Vault-13

CADENCE BANK BXS

COM · Common Stock · CUSIP 12740C103 · ISIN US12740C1036

363 institutional holders +8 vs Q1 2025
161,470,631161.5m shares reported held*
$5.2bnreported value*
54 new 126 added 120 reduced 46 sold out net bought ≈ $156.4m (+4.9m 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 ($23.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $32.00. Options: 4 managers hold calls ($526.8k notional), 2 hold puts ($236.0k).

Trends to Q2 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: 355Q2 25: 363363Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025363

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 24Q3 24: 165 bought or addedQ3 24: 117 cut or sold outQ4 24: 153 bought or addedQ4 24: 137 cut or sold outQ4 24Q1 25: 175 bought or addedQ1 25: 135 cut or sold outQ2 25: 180 bought or addedQ2 25: 166 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202396131
Q4 2023127102
Q1 202497140
Q2 2024129122
Q3 2024165117
Q4 2024153137
Q1 2025175135
Q2 2025180166

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ3 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 0.55Q2 25 calls: $526.8kQ2 25 puts: $236.0kQ2 25P/C 0.45
Numbers
QuarterCallsPutsP/C
Q3 2024$4.7m$98.7k0.02
Q4 2024$1.6m$2.7m1.65
Q1 2025$3.2m$1.8m0.55
Q2 2025$526.8k$236.0k0.45

Biggest buyers

Channing Capital Management, LLC New +2,366,504+2.4m
WELLINGTON MANAGEMENT GROUP LLP Added +613,836+613.8k
GOLDMAN SACHS GROUP INC Added +583,578+583.6k
NEW YORK STATE COMMON RETIREMENT FUND Added +554,087+554.1k
JUPITER ASSET MANAGEMENT LTD New +522,143+522.1k
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Added +480,622+480.6k
JPMORGAN CHASE & CO Added +287,637+287.6k
BlackRock, Inc. Added +284,448+284.4k
MACKENZIE FINANCIAL CORP Added +280,424+280.4k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP New +276,276+276.3k

Biggest sellers

SILVERCREST ASSET MANAGEMENT GROUP LLC Reduced -906,098-906.1k
STATE STREET CORP Reduced -471,080-471.1k
Balyasny Asset Management L.P. Reduced -308,141-308.1k
Corebridge Financial, Inc. Sold out -290,734-290.7k
Qube Research & Technologies Ltd Reduced -250,380-250.4k
BARCLAYS PLC Reduced -222,719-222.7k
T. Rowe Price Investment Management, Inc. Reduced -213,708-213.7k
JANE STREET GROUP, LLC Reduced -210,057-210.1k
VOYA INVESTMENT MANAGEMENT LLC Reduced -207,067-207.1k
DIMENSIONAL FUND ADVISORS LP Reduced -202,086-202.1k

