Vault-13

CADENCE BANK BXS

COM · Common Stock · CUSIP 12740C103 · ISIN US12740C1036

419 institutional holders +19 vs Q3 2025
165,188,552165.2m shares reported held*
$7.1bnreported value*
67 new 106 added 146 reduced 54 sold out net sold ≈ $236.6m (-5.5m 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 ($12.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $42.86. Options: 1 managers hold calls ($1.3m notional), 1 hold puts ($21.4k).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 312Q4 22: 312Q1 23: 287Q2 23: 268Q3 23: 258Q4 23: 289Q1 24: 286Q2 24: 297Q3 24: 329Q4 24: 339Q1 25: 355Q2 25: 363Q3 25: 400Q4 25: 419419Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025400
Q4 2025419

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 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 25Q3 25: 201 bought or addedQ3 25: 140 cut or sold outQ4 25: 173 bought or addedQ4 25: 200 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202497140
Q2 2024129122
Q3 2024165117
Q4 2024153137
Q1 2025175135
Q2 2025180166
Q3 2025201140
Q4 2025173200

Calls vs puts

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

CallsPuts
$0$1m$2m$3m$4mQ1 25 calls: $3.2mQ1 25 puts: $1.8mQ1 25P/C 0.55Q2 25 calls: $526.8kQ2 25 puts: $236.0kQ2 25P/C 0.45Q3 25 calls: $3.6mQ3 25 puts: $18.0kQ3 25P/C 0.00Q4 25 calls: $1.3mQ4 25 puts: $21.4kQ4 25P/C 0.02
Numbers
QuarterCallsPutsP/C
Q1 2025$3.2m$1.8m0.55
Q2 2025$526.8k$236.0k0.45
Q3 2025$3.6m$18.0k0.00
Q4 2025$1.3m$21.4k0.02

Biggest buyers

Pentwater Capital Management LP New +6,230,000+6.2m
Balyasny Asset Management L.P. Added +3,442,693+3.4m
WHITEBOX ADVISORS LLC New +3,000,001+3.0m
AQR Arbitrage LLC New +2,179,665+2.2m
ALLIANCEBERNSTEIN L.P. Added +2,155,881+2.2m
First Trust Capital Management L.P. New +2,112,573+2.1m
GLAZER CAPITAL, LLC New +1,959,734+2.0m
FULLER & THALER ASSET MANAGEMENT, INC. Added +1,715,837+1.7m
TORONTO DOMINION BANK New +1,688,900+1.7m
GOLDMAN SACHS GROUP INC Added +1,326,171+1.3m

Biggest sellers

WELLINGTON MANAGEMENT GROUP LLP Reduced -7,298,958-7.3m
North Reef Capital Management LP Sold out -7,055,000-7.1m
T. Rowe Price Investment Management, Inc. Reduced -3,860,110-3.9m
FMR LLC Reduced -3,135,476-3.1m
Channing Capital Management, LLC Sold out -2,336,873-2.3m
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. Reduced -2,132,890-2.1m
SILVERCREST ASSET MANAGEMENT GROUP LLC Reduced -2,029,370-2.0m
MACQUARIE GROUP LTD Sold out -1,994,988-2.0m
JPMORGAN CHASE & CO Reduced -712,107-712.1k
Fisher Asset Management, LLC Reduced -711,801-711.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.3m30.1k shares

