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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
WTC
376
WhitTier Trust Company
Nevada
$3.05K +$3.61K +29 New
HCP
377
Hexagon Capital Partners
Arkansas
$2.95K -$3.98K -32 -53%
Amundi
378
Amundi
France
$2.44K
FDCDDQ
379
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.42K +$2.86K +23 New
RI
380
Ridgewood Investments
New Jersey
$2.42K +$2.86K +23 New
CQS
381
Credential Qtrade Securities
$2.32K +$2.74K +22 New
GFWA
382
Grey Fox Wealth Advisors
Delaware
$2.21K +$2.62K +21 New
VFA
383
Values First Advisors
Tennessee
$2.17K +$2.62K +21 New
DIP
384
DT Investment Partners
Pennsylvania
$2.14K
JWA
385
JFS Wealth Advisors
Pennsylvania
$2.11K -$4.86K -39 -66%
VF
386
VitalStone Financial
Texas
$2K
Bessemer Group
387
Bessemer Group
New Jersey
$2K +$1.87K +15 New
TIM
388
Tortoise Investment Management
New York
$1.79K
HWA
389
HHM Wealth Advisors
Tennessee
$1.58K
AF
390
Allworth Financial
California
$1.58K +$1.12K +9 +150%
EARNEST Partners
391
EARNEST Partners
Georgia
$1.58K
TCOV
392
Trust Company of Vermont
Vermont
$1.58K +$1.87K +15 New
VCM
393
Versant Capital Management
Arizona
$1.57K -$872 -7 -32%
RTL
394
Red Tortoise LLC
Georgia
$1.48K -$1.74K -14 -50%
MFT
395
Moisand Fitzgerald Tamayo
Florida
$1.37K
SC
396
Schubert & Co
Texas
$1.26K -$3.24K -26 -68%
CFD
397
Creative Financial Designs
Indiana
$1.26K
SIC
398
SJS Investment Consulting
Ohio
$1.05K -$1.25K -10 -50%
FMP
399
Financial Management Professionals
Texas
$1K
BIA
400
Bell Investment Advisors
California
$949 +$1.12K +9 New

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.