Biggest calls

CITADEL ADVISORS LLC Reduced $265.4k8.3k shares
SIMPLEX TRADING, LLC Added $239.0k7.5k shares
GROUP ONE TRADING LLC New $22.4k700 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SIMPLEX TRADING, LLC Unchanged $236.0k7.4k 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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 20,253,20020.3m $647.7m $647.7m 0.01% Added +3.8k +3,840
2 BlackRock, Inc. 0.01% of their portfolio New York, NY 18,183,63918.2m $581.5m $581.5m 0.01% Added +284.4k +284,448
3 FMR LLC 0.03% of their portfolio BOSTON, MA 16,498,93716.5m $527.6m $527.6m 0.03% Added +89.6k +89,582
4 WELLINGTON MANAGEMENT GROUP LLP 0.08% of their portfolio Boston, MA 14,095,42114.1m $450.8m $450.8m 0.08% Added +613.8k +613,836
5 DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio AUSTIN, TX 9,757,6239.8m $312.1m $312.1m 0.07% Reduced -202.1k -202,086
6 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 8,523,1258.5m $274.9m $274.9m 0.01% Reduced -471.1k -471,080
7 T. Rowe Price Investment Management, Inc. 0.11% of their portfolio BALTIMORE, MD 5,306,3495.3m $169.7m $169.7m 0.11% Reduced -213.7k -213,708
8 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 4,664,3614.7m $149.2m $149.2m 0.01% Added +113.6k +113,593
9 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.94% of their portfolio NEW YORK, NY 4,394,6104.4m $140.5m $140.5m 0.94% Reduced -906.1k -906,098
10 FULLER & THALER ASSET MANAGEMENT, INC. 0.42% of their portfolio SAN MATEO, CA 3,616,9763.6m $115.7m $115.7m 0.42% Reduced -2.6k -2,568
11 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 3,414,7093.4m $109.2m $109.2m 0.02% Added +583.6k +583,578
12 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.87% of their portfolio HOUSTON, TX 2,896,8202.9m $92.6m $92.6m 0.87% Added +480.6k +480,622
13 FIRST TRUST ADVISORS LP 0.07% of their portfolio Wheaton, IL 2,587,2212.6m $82.7m $82.7m 0.07% Added +266.6k +266,621
14 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 2,555,8222.6m $81.7m $81.7m 0.01% Reduced -53.4k -53,409
15 Channing Capital Management, LLC 2.10% of their portfolio Chicago, IL 2,366,5042.4m $75.7m $75.7m 2.10% New
16 NORGES BANK 0.01% of their portfolio OSLO, Q8 2,227,4722.2m $71.2m $71.2m 0.01% Added +33.7k +33,681
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 2,180,6232.2m $69.7m $69.7m 0.01% Reduced -76.3k -76,255
18 MACQUARIE GROUP LTD 0.08% of their portfolio Sydney, NSW 2000, C3 1,980,6612.0m $63.3m $63.3m 0.08% Reduced -62.7k -62,747
19 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,814,1411.8m $58.0m $58.0m 0.01% Added +17.4k +17,367
20 Fisher Asset Management, LLC 0.02% of their portfolio PLANO, TX 1,486,4911.5m $47.5m $47.5m 0.02% Reduced -112.8k -112,830
21 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,427,4361.4m $45.6m $45.6m 0.00% Reduced -7.5k -7,474
22 SEGALL BRYANT & HAMILL, LLC 0.61% of their portfolio CHICAGO, IL 1,362,8891.4m $43.6m $43.6m 0.61% Reduced -7.3k -7,342
23 AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio Greenwich, CT 1,012,5191.0m $32.4m $32.4m 0.03% Added +247.7k +247,743
24 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio CHICAGO, IL 857,170857.2k $27.4m $27.4m 0.07% Added +3.7k +3,709
25 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 856,262856.3k $27.4m $27.4m 0.00% Added +287.6k +287,637
26 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 770,940770.9k $24.7m $24.7m 0.00% Added +203.3k +203,262
27 Boston Partners 0.03% of their portfolio BOSTON, MA 696,966697.0k $22.6m $22.6m 0.03% Reduced -12.6k -12,560
28 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 676,099676.1k $21.6m $21.6m 0.00% Added +205.4k +205,408
29 MACKENZIE FINANCIAL CORP 0.03% of their portfolio TORONTO ONTARIO, A6 673,304673.3k $21.5m $21.5m 0.03% Added +280.4k +280,424
30 Cadence Bank 1.40% of their portfolio Tupelo, MS 666,000666.0k $21.3m $21.3m 1.40% Added +4.0k +3,974
31 BESSEMER GROUP INC 0.03% of their portfolio WOODBRIDGE, NJ 644,359644.4k $20.6m $20.6m 0.03% Added +28.6k +28,641
