Vault-13

CADENCE BANK BXS

COM · Common Stock · CUSIP 12740C103 · ISIN US12740C1036

286 institutional holders -3 vs Q4 2023
156,590,368156.6m shares reported held*
$4.5bnreported value*
22 new 75 added 113 reduced 27 sold out net bought ≈ $2.8m (+39.6k 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 ($12.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $29.03. Options: 7 managers hold calls ($4.2m notional), 5 hold puts ($1.3m).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 312Q4 22: 312Q1 23: 287Q2 23: 268Q3 23: 258Q4 23: 289Q1 24: 286286Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022312
Q4 2022312
Q1 2023287
Q2 2023268
Q3 2023258
Q4 2023289
Q1 2024286

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 23Q2 23: 104 bought or addedQ2 23: 139 cut or sold outQ2 23Q3 23: 96 bought or addedQ3 23: 131 cut or sold outQ3 23Q4 23: 127 bought or addedQ4 23: 102 cut or sold outQ4 23Q1 24: 97 bought or addedQ1 24: 140 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022132137
Q1 2023127159
Q2 2023104139
Q3 202396131
Q4 2023127102
Q1 202497140

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ2 23 calls: $417.4kQ2 23 puts: $429.4kQ2 23P/C 1.03Q3 23 calls: $1.1mQ3 23 puts: $72.1kQ3 23P/C 0.06Q4 23 calls: $4.5mQ4 23 puts: $337.3kQ4 23P/C 0.08Q1 24 calls: $4.2mQ1 24 puts: $1.3mQ1 24P/C 0.30
Numbers
QuarterCallsPutsP/C
Q2 2023$417.4k$429.4k1.03
Q3 2023$1.1m$72.1k0.06
Q4 2023$4.5m$337.3k0.08
Q1 2024$4.2m$1.3m0.30

Biggest buyers

MORGAN STANLEY Added +1,709,045+1.7m
CITADEL ADVISORS LLC Added +1,291,659+1.3m
T. Rowe Price Investment Management, Inc. Added +1,249,458+1.2m
VANGUARD GROUP INC Added +940,895+940.9k
Balyasny Asset Management L.P. Added +824,342+824.3k
FIRST TRUST ADVISORS LP Added +524,462+524.5k
WELLINGTON MANAGEMENT GROUP LLP Added +280,420+280.4k
AMERICAN CENTURY COMPANIES INC Added +266,279+266.3k
JPMORGAN CHASE & CO Added +248,950+248.9k
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Added +227,395+227.4k

