Vault-13

CADENCE BANK BXS

COM · Common Stock · CUSIP 12740C103 · ISIN US12740C1036

355 institutional holders +16 vs Q4 2024
156,879,875156.9m shares reported held*
$4.8bnreported value*
52 new 123 added 99 reduced 36 sold out net bought ≈ $46.8m (+1.4m 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 ($17.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $30.37. Options: 5 managers hold calls ($3.2m notional), 5 hold puts ($1.8m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 312Q4 22: 312Q1 23: 287Q2 23: 268Q3 23: 258Q4 23: 289Q1 24: 286Q2 24: 297Q3 24: 329Q4 24: 339Q1 25: 355355Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022312
Q4 2022312
Q1 2023287
Q2 2023268
Q3 2023258
Q4 2023289
Q1 2024286
Q2 2024297
Q3 2024329
Q4 2024339
Q1 2025355

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 23: 104 bought or addedQ2 23: 139 cut or sold outQ3 23: 96 bought or addedQ3 23: 131 cut or sold outQ3 23Q4 23: 127 bought or addedQ4 23: 102 cut or sold outQ1 24: 97 bought or addedQ1 24: 140 cut or sold outQ1 24Q2 24: 129 bought or addedQ2 24: 122 cut or sold outQ3 24: 165 bought or addedQ3 24: 117 cut or sold outQ3 24Q4 24: 153 bought or addedQ4 24: 137 cut or sold outQ1 25: 175 bought or addedQ1 25: 135 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023104139
Q3 202396131
Q4 2023127102
Q1 202497140
Q2 2024129122
Q3 2024165117
Q4 2024153137
Q1 2025175135

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ2 24 calls: $3.7mQ2 24 puts: $1.2mQ2 24P/C 0.31Q3 24 calls: $4.7mQ3 24 puts: $98.7kQ3 24P/C 0.02Q4 24 calls: $1.6mQ4 24 puts: $2.7mQ4 24P/C 1.65Q1 25 calls: $3.2mQ1 25 puts: $1.8mQ1 25P/C 0.55
Numbers
QuarterCallsPutsP/C
Q2 2024$3.7m$1.2m0.31
Q3 2024$4.7m$98.7k0.02
Q4 2024$1.6m$2.7m1.65
Q1 2025$3.2m$1.8m0.55

Biggest buyers

WELLINGTON MANAGEMENT GROUP LLP Added +980,369+980.4k
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC New +853,461+853.5k
AQR CAPITAL MANAGEMENT LLC Added +724,576+724.6k
BESSEMER GROUP INC Added +614,913+614.9k
Qube Research & Technologies Ltd Added +404,793+404.8k
Balyasny Asset Management L.P. New +332,869+332.9k
JANE STREET GROUP, LLC Added +247,978+248.0k
VOYA INVESTMENT MANAGEMENT LLC Added +247,225+247.2k
GOLDMAN SACHS GROUP INC Added +244,146+244.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +210,511+210.5k

Biggest sellers

MILLENNIUM MANAGEMENT LLC Reduced -856,003-856.0k
STATE STREET CORP Reduced -718,534-718.5k
MACKENZIE FINANCIAL CORP Reduced -509,076-509.1k
CRAMER ROSENTHAL MCGLYNN LLC Reduced -440,144-440.1k
MACQUARIE GROUP LTD Reduced -371,628-371.6k
UBS Group AG Reduced -361,585-361.6k
FIRST TRUST ADVISORS LP Reduced -313,735-313.7k
CITIGROUP INC Reduced -295,430-295.4k
Verition Fund Management LLC Reduced -274,123-274.1k
VANGUARD GROUP INC Reduced -238,917-238.9k

Biggest calls

JANE STREET GROUP, LLC New $1.2m40.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.1m35.8k shares
CITADEL ADVISORS LLC Added $916.9k30.2k shares
SIMPLEX TRADING, LLC Reduced $3.0k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

