Vault-13

CADENCE BANK BXS

COM · Common Stock · CUSIP 12740C103 · ISIN US12740C1036

287 institutional holders -25 vs Q4 2022
157,009,102157.0m shares reported held*
$3.3bnreported value*
32 new 95 added 107 reduced 52 sold out net bought ≈ $398.1m (+19.2m 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 ($334.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.77. Options: 5 managers hold calls ($2.1m notional), 4 hold puts ($550.1k).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 312Q4 22: 312Q1 23: 287287Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022312
Q4 2022312
Q1 2023287

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 132 bought or addedQ4 22: 137 cut or sold outQ4 22Q1 23: 127 bought or addedQ1 23: 159 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022132137
Q1 2023127159

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ3 22 calls: $875.0kQ3 22 puts: $332.0kQ3 22P/C 0.38Q4 22 calls: $130.4kQ4 22 puts: $88.8kQ4 22P/C 0.68Q1 23 calls: $2.1mQ1 23 puts: $550.1kQ1 23P/C 0.26
Numbers
QuarterCallsPutsP/C
Q3 2022$875.0k$332.0k0.38
Q4 2022$130.4k$88.8k0.68
Q1 2023$2.1m$550.1k0.26

Biggest buyers

FMR LLC Added +17,345,750+17.3m
FULLER & THALER ASSET MANAGEMENT, INC. Added +1,574,528+1.6m
MILLENNIUM MANAGEMENT LLC New +1,066,106+1.1m
JANUS HENDERSON GROUP PLC Added +1,062,175+1.1m
Balyasny Asset Management L.P. New +996,977+997.0k
SEGALL BRYANT & HAMILL, LLC New +915,108+915.1k
Brandywine Global Investment Management, LLC New +905,428+905.4k
AMERICAN CENTURY COMPANIES INC Added +614,293+614.3k
FIRST TRUST ADVISORS LP Added +568,540+568.5k
DEUTSCHE BANK AG\ Added +533,777+533.8k