Biggest sellers

FULLER & THALER ASSET MANAGEMENT, INC. Reduced -2,486,057-2.5m
SHAPIRO CAPITAL MANAGEMENT LLC Sold out -741,869-741.9k
SILVERCREST ASSET MANAGEMENT GROUP LLC Reduced -706,784-706.8k
CRAMER ROSENTHAL MCGLYNN LLC Reduced -326,882-326.9k
Interval Partners, LP Sold out -289,731-289.7k
Forest Hill Capital, LLC Reduced -271,222-271.2k
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Sold out -240,616-240.6k
RAYMOND JAMES & ASSOCIATES Reduced -233,485-233.5k
NORTHERN TRUST CORP Reduced -231,410-231.4k
Fisher Asset Management, LLC Reduced -226,147-226.1k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.6m56.1k shares
CITADEL ADVISORS LLC Added $997.6k34.4k shares
JANE STREET GROUP, LLC Added $701.8k24.2k shares
WOLVERINE TRADING, LLC New $597.4k20.6k shares
SIMPLEX TRADING, LLC Added $124.0k4.3k shares
Twin Tree Management, LP Added $116.0k4.0k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $971.5k33.5k shares
SIMPLEX TRADING, LLC New $234.0k8.1k shares
CITADEL ADVISORS LLC Reduced $46.4k1.6k shares
GROUP ONE TRADING LLC New $2.9k100 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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 20,271,28320.3m $587.9m $587.9m 0.01% Added +940.9k +940,895
2 BlackRock Inc. 0.01% of their portfolio New York, NY 17,710,31417.7m $513.6m $513.6m 0.01% Added +62.9k +62,868
3 FMR LLC 0.03% of their portfolio BOSTON, MA 16,362,70616.4m $474.5m $474.5m 0.03% Reduced -12.6k -12,569
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 9,374,1479.4m $274.1m $274.1m 0.01% Reduced -115.1k -115,059
5 DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio AUSTIN, TX 9,232,0319.2m $267.7m $267.7m 0.07% Reduced -8.1k -8,096
6 WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio Boston, MA 8,683,0358.7m $251.8m $251.8m 0.04% Added +280.4k +280,420
7 T. Rowe Price Investment Management, Inc. 0.10% of their portfolio BALTIMORE, MD 5,626,7695.6m $163.2m $163.2m 0.10% Added +1.2m +1,249,458
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 5,535,8315.5m $160.5m $160.5m 0.00% Added +1.7m +1,709,045
9 SILVERCREST ASSET MANAGEMENT GROUP LLC 1.08% of their portfolio NEW YORK, NY 5,481,1435.5m $159.0m $159.0m 1.08% Reduced -706.8k -706,784
10 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 4,112,3534.1m $119.3m $119.3m 0.01% Added +124.5k +124,489
11 FULLER & THALER ASSET MANAGEMENT, INC. 0.40% of their portfolio SAN MATEO, CA 3,163,3423.2m $91.7m $91.7m 0.40% Reduced -2.5m -2,486,057
12 CITADEL ADVISORS LLC 0.09% of their portfolio MIAMI, FL 3,153,4293.2m $91.4m $91.4m 0.09% Added +1.3m +1,291,659
13 MACQUARIE GROUP LTD 0.08% of their portfolio Sydney, NSW 2000, C3 2,448,5452.4m $71.0m $71.0m 0.08% Reduced -78.8k -78,819
14 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 2,285,4492.3m $66.3m $66.3m 0.01% Reduced -231.4k -231,410
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 2,090,6832.1m $60.6m $60.6m 0.01% Added +73.3k +73,324
16 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 2,052,4812.1m $59.5m $59.5m 0.01% Reduced -65.3k -65,258
17 NORGES BANK 0.01% of their portfolio OSLO, Q8 2,004,6202.0m $58.1m $58.1m 0.01% Reduced -39.6k -39,645
18 AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio KANSAS CITY, MO 1,941,9011.9m $56.3m $56.3m 0.04% Added +266.3k +266,279
19 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.45% of their portfolio HOUSTON, TX 1,759,8181.8m $51.0m $51.0m 0.45% Added +227.4k +227,395
20 FIRST TRUST ADVISORS LP 0.05% of their portfolio Wheaton, IL 1,708,5971.7m $49.5m $49.5m 0.05% Added +524.5k +524,462
21 Fisher Asset Management, LLC 0.02% of their portfolio PLANO, TX 1,430,2491.4m $41.5m $41.5m 0.02% Reduced -226.1k -226,147
22 MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 1,420,5741.4m $41.2m $41.2m 0.03% Reduced -174.9k -174,897
23 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,320,5521.3m $38.3m $38.3m 0.01% Added +139.8k +139,787
24 SEGALL BRYANT & HAMILL, LLC 0.69% of their portfolio CHICAGO, IL 1,275,2611.3m $37.0m $37.0m 0.69% Reduced -20.8k -20,752
25 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,130,1401.1m $32.8m $32.8m 0.00% Added +248.9k +248,950
26 CRAMER ROSENTHAL MCGLYNN LLC 1.47% of their portfolio STAMFORD, CT 932,086932.1k $27.0m $27.0m 1.47% Reduced -326.9k -326,882
