We are live on ! Find out more
CFR icon

Cullen/Frost Bankers

412 hedge funds and large institutions have $5.59B invested in Cullen/Frost Bankers in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 148 increasing their positions, 138 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $29.4M | Put options by funds: $19.3M

7% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 138

0.42% more ownership

Funds ownership: 81.8%82.22% (+0.42%)

9% less funds holding

Funds holding: 455412 (-43)

20% less capital invested

Capital invested by funds: $6.96B → $5.59B (-$1.37B)

41% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 97

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

Holders
412
Holders Change
-43
Holders Change %
-9.45%
% of All Funds
6.57%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
57
Increased
148
Reduced
138
Closed
97
Calls
$29.4M
Puts
$19.3M
Net Calls
+$10.1M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
251
Orion Portfolio Solutions
Nebraska
$401K +$474K +3,806 New
VWM
252
Venturi Wealth Management
Texas
$396K +$99.5K +799 +27%
CBTWT
253
Community Bank & Trust (Waco, Texas)
Texas
$395K
CT
254
Coastline Trust
Rhode Island
$390K -$1.69M -13,590 -79%
LC
255
LCNB Corp
Ohio
$390K
MNBTD
256
Moody National Bank Trust Division
Texas
$365K
US Bancorp
257
US Bancorp
Minnesota
$362K +$45.1K +362 +12%
MC
258
Maverick Capital
Texas
$360K +$196K +1,575 +86%
PFO
259
Pathstone Family Office
New Jersey
$350K -$666K -5,350 -62%
SCM
260
Shelton Capital Management
Colorado
$337K +$24.9K +200 +7%
JF
261
Jump Financial
Illinois
$335K -$4.62M -37,124 -92%
EI
262
Ethic Inc
New York
$330K +$21.2K +170 +6%
CCIA
263
Campbell & Co Investment Adviser
Maryland
$330K -$235K -1,890 -38%
Cerity Partners
264
Cerity Partners
New York
$328K +$388K +3,113 New
XT
265
XTX Topco
Cayman Islands
$320K +$378K +3,035 New
FB
266
Fulton Bank
Pennsylvania
$317K +$33.9K +272 +10%
AIM
267
Aquila Investment Management
New York
$316K -$623K -5,000 -63%
HCM
268
Hilton Capital Management
New York
$314K +$28.6K +230 +11%
TLA
269
Tanglewood Legacy Advisors
Texas
$307K
Franklin Resources
270
Franklin Resources
California
$305K -$362K -2,906 -50%
FIM
271
Fruth Investment Management
Texas
$305K
AWE
272
Avidian Wealth Enterprises
Texas
$304K +$32.9K +264 +10%
BPA
273
Beacon Pointe Advisors
California
$302K -$320K -2,572 -47%
BTWM
274
Baker Tilly Wealth Management
Wisconsin
$299K +$3.11K +25 +0.9%
BF
275
BOK Financial
Oklahoma
$294K +$29.1K +234 +9%

CFR Hedge Fund Activity: Q1 2023 in Review

412 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Cullen/Frost Bankers (CFR) for Q1 2023, worth a combined $5.59B — down 20% from $6.96B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of CFR and 57 opened new positions — a net loss of 40 holders — while 138 trimmed existing stakes and 148 added.

The largest buyer was State Street, adding an estimated $74.3M. The largest seller was Capital Research Global Investors, cutting an estimated $162M.

  • 412 institutional investors held Cullen/Frost Bankers (CFR) as of Q1 2023, down from 455 in Q4 2022.
  • Funds reported $5.59B of Cullen/Frost Bankers stock for Q1 2023, down 20% quarter-over-quarter.
  • 57 funds opened new Cullen/Frost Bankers positions in Q1 2023 and 97 closed out, a net change of -40 holders.
  • The largest Cullen/Frost Bankers buyer in Q1 2023 was State Street, an estimated $74.3M added.
  • The largest Cullen/Frost Bankers seller in Q1 2023 was Capital Research Global Investors, an estimated $162M sold.

Based on aggregated 13F filings for Q1 2023.