Biggest puts

SIMPLEX TRADING, LLC Unchanged $21.4k500 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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 20,026,54720.0m $857.9m $857.9m 0.01% Reduced -251.8k -251,830
2 BlackRock, Inc. 0.01% of their portfolio New York, NY 17,969,40818.0m $769.8m $769.8m 0.01% Reduced -129.1k -129,088
3 DIMENSIONAL FUND ADVISORS LP 0.09% of their portfolio AUSTIN, TX 9,847,2249.8m $421.9m $421.9m 0.09% Added +10.3k +10,257
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 8,839,6968.8m $381.2m $381.2m 0.01% Reduced -547.7k -547,658
5 Pentwater Capital Management LP 1.93% of their portfolio Naples, FL 6,230,0006.2m $266.9m $266.9m 1.93% New
6 WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio Boston, MA 6,173,7676.2m $264.5m $264.5m 0.05% Reduced -7.3m -7,298,958
7 FULLER & THALER ASSET MANAGEMENT, INC. 0.39% of their portfolio SAN MATEO, CA 5,329,5705.3m $228.3m $228.3m 0.39% Added +1.7m +1,715,837
8 FMR LLC 0.01% of their portfolio BOSTON, MA 4,927,4044.9m $211.1m $211.1m 0.01% Reduced -3.1m -3,135,476
9 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 4,626,5694.6m $198.2m $198.2m 0.01% Added +6.5k +6,508
10 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 3,891,3853.9m $166.7m $166.7m 0.02% Added +1.3m +1,326,171
11 Balyasny Asset Management L.P. 0.29% of their portfolio Chicago, IL 3,675,0333.7m $157.4m $157.4m 0.29% Added +3.4m +3,442,693
12 WHITEBOX ADVISORS LLC 2.14% of their portfolio MINNEAPOLIS, MN 3,000,0013.0m $128.5m $128.5m 2.14% New
13 OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 3.34% of their portfolio CHICAGO, IL 2,916,8092.9m $125.0m $125.0m 3.34% Not comparable
14 ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio NASHVILLE, TN 2,534,8922.5m $108.6m $108.6m 0.03% Added +2.2m +2,155,881
15 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 2,471,0742.5m $105.9m $105.9m 0.01% Reduced -162.1k -162,099
16 NORGES BANK 0.01% of their portfolio OSLO, Q8 2,310,0542.3m $99.0m $99.0m 0.01% Not comparable
17 AQR Arbitrage LLC 1.96% of their portfolio Greenwich, CT 2,179,6652.2m $93.4m $93.4m 1.96% New
18 FIRST TRUST ADVISORS LP 0.07% of their portfolio Wheaton, IL 2,171,9152.2m $93.0m $93.0m 0.07% Reduced -451.9k -451,852
19 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.26% of their portfolio CHICAGO, IL 2,137,4822.1m $91.6m $91.6m 0.26% Reduced -407.0k -407,017
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 2,125,4732.1m $91.1m $91.1m 0.01% Reduced -41.0k -41,027
21 First Trust Capital Management L.P. 5.48% of their portfolio CHICAGO, IL 2,112,5732.1m $90.5m $90.5m 5.48% New
22 GLAZER CAPITAL, LLC 2.21% of their portfolio New York, NY 1,959,7342.0m $84.0m $84.0m 2.21% New
23 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.57% of their portfolio NEW YORK, NY 1,944,5311.9m $83.3m $83.3m 0.57% Reduced -2.0m -2,029,370
24 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 1,871,7741.9m $80.2m $80.2m 0.01% Added +52.3k +52,334
25 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.12% of their portfolio PHILADELPHIA, PA 1,787,9251.8m $76.6m $76.6m 0.12% First filing
26 TORONTO DOMINION BANK 0.13% of their portfolio TORONTO, ONTARIO, A6 1,688,9001.7m $72.4m $72.4m 0.13% New
27 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,582,4631.6m $67.8m $67.8m 0.00% Added +340.6k +340,591
28 MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio NEW YORK, NY 1,472,3331.5m $63.1m $63.1m 0.05% Added +849.2k +849,182
29 Cadence Bank 3.20% of their portfolio Tupelo, MS 1,274,9981.3m $54.6m $54.6m 3.20% Added +58.2k +58,152
30 T. Rowe Price Investment Management, Inc. 0.02% of their portfolio BALTIMORE, MD 1,213,6831.2m $52.0m $52.0m 0.02% Reduced -3.9m -3,860,110
31 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,183,5501.2m $50.7m $50.7m 0.00% Added +44.4k +44,364
32 SEGALL BRYANT & HAMILL, LLC 0.59% of their portfolio CHICAGO, IL 1,012,3391.0m $43.4m $43.4m 0.59% Reduced -337.9k -337,922
