Vault-13

CADENCE BANK BXS

COM · Common Stock · CUSIP 12740C103 · ISIN US12740C1036

297 institutional holders +11 vs Q1 2024
152,573,074152.6m shares reported held*
$4.3bnreported value*
39 new 90 added 96 reduced 26 sold out net sold ≈ $118.3m (-4.2m 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 ($13.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $28.29. Options: 7 managers hold calls ($3.7m notional), 5 hold puts ($1.2m).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 312Q4 22: 312Q1 23: 287Q2 23: 268Q3 23: 258Q4 23: 289Q1 24: 286Q2 24: 297297Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022312
Q4 2022312
Q1 2023287
Q2 2023268
Q3 2023258
Q4 2023289
Q1 2024286
Q2 2024297

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 outQ2 23: 104 bought or addedQ2 23: 139 cut or sold outQ2 23Q3 23: 96 bought or addedQ3 23: 131 cut or sold outQ4 23: 127 bought or addedQ4 23: 102 cut or sold outQ4 23Q1 24: 97 bought or addedQ1 24: 140 cut or sold outQ2 24: 129 bought or addedQ2 24: 122 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022132137
Q1 2023127159
Q2 2023104139
Q3 202396131
Q4 2023127102
Q1 202497140
Q2 2024129122

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ3 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 0.30Q2 24 calls: $3.7mQ2 24 puts: $1.2mQ2 24P/C 0.31
Numbers
QuarterCallsPutsP/C
Q3 2023$1.1m$72.1k0.06
Q4 2023$4.5m$337.3k0.08
Q1 2024$4.2m$1.3m0.30
Q2 2024$3.7m$1.2m0.31

Biggest buyers

WELLINGTON MANAGEMENT GROUP LLP Added +4,137,881+4.1m
North Reef Capital Management LP New +1,460,000+1.5m
DIMENSIONAL FUND ADVISORS LP Added +593,878+593.9k
Holocene Advisors, LP New +411,684+411.7k
FULLER & THALER ASSET MANAGEMENT, INC. Added +295,055+295.1k
JANE STREET GROUP, LLC Added +244,751+244.8k
Trexquant Investment LP New +242,534+242.5k
Moody Aldrich Partners LLC New +229,337+229.3k
GEODE CAPITAL MANAGEMENT, LLC Added +210,511+210.5k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Added +180,234+180.2k