27 Ranger Investment Management, L.P. 1.70% of their portfolio DALLAS, TX 910,549910.5k $26.4m $26.4m 1.70% Reduced -144.0k -144,026
28 Cadence Bank 1.85% of their portfolio Tupelo, MS 875,352875.4k $25.4m $25.4m 1.85% Reduced -58.0k -58,005
29 Balyasny Asset Management L.P. 0.06% of their portfolio Chicago, IL 854,675854.7k $24.8m $24.8m 0.06% Added +824.3k +824,342
30 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 826,476826.5k $24.0m $24.0m 0.01% Added +42.3k +42,267
31 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 764,725764.7k $22.2m $22.2m 0.00% Reduced -14.1k -14,062
32 JANUS HENDERSON GROUP PLC 0.01% of their portfolio LONDON, X0 698,924698.9k $20.3m $20.3m 0.01% Reduced -2.4k -2,395
33 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 677,858677.9k $19.7m $19.7m 0.01% Reduced -6.6k -6,560
34 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 639,667639.7k $18.6m $18.6m 0.02% Added +6.8k +6,799
35 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 547,961548.0k $15.9m $15.9m 0.01% Reduced -60.2k -60,213
36 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 547,548547.5k $15.9m $15.9m 0.01% Reduced -39.9k -39,865
37 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 486,107486.1k $14.1m $14.1m 0.01% Added +91.3k +91,262
38 Brandywine Global Investment Management, LLC 0.10% of their portfolio PHILADELPHIA, PA 483,221483.2k $14.0m $14.0m 0.10% Reduced -3.4k -3,374
39 LOOMIS SAYLES & CO L P 0.02% of their portfolio BOSTON, MA 457,499457.5k $13.3m $13.3m 0.02% Reduced -209 -209
40 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 436,918436.9k $12.7m $12.7m 0.01% Reduced -150.6k -150,644
41 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 427,415427.4k $12.4m $12.4m 0.00% Reduced -33.4k -33,414
42 Nicholas Hoffman & Company, LLC. 0.61% of their portfolio ATLANTA, GA 415,564415.6k $12.1m $12.1m 0.61% Reduced -400 -400
43 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 398,037398.0k $11.5m $11.5m 0.00% Reduced -9.7k -9,745
44 STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio MADISON, WI 394,579394.6k $11.4m $11.4m 0.03% Reduced -48.4k -48,366
45 NATIXIS ADVISORS, LLC 0.03% of their portfolio Boston, MA 388,430388.4k $11.3m $11.3m 0.03% Added +95.9k +95,900
46 Stieven Capital Advisors, L.P. 2.23% of their portfolio ST. LOUIS, MO 369,222369.2k $10.7m $10.7m 2.23% Reduced -16.8k -16,800
47 Rafferty Asset Management, LLC 0.04% of their portfolio New York, NY 362,723362.7k $10.5m $10.5m 0.04% Added +30.8k +30,791
48 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 361,704361.7k $10.5m $10.5m 0.02% Reduced -127.5k -127,463
49 Swiss National Bank 0.01% of their portfolio ZURICH, V8 360,153360.2k $10.4m $10.4m 0.01% Unchanged
50 WEDGE CAPITAL MANAGEMENT L L P/NC 0.17% of their portfolio CHARLOTTE, NC 354,986355.0k $10.3m $10.3m 0.17% Reduced -14.5k -14,510
51 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 337,385337.4k $9.8m $9.8m 0.00% Reduced -159.2k -159,176
52 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 335,240335.2k $9.7m $9.7m 0.01% Added +5.4k +5,355
53 AMERICAN INTERNATIONAL GROUP, INC. 0.03% of their portfolio New York, NY 330,174330.2k $9.6m $9.6m 0.03% Reduced -5.7k -5,716
54 ProShare Advisors LLC 0.02% of their portfolio BETHESDA, MD 311,849311.8k $9.0m $9.0m 0.02% Reduced -7.8k -7,832
55 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 302,328302.3k $8.8m $8.8m 0.01% Added +71.6k +71,566
56 Susquehanna Portfolio Strategies, LLC 0.19% of their portfolio Bala Cynwyd, PA 274,275274.3k $8.0m $8.0m 0.19% Unchanged
57 Legal & General Group Plc 0.00% of their portfolio London, X0 273,929273.9k $7.9m $7.9m 0.00% Added +4.4k +4,361
58 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 254,790254.8k $7.4m $7.4m 0.01% Reduced -233.5k -233,485
59 GREAT LAKES ADVISORS, LLC 0.06% of their portfolio CHICAGO, IL 252,462252.5k $7.3m $7.3m 0.06% Reduced -6.8k -6,786
60 Keeley-Teton Advisors, LLC 0.85% of their portfolio Chicago, IL 237,291237.3k $6.9m $6.9m 0.85% Added +6.3k +6,328
61 UBS Group AG 0.00% of their portfolio ZURICH, V8 233,274233.3k $6.8m $6.8m 0.00% Reduced -17.2k -17,159
62 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 230,377230.4k $6.7m $6.7m 0.01% Added +689 +689