33 Polar Asset Management Partners Inc. 0.84% of their portfolio TORONTO, A6 983,756983.8k $42.1m $42.1m 0.84% Added +974.6k +974,624
34 NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio NEW YORK, NY 927,202927.2k $39.7m $39.7m 0.03% Added +908.0k +907,957
35 Boston Partners 0.04% of their portfolio BOSTON, MA 845,976846.0k $36.3m $36.3m 0.04% Added +149.2k +149,180
36 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.06% of their portfolio TORONTO, A6 813,391813.4k $34.8m $34.8m 0.06% Added +779.4k +779,391
37 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.33% of their portfolio HOUSTON, TX 798,680798.7k $34.2m $34.2m 0.33% Reduced -2.1m -2,132,890
38 BESSEMER GROUP INC 0.05% of their portfolio WOODBRIDGE, NJ 749,435749.4k $32.1m $32.1m 0.05% Added +4.4k +4,430
39 Nuveen, LLC 0.01% of their portfolio CHARLOTTE, NC 718,940718.9k $30.8m $30.8m 0.01% Reduced -74.4k -74,413
40 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 701,052701.1k $30.0m $30.0m 0.02% Added +88.5k +88,511
41 Fisher Asset Management, LLC 0.01% of their portfolio PLANO, TX 691,155691.2k $29.6m $29.6m 0.01% Reduced -711.8k -711,801
42 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 653,615653.6k $28.0m $28.0m 0.00% Reduced -712.1k -712,107
43 NFJ INVESTMENT GROUP, LLC 0.98% of their portfolio DALLAS, TX 634,326634.3k $27.2m $27.2m 0.98% Added +2.4k +2,375
44 SOROS FUND MANAGEMENT LLC 0.34% of their portfolio NEW YORK, NY 597,348597.3k $25.6m $25.6m 0.34% New
45 UBS Group AG 0.00% of their portfolio ZURICH, V8 581,326581.3k $24.9m $24.9m 0.00% Reduced -501.0k -501,004
46 Sagefield Capital LP 2.10% of their portfolio DALLAS, TX 578,203578.2k $24.8m $24.8m 2.10% New
47 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 572,776572.8k $24.5m $24.5m 0.02% Reduced -48.2k -48,210
48 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 554,385554.4k $23.7m $23.7m 0.00% Reduced -58.4k -58,361
49 Allianz Asset Management GmbH 0.03% of their portfolio MUNICH, 2M 515,169515.2k $22.1m $22.1m 0.03% New
50 PICTON MAHONEY ASSET MANAGEMENT 0.24% of their portfolio Toronto, A6 505,100505.1k $21.6m $21.6m 0.24% New
51 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 483,757483.8k $20.7m $20.7m 0.01% Reduced -493.4k -493,367
52 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 471,326471.3k $20.2m $20.2m 0.01% Added +15.9k +15,899
53 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio Toronto, A6 441,493441.5k $18.9m $18.9m 0.02% Reduced -19.8k -19,787
54 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 441,256441.3k $18.9m $18.9m 0.01% Added +325.5k +325,529
55 Bridgewater Associates, LP 0.07% of their portfolio Westport, CT 436,720436.7k $18.7m $18.7m 0.07% Added +7.1k +7,086
56 Interval Partners, LP 0.43% of their portfolio NEW YORK, NY 430,330430.3k $18.4m $18.4m 0.43% Added +347.1k +347,054
57 Nicholas Hoffman & Company, LLC. 0.40% of their portfolio ATLANTA, GA 406,743406.7k $17.4m $17.4m 0.40% Unchanged
58 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 392,988393.0k $16.8m $16.8m 0.01% Reduced -206.6k -206,587
59 KENNEDY CAPITAL MANAGEMENT LLC 0.36% of their portfolio ST LOUIS, MO 391,355391.4k $16.8m $16.8m 0.36% Added +156.0k +156,037
60 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 382,691382.7k $16.4m $16.4m 0.00% Reduced -26.1k -26,086
61 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 382,671382.7k $16.4m $16.4m 0.01% Reduced -78.4k -78,425
62 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 376,584376.6k $16.1m $16.1m 0.01% Added +22.5k +22,493
63 Swiss National Bank 0.01% of their portfolio ZURICH, V8 360,253360.3k $15.4m $15.4m 0.01% Added +5.9k +5,900
64 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 359,022359.0k $15.4m $15.4m 0.00% Reduced -49.3k -49,313
65 Westchester Capital Management, LLC 0.66% of their portfolio VALHALLA, NY 328,564328.6k $14.1m $14.1m 0.66% New