Invenomic Capital Management LP Unchanged $1.5m50.0k shares
SIMPLEX TRADING, LLC New $224.0k7.4k shares
CITADEL ADVISORS LLC Reduced $30.4k1.0k shares
Quaker Wealth Management, LLC First filing $2749 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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 20,249,36020.2m $614.8m $614.8m 0.01% Reduced -238.9k -238,917
2 BlackRock, Inc. 0.01% of their portfolio New York, NY 17,899,19117.9m $543.4m $543.4m 0.01% Reduced -16.1k -16,134
3 FMR LLC 0.03% of their portfolio BOSTON, MA 16,409,35516.4m $498.2m $498.2m 0.03% Reduced -13.7k -13,692
4 WELLINGTON MANAGEMENT GROUP LLP 0.08% of their portfolio Boston, MA 13,481,58513.5m $409.3m $409.3m 0.08% Added +980.4k +980,369
5 DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio AUSTIN, TX 9,959,70910.0m $302.4m $302.4m 0.08% Reduced -14.0k -14,039
6 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 8,994,2059.0m $275.5m $275.5m 0.01% Reduced -718.5k -718,534
7 T. Rowe Price Investment Management, Inc. 0.11% of their portfolio BALTIMORE, MD 5,520,0575.5m $167.6m $167.6m 0.11% Added +32.4k +32,362
8 SILVERCREST ASSET MANAGEMENT GROUP LLC 1.15% of their portfolio NEW YORK, NY 5,300,7085.3m $160.9m $160.9m 1.15% Added +24.5k +24,465
9 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 4,550,7684.6m $138.2m $138.2m 0.01% Added +208.3k +208,297
10 FULLER & THALER ASSET MANAGEMENT, INC. 0.43% of their portfolio SAN MATEO, CA 3,619,5443.6m $109.9m $109.9m 0.43% Added +193.6k +193,582
11 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 2,831,1312.8m $86.0m $86.0m 0.02% Added +244.1k +244,146
12 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 2,609,2312.6m $79.2m $79.2m 0.01% Reduced -75.1k -75,081
13 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.73% of their portfolio HOUSTON, TX 2,416,1982.4m $73.4m $73.4m 0.73% Added +181.5k +181,465
14 FIRST TRUST ADVISORS LP 0.06% of their portfolio Wheaton, IL 2,320,6002.3m $70.5m $70.5m 0.06% Reduced -313.7k -313,735
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 2,256,8782.3m $68.5m $68.5m 0.01% Added +2.1k +2,083
16 NORGES BANK 0.01% of their portfolio OSLO, Q8 2,193,7912.2m $66.6m $66.6m 0.01% Added +106.3k +106,264
17 MACQUARIE GROUP LTD 0.08% of their portfolio Sydney, NSW 2000, C3 2,043,4082.0m $62.0m $62.0m 0.08% Reduced -371.6k -371,628
18 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,796,7741.8m $54.6m $54.6m 0.01% Reduced -39.8k -39,820
19 Fisher Asset Management, LLC 0.02% of their portfolio PLANO, TX 1,599,3211.6m $48.6m $48.6m 0.02% Reduced -56.5k -56,526
20 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,434,9101.4m $43.6m $43.6m 0.00% Reduced -176.2k -176,234
21 SEGALL BRYANT & HAMILL, LLC 0.64% of their portfolio CHICAGO, IL 1,370,2311.4m $41.6m $41.6m 0.64% Added +28.4k +28,363
22 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio CHICAGO, IL 853,461853.5k $25.9m $25.9m 0.07% New
23 AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio Greenwich, CT 764,776764.8k $22.8m $22.8m 0.02% Added +724.6k +724,576
24 Boston Partners 0.03% of their portfolio BOSTON, MA 709,526709.5k $21.3m $21.3m 0.03% Reduced -7.2k -7,157
25 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 685,421685.4k $20.8m $20.8m 0.01% Reduced -69.5k -69,529
26 Cadence Bank 1.44% of their portfolio Tupelo, MS 662,026662.0k $20.1m $20.1m 1.44% Reduced -5.6k -5,637
27 Nuveen, LLC 0.01% of their portfolio CHARLOTTE, NC 661,715661.7k $20.1m $20.1m 0.01% First filing
28 BESSEMER GROUP INC 0.03% of their portfolio WOODBRIDGE, NJ 615,718615.7k $18.7m $18.7m 0.03% Added +614.9k +614,913
29 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 611,753611.8k $18.6m $18.6m 0.02% Reduced -12.4k -12,424
30 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 585,197585.2k $17.8m $17.8m 0.01% Added +198.7k +198,709
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 568,625568.6k $17.3m $17.3m 0.00% Reduced -35.5k -35,472
