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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
HNB
326
Huntington National Bank
Ohio
$39.1K -$22.7K -182 -33%
Nomura Asset Management
327
Nomura Asset Management
Japan
$35.8K
CA
328
Clearstead Advisors
Ohio
$29.5K +$34.9K +280 New
IGWM
329
ICA Group Wealth Management
Colorado
$28.4K
Acadian Asset Management
330
Acadian Asset Management
Massachusetts
$28K -$2.04M -16,358 -98%
FPB
331
First PREMIER Bank
South Dakota
$26K
EI
332
Ellevest Inc
New York
$25.7K +$26.5K +213 +687%
Macquarie Group
333
Macquarie Group
Australia
$25K +$29.1K +234 New
National Bank of Canada
334
National Bank of Canada
Quebec, Canada
$24.5K -$374 -3 -1%
SS
335
Sunbelt Securities
Texas
$22.1K +$26.5K +213 New
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$22.1K -$2.99K -24 -10%
WT
337
Whittier Trust
California
$21.6K
PFA
338
Pathway Financial Advisers
Indiana
$20K +$4.48K +36 +23%
Lazard Asset Management
339
Lazard Asset Management
New York
$20K
POIA
340
Pin Oak Investment Advisors
Texas
$19K
UB
341
UMB Bank
Missouri
$18.8K +$2.49K +20 +13%
HIA
342
Harbor Investment Advisory
Maryland
$17.9K +$21.2K +170 New
CWC
343
Carolinas Wealth Consulting
North Carolina
$17.7K +$374 +3 +2%
ADL
344
Asset Dedication LLC
California
$17K
CT
345
Caldwell Trust
Florida
$16K
PTC
346
Private Trust Company
Ohio
$15.8K
FCT
347
First Community Trust
Iowa
$14.4K
GWM
348
Geneos Wealth Management
Colorado
$14.1K
CMP
349
Coston McIsaac & Partners
Maine
$12K
RTC
350
Riverview Trust Company
Washington
$11.4K

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.