Cadence Bank is based out of Tupelo. Their last reported 13F filing for Q4 2023 included $1,231,131,038 in managed 13F securities
and a top 10 holdings concentration of 40.3%. Cadence Bank's largest holding is Murphy USA Inc with shares held of 420,165. Whalewisdom has at least 25 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
CADE Cadence Bank | 0.59% |
AVGO Broadcom Ltd. (Avago | 0.49% |
PFE Pfizer, Inc. | 0.43% |
MSFT Microsoft Corp. | 0.38% |
KMB Kimberly-Clark Corp. | 0.23% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
MUR Murphy Oil Corp. | 0.86% |
VZ Verizon Communicatio | 0.52% |
MUSA Murphy USA Inc | 0.47% |
AAP Advance Auto Parts, | 0.23% |
ORI Old Republic Interna | 0.2% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
MUSA Murphy USA Inc | 12.17% |
MGC VANGUARD MEGA CAP IN | 5.8% |
MUR Murphy Oil Corp. | 5.71% |
MSFT Microsoft Corp. | 3.91% |
AAPL Apple Inc | 3.04% |
2023-12-31
13F Activity
Market Value | $1.23b, Prior: $1.14b |
New Purchases | 17 stocks |
Added To | 87 stocks |
Sold out of | 13 stocks |
Reduced holdings in | 134 stocks |
Top 10 Holdings % | 40.3% |
Turnover %[1] | 9.15% |
Turnover Alt %[2] | 2.09% |
Time Held Top 20 | 13.3 quarters |
Time Held Top 10 | 11.8 quarters |
Time Held All | 11.55 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31