32 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 567,678567.7k $17.2m $17.2m 0.00% Added +125.5k +125,469
33 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 495,678495.7k $15.0m $15.0m 0.01% Added +4.9k +4,916
34 NATIXIS ADVISORS, LLC 0.03% of their portfolio Boston, MA 471,362471.4k $14.3m $14.3m 0.03% Reduced -12.3k -12,328
35 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 470,691470.7k $14.3m $14.3m 0.00% Added +6.3k +6,312
36 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 439,306439.3k $13.3m $13.3m 0.00% Added +260 +260
37 Qube Research & Technologies Ltd 0.02% of their portfolio LONDON, X0 436,192436.2k $13.2m $13.2m 0.02% Added +404.8k +404,793
38 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 425,330425.3k $12.9m $12.9m 0.01% Added +5.2k +5,221
39 STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio MADISON, WI 414,353414.4k $12.6m $12.6m 0.03% Added +5.0k +5,019
40 Nicholas Hoffman & Company, LLC. 0.47% of their portfolio ATLANTA, GA 411,064411.1k $12.5m $12.5m 0.47% Unchanged
41 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 410,922410.9k $12.5m $12.5m 0.01% Added +247.2k +247,225
42 UBS Group AG 0.00% of their portfolio ZURICH, V8 409,150409.1k $12.4m $12.4m 0.00% Reduced -361.6k -361,585
43 LOOMIS SAYLES & CO L P 0.02% of their portfolio BOSTON, MA 403,058403.1k $12.2m $12.2m 0.02% Reduced -618 -618
44 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 396,201396.2k $12.0m $12.0m 0.00% Added +12.3k +12,319
45 MACKENZIE FINANCIAL CORP 0.02% of their portfolio TORONTO ONTARIO, A6 392,880392.9k $11.9m $11.9m 0.02% Reduced -509.1k -509,076
46 Ranger Investment Management, L.P. 0.85% of their portfolio DALLAS, TX 392,055392.1k $11.9m $11.9m 0.85% Reduced -189.7k -189,694
47 Swiss National Bank 0.01% of their portfolio ZURICH, V8 354,053354.1k $10.7m $10.7m 0.01% Reduced -5.4k -5,400
48 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 342,774342.8k $10.4m $10.4m 0.00% Reduced -2.0k -1,999
49 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 341,977342.0k $10.4m $10.4m 0.00% Reduced -8.3k -8,288
50 Balyasny Asset Management L.P. 0.03% of their portfolio Chicago, IL 332,869332.9k $10.1m $10.1m 0.03% New
51 Allspring Global Investments Holdings, LLC 0.02% of their portfolio CHARLOTTE, NC 319,451319.5k $9.7m $9.7m 0.02% Added +147.8k +147,791
52 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio BALA CYNWYD, PA 316,392316.4k $9.6m $9.6m 0.02% Added +210.5k +210,511
53 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 312,760312.8k $9.5m $9.5m 0.01% Added +18.9k +18,915
54 Legal & General Group Plc 0.00% of their portfolio London, X0 294,899294.9k $9.0m $9.0m 0.00% Added +380 +380
55 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 294,772294.8k $8.9m $8.9m 0.01% Reduced -63.9k -63,923
56 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 294,546294.5k $8.9m $8.9m 0.02% Added +248.0k +247,978
57 Corebridge Financial, Inc. 0.05% of their portfolio HOUSTON, TX 290,734290.7k $8.8m $8.8m 0.05% Reduced -5.6k -5,604
58 Moody Aldrich Partners LLC 1.80% of their portfolio MARBLEHEAD, MA 282,433282.4k $8.6m $8.6m 1.80% Reduced -4.2k -4,230
59 ProShare Advisors LLC 0.02% of their portfolio BETHESDA, MD 280,370280.4k $8.5m $8.5m 0.02% Added +16.1k +16,100
60 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 258,394258.4k $7.8m $7.8m 0.01% Reduced -295.4k -295,430
61 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 227,943227.9k $6.9m $6.9m 0.02% Added +141 +141
62 Retirement Systems of Alabama 0.03% of their portfolio MONTGOMERY, AL 223,378223.4k $6.8m $6.8m 0.03% Added +903 +903
63 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 223,159223.2k $6.8m $6.8m 0.02% Reduced -13.4k -13,387
64 Verition Fund Management LLC 0.04% of their portfolio GREENWICH, CT 210,510210.5k $6.4m $6.4m 0.04% Reduced -274.1k -274,123
65 Hardy Reed LLC 0.55% of their portfolio TUPELO, MS 205,942205.9k $6.3m $6.3m 0.55% Reduced -2.8k -2,800
66 MetLife Investment Management, LLC 0.03% of their portfolio Whippany, NJ 205,069205.1k $6.2m $6.2m 0.03% Reduced -4.5k -4,520