Biggest sellers

MORGAN STANLEY Reduced -3,857,454-3.9m
CITADEL ADVISORS LLC Sold out -3,153,429-3.2m
AMERICAN CENTURY COMPANIES INC Reduced -1,112,230-1.1m
MILLENNIUM MANAGEMENT LLC Reduced -869,632-869.6k
Balyasny Asset Management L.P. Sold out -854,675-854.7k
STATE STREET CORP Reduced -667,344-667.3k
Ranger Investment Management, L.P. Reduced -340,350-340.4k
AMERICAN INTERNATIONAL GROUP, INC. Sold out -330,174-330.2k
BARCLAYS PLC Reduced -278,232-278.2k
Portfolio Strategies, Inc. Sold out -208,828-208.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.1m73.8k shares
CITADEL ADVISORS LLC Reduced $899.3k31.8k shares
WOLVERINE TRADING, LLC Added $625.0k22.1k shares
Twin Tree Management, LP Reduced $79.2k2.8k shares
GROUP ONE TRADING LLC New $14.1k500 shares
SIMPLEX TRADING, LLC Reduced $8.0k300 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $831.4k29.4k shares
SIMPLEX TRADING, LLC Unchanged $229.0k8.1k shares
CITADEL ADVISORS LLC Added $62.2k2.2k shares
GROUP ONE TRADING LLC Added $31.1k1.1k 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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 20,235,71820.2m $572.3m $572.3m 0.01% Reduced -35.6k -35,565
2 BlackRock Inc. 0.01% of their portfolio New York, NY 17,786,07117.8m $503.0m $503.0m 0.01% Added +75.8k +75,757
3 FMR LLC 0.03% of their portfolio BOSTON, MA 16,227,27716.2m $458.9m $458.9m 0.03% Reduced -135.4k -135,429
4 WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio Boston, MA 12,820,91612.8m $362.6m $362.6m 0.06% Added +4.1m +4,137,881
5 DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio AUSTIN, TX 9,825,9099.8m $277.9m $277.9m 0.07% Added +593.9k +593,878
6 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 8,706,8038.7m $248.5m $248.5m 0.01% Reduced -667.3k -667,344
7 T. Rowe Price Investment Management, Inc. 0.10% of their portfolio BALTIMORE, MD 5,567,1555.6m $157.4m $157.4m 0.10% Reduced -59.6k -59,614
8 SILVERCREST ASSET MANAGEMENT GROUP LLC 1.08% of their portfolio NEW YORK, NY 5,549,9275.5m $157.0m $157.0m 1.08% Added +68.8k +68,784
9 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 4,322,8644.3m $122.3m $122.3m 0.01% Added +210.5k +210,511
10 FULLER & THALER ASSET MANAGEMENT, INC. 0.42% of their portfolio SAN MATEO, CA 3,458,3973.5m $97.8m $97.8m 0.42% Added +295.1k +295,055
11 MACQUARIE GROUP LTD 0.08% of their portfolio Sydney, NSW 2000, C3 2,441,6612.4m $69.0m $69.0m 0.08% Reduced -6.9k -6,884
12 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 2,405,3542.4m $68.0m $68.0m 0.01% Added +119.9k +119,905
13 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 2,137,2552.1m $60.4m $60.4m 0.01% Added +46.6k +46,572
14 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 2,088,8042.1m $59.1m $59.1m 0.01% Added +36.3k +36,323
15 NORGES BANK 0.01% of their portfolio OSLO, Q8 1,943,0511.9m $54.9m $54.9m 0.01% Reduced -61.6k -61,569
16 FIRST TRUST ADVISORS LP 0.05% of their portfolio Wheaton, IL 1,855,0631.9m $52.5m $52.5m 0.05% Added +146.5k +146,466
17 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.47% of their portfolio HOUSTON, TX 1,791,6331.8m $50.7m $50.7m 0.47% Added +31.8k +31,815
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,678,3771.7m $47.5m $47.5m 0.00% Reduced -3.9m -3,857,454
19 North Reef Capital Management LP 1.91% of their portfolio LAGUNA BEACH, CA 1,460,0001.5m $41.3m $41.3m 1.91% New
20 Fisher Asset Management, LLC 0.02% of their portfolio PLANO, TX 1,396,0141.4m $39.5m $39.5m 0.02% Reduced -34.2k -34,235
21 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,335,2221.3m $37.8m $37.8m 0.01% Added +14.7k +14,670
22 SEGALL BRYANT & HAMILL, LLC 0.55% of their portfolio CHICAGO, IL 1,093,3641.1m $30.9m $30.9m 0.55% Reduced -181.9k -181,897
23 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 987,700987.7k $27.9m $27.9m 0.00% Reduced -142.4k -142,440
24 CRAMER ROSENTHAL MCGLYNN LLC 1.53% of their portfolio STAMFORD, CT 921,215921.2k $26.1m $26.1m 1.53% Reduced -10.9k -10,871
25 Cadence Bank 1.82% of their portfolio Tupelo, MS 856,644856.6k $24.2m $24.2m 1.82% Reduced -18.7k -18,708
26 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 829,671829.7k $23.5m $23.5m 0.01% Reduced -1.1m -1,112,230
