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Cullen/Frost Bankers
CFR

317 hedge funds and large institutions have $4.41B invested in Cullen/Frost Bankers in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 87 increasing their positions, 121 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $35.2M | Put options by funds: $12.1M

34% more capital invested

Capital invested by funds: $3.29B → $4.41B (+$1.12B)

28% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 39

2% more funds holding

Funds holding: 310 → 317 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.63% less ownership

Funds ownership: 82.28% → 80.65% (-1.6%)

28% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 121

Holders
317
Holders Change
+7
Holders Change %
+2.26%
% of All Funds
5.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
50
Increased
87
Reduced
121
Closed
39
Calls
$35.2M
Puts
$12.1M
Net Calls
+$23.2M
Net Calls Change
+$29.3M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$41.5M
2
SIM
Sprucegrove Investment Management
Ontario, Canada
+$32.4M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$30.5M
4
NSGL
No Street GP LP
California
+$8.25M
5
CVA
Ceredex Value Advisors
Florida
+$7.85M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$70.3M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$32.3M
3
BlackRock
BlackRock
New York
-$19.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$8.16M
5
Morgan Stanley
Morgan Stanley
New York
-$7.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
276
Valeo Financial Advisors
Indiana
$17K – – –
AWM
277
Accel Wealth Management
Iowa
$17K +$15.7K +200 New
CT
278
Caldwell Trust
Florida
$13.3K – – –
MAM
279
Meeder Asset Management
Ohio
$12K – – –
APA
280
American Portfolios Advisors
New York
$10.7K +$1.18K +15 +14%
POIA
281
Pin Oak Investment Advisors
Texas
$10K – – –
S
282
SignatureFD
Georgia
$9K – – –
CPWM
283
Cypress Point Wealth Management
Texas
$9K +$7.86K +100 New
AIG
284
American International Group
New York
$8.8K -$106K -1,344 -1%
PA
285
Parallel Advisors
California
$8K -$34.7K -442 -83%
CCA
286
Childress Capital Advisors
Texas
$8K +$7.15K +91 New
IA
287
IFP Advisors
Florida
$7K -$2.75K -35 -30%
PCG
288
Private Capital Group
Connecticut
$6K – – –
DA
289
Denali Advisors
California
$5K +$4.17K +53 New
Walleye Capital
290
Walleye Capital
New York
$4.09K -$312K -3,972 -8%
EFSCE
291
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
FMP
292
Financial Management Professionals
Texas
$4K – – –
AFG
293
Albion Financial Group
Utah
$4K +$3.93K +50 New
VCG
294
Vantage Consulting Group
Virginia
$4K +$3.93K +50 New
OSAM
295
O'Shaughnessy Asset Management
Connecticut
$3K -$472 -6 -16%
SWM
296
Sugarloaf Wealth Management
Georgia
$3K – – –
RWA
297
Ropes Wealth Advisors
Massachusetts
$3K +$2.44K +31 New
EI
298
Ellevest Inc
New York
$2K – – –
HGWM
299
Harvest Group Wealth Management
Massachusetts
$2K – – –
PFBT
300
Parkside Financial Bank & Trust
Missouri
$2K – – –
10 11
12
13 14

CFR Hedge Fund Activity: Q4 2020 in Review

317 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Cullen/Frost Bankers (CFR) for Q4 2020, worth a combined $4.41B — up 34% from $3.29B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new CFR positions and 39 closed out — a net gain of 11 holders — while 87 added to existing stakes and 121 trimmed.

The largest buyer was State Street, adding an estimated $41.5M. The largest seller was JP Morgan Chase, cutting an estimated $70.3M.

  • 317 institutional investors held Cullen/Frost Bankers (CFR) as of Q4 2020, up from 310 in Q3 2020.
  • Funds reported $4.41B of Cullen/Frost Bankers stock for Q4 2020, up 34% quarter-over-quarter.
  • 50 funds opened new Cullen/Frost Bankers positions in Q4 2020 and 39 closed out, a net change of +11 holders.
  • The largest Cullen/Frost Bankers buyer in Q4 2020 was State Street, an estimated $41.5M added.
  • The largest Cullen/Frost Bankers seller in Q4 2020 was JP Morgan Chase, an estimated $70.3M sold.

Based on aggregated 13F filings for Q4 2020.