63 Retirement Systems of Alabama 0.03% of their portfolio MONTGOMERY, AL 229,380229.4k $6.7m $6.7m 0.03% Added +602 +602
64 COMERICA BANK 0.03% of their portfolio DALLAS, TX 226,883226.9k $6.6m $6.6m 0.03% Reduced -17.8k -17,778
65 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 221,147221.1k $6.4m $6.4m 0.01% Added +3.9k +3,855
66 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 209,584209.6k $6.1m $6.1m 0.00% Reduced -4.3k -4,345
67 Portfolio Strategies, Inc. 0.41% of their portfolio MONTVALE, NJ 208,828208.8k $6.1m $6.1m 0.41% New
68 Hardy Reed LLC 0.75% of their portfolio TUPELO, MS 208,828208.8k $6.1m $6.1m 0.75% Reduced -532 -532
69 MetLife Investment Management, LLC 0.04% of their portfolio Whippany, NJ 190,033190.0k $5.5m $5.5m 0.04% Reduced -5.6k -5,559
70 CREDIT SUISSE AG/ 0.01% of their portfolio ZURICH, V8 183,723183.7k $5.3m $5.3m 0.01% Added +6.4k +6,361
71 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 182,666182.7k $5.3m $5.3m 0.01% Reduced -10.5k -10,484
72 TEXAS PERMANENT SCHOOL FUND CORP 0.04% of their portfolio AUSTIN, TX 159,866159.9k $4.6m $4.6m 0.04% Added +2.1k +2,138
73 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.04% of their portfolio FRANKFORT, KY 159,277159.3k $4.6m $4.6m 0.04% Reduced -1.6k -1,620
74 Curi Capital, LLC 0.10% of their portfolio CHICAGO, IL 150,000150.0k $4.3m $4.3m 0.10% Added +50.0k +50,000
75 KENNEDY CAPITAL MANAGEMENT LLC 0.09% of their portfolio ST LOUIS, MO 146,840146.8k $4.3m $4.3m 0.09% Reduced -65.4k -65,353
76 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 145,791145.8k $4.2m $4.2m 0.01% Reduced -34.1k -34,138
77 SENTINEL TRUST CO LBA 0.54% of their portfolio HOUSTON, TX 143,248143.2k $4.2m $4.2m 0.54% Unchanged
78 Homestead Advisers Corp 0.09% of their portfolio Arlington, VA 136,750136.8k $4.0m $4.0m 0.09% Unchanged
79 Csenge Advisory Group 0.22% of their portfolio CLEARWATER, FL 132,590132.6k $3.8m $3.8m 0.22% Added +59 +59
80 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 130,792130.8k $3.8m $3.8m 0.01% Added +18.5k +18,537
81 NFJ INVESTMENT GROUP, LLC 0.10% of their portfolio DALLAS, TX 130,072130.1k $3.8m $3.8m 0.10% Reduced -360 -360
82 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 129,126129.1k $3.7m $3.7m 0.01% Reduced -5.7k -5,655
83 KING LUTHER CAPITAL MANAGEMENT CORP 0.02% of their portfolio FORT WORTH, TX 119,607119.6k $3.5m $3.5m 0.02% Unchanged
84 NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio STOCKHOLM, V7 116,079116.1k $3.4m $3.4m 0.00% Reduced -809 -809
85 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.03% of their portfolio New York, NY 108,839108.8k $3.2m $3.2m 0.03% Reduced -4.1k -4,062
86 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 107,432107.4k $3.1m $3.1m 0.00% Reduced -3.7k -3,670
87 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 103,325103.3k $3.0m $3.0m 0.00% Reduced -127.0k -126,967
88 Halter Ferguson Financial Inc. 2.30% of their portfolio CARMEL, IN 102,161102.2k $3.0m $3.0m 2.30% Unchanged
89 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 102,143102.1k $3.0m $3.0m 0.01% Unchanged
90 AMALGAMATED BANK 0.02% of their portfolio NEW YORK, NY 95,76395.8k $2.8m $2.8m 0.02% Reduced -9.7k -9,676
91 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 91,56191.6k $2.7m $2.7m 0.00% Reduced -8.9k -8,879
92 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 88,72888.7k $2.6m $2.6m 0.00% Added +5.2k +5,200
93 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 83,47683.5k $2.4m $2.4m 0.00% Reduced -23.3k -23,252
94 YOUSIF CAPITAL MANAGEMENT, LLC 0.03% of their portfolio BLOOMFIELD HILLS, MI 82,91582.9k $2.4m $2.4m 0.03% Reduced -1.9k -1,922
95 Concurrent Investment Advisors, LLC 0.09% of their portfolio Tampa, FL 79,78679.8k $2.3m $2.3m 0.09% Reduced -1.4k -1,368
96 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 78,72878.7k $1.7m $1.7m 0.00% Reduced -45.5k -45,469
97 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 77,26377.3k $2.2m $2.2m 0.00% Reduced -34.2k -34,169
98 GAMCO INVESTORS, INC. ET AL 0.02% of their portfolio GREENWICH, CT 71,36071.4k $2.1m $2.1m 0.02% Unchanged
99 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 69,43469.4k $2.0m $2.0m 0.00% Reduced -5.4k -5,435
100 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 68,89268.9k $1.4m $1.4m 0.00% Added +16.9k +16,850