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Cullen/Frost Bankers

371 hedge funds and large institutions have $5.75B invested in Cullen/Frost Bankers in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 134 increasing their positions, 135 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $28.7M | Put options by funds: $19.8M

3% more capital invested

Capital invested by funds: $5.59B → $5.75B (+$156M)

0.6% more ownership

Funds ownership: 82.22%82.82% (+0.6%)

1% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 135

10% less funds holding

Funds holding: 412371 (-41)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

51% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 74

Holders
371
Holders Change
-41
Holders Change %
-9.95%
% of All Funds
5.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
36
Increased
134
Reduced
135
Closed
74
Calls
$28.7M
Puts
$19.8M
Net Calls
+$8.89M
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
251
O'Shaughnessy Asset Management
Connecticut
$305K +$12K +115 +4%
BF
252
BOK Financial
Oklahoma
$300K
CAN
253
Cetera Advisor Networks
California
$299K -$108K -1,031 -27%
CSPIA
254
Cary Street Partners Investment Advisory
Virginia
$289K +$279K +2,675 +29,722%
WPC
255
Wedmont Private Capital
Pennsylvania
$282K +$271K +2,597 New
Cerity Partners
256
Cerity Partners
New York
$280K -$53.5K -512 -16%
HCP
257
Holt Capital Partners
Texas
$278K
BTWM
258
Baker Tilly Wealth Management
Wisconsin
$275K -$28.9K -277 -10%
GT
259
Glenmede Trust
Pennsylvania
$274K
RJT
260
Raymond James Trust
Florida
$274K +$43.1K +413 +19%
SMH
261
Sanders Morris Harris
Texas
$269K +$52.2K +500 +25%
FPGT
262
Financial Partners Group (Tennessee)
Tennessee
$263K +$256K +2,450 New
SB
263
Simmons Bank
Arkansas
$263K
TP
264
Tranquility Partners
Tennessee
$245K
ECG
265
Edge Capital Group
Georgia
$244K -$12K -115 -5%
V
266
Veritable
Delaware
$243K +$731 +7 +0.3%
TI
267
Tidal Investments
Wisconsin
$243K +$236K +2,257 New
FA
268
FDx Advisors
Illinois
$235K +$229K +2,188 New
SFC
269
Strategic Financial Concepts
Texas
$228K -$418 -4 -0.2%
KPWS
270
Kestra Private Wealth Services
Texas
$228K -$731 -7 -0.3%
GC
271
Guggenheim Capital
Illinois
$227K +$221K +2,112 New
EW
272
Enzi Wealth
Texas
$223K +$209K +2,000 New
DA
273
Duality Advisers
Florida
$223K -$2.45M -23,413 -92%
WIM
274
Warwick Investment Management
Texas
$215K
CRC
275
Curi RMB Capital
Illinois
$215K

CFR Hedge Fund Activity: Q2 2023 in Review

371 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Cullen/Frost Bankers (CFR) for Q2 2023, worth a combined $5.75B — up 2.8% from $5.59B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of CFR and 36 opened new positions — a net loss of 38 holders — while 135 trimmed existing stakes and 134 added.

The largest buyer was State Street, adding an estimated $97M. The largest seller was Ceredex Value Advisors, cutting an estimated $49.9M.

  • 371 institutional investors held Cullen/Frost Bankers (CFR) as of Q2 2023, down from 412 in Q1 2023.
  • Funds reported $5.75B of Cullen/Frost Bankers stock for Q2 2023, up 2.8% quarter-over-quarter.
  • 36 funds opened new Cullen/Frost Bankers positions in Q2 2023 and 74 closed out, a net change of -38 holders.
  • The largest Cullen/Frost Bankers buyer in Q2 2023 was State Street, an estimated $97M added.
  • The largest Cullen/Frost Bankers seller in Q2 2023 was Ceredex Value Advisors, an estimated $49.9M sold.

Based on aggregated 13F filings for Q2 2023.