67 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 196,903196.9k $6.0m $6.0m 0.01% Reduced -856.0k -856,003
68 GREAT LAKES ADVISORS, LLC 0.05% of their portfolio CHICAGO, IL 185,428185.4k $5.6m $5.6m 0.05% Reduced -28.8k -28,807
69 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 184,479184.5k $5.6m $5.6m 0.01% Added +20.2k +20,173
70 Rafferty Asset Management, LLC 0.02% of their portfolio New York, NY 184,364184.4k $5.6m $5.6m 0.02% Reduced -75.5k -75,545
71 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 179,549179.5k $5.5m $5.5m 0.01% Reduced -7.8k -7,830
72 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio CAUSEWAY BAY, K3 174,743174.7k $5.3m $5.3m 0.01% Added +17.1k +17,124
73 CRAMER ROSENTHAL MCGLYNN LLC 0.37% of their portfolio STAMFORD, CT 169,712169.7k $5.2m $5.2m 0.37% Reduced -440.1k -440,144
74 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 168,912168.9k $5.1m $5.1m 0.01% Reduced -1.9k -1,916
75 Keeley-Teton Advisors, LLC 0.62% of their portfolio Chicago, IL 168,569168.6k $5.1m $5.1m 0.62% Reduced -4.0k -3,989
76 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.05% of their portfolio FRANKFORT, KY 167,627167.6k $5.1m $5.1m 0.05% Added +7.8k +7,829
77 Interval Partners, LP 0.17% of their portfolio NEW YORK, NY 162,780162.8k $4.9m $4.9m 0.17% New
78 Homestead Advisers Corp 0.12% of their portfolio Arlington, VA 157,450157.4k $4.8m $4.8m 0.12% Added +20.7k +20,700
79 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 150,402150.4k $4.6m $4.6m 0.00% Added +927 +927
80 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 145,713145.7k $4.4m $4.4m 0.00% Added +16.8k +16,828
81 Squarepoint Ops LLC 0.01% of their portfolio NEW YORK, NY 138,296138.3k $4.2m $4.2m 0.01% New
82 KING LUTHER CAPITAL MANAGEMENT CORP 0.02% of their portfolio FORT WORTH, TX 125,450125.5k $3.8m $3.8m 0.02% Reduced -986 -986
83 DARK FOREST CAPITAL MANAGEMENT LP 0.17% of their portfolio NEW YORK, NY 125,381125.4k $3.8m $3.8m 0.17% New
84 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 125,209125.2k $3.8m $3.8m 0.01% Added +93.0k +92,983
85 Man Group plc 0.01% of their portfolio LONDON, X0 121,545121.5k $3.7m $3.7m 0.01% New
86 INTECH INVESTMENT MANAGEMENT LLC 0.04% of their portfolio WEST PALM BEACH, FL 119,375119.4k $3.6m $3.6m 0.04% Added +27.6k +27,555
87 WEDGE CAPITAL MANAGEMENT L L P/NC 0.07% of their portfolio CHARLOTTE, NC 118,851118.9k $3.6m $3.6m 0.07% Reduced -64.0k -63,977
88 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 117,828117.8k $3.6m $3.6m 0.01% Added +6.5k +6,450
89 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 114,640114.6k $3.5m $3.5m 0.00% Reduced -46.1k -46,095
90 NFJ INVESTMENT GROUP, LLC 0.11% of their portfolio DALLAS, TX 111,583111.6k $3.4m $3.4m 0.11% Unchanged
91 SENTINEL TRUST CO LBA 0.38% of their portfolio HOUSTON, TX 106,852106.9k $3.2m $3.2m 0.38% Unchanged
92 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 104,514104.5k $3.2m $3.2m 0.00% Added +54.1k +54,061
93 Trexquant Investment LP 0.04% of their portfolio STAMFORD, CT 104,218104.2k $3.2m $3.2m 0.04% Added +46.0k +46,040
94 Halter Ferguson Financial Inc. 1.69% of their portfolio CARMEL, IN 102,161102.2k $3.1m $3.1m 1.69% Unchanged
95 Csenge Advisory Group 0.16% of their portfolio CLEARWATER, FL 101,480101.5k $2.8m $2.8m 0.16% Reduced -31.5k -31,466
96 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 100,536100.5k $3.1m $3.1m 0.00% Added +4.8k +4,774
97 Vest Financial, LLC 0.05% of their portfolio MCLEAN, VA 100,099100.1k $3.0m $3.0m 0.05% Added +28.3k +28,258
98 NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio STOCKHOLM, V7 100,025100.0k $3.0m $3.0m 0.00% Added +4.4k +4,385
99 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.03% of their portfolio New York, NY 94,46094.5k $2.9m $2.9m 0.03% Reduced -2.2k -2,191
100 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 88,13388.1k $3.3m $3.3m 0.00% Added +425 +425