32 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 627,985628.0k $20.1m $20.1m 0.02% Added +16.2k +16,232
33 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 612,731612.7k $19.6m $19.6m 0.00% Added +173.4k +173,425
34 NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio ALBANY, NY 610,459610.5k $19.5m $19.5m 0.03% Added +554.1k +554,087
35 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 590,593590.6k $18.9m $18.9m 0.01% Added +165.3k +165,263
36 Nuveen, LLC 0.01% of their portfolio CHARLOTTE, NC 568,048568.0k $18.2m $18.2m 0.01% Reduced -93.7k -93,667
37 NATIXIS ADVISORS, LLC 0.03% of their portfolio Boston, MA 537,723537.7k $17.2m $17.2m 0.03% Added +66.4k +66,361
38 JUPITER ASSET MANAGEMENT LTD 0.14% of their portfolio London, X0 522,143522.1k $16.7m $16.7m 0.14% New
39 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 477,009477.0k $15.3m $15.3m 0.01% Reduced -18.7k -18,669
40 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 462,702462.7k $14.8m $14.8m 0.01% Reduced -222.7k -222,719
41 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 441,493441.5k $14.1m $14.1m 0.00% Added +45.3k +45,292
42 Nicholas Hoffman & Company, LLC. 0.34% of their portfolio ATLANTA, GA 411,064411.1k $13.1m $13.1m 0.34% Unchanged
43 UBS Group AG 0.00% of their portfolio ZURICH, V8 407,291407.3k $13.0m $13.0m 0.00% Reduced -1.9k -1,859
44 STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio MADISON, WI 406,769406.8k $13.0m $13.0m 0.03% Reduced -7.6k -7,584
45 LOOMIS SAYLES & CO L P 0.02% of their portfolio BOSTON, MA 401,961402.0k $12.9m $12.9m 0.02% Reduced -1.1k -1,097
46 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 383,174383.2k $12.3m $12.3m 0.00% Reduced -202.0k -202,023
47 Ranger Investment Management, L.P. 0.83% of their portfolio DALLAS, TX 371,955372.0k $11.9m $11.9m 0.83% Reduced -20.1k -20,100
48 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 351,420351.4k $11.3m $11.3m 0.00% Added +8.6k +8,646
49 Swiss National Bank 0.01% of their portfolio ZURICH, V8 349,153349.2k $11.2m $11.2m 0.01% Reduced -4.9k -4,900
50 Allspring Global Investments Holdings, LLC 0.02% of their portfolio CHARLOTTE, NC 345,586345.6k $11.6m $11.6m 0.02% Added +26.1k +26,135
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio BALA CYNWYD, PA 338,138338.1k $10.8m $10.8m 0.02% Added +21.7k +21,746
52 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 331,605331.6k $10.6m $10.6m 0.01% Added +18.8k +18,845
53 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 321,677321.7k $10.3m $10.3m 0.00% Reduced -20.3k -20,300
54 Legal & General Group Plc 0.00% of their portfolio London, X0 301,941301.9k $9.7m $9.7m 0.00% Added +7.0k +7,042
55 Trexquant Investment LP 0.10% of their portfolio STAMFORD, CT 282,328282.3k $9.0m $9.0m 0.10% Added +178.1k +178,110
56 Moody Aldrich Partners LLC 1.72% of their portfolio MARBLEHEAD, MA 278,160278.2k $8.9m $8.9m 1.72% Reduced -4.3k -4,273
57 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio BOSTON, MA 276,276276.3k $8.8m $8.8m 0.01% New
58 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 255,763255.8k $8.2m $8.2m 0.01% Reduced -39.0k -39,009
59 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 250,284250.3k $8.0m $8.0m 0.02% Added +27.1k +27,125
60 Verition Fund Management LLC 0.04% of their portfolio GREENWICH, CT 242,460242.5k $7.8m $7.8m 0.04% Added +31.9k +31,950
61 ProShare Advisors LLC 0.02% of their portfolio BETHESDA, MD 238,554238.6k $7.6m $7.6m 0.02% Reduced -41.8k -41,816
62 Retirement Systems of Alabama 0.03% of their portfolio MONTGOMERY, AL 227,796227.8k $7.3m $7.3m 0.03% Added +4.4k +4,418
63 Point72 Asset Management, L.P. 0.02% of their portfolio STAMFORD, CT 220,818220.8k $7.1m $7.1m 0.02% New
64 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 216,291216.3k $6.9m $6.9m 0.00% Reduced -42.1k -42,103
65 Hardy Reed LLC 0.53% of their portfolio TUPELO, MS 205,642205.6k $6.6m $6.6m 0.53% Reduced -300 -300