Biggest sellers

WELLINGTON MANAGEMENT GROUP LLP Reduced -3,522,723-3.5m
Channing Capital Management, LLC Sold out -775,895-775.9k
T. Rowe Price Investment Management, Inc. Reduced -650,571-650.6k
Nuveen Asset Management, LLC Reduced -626,197-626.2k
GOLDMAN SACHS GROUP INC Reduced -583,926-583.9k
Cubist Systematic Strategies, LLC Reduced -503,009-503.0k
DEPRINCE RACE & ZOLLO INC Sold out -407,293-407.3k
Verition Fund Management LLC Reduced -391,676-391.7k
Bernzott Capital Advisors Reduced -364,383-364.4k
KENNEDY CAPITAL MANAGEMENT LLC Reduced -241,251-241.3k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $1.3m62.5k shares
CITADEL ADVISORS LLC Added $543.9k26.2k shares
PEAK6 Investments LLC New $178.5k8.6k shares
SIMPLEX TRADING, LLC Added $74.0k3.6k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $278.2k13.4k shares
PEAK6 Investments LLC New $168.2k8.1k shares
CITADEL ADVISORS LLC Added $103.8k5.0k 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, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.03% of their portfolio BOSTON, MA 27,783,03227.8m $576.8m $576.8m 0.03% Added +17.3m +17,345,750
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 19,273,84019.3m $400.1m $400.1m 0.01% Added +270.4k +270,416
3 BlackRock Inc. 0.01% of their portfolio New York, NY 17,730,31017.7m $368.1m $368.1m 0.01% Reduced -45.7k -45,737
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 9,016,1189.0m $189.2m $189.2m 0.01% Added +445.0k +444,975
5 DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio AUSTIN, TX 7,742,5257.7m $160.7m $160.7m 0.05% Added +234.5k +234,502
6 WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio Boston, MA 7,283,4917.3m $151.2m $151.2m 0.03% Reduced -3.5m -3,522,723
7 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.88% of their portfolio NEW YORK, NY 5,575,1915.6m $115.7m $115.7m 0.88% Reduced -97.2k -97,150
8 FULLER & THALER ASSET MANAGEMENT, INC. 0.46% of their portfolio SAN MATEO, CA 3,867,1813.9m $80.3m $80.3m 0.46% Added +1.6m +1,574,528
9 T. Rowe Price Investment Management, Inc. 0.05% of their portfolio BALTIMORE, MD 3,674,0553.7m $76.3m $76.3m 0.05% Reduced -650.6k -650,571
10 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 3,493,7243.5m $72.5m $72.5m 0.01% Added +140.4k +140,364
11 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 2,590,2202.6m $53.8m $53.8m 0.01% Reduced -131.6k -131,623
12 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 2,168,5032.2m $45.0m $45.0m 0.01% Reduced -27.4k -27,416
13 NORGES BANK 0.01% of their portfolio OSLO, Q8 1,965,0922.0m $40.8m $40.8m 0.01% Added +60.3k +60,327
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 1,845,8171.8m $38.3m $38.3m 0.01% Added +53.4k +53,428
15 SHAPIRO CAPITAL MANAGEMENT LLC 0.96% of their portfolio ATLANTA, GA 1,809,1801.8m $37.6m $37.6m 0.96% Added +16.0k +16,000
16 CRAMER ROSENTHAL MCGLYNN LLC 1.41% of their portfolio STAMFORD, CT 1,509,0211.5m $31.3m $31.3m 1.41% Reduced -102.1k -102,064
17 Fisher Asset Management, LLC 0.02% of their portfolio PLANO, TX 1,436,1041.4m $30.1m $30.1m 0.02% Reduced -80.4k -80,370
18 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 1,260,5151.3m $26.2m $26.2m 0.01% Added +533.8k +533,777
19 Ranger Investment Management, L.P. 1.68% of their portfolio DALLAS, TX 1,206,4131.2m $25.0m $25.0m 1.68% Added +66.2k +66,190
20 JANUS HENDERSON GROUP PLC 0.01% of their portfolio LONDON, X0 1,092,6141.1m $22.7m $22.7m 0.01% Added +1.1m +1,062,175
21 MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 1,066,1061.1m $22.1m $22.1m 0.03% New
22 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,059,7011.1m $22.0m $22.0m 0.01% Reduced -583.9k -583,926
23 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 1,053,5481.1m $21.9m $21.9m 0.01% Reduced -626.2k -626,197
24 Balyasny Asset Management L.P. 0.07% of their portfolio Chicago, IL 996,977997.0k $20.7m $20.7m 0.07% New
25 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 954,298954.3k $19.8m $19.8m 0.00% Reduced -102.3k -102,273
26 SEGALL BRYANT & HAMILL, LLC 0.20% of their portfolio CHICAGO, IL 915,108915.1k $19.0m $19.0m 0.20% New
27 Brandywine Global Investment Management, LLC 0.08% of their portfolio PHILADELPHIA, PA 905,428905.4k $18.8m $18.8m 0.08% New
