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Prosperity Bancshares

307 hedge funds and large institutions have $4.36B invested in Prosperity Bancshares in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 114 increasing their positions, 108 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 108

0.81% more ownership

Funds ownership: 81.18%81.99% (+0.81%)

4% less capital invested

Capital invested by funds: $4.57B → $4.36B (-$205M)

3% less funds holding

Funds holding: 318307 (-11)

22% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 45

91% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $11.4M

Holders
307
Holders Change
-11
Holders Change %
-3.46%
% of All Funds
4.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
35
Increased
114
Reduced
108
Closed
45
Calls
$1.01M
Puts
$11.4M
Net Calls
-$10.4M
Net Calls Change
+$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$551M +$12.2M +204,165 +2%
State Street
2
State Street
Massachusetts
$507M +$54.8M +917,381 +12%
BlackRock
3
BlackRock
New York
$475M -$14M -234,620 -3%
Victory Capital Management
4
Victory Capital Management
Texas
$345M +$21M +352,381 +6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$146M +$25.9M +433,082 +20%
Brown Advisory
6
Brown Advisory
Maryland
$144M -$1M -16,809 -0.7%
Morgan Stanley
7
Morgan Stanley
New York
$140M -$2.32M -38,893 -2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$136M -$1.04M -17,371 -0.7%
Citadel Advisors
9
Citadel Advisors
Florida
$120M +$57.1M +956,385 +81%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$112M +$20.1M +337,117 +20%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$107M -$13.7M -229,373 -11%
American Century Companies
12
American Century Companies
Missouri
$88.7M -$64.1M -1,073,547 -41%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$75.8M +$4.63M +77,460 +6%
SCM
14
Snyder Capital Management
California
$60.9M -$844K -14,134 -1%
Charles Schwab
15
Charles Schwab
California
$57.1M +$2.07M +34,736 +4%
Northern Trust
16
Northern Trust
Illinois
$54.5M -$18.2M -304,803 -24%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$53.5M -$640K -10,717 -1%
Norges Bank
18
Norges Bank
Norway
$45.4M -$3.56M -59,539 -7%
Goldman Sachs
19
Goldman Sachs
New York
$41M +$31M +519,338 +251%
Millennium Management
20
Millennium Management
New York
$37.4M -$6.65M -111,383 -14%
PFM
21
Premier Fund Managers
United Kingdom
$37.1M
Bank of America
22
Bank of America
North Carolina
$35.6M -$8.67M -145,218 -19%
PC
23
Port Capital
Illinois
$30.6M +$445K +7,450 +1%
ProShare Advisors
24
ProShare Advisors
Maryland
$30.3M +$3.75M +62,816 +13%
PCM
25
Palisade Capital Management
New Jersey
$29.6M +$1.41M +23,679 +5%

PB Hedge Fund Activity: Q2 2023 in Review

307 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Prosperity Bancshares (PB) for Q2 2023, worth a combined $4.36B — down 4.5% from $4.57B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of PB and 35 opened new positions — a net loss of 10 holders — while 108 trimmed existing stakes and 114 added.

The largest buyer was Citadel Advisors, adding an estimated $57.1M. The largest seller was American Century Companies, cutting an estimated $64.1M.

  • 307 institutional investors held Prosperity Bancshares (PB) as of Q2 2023, down from 318 in Q1 2023.
  • Funds reported $4.36B of Prosperity Bancshares stock for Q2 2023, down 4.5% quarter-over-quarter.
  • 35 funds opened new Prosperity Bancshares positions in Q2 2023 and 45 closed out, a net change of -10 holders.
  • The largest Prosperity Bancshares buyer in Q2 2023 was Citadel Advisors, an estimated $57.1M added.
  • The largest Prosperity Bancshares seller in Q2 2023 was American Century Companies, an estimated $64.1M sold.

Based on aggregated 13F filings for Q2 2023.