66 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 203,855203.9k $6.5m $6.5m 0.01% Reduced -207.1k -207,067
67 MetLife Investment Management, LLC 0.04% of their portfolio Whippany, NJ 202,287202.3k $6.5m $6.5m 0.04% Reduced -2.8k -2,782
68 Rafferty Asset Management, LLC 0.02% of their portfolio New York, NY 199,494199.5k $6.4m $6.4m 0.02% Added +15.1k +15,130
69 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio CAUSEWAY BAY, K3 190,255190.3k $6.1m $6.1m 0.01% Added +15.5k +15,512
70 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 186,368186.4k $6.0m $6.0m 0.01% Added +1.9k +1,889
71 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 185,812185.8k $5.9m $5.9m 0.01% Reduced -250.4k -250,380
72 GREAT LAKES ADVISORS, LLC 0.05% of their portfolio CHICAGO, IL 181,505181.5k $5.8m $5.8m 0.05% Reduced -3.9k -3,923
73 Interval Partners, LP 0.13% of their portfolio NEW YORK, NY 179,664179.7k $5.7m $5.7m 0.13% Added +16.9k +16,884
74 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 173,404173.4k $5.5m $5.5m 0.01% Reduced -6.1k -6,145
75 Man Group plc 0.01% of their portfolio LONDON, X0 172,609172.6k $5.5m $5.5m 0.01% Added +51.1k +51,064
76 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.04% of their portfolio FRANKFORT, KY 171,606171.6k $5.5m $5.5m 0.04% Added +4.0k +3,979
77 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 168,437168.4k $5.4m $5.4m 0.01% Reduced -475 -475
78 EMERALD ADVISERS, LLC 0.18% of their portfolio LEOLA, PA 156,375156.4k $5.0m $5.0m 0.18% New
79 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 153,152153.2k $4.9m $4.9m 0.00% Added +7.4k +7,439
80 FCG Investment Co 2.54% of their portfolio Germantown, TN 152,525152.5k $4.9m $4.9m 2.54% New
81 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 151,473151.5k $4.8m $4.8m 0.00% Added +1.1k +1,071
82 GAMCO INVESTORS, INC. ET AL 0.05% of their portfolio GREENWICH, CT 148,550148.6k $4.8m $4.8m 0.05% Added +64.7k +64,690
83 Homestead Advisers Corp 0.11% of their portfolio Arlington, VA 147,150147.2k $4.7m $4.7m 0.11% Reduced -10.3k -10,300
84 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 142,501142.5k $4.6m $4.6m 0.01% Reduced -85.4k -85,442
85 CIBC Private Wealth Group LLC 0.01% of their portfolio ATLANTA, GA 133,239133.2k $4.3m $4.3m 0.01% Added +126.9k +126,919
86 Vest Financial, LLC 0.06% of their portfolio MCLEAN, VA 128,107128.1k $4.1m $4.1m 0.06% Added +28.0k +28,008
87 KING LUTHER CAPITAL MANAGEMENT CORP 0.02% of their portfolio FORT WORTH, TX 126,150126.2k $4.0m $4.0m 0.02% Added +700 +700
88 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 122,302122.3k $3.9m $3.9m 0.00% Added +7.7k +7,662
89 PRUDENTIAL PLC 0.02% of their portfolio LONDON, X0 121,525121.5k $3.9m $3.9m 0.02% Added +72.5k +72,536
90 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 121,090121.1k $3.9m $3.9m 0.00% Added +45.1k +45,064
91 GABELLI FUNDS LLC 0.03% of their portfolio Rye, NY 118,405118.4k $3.8m $3.8m 0.03% Added +100.9k +100,905
92 WEDGE CAPITAL MANAGEMENT L L P/NC 0.07% of their portfolio CHARLOTTE, NC 116,365116.4k $3.7m $3.7m 0.07% Reduced -2.5k -2,486
93 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.09% of their portfolio HOUSTON, TX 115,133115.1k $3.7m $3.7m 0.09% New
94 INTECH INVESTMENT MANAGEMENT LLC 0.03% of their portfolio WEST PALM BEACH, FL 110,144110.1k $3.5m $3.5m 0.03% Reduced -9.2k -9,231
95 NFJ INVESTMENT GROUP, LLC 0.12% of their portfolio DALLAS, TX 109,089109.1k $3.5m $3.5m 0.12% Reduced -2.5k -2,494
96 SENTINEL TRUST CO LBA 0.37% of their portfolio HOUSTON, TX 106,852106.9k $3.4m $3.4m 0.37% Unchanged
97 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 106,720106.7k $3.4m $3.4m 0.00% Added +6.2k +6,184
98 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 103,047103.0k $3.3m $3.3m 0.01% Reduced -22.2k -22,162
99 Halter Ferguson Financial Inc. 1.20% of their portfolio CARMEL, IN 102,161102.2k $3.3m $3.3m 1.20% Unchanged
100 NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio STOCKHOLM, V7 101,585101.6k $3.3m $3.3m 0.00% Added +1.6k +1,560