CADENCE BANK BXS
COM · Common Stock · CUSIP 12740C103 · ISIN US12740C1036
312
institutional holders
+0 vs Q3 2022
138.7m
shares reported held*
$3.4bnreported value*
30 new
102 added
104 reduced
33 sold out
net sold ≈ $15.1m (-593.2k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $24.67. Options: 3 managers hold calls ($130.4k notional), 2 hold puts ($88.8k).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 312 |
| Q4 2022 | 312 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
CallsPuts
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $875.0k | $332.0k | 0.38 |
| Q4 2022 | $130.4k | $88.8k | 0.68 |
Biggest buyers
| FMR LLC | Added | +3.6m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.4m |
| T. Rowe Price Investment Management, Inc. | Added | +971.6k |
| DIMENSIONAL FUND ADVISORS LP | Added | +669.6k |
| Cubist Systematic Strategies, LLC | Added | +396.7k |
| STATE STREET CORP | Added | +328.7k |
| NORGES BANK | Added | +317.8k |
| VANGUARD GROUP INC | Added | +285.9k |
| HSBC HOLDINGS PLC | New | +269.0k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +241.0k |
Biggest sellers
| Channing Capital Management, LLC | Reduced | -1.5m |
| JANUS HENDERSON GROUP PLC | Reduced | -1.1m |
| DEPRINCE RACE & ZOLLO INC | Reduced | -734.0k |
| Verition Fund Management LLC | Reduced | -671.6k |
| GOLDMAN SACHS GROUP INC | Reduced | -565.5k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -470.7k |
| Interval Partners, LP | Reduced | -401.1k |
| JPMORGAN CHASE & CO | Reduced | -357.8k |
| NEW YORK STATE COMMON RETIREMENT FUND | Reduced | -343.8k |
| Schonfeld Strategic Advisors LLC | Sold out | -340.5k |
Biggest calls
| CITADEL ADVISORS LLC | New | $118.4k4.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $12.0k500 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | New | $88.8k3.6k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: DIMENSIONAL FUND ADVISORS LP (0.0%, 2026-04-09), WELLINGTON MANAGEMENT GROUP LLP (3.4%, 2026-02-10), STATE STREET CORP (4.8%, 2026-02-09), VANGUARD GROUP INC (4.1%, 2026-02-05)
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 19.0m $468.6m | Added +285.9k |
| BlackRock Inc. 0.01% of their portfolio | 17.8m $438.4m | Added +90.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 10.8m $266.5m | Added +1.4m |
| FMR LLC 0.03% of their portfolio | 10.4m $257.4m | Added +3.6m |
| STATE STREET CORP 0.01% of their portfolio | 8.6m $213.2m | Added +328.7k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 7.5m $185.1m | Added +669.6k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 1.08% of their portfolio | 5.7m $139.9m | Reduced -254.5k |
| T. Rowe Price Investment Management, Inc. 0.08% of their portfolio | 4.3m $106.6m | Added +971.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.4m $82.7m | Added +118.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 2.7m $67.1m | Reduced -5.6k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.36% of their portfolio | 2.3m $56.5m | Added +241.0k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 2.2m $54.2m | Reduced -194.5k |
| NORGES BANK 0.01% of their portfolio | 1.9m $47.0m | Added +317.8k |
| SHAPIRO CAPITAL MANAGEMENT LLC 1.18% of their portfolio | 1.8m $44.2m | Reduced -317.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.8m $44.2m | Added +2.6k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 1.7m $41.4m | Reduced -101.4k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.6m $40.5m | Reduced -565.5k |
| CRAMER ROSENTHAL MCGLYNN LLC 1.75% of their portfolio | 1.6m $39.7m | Added +41.9k |
| Fisher Asset Management, LLC 0.03% of their portfolio | 1.5m $37.4m | Added +166.5k |
| Ranger Investment Management, L.P. 2.09% of their portfolio | 1.1m $28.1m | Added +34.2k |
| Verition Fund Management LLC 0.52% of their portfolio | 1.1m $26.6m | Reduced -671.6k |
| MORGAN STANLEY 0.00% of their portfolio | 1.1m $26.1m | Added +41.1k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.62% of their portfolio | 895.4k $22.1m | Added +47.8k |
| Stieven Capital Advisors, L.P. 3.90% of their portfolio | 879.5k $21.7m | Added +1.7k |
| Clearbridge Investments, LLC 0.02% of their portfolio | 797.3k $19.7m | Reduced -8.1k |
| Channing Capital Management, LLC 0.61% of their portfolio | 775.9k $19.1m | Reduced -1.5m |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 770.3k $19.0m | Added +40.8k |
| Bernzott Capital Advisors 2.33% of their portfolio | 731.2k $18.0m | Added +55.0k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 726.7k $17.9m | Added +188.4k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 667.3k $16.5m | Reduced -26.6k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 658.3k $16.2m | Added +22.0k |
| Cadence Bank 1.48% of their portfolio | 650.6k $16.0m | Added +56.1k |
| ROTHSCHILD & CO ASSET MANAGEMENT US INC. 0.23% of their portfolio | 624.2k $15.4m | Reduced -44.8k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.25% of their portfolio | 622.3k $15.3m | Reduced -87.4k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 618.4k $15.2m | Reduced -193.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.04% of their portfolio | 562.6k $13.9m | Reduced -30.7k |
| Cubist Systematic Strategies, LLC 0.11% of their portfolio | 525.5k $13.0m | Added +396.7k |
