25
Private Management Group
California
$28.7M -$96.1K -1,286 -0.3%

PB Hedge Fund Activity: Q2 2021 in Review

299 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q2 2021, worth a combined $5.27B — down 4.2% from $5.5B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of PB and 28 opened new positions — a net loss of 29 holders — while 125 trimmed existing stakes and 89 added.

The largest buyer was American Century Companies, adding an estimated $81.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $38.3M.

  • 299 institutional investors held Prosperity Bancshares (PB) as of Q2 2021, down from 330 in Q1 2021.
  • Funds reported $5.27B of Prosperity Bancshares stock for Q2 2021, down 4.2% quarter-over-quarter.
  • 28 funds opened new Prosperity Bancshares positions in Q2 2021 and 57 closed out, a net change of -29 holders.
  • The largest Prosperity Bancshares buyer in Q2 2021 was American Century Companies, an estimated $81.1M added.
  • The largest Prosperity Bancshares seller in Q2 2021 was T. Rowe Price Associates, an estimated $38.3M sold.

Based on aggregated 13F filings for Q2 2021.