27 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 768,300768.3k $21.7m $21.7m 0.01% Reduced -58.2k -58,176
28 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 756,498756.5k $21.4m $21.4m 0.00% Reduced -8.2k -8,227
29 JANUS HENDERSON GROUP PLC 0.01% of their portfolio LONDON, X0 734,433734.4k $20.8m $20.8m 0.01% Added +35.5k +35,509
30 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 665,545665.5k $18.8m $18.8m 0.01% Reduced -12.3k -12,313
31 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 632,091632.1k $17.9m $17.9m 0.02% Reduced -7.6k -7,576
32 Ranger Investment Management, L.P. 1.10% of their portfolio DALLAS, TX 570,199570.2k $16.1m $16.1m 1.10% Reduced -340.4k -340,350
33 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 550,942550.9k $15.6m $15.6m 0.01% Reduced -869.6k -869,632
34 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 519,966520.0k $14.7m $14.7m 0.01% Reduced -27.6k -27,582
35 Brandywine Global Investment Management, LLC 0.10% of their portfolio PHILADELPHIA, PA 461,188461.2k $13.0m $13.0m 0.10% Reduced -22.0k -22,033
36 LOOMIS SAYLES & CO L P 0.02% of their portfolio BOSTON, MA 439,136439.1k $12.4m $12.4m 0.02% Reduced -18.4k -18,363
37 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 423,462423.5k $12.0m $12.0m 0.00% Added +86.1k +86,077
38 NATIXIS ADVISORS, LLC 0.03% of their portfolio Boston, MA 419,375419.4k $11.9m $11.9m 0.03% Added +30.9k +30,945
39 Nicholas Hoffman & Company, LLC. 0.55% of their portfolio ATLANTA, GA 415,564415.6k $11.8m $11.8m 0.55% Unchanged
40 Holocene Advisors, LP 0.05% of their portfolio New York, NY 411,684411.7k $11.6m $11.6m 0.05% New
41 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 397,297397.3k $11.2m $11.2m 0.00% Reduced -740 -740
42 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 392,872392.9k $11.1m $11.1m 0.01% Reduced -44.0k -44,046
43 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 389,818389.8k $11.0m $11.0m 0.00% Added +180.2k +180,234
44 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 389,017389.0k $11.0m $11.0m 0.00% Reduced -38.4k -38,398
45 STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio MADISON, WI 386,403386.4k $10.9m $10.9m 0.03% Reduced -8.2k -8,176
46 Swiss National Bank 0.01% of their portfolio ZURICH, V8 360,153360.2k $10.2m $10.2m 0.01% Unchanged
47 Rafferty Asset Management, LLC 0.04% of their portfolio New York, NY 358,474358.5k $10.1m $10.1m 0.04% Reduced -4.2k -4,249
48 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 347,947347.9k $9.8m $9.8m 0.02% Reduced -13.8k -13,757
49 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 329,045329.0k $9.3m $9.3m 0.01% Reduced -157.1k -157,062
50 Corebridge Financial, Inc. 0.05% of their portfolio HOUSTON, TX 327,679327.7k $9.3m $9.3m 0.05% First filing
51 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 314,435314.4k $8.9m $8.9m 0.01% Reduced -20.8k -20,805
52 Stieven Capital Advisors, L.P. 1.74% of their portfolio ST. LOUIS, MO 277,904277.9k $7.9m $7.9m 1.74% Reduced -91.3k -91,318
53 Legal & General Group Plc 0.00% of their portfolio London, X0 276,383276.4k $7.8m $7.8m 0.00% Added +2.5k +2,454
54 Susquehanna Portfolio Strategies, LLC 0.32% of their portfolio Bala Cynwyd, PA 274,275274.3k $7.8m $7.8m 0.32% Unchanged
55 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 271,712271.7k $7.7m $7.7m 0.01% Added +244.8k +244,751
56 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 269,729269.7k $7.6m $7.6m 0.00% Reduced -278.2k -278,232
57 ProShare Advisors LLC 0.02% of their portfolio BETHESDA, MD 261,996262.0k $7.4m $7.4m 0.02% Reduced -49.9k -49,853
58 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 258,925258.9k $7.3m $7.3m 0.01% Reduced -43.4k -43,403
59 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 256,623256.6k $7.3m $7.3m 0.00% Added +1.8k +1,833
60 WEDGE CAPITAL MANAGEMENT L L P/NC 0.12% of their portfolio CHARLOTTE, NC 245,586245.6k $6.9m $6.9m 0.12% Reduced -109.4k -109,400
61 Trexquant Investment LP 0.10% of their portfolio STAMFORD, CT 242,534242.5k $6.9m $6.9m 0.10% New
62 GREAT LAKES ADVISORS, LLC 0.06% of their portfolio CHICAGO, IL 240,842240.8k $6.8m $6.8m 0.06% Reduced -11.6k -11,620
63 Moody Aldrich Partners LLC 1.26% of their portfolio MARBLEHEAD, MA 229,337229.3k $6.5m $6.5m 1.26% New