66 Freestone Grove Partners LP 0.10% of their portfolio San Francisco, CA 311,017311.0k $13.3m $13.3m 0.10% Reduced -68.2k -68,196
67 WATER ISLAND CAPITAL LLC 1.56% of their portfolio NEW YORK, NY 297,603297.6k $12.7m $12.7m 1.56% New
68 Legal & General Group Plc 0.00% of their portfolio London, X0 278,329278.3k $11.9m $11.9m 0.00% Reduced -17.6k -17,569
69 Moody Aldrich Partners LLC 2.22% of their portfolio MARBLEHEAD, MA 277,915277.9k $11.9m $11.9m 2.22% Reduced -13.5k -13,478
70 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 262,702262.7k $11.3m $11.3m 0.02% Reduced -3.6k -3,620
71 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 259,432259.4k $11.1m $11.1m 0.01% Added +133.2k +133,237
72 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 258,608258.6k $11.1m $11.1m 0.00% Reduced -442.3k -442,303
73 Versor Investments LP 1.70% of their portfolio New York, NY 254,322254.3k $10.9m $10.9m 1.70% Added +229.9k +229,922
74 Retirement Systems of Alabama 0.03% of their portfolio MONTGOMERY, AL 223,554223.6k $9.6m $9.6m 0.03% Reduced -1.7k -1,703
75 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 216,754216.8k $9.3m $9.3m 0.00% Added +66.3k +66,284
76 TUDOR INVESTMENT CORP ET AL 0.05% of their portfolio STAMFORD, CT 214,835214.8k $9.2m $9.2m 0.05% New
77 Grantham, Mayo, Van Otterloo & Co. LLC 0.02% of their portfolio Boston, MA 213,281213.3k $9.1m $9.1m 0.02% New
78 Birnam Oak Advisors, LP 2.02% of their portfolio New York, NY 210,338210.3k $9.0m $9.0m 2.02% New
79 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 206,099206.1k $8.9m $8.9m 0.01% Reduced -16.3k -16,274
80 Hardy Reed LLC 0.63% of their portfolio TUPELO, MS 205,378205.4k $8.8m $8.8m 0.63% Reduced -264 -264
81 Rafferty Asset Management, LLC 0.03% of their portfolio New York, NY 195,091195.1k $8.4m $8.4m 0.03% Reduced -93.9k -93,939
82 ProShare Advisors LLC 0.01% of their portfolio BETHESDA, MD 192,443192.4k $8.2m $8.2m 0.01% Reduced -12.0k -12,042
83 MetLife Investment Management, LLC 0.04% of their portfolio Whippany, NJ 190,755190.8k $8.2m $8.2m 0.04% Reduced -10.5k -10,507
84 Verition Fund Management LLC 0.04% of their portfolio GREENWICH, CT 190,079190.1k $8.1m $8.1m 0.04% Reduced -12.7k -12,705
85 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 180,068180.1k $7.7m $7.7m 0.01% Reduced -16.1k -16,072
86 ABC ARBITRAGE SA 0.70% of their portfolio PARIS, I0 174,532174.5k $7.5m $7.5m 0.70% New
87 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 173,710173.7k $7.4m $7.4m 0.01% Added +1.2k +1,209
88 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 173,189173.2k $7.4m $7.4m 0.00% Added +5.5k +5,546
89 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 172,211172.2k $7.4m $7.4m 0.01% Reduced -228 -228
90 GREAT LAKES ADVISORS, LLC 0.06% of their portfolio CHICAGO, IL 171,420171.4k $7.3m $7.3m 0.06% Unchanged
91 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.05% of their portfolio FRANKFORT, KY 157,278157.3k $6.7m $6.7m 0.05% Unchanged
92 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 156,259156.3k $6.7m $6.7m 0.00% Added +95.2k +95,180
93 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 152,930152.9k $6.6m $6.6m 0.00% Reduced -127.6k -127,646
94 Slotnik Capital, LLC 1.76% of their portfolio DALLAS, TX 150,000150.0k $6.4m $6.4m 1.76% New
95 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 145,659145.7k $6.2m $6.2m 0.00% Reduced -10.1k -10,122
96 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 141,878141.9k $6.1m $6.1m 0.01% Reduced -67.1k -67,053
97 SummitTX Capital, L.P. 0.18% of their portfolio FORT WORTH, TX 139,317139.3k $6.0m $6.0m 0.18% New
98 Skandinaviska Enskilda Banken AB (publ) 0.02% of their portfolio STOCKHOLM, V7 138,397138.4k $5.9m $5.9m 0.02% New
99 CIBC Private Wealth Group LLC 0.01% of their portfolio ATLANTA, GA 136,576136.6k $5.9m $5.9m 0.01% Reduced -1.1k -1,067
100 Weiss Asset Management LP 0.08% of their portfolio BOSTON, MA 135,082135.1k $5.8m $5.8m 0.08% Not comparable