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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
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$287K +$339K +2,722 New
VF
277
Virtu Financial
New York
$277K +$327K +2,626 New
NA
278
NewEdge Advisors
Louisiana
$276K -$747 -6 -0.2%
GT
279
Glenmede Trust
Pennsylvania
$274K -$4.11K -33 -1%
AWM
280
Avior Wealth Management
Nebraska
$273K -$109K -873 -25%
HCP
281
Holt Capital Partners
Texas
$273K
SB
282
Simmons Bank
Arkansas
$258K +$34.9K +280 +13%
SI
283
Stephens Inc
Arkansas
$256K +$302K +2,427 New
ECG
284
Edge Capital Group
Georgia
$251K
CIBC Private Wealth Group
285
CIBC Private Wealth Group
Georgia
$250K +$296K +2,375 New
KAS
286
Kestra Advisory Services
Texas
$243K -$53.9K -433 -16%
TP
287
Tranquility Partners
Tennessee
$240K
CFG
288
Citizens Financial Group
Rhode Island
$238K -$27K -217 -9%
V
289
Veritable
Delaware
$238K +$12K +96 +4%
LGF
290
LGT Group Foundation
Liechtenstein
$235K
Cetera Investment Advisers
291
Cetera Investment Advisers
Illinois
$227K -$337K -2,706 -56%
WB
292
WesBanco Bank
West Virginia
$227K
SFC
293
Strategic Financial Concepts
Texas
$224K +$265K +2,127 New
RJT
294
Raymond James Trust
Florida
$224K +$8.34K +67 +3%
KPWS
295
Kestra Private Wealth Services
Texas
$224K +$264K +2,124 New
ACIM
296
Azimuth Capital Investment Management
Michigan
$216K
WIM
297
Warwick Investment Management
Texas
$211K
CRC
298
Curi RMB Capital
Illinois
$211K
SMH
299
Sanders Morris Harris
Texas
$211K
CTC
300
Central Trust Company
Missouri
$209K -$3.61K -29 -1%

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.