64 Retirement Systems of Alabama 0.02% of their portfolio MONTGOMERY, AL 225,473225.5k $6.4m $6.4m 0.02% Reduced -3.9k -3,907
65 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 221,597221.6k $6.3m $6.3m 0.01% Added +450 +450
66 Keeley-Teton Advisors, LLC 0.76% of their portfolio Chicago, IL 209,952210.0k $5.9m $5.9m 0.76% Reduced -27.3k -27,339
67 Hardy Reed LLC 0.59% of their portfolio TUPELO, MS 208,828208.8k $5.9m $5.9m 0.59% Unchanged
68 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 200,876200.9k $5.7m $5.7m 0.01% Reduced -29.5k -29,501
69 MetLife Investment Management, LLC 0.03% of their portfolio Whippany, NJ 197,963198.0k $5.6m $5.6m 0.03% Added +7.9k +7,930
70 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 191,606191.6k $5.4m $5.4m 0.01% Added +62.5k +62,480
71 KENNEDY CAPITAL MANAGEMENT LLC 0.11% of their portfolio ST LOUIS, MO 189,632189.6k $5.4m $5.4m 0.11% Added +42.8k +42,792
72 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 178,321178.3k $5.0m $5.0m 0.01% Reduced -4.3k -4,345
73 UBS Group AG 0.00% of their portfolio ZURICH, V8 166,550166.6k $4.7m $4.7m 0.00% Reduced -66.7k -66,724
74 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.04% of their portfolio FRANKFORT, KY 159,277159.3k $4.5m $4.5m 0.04% Unchanged
75 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 152,208152.2k $4.3m $4.3m 0.01% Added +6.4k +6,417
76 COMERICA BANK 0.02% of their portfolio DALLAS, TX 143,675143.7k $4.1m $4.1m 0.02% Reduced -83.2k -83,208
77 SENTINEL TRUST CO LBA 0.50% of their portfolio HOUSTON, TX 143,248143.2k $4.1m $4.1m 0.50% Unchanged
78 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio CAUSEWAY BAY, K3 141,643141.6k $4.0m $4.0m 0.01% First filing
79 Homestead Advisers Corp 0.10% of their portfolio Arlington, VA 136,750136.8k $3.9m $3.9m 0.10% Unchanged
80 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 135,272135.3k $3.8m $3.8m 0.01% Added +4.5k +4,480
81 Csenge Advisory Group 0.21% of their portfolio CLEARWATER, FL 132,657132.7k $3.8m $3.8m 0.21% Added +67 +67
82 KING LUTHER CAPITAL MANAGEMENT CORP 0.02% of their portfolio FORT WORTH, TX 126,344126.3k $3.6m $3.6m 0.02% Added +6.7k +6,737
83 NFJ INVESTMENT GROUP, LLC 0.10% of their portfolio DALLAS, TX 118,145118.1k $3.3m $3.3m 0.10% Reduced -11.9k -11,927
84 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 114,588114.6k $3.2m $3.2m 0.00% Added +7.2k +7,156
85 Tower Research Capital LLC (TRC) 0.05% of their portfolio NEW YORK, NY 108,621108.6k $3.1m $3.1m 0.05% Added +100.8k +100,809
86 Graham Capital Management, L.P. 0.10% of their portfolio ROWAYTON, CT 107,356107.4k $3.0m $3.0m 0.10% Added +98.4k +98,398
87 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 107,113107.1k $3.0m $3.0m 0.01% Added +3.8k +3,788
88 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 106,573106.6k $3.0m $3.0m 0.00% Added +15.0k +15,012
89 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.03% of their portfolio New York, NY 104,594104.6k $3.0m $3.0m 0.03% Reduced -4.2k -4,245
90 Halter Ferguson Financial Inc. 2.05% of their portfolio CARMEL, IN 102,161102.2k $2.9m $2.9m 2.05% Unchanged
91 NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio STOCKHOLM, V7 100,430100.4k $2.9m $2.9m 0.00% Reduced -15.6k -15,649
92 Curi Capital, LLC 0.07% of their portfolio CHICAGO, IL 100,000100.0k $2.8m $2.8m 0.07% Reduced -50.0k -50,000
93 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 92,06092.1k $2.6m $2.6m 0.00% Added +3.3k +3,332
94 AMALGAMATED BANK 0.02% of their portfolio NEW YORK, NY 88,73588.7k $2.5m $2.5m 0.02% Reduced -7.0k -7,028
95 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 84,62984.6k $2.4m $2.4m 0.00% Added +15.2k +15,195
96 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 83,82783.8k $2.4m $2.4m 0.00% Added +351 +351
97 Teza Capital Management LLC 0.28% of their portfolio CHICAGO, IL 80,86180.9k $2.3m $2.3m 0.28% Added +36.0k +36,034
98 Concurrent Investment Advisors, LLC 0.07% of their portfolio Tampa, FL 77,49477.5k $2.2m $2.2m 0.07% Reduced -2.3k -2,292
99 YOUSIF CAPITAL MANAGEMENT, LLC 0.02% of their portfolio BLOOMFIELD HILLS, MI 76,49976.5k $2.2m $2.2m 0.02% Reduced -6.4k -6,416
100 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 75,12875.1k $2.1m $2.1m 0.00% Added +24.9k +24,950