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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
NERM
326
New England Research & Management
Illinois
$238K -$887K -6,750 -79%
BFPW
327
BOK Financial Private Wealth
Colorado
$233K
ACP
328
Argyle Capital Partners
California
$232K +$227K +1,730 New
LCWP
329
Legacy Capital Wealth Partners
Arkansas
$231K +$226K +1,724 New
JIC
330
Johnson Investment Counsel
Ohio
$231K +$226K +1,718 New
FCM
331
Fieldview Capital Management
Michigan
$228K +$223K +1,696 New
PWP
332
Phillips Wealth Planners
Mississippi
$219K -$3.15K -24 -1%
Kovitz Investment Group Partners
333
Kovitz Investment Group Partners
Illinois
$218K +$214K +1,626 New
IWA
334
Icon Wealth Advisors
Texas
$218K +$1.84K +14 +0.9%
DADC
335
D.A. Davidson & Co
Montana
$218K -$1.09M -8,288 -84%
HAG
336
HighPoint Advisor Group
Illinois
$218K +$201K +1,534 New
BFM
337
Boston Financial Management
Massachusetts
$218K +$213K +1,621 New
AAS
338
Avantax Advisory Services
Texas
$217K +$212K +1,617 New
CTC
339
Central Trust Company
Missouri
$217K +$1.71K +13 +0.8%
MYAM
340
Meiji Yasuda Asset Management
Japan
$211K +$207K +1,575 New
SCA
341
Snowden Capital Advisors
New York
$211K +$206K +1,572 New
AFCM
342
Applied Finance Capital Management
Puerto Rico
$211K +$206K +1,569 New
Focus Partners Wealth
343
Focus Partners Wealth
Massachusetts
$204K +$199K +1,518 New
AP
344
Americana Partners
Texas
$202K +$198K +1,507 New
1IA
345
1620 Investment Advisors
Massachusetts
$194K -$5.38K -41 -3%
IA
346
IFP Advisors
Florida
$193K -$919 -7 -0.5%
M
347
MOTCO
Texas
$188K
LI
348
LRI Investments
Florida
$183K -$4.86K -37 -3%
HCA
349
Harbor Capital Advisors
Illinois
$182K -$31.9K -243 -15%
SG Americas Securities
350
SG Americas Securities
New York
$175K -$308K -2,348 -64%

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.