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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
GWS
351
Glassman Wealth Services
Virginia
$2.47K -$1.78K -17 -43%
RI
352
Ridgewood Investments
New Jersey
$2.47K
CQS
353
Credential Qtrade Securities
$2.37K
AWM
354
Abound Wealth Management
Tennessee
$2.27K -$2.3K -22 -51%
DIP
355
DT Investment Partners
Pennsylvania
$2.15K
HCP
356
Hexagon Capital Partners
Arkansas
$2.15K -$836 -8 -29%
TIM
357
Tortoise Investment Management
New York
$1.83K
EARNEST Partners
358
EARNEST Partners
Georgia
$1.61K
VCM
359
Versant Capital Management
Arizona
$1.61K
MFT
360
Moisand Fitzgerald Tamayo
Florida
$1.4K
SIC
361
SJS Investment Consulting
Ohio
$1.4K +$313 +3 +30%
CFD
362
Creative Financial Designs
Indiana
$1.29K
DI
363
Disciplined Investments
Oklahoma
$1.29K +$418 +4 +50%
BIA
364
Bell Investment Advisors
California
$1.08K +$104 +1 +11%
FMP
365
Financial Management Professionals
Texas
$1K
VF
366
VitalStone Financial
Texas
$1K
AF
367
Allworth Financial
California
$861 -$731 -7 -47%
TWP
368
TFO Wealth Partners
Ohio
$323
PA
369
PSI Advisors
Florida
$108
Comerica Bank
370
Comerica Bank
Texas
$5 +$5.62M +53,801 New
Westfield Capital Management
371
Westfield Capital Management
Massachusetts
-$31.8M -302,082 Closed
Capital Research Global Investors
372
Capital Research Global Investors
California
-$29.2M -277,221 Closed
Millennium Management
373
Millennium Management
New York
-$23.6M -224,012 Closed
Walleye Capital
374
Walleye Capital
New York
-$13M -122,963 Closed
GC
375
Gillson Capital
Illinois
-$8.07M -76,652 Closed

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.