28 Cadence Bank 1.73% of their portfolio Tupelo, MS 905,200905.2k $18.8m $18.8m 1.73% Added +254.6k +254,558
29 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 843,078843.1k $17.5m $17.5m 0.02% Added +568.5k +568,540
30 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 778,765778.8k $16.0m $16.0m 0.01% Added +614.3k +614,293
31 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 774,521774.5k $16.1m $16.1m 0.01% Added +4.2k +4,227
32 Thrivent Financial for Lutherans 0.04% of their portfolio Minneapolis, MN 723,546723.5k $15.0m $15.0m 0.04% Added +304.8k +304,830
33 Clearbridge Investments, LLC 0.01% of their portfolio NEW YORK, NY 718,285718.3k $14.9m $14.9m 0.01% Reduced -79.0k -79,032
34 Verition Fund Management LLC 0.23% of their portfolio GREENWICH, CT 687,517687.5k $14.3m $14.3m 0.23% Reduced -391.7k -391,676
35 Stieven Capital Advisors, L.P. 3.67% of their portfolio ST. LOUIS, MO 674,461674.5k $14.0m $14.0m 3.67% Reduced -205.0k -205,041
36 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 656,483656.5k $13.6m $13.6m 0.02% Reduced -1.8k -1,803
37 KENNEDY CAPITAL MANAGEMENT LLC 0.40% of their portfolio ST LOUIS, MO 654,146654.1k $13.6m $13.6m 0.40% Reduced -241.3k -241,251
38 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 647,344647.3k $13.4m $13.4m 0.01% Added +29.0k +28,976
39 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 646,515646.5k $13.4m $13.4m 0.00% Added +201.2k +201,216
40 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 646,290646.3k $13.4m $13.4m 0.01% Reduced -21.0k -20,977
41 WEDGE CAPITAL MANAGEMENT L L P/NC 0.22% of their portfolio CHARLOTTE, NC 622,189622.2k $12.9m $12.9m 0.22% Reduced -121 -121
42 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 576,747576.7k $12.0m $12.0m 0.00% Added +74.8k +74,775
43 Forest Hill Capital, LLC 4.53% of their portfolio LITTLE ROCK, AR 502,574502.6k $10.4m $10.4m 4.53% Unchanged
44 STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio MADISON, WI 499,637499.6k $10.4m $10.4m 0.03% Reduced -63.0k -62,962
45 GREAT LAKES ADVISORS, LLC 0.09% of their portfolio CHICAGO, IL 492,380492.4k $10.2m $10.2m 0.09% New
46 LOOMIS SAYLES & CO L P 0.02% of their portfolio BOSTON, MA 483,378483.4k $10.0m $10.0m 0.02% New
47 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 475,826475.8k $9.9m $9.9m 0.00% Added +67.4k +67,399
48 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 472,263472.3k $9.8m $9.8m 0.00% Added +125.6k +125,578
49 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 421,906421.9k $8.8m $8.8m 0.01% Added +203.1k +203,131
50 Nicholas Hoffman & Company, LLC. 0.78% of their portfolio ATLANTA, GA 415,964416.0k $8.6m $8.6m 0.78% Unchanged
51 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 405,045405.0k $8.4m $8.4m 0.00% Reduced -4.1k -4,135
52 Swiss National Bank 0.01% of their portfolio ZURICH, V8 393,753393.8k $8.2m $8.2m 0.01% Reduced -46.8k -46,800
53 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 384,717384.7k $8.0m $8.0m 0.00% Added +82.4k +82,441
54 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 375,202375.2k $7.8m $7.8m 0.01% Reduced -18.0k -18,042
55 AMERICAN INTERNATIONAL GROUP, INC. 0.05% of their portfolio New York, NY 367,217367.2k $7.6m $7.6m 0.05% Reduced -866 -866
56 Bernzott Capital Advisors 1.57% of their portfolio Camarillo, CA 366,817366.8k $7.6m $7.6m 1.57% Reduced -364.4k -364,383
57 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 344,912344.9k $7.2m $7.2m 0.01% Added +309.9k +309,918
58 Interval Partners, LP 0.34% of their portfolio NEW YORK, NY 291,109291.1k $6.0m $6.0m 0.34% Added +50.8k +50,784
59 Legal & General Group Plc 0.00% of their portfolio London, X0 276,993277.0k $5.8m $5.8m 0.00% Added +11.8k +11,782
60 CREDIT SUISSE AG/ 0.01% of their portfolio ZURICH, V8 263,996264.0k $5.5m $5.5m 0.01% Added +11.3k +11,343
61 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 257,996258.0k $5.4m $5.4m 0.01% Reduced -57.8k -57,779
62 Diamond Hill Capital Management, LLC (Investment Advisor) 0.02% of their portfolio COLUMBUS, OH 256,558256.6k $5.3m $5.3m 0.02% Added +20.0k +20,009
63 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 249,484249.5k $5.2m $5.2m 0.01% Added +123.1k +123,129
64 Keeley-Teton Advisors, LLC 0.61% of their portfolio Chicago, IL 238,916238.9k $5.0m $5.0m 0.61% Reduced -5.5k -5,510
