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Cullen/Frost Bankers

457 hedge funds and large institutions have $7.46B invested in Cullen/Frost Bankers in 2024 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 158 increasing their positions, 144 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

52% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 46

30% more call options, than puts

Call options by funds: $47.3M | Put options by funds: $36.3M

19% more capital invested

Capital invested by funds: $6.27B → $7.46B (+$1.19B)

4% more funds holding

Funds holding: 438457 (+19)

10% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 144

0.86% less ownership

Funds ownership: 87.54%86.68% (-0.86%)

Holders
457
Holders Change
+19
Holders Change %
+4.34%
% of All Funds
6.02%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
70
Increased
158
Reduced
144
Closed
46
Calls
$47.3M
Puts
$36.3M
Net Calls
+$11M
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
301
Forum Financial Management
Illinois
$298K +$291K +2,218 New
CA
302
Clearstead Advisors
Ohio
$294K +$169K +1,283 +142%
SFC
303
Strategic Financial Concepts
Texas
$294K +$11.7K +89 +4%
BP
304
Ballentine Partners
Massachusetts
$291K +$10.1K +77 +4%
GT
305
Greenleaf Trust
Michigan
$285K +$4.47K +34 +2%
PCS
306
Personal CFO Solutions
New Jersey
$281K +$37.2K +283 +16%
EW
307
Enzi Wealth
Texas
$280K
QCG
308
Quadrant Capital Group
Ohio
$280K +$11.3K +86 +4%
JWS
309
Juncture Wealth Strategies
Arizona
$279K -$105K -800 -28%
WIM
310
Warwick Investment Management
Texas
$279K
LSIA
311
LaSalle St. Investment Advisors
Illinois
$279K +$31.8K +242 +13%
CIBC Asset Management
312
CIBC Asset Management
Ontario, Canada
$271K +$13.5K +103 +5%
MWM
313
Maridea Wealth Management
New York
$267K +$261K +1,988 New
ECG
314
Edge Capital Group
Georgia
$265K
SW
315
Schulz Wealth
Texas
$265K
IC
316
IEQ Capital
California
$265K +$259K +1,974 New
ERWM
317
Elk River Wealth Management
Colorado
$264K -$4.86K -37 -2%
FWM
318
FFT Wealth Management
Pennsylvania
$260K -$2.36K -18 -0.9%
SFG
319
Sather Financial Group
Texas
$250K
TBA
320
Tower Bridge Advisors
Pennsylvania
$248K -$13.1K -100 -5%
JPWM
321
Jamison Private Wealth Management
Georgia
$245K +$788 +6 +0.3%
CT
322
Coastline Trust
Rhode Island
$244K
HWM
323
HB Wealth Management
Georgia
$241K +$236K +1,795 New
PFS
324
Prospera Financial Services
Texas
$240K
CFO
325
Callan Family Office
Pennsylvania
$239K +$234K +1,778 New

CFR Hedge Fund Activity: Q4 2024 in Review

457 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Cullen/Frost Bankers (CFR) for Q4 2024, worth a combined $7.46B — up 19% from $6.27B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new CFR positions and 46 closed out — a net gain of 24 holders — while 158 added to existing stakes and 144 trimmed.

The largest buyer was GW&K Investment Management, opening a new position worth an estimated $45.7M. The largest seller was Champlain Investment Partners, cutting an estimated $97.7M.

  • 457 institutional investors held Cullen/Frost Bankers (CFR) as of Q4 2024, up from 438 in Q3 2024.
  • Funds reported $7.46B of Cullen/Frost Bankers stock for Q4 2024, up 19% quarter-over-quarter.
  • 70 funds opened new Cullen/Frost Bankers positions in Q4 2024 and 46 closed out, a net change of +24 holders.
  • The largest Cullen/Frost Bankers buyer in Q4 2024 was GW&K Investment Management, an estimated $45.7M added.
  • The largest Cullen/Frost Bankers seller in Q4 2024 was Champlain Investment Partners, an estimated $97.7M sold.

Based on aggregated 13F filings for Q4 2024.