| Forest Hill Capital, LLC 5.23% of their portfolio | 502.6k $12.4m | Added +20.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 502.0k $12.4m | Reduced -357.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 445.3k $11.0m | Reduced -49.1k |
| Swiss National Bank 0.01% of their portfolio | 440.6k $10.9m | Added +3.3k |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 418.7k $10.3m | Added +52.1k |
| Nicholas Hoffman & Company, LLC. 1.10% of their portfolio | 416.0k $10.3m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 409.2k $10.1m | Added +1.8k |
| Invesco Ltd. 0.00% of their portfolio | 408.4k $10.1m | Added +34.9k |
| DEPRINCE RACE & ZOLLO INC 0.23% of their portfolio | 407.3k $10.0m | Reduced -734.0k |
| California Public Employees Retirement System 0.01% of their portfolio | 393.2k $9.7m | Added +1.3k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.06% of their portfolio | 368.1k $9.1m | Reduced -4.1k |
| Mesirow Institutional Investment Management, Inc. 1.13% of their portfolio | 348.6k $8.6m | Reduced -3.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 346.7k $8.6m | Reduced -130.7k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 315.8k $7.8m | Reduced -288.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 302.3k $7.5m | Added +211.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 298.2k $7.4m | Reduced -343.8k |
| COMERICA BANK 0.06% of their portfolio | 281.3k $7.3m | Reduced -14.0k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 274.5k $6.8m | Reduced -1.3k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 269.0k $6.6m | New |
| Legal & General Group Plc 0.00% of their portfolio | 265.2k $6.5m | Added +2.4k |
| NATIXIS ADVISORS, LLC 0.02% of their portfolio | 259.5k $6.4m | Added +78.2k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 252.7k $6.2m | Added +48.3k |
| Keeley-Teton Advisors, LLC 0.75% of their portfolio | 244.4k $6.0m | Reduced -7.8k |
| Retirement Systems of Alabama 0.03% of their portfolio | 240.5k $5.9m | Added +1.6k |
| Interval Partners, LP 0.47% of their portfolio | 240.3k $5.9m | Reduced -401.1k |
| Diamond Hill Capital Management, LLC (Investment Advisor) 0.03% of their portfolio | 236.5k $5.8m | Reduced -140.0k |
| ALGEBRIS (UK) LTD 2.65% of their portfolio | 234.9k $5.8m | Reduced -31.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 231.2k $5.7m | Added +887 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 228.0k $5.6m | Reduced -5.6k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 227.9k $5.6m | Reduced -23.4k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 218.8k $5.4m | Reduced -155.6k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 218.7k $5.4m | Added +45.1k |
| MetLife Investment Management, LLC 0.04% of their portfolio | 206.3k $5.1m | Reduced -4.2k |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 198.6k $4.9m | Reduced -177.7k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 196.5k $4.8m | Added +3.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 196.3k $4.8m | Reduced -11.5k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.03% of their portfolio | 195.2k $4.8m | Reduced -42.9k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 178.4k $4.4m | Reduced -132.6k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 174.2k $4.3m | Reduced -10.5k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 164.5k $4.1m | Added +64.3k |
| SENTINEL TRUST CO LBA 0.62% of their portfolio | 161.6k $4.0m | Unchanged |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 149.9k $3.7m | Added +3.3k |
| NFJ INVESTMENT GROUP, LLC 0.10% of their portfolio | 147.6k $3.6m | Reduced -8.7k |
| Homestead Advisers Corp 0.10% of their portfolio | 145.2k $3.6m | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 126.4k $3.1m | First filing |
| AMALGAMATED BANK 0.03% of their portfolio | 123.1k $3.0m | Added +1.9k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.05% of their portfolio | 122.7k $3.0m | Reduced -8.6k |
| State of Tennessee, Department of Treasury 0.01% of their portfolio | 120.1k $3.0m | Reduced -80.0k |
| Squarepoint Ops LLC 0.02% of their portfolio | 119.2k $2.9m | Added +30.0k |
| Elizabeth Park Capital Advisors, Ltd. 1.17% of their portfolio | 106.1k $2.6m | Reduced -70.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 104.0k $2.6m | Added +13.5k |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio | 100.6k $2.5m | Reduced -19.7k |
| UBS Group AG 0.00% of their portfolio | 100.1k $2.5m | Added +62.1k |
| HANTZ FINANCIAL SERVICES, INC. 0.07% of their portfolio | 96.0k $2.4m | Added +3.0k |
| TD Asset Management Inc 0.00% of their portfolio | 95.1k $2.3m | Reduced -2.8k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.02% of their portfolio | 94.1k $2.3m | Added +63.4k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 93.9k $2.3m | Reduced -7.0k |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 93.0k $2.3m | Reduced -224 |
| Trexquant Investment LP 0.06% of their portfolio | 88.5k $2.2m | Added +2.9k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.02% of their portfolio | 82.1k $2.0m | Added +9.7k |
| CIBC WORLD MARKET INC. 0.01% of their portfolio | 80.4k $2.0m | Added +5 |
| JCSD Capital, LLC 2.65% of their portfolio | 79.0k $1.9m | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 78.4k $1.9m | Added +38.0k |