65 Retirement Systems of Alabama 0.02% of their portfolio MONTGOMERY, AL 238,375238.4k $4.9m $4.9m 0.02% Reduced -2.1k -2,093
66 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 236,400236.4k $4.9m $4.9m 0.01% Added +8.4k +8,408
67 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 227,771227.8k $4.7m $4.7m 0.01% Reduced -3.4k -3,402
68 North Reef Capital Management LP 0.49% of their portfolio LAGUNA BEACH, CA 210,000210.0k $4.4m $4.4m 0.49% New
69 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 204,769204.8k $4.3m $4.3m 0.00% Added +8.5k +8,480
70 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio Los Angeles, CA 204,571204.6k $4.2m $4.2m 0.02% Added +8.1k +8,110
71 MetLife Investment Management, LLC 0.03% of their portfolio Whippany, NJ 203,314203.3k $4.2m $4.2m 0.03% Reduced -3.0k -3,007
72 NFJ INVESTMENT GROUP, LLC 0.10% of their portfolio DALLAS, TX 187,887187.9k $3.9m $3.9m 0.10% Added +40.3k +40,256
73 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 186,934186.9k $3.9m $3.9m 0.01% Reduced -31.8k -31,769
74 KING LUTHER CAPITAL MANAGEMENT CORP 0.02% of their portfolio FORT WORTH, TX 179,969180.0k $3.7m $3.7m 0.02% Reduced -15.3k -15,281
75 NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio STOCKHOLM, V7 172,909172.9k $3.5m $3.5m 0.01% Reduced -1.3k -1,311
76 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 170,025170.0k $3.5m $3.5m 0.00% Reduced -98.9k -98,939
77 Rafferty Asset Management, LLC 0.02% of their portfolio New York, NY 164,978165.0k $3.4m $3.4m 0.02% Added +98.5k +98,500
78 TEXAS PERMANENT SCHOOL FUND CORP 0.03% of their portfolio AUSTIN, TX 163,610163.6k $3.4m $3.4m 0.03% Added +41.0k +40,954
79 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 159,183159.2k $3.3m $3.3m 0.01% Reduced -68.7k -68,717
80 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 156,215156.2k $3.2m $3.2m 0.01% Reduced -103.2k -103,248
81 SENTINEL TRUST CO LBA 0.45% of their portfolio HOUSTON, TX 151,370151.4k $3.1m $3.1m 0.45% Reduced -10.3k -10,274
82 Mesirow Institutional Investment Management, Inc. 0.34% of their portfolio CHICAGO, IL 150,555150.6k $3.1m $3.1m 0.34% Reduced -198.0k -197,995
83 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.04% of their portfolio New York, NY 146,789146.8k $3.0m $3.0m 0.04% Reduced -3.1k -3,087
84 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 146,542146.5k $3.0m $3.0m 0.01% Reduced -52.1k -52,094
85 UBS Group AG 0.00% of their portfolio ZURICH, V8 142,316142.3k $3.0m $3.0m 0.00% Added +42.2k +42,246
86 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 130,784130.8k $2.7m $2.7m 0.00% Added +75.4k +75,382
87 1492 Capital Management LLC 1.68% of their portfolio MILWAUKEE, WI 130,552130.6k $2.7m $2.7m 1.68% Added +72.3k +72,336
88 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 129,549129.5k $2.7m $2.7m 0.00% Added +89.1k +89,102
89 EJF Capital LP 0.97% of their portfolio Arlington, VA 125,350125.3k $2.6m $2.6m 0.97% Added +49.4k +49,350
90 Homestead Advisers Corp 0.07% of their portfolio Arlington, VA 124,750124.8k $2.6m $2.6m 0.07% Reduced -20.5k -20,500
91 AMALGAMATED BANK 0.02% of their portfolio NEW YORK, NY 115,831115.8k $2.4m $2.4m 0.02% Reduced -7.3k -7,287
92 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 115,622115.6k $2.4m $2.4m 0.00% Reduced -182.6k -182,555
93 State of Tennessee, Department of Treasury 0.01% of their portfolio NASHVILLE, TN 112,752112.8k $2.3m $2.3m 0.01% Reduced -7.4k -7,361
94 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 110,880110.9k $2.3m $2.3m 0.00% Reduced -67.6k -67,570
95 HANTZ FINANCIAL SERVICES, INC. 0.06% of their portfolio SOUTHFIELD, MI 102,292102.3k $2.1m $2.1m 0.06% Added +6.3k +6,257
96 SG Americas Securities, LLC 0.03% of their portfolio NEW YORK, NY 100,691100.7k $2.1m $2.1m 0.03% Added +52.1k +52,134
97 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 100,403100.4k $2.1m $2.1m 0.01% Added +6.5k +6,468
98 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.02% of their portfolio FRANKFORT, KY 94,05494.1k $2.0m $2.0m 0.02% Unchanged
99 YOUSIF CAPITAL MANAGEMENT, LLC 0.02% of their portfolio BLOOMFIELD HILLS, MI 92,43592.4k $1.9m $1.9m 0.02% Reduced -590 -590
100 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 88,92888.9k $1.8m $1.8m 0.00% Reduced -6.2k -6,200