Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
60
6
5
2
2
1
33
4
0
CADENCE BANK NA

Time Period2018-03-31

Total Holdings160

Total Value ($x1000)251,291
Activities
New4

Increased54

Unchanged15

Decreased87

Sold Out24

Top 10 Stock Holdingstotal 32.66%
XOM9.36

PG6.04

JNJ2.97

JPM2.39

WMT2.33

 
MSFT2.07

KO1.96

INTC1.95

CVX1.88

MRK1.71

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
XOM
9.36%
COM
PG
6.04%
COM
JNJ
2.97%
COM
JPM
2.39%
COM
WMT
2.33%
COM
MSFT
2.07%
COM
KO
1.96%
COM
INTC
1.95%
COM
CVX
1.88%
COM
MRK
1.71%
COM
CSCO
1.54%
COM
VEA
1.49%
FTSE DEV MKT ETF
PFE
1.38%
COM
MMM
1.33%
COM
IBM
1.24%
COM
ACN
1.16%
SHS CLASS A
RTN
1.12%
COM NEW
PM
1.12%
COM
BP
1.12%
SPONSORED ADR
ABT
1.11%
COM
NSC
1.11%
COM
TGT
1.1%
COM
PEG
1.08%
COM
AMP
1.05%
COM
PNC
1.04%
COM
TRV
1.03%
COM
IJH
1.03%
CORE S&P MCP ETF
AAPL
1.01%
COM
SPY
0.98%
TR UNIT
EFA
0.94%
MSCI EAFE ETF
BBT
0.93%
COM
IWF
0.92%
RUS 1000 GRW ETF
HD
0.87%
COM
GE
0.86%
COM
VZ
0.84%
COM
MO
0.83%
COM
UN
0.82%
N Y SHS NEW
DRI
0.8%
COM
WBA
0.79%
COM
T
0.79%
COM
GM
0.78%
COM
NVS
0.77%
SPONSORED ADR
VVC
0.75%
COM
LLY
0.74%
COM
WYN
0.74%
COM
LOW
0.67%
COM
MCD
0.66%
COM
UGI
0.61%
COM
ABBV
0.6%
COM
DVY
0.59%
SELECT DIVID ETF
STI
0.59%
COM
VTI
0.57%
TOTAL STK MKT
IDV
0.57%
INTL SEL DIV ETF
DON
0.56%
MIDCAP DIVI FD
UNP
0.52%
COM
SLB
0.52%
COM
PRU
0.52%
COM
COP
0.52%
COM
PEP
0.51%
COM
HPT
0.51%
COM SH BEN INT
NVDA
0.51%
COM
IJR
0.5%
CORE S&P SCP ETF
HST
0.49%
COM
OHI
0.47%
COM
DWDP
0.45%
COM
LUV
0.43%
COM
DHS
0.43%
EQTY INC ETF
WFC
0.43%
COM
IJK
0.43%
S&P MC 400GR ETF
SEB
0.42%
COM
AEP
0.42%
COM
IJJ
0.42%
S&P MC 400VL ETF
ALL
0.42%
COM
SDY
0.4%
S&P DIVID ETF
AMZN
0.4%
COM
UTX
0.39%
COM
TMO
0.39%
COM
IWD
0.37%
RUS 1000 VAL ETF
DTE
0.37%
COM
IWO
0.36%
RUS 2000 GRW ETF
MDLZ
0.35%
CL A
UNH
0.34%
COM
TPR
0.34%
COM
DUK
0.33%
COM NEW
IWN
0.33%
RUS 2000 VAL ETF
EPD
0.33%
COM
IVV
0.32%
CORE S&P500 ETF
BA
0.32%
COM
CVS
0.32%
COM
DIS
0.32%
COM DISNEY
BMY
0.31%
COM
PWR
0.3%
COM
IWS
0.3%
RUS MDCP VAL ETF
GOOGL
0.29%
CAP STK CL A
URI
0.29%
COM
EMR
0.28%
COM
MPC
0.28%
COM
TXN
0.28%
COM
EEM
0.27%
MSCI EMG MKT ETF
MDY
0.26%
UTSER1 S&PDCRP
DEM
0.25%
EMERG MKTS ETF
THO
0.25%
COM
GOOG
0.25%
CAP STK CL C
AGN
0.24%
SHS
MET
0.24%
COM
DGRS
0.24%
US S CAP DIV GRW
FISV
0.22%
COM
BAC
0.21%
COM
ADP
0.21%
COM
BPL
0.21%
UNIT LTD PARTN
NEE
0.21%
COM
IWP
0.2%
RUS MD CP GR ETF
BSCK
0.2%
GUG BULL2020 E
HON
0.2%
COM
BSCJ
0.2%
GUG BULL2019 E
AMGN
0.2%
COM
KSS
0.2%
COM
LMT
0.2%
COM
DE
0.19%
COM
UNM
0.18%
COM
INTU
0.17%
COM
BRK.B
0.16%
CL B NEW
IWV
0.16%
RUSSELL 3000 ETF
VWO
0.15%
FTSE EMR MKT ETF
KHC
0.15%
COM
PFF
0.15%
U.S. PFD STK ETF
DHR
0.15%
COM
SWK
0.15%
COM
HPQ
0.15%
COM
MA
0.14%
CL A
BSV
0.14%
SHORT TRM BOND
MCK
0.14%
COM
VLO
0.13%
COM
V
0.13%
COM CL A
ECL
0.13%
COM
STZ
0.12%
CL A
GILD
0.12%
COM
TIP
0.12%
TIPS BD ETF
GS
0.12%
COM
SO
0.11%
COM
GIS
0.11%
COM
BBVA
0.11%
SPONSORED ADR
TSN
0.11%
CL A
TYG
0.1%
COM
ORCL
0.1%
COM
ICF
0.1%
COHEN&STEER REIT
EXC
0.1%
COM
BIV
0.1%
INTERMED TERM
EBAY
0.1%
COM
D
0.1%
COM
EES
0.09%
SMLCAP EARN FD
UPS
0.09%
CL B
SJM
0.09%
COM NEW
ABC
0.09%
COM
DES
0.09%
SMALLCAP DIVID
BLK
0.08%
COM
KMI
0.08%
COM
AXP
0.08%
COM
NOV
0.08%
COM
NTG
0.08%
COM
LYB
0.84%
SHS - A -
CCL
0.68%
PAIRED CTF
ETN
0.68%
SHS
PCG
0.37%
COM
CELG
0.25%
COM
CNP
0.17%
COM
COF
0.17%
COM
IWB
0.16%
RUS 1000 ETF
BSCI
0.12%
GUG BULL2018 E
CLB
0.12%
COM
CB
0.11%
COM
MDT
0.11%
SHS
XPO
0.1%
COM
F
0.1%
COM PAR $0.01
QCOM
0.09%
COM
MON
0.08%
COM
CSX
0.08%
COM
WDC
0.08%
COM
CMI
0.07%
COM
ZMH
0.07%
COM
ETR
0.07%
COM
USB
0.07%
COM NEW
IVE
0.07%
S&P 500 VAL ETF
S
0.02%
COM SER 1