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Cullen/Frost Bankers

438 hedge funds and large institutions have $6.27B invested in Cullen/Frost Bankers in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 155 increasing their positions, 145 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 26

54% more call options, than puts

Call options by funds: $24M | Put options by funds: $15.6M

18% more capital invested

Capital invested by funds: $5.32B → $6.27B (+$949M)

10% more funds holding

Funds holding: 397438 (+41)

5.69% more ownership

Funds ownership: 81.85%87.54% (+5.7%)

7% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 145

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
438
Holders Change
+41
Holders Change %
+10.33%
% of All Funds
6.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
70
Increased
155
Reduced
145
Closed
26
Calls
$24M
Puts
$15.6M
Net Calls
+$8.39M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
301
Fifth Third Wealth Advisors
Ohio
$253K +$13.2K +121 +6%
SCM
302
Sterling Capital Management
North Carolina
$251K +$245K +2,243 New
PA
303
Procyon Advisors
Connecticut
$247K +$19.7K +180 +9%
EW
304
Enzi Wealth
Texas
$240K +$219K +2,000 New
SFC
305
Strategic Financial Concepts
Texas
$235K -$27.2M -248,798 -99%
GT
306
Greenleaf Trust
Michigan
$234K -$3.94K -36 -2%
BP
307
Ballentine Partners
Massachusetts
$233K +$228K +2,087 New
WIM
308
Warwick Investment Management
Texas
$233K
NRD
309
Nebula Research & Development
New York
$232K +$227K +2,072 New
QCG
310
Quadrant Capital Group
Ohio
$224K -$4.7K -43 -2%
ERWM
311
Elk River Wealth Management
Colorado
$224K
ECG
312
Edge Capital Group
Georgia
$221K -$10.9K -100 -5%
SW
313
Schulz Wealth
Texas
$221K
FWM
314
FFT Wealth Management
Pennsylvania
$219K +$214K +1,953 New
TBA
315
Tower Bridge Advisors
Pennsylvania
$218K -$164K -1,500 -43%
CIBC Asset Management
316
CIBC Asset Management
Ontario, Canada
$214K +$209K +1,913 New
SFG
317
Sather Financial Group
Texas
$208K +$204K +1,863 New
PWP
318
Phillips Wealth Planners
Mississippi
$207K +$184K +1,679 New
LSIA
319
LaSalle St. Investment Advisors
Illinois
$205K +$201K +1,839 New
JPWM
320
Jamison Private Wealth Management
Georgia
$204K -$4.7K -43 -2%
CT
321
Coastline Trust
Rhode Island
$203K +$198K +1,815 New
PCS
322
Personal CFO Solutions
New Jersey
$202K +$198K +1,808 New
PP
323
Paloma Partners
Connecticut
$201K +$197K +1,800 New
PFS
324
Prospera Financial Services
Texas
$200K +$196K +1,789 New
LI
325
LRI Investments
Florida
$195K +$1.75K +16 +1%

CFR Hedge Fund Activity: Q3 2024 in Review

438 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Cullen/Frost Bankers (CFR) for Q3 2024, worth a combined $6.27B — up 18% from $5.32B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new CFR positions and 26 closed out — a net gain of 44 holders — while 155 added to existing stakes and 145 trimmed.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $105M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $31.2M sold.

  • 438 institutional investors held Cullen/Frost Bankers (CFR) as of Q3 2024, up from 397 in Q2 2024.
  • Funds reported $6.27B of Cullen/Frost Bankers stock for Q3 2024, up 18% quarter-over-quarter.
  • 70 funds opened new Cullen/Frost Bankers positions in Q3 2024 and 26 closed out, a net change of +44 holders.
  • The largest Cullen/Frost Bankers buyer in Q3 2024 was Boston Trust Walden, an estimated $105M added.
  • The largest Cullen/Frost Bankers seller in Q3 2024 was Balyasny Asset Management, an estimated $31.2M sold.

Based on aggregated 13F filings for Q3 2024.