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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
SWM
301
Spire Wealth Management
Virginia
$58.5K +$104 +1 +0.2%
RVM
302
Robinson Value Management
Texas
$53.8K
Boston Partners
303
Boston Partners
Massachusetts
$52.4K +$1.81M +17,347 New
Point72 Asset Management
304
Point72 Asset Management
Connecticut
$46K -$13.2M -126,042 -100%
ANBT
305
American National Bank & Trust
Texas
$46K
EWA
306
EverSource Wealth Advisors
Alabama
$45K +$33.8K +324 +345%
PPC
307
Park Place Capital
Alabama
$43.9K -$1.57K -15 -4%
HPC
308
HM Payson & Co
Maine
$43.2K +$42K +402 New
LC
309
Lindbrook Capital
California
$41.3K +$1.04K +10 +3%
HNB
310
Huntington National Bank
Ohio
$39.9K
Nomura Asset Management
311
Nomura Asset Management
Japan
$36.6K
SFG
312
Steward Financial Group
Texas
$35K +$34.9K +334 New
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$34.7K +$11.8K +113 +54%
CWC
314
Carolinas Wealth Consulting
North Carolina
$28.4K +$10K +96 +57%
FPB
315
First PREMIER Bank
South Dakota
$27K
SS
316
Sunbelt Securities
Texas
$23K +$104 +1 +0.5%
WT
317
Whittier Trust
California
$22K
IGWM
318
ICA Group Wealth Management
Colorado
$21.5K -$7.31K -70 -26%
Lazard Asset Management
319
Lazard Asset Management
New York
$20K
POIA
320
Pin Oak Investment Advisors
Texas
$19K
HIA
321
Harbor Investment Advisory
Maryland
$18.3K
Jones Financial Companies
322
Jones Financial Companies
Missouri
$18.2K +$8.98K +86 +104%
ADL
323
Asset Dedication LLC
California
$18K
UB
324
UMB Bank
Missouri
$17K -$2.09K -20 -11%
PTC
325
Private Trust Company
Ohio
$16.1K

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.