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Cullen/Frost Bankers
CFR

407 hedge funds and large institutions have $5.71B invested in Cullen/Frost Bankers in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 147 increasing their positions, 123 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

657% more call options, than puts

Call options by funds: $64.3M | Put options by funds: $8.49M

65% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 46

20% more capital invested

Capital invested by funds: $4.74B → $5.71B (+$968M)

20% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 123

7% more funds holding

Funds holding: 382 → 407 (+25)

1.18% more ownership

Funds ownership: 80.97% → 82.15% (+1.2%)

Holders
407
Holders Change
+25
Holders Change %
+6.54%
% of All Funds
5.93%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
76
Increased
147
Reduced
123
Closed
46
Calls
$64.3M
Puts
$8.49M
Net Calls
+$55.8M
Net Calls Change
+$49.3M

Top Buyers

Rank Fund Capital Flow
1
CIP
Champlain Investment Partners
Vermont
+$52.7M
2
State Street
State Street
Massachusetts
+$25.3M
3
Morgan Stanley
Morgan Stanley
New York
+$24.5M
4
Goldman Sachs
Goldman Sachs
New York
+$23.7M
5
PCM
Polaris Capital Management
Massachusetts
+$16.3M

Top Sellers

Rank Fund Capital Flow
1
Aristotle Capital Management
Aristotle Capital Management
California
-$34.2M
2
SAM
Scopus Asset Management
New York
-$26.7M
3
NI
Nuance Investments
Missouri
-$23.1M
4
CFB
Cullen/Frost Bankers
Texas
-$19M
5
Holocene Advisors
Holocene Advisors
New York
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
376
CNB Bank
Pennsylvania
$3.69K – – –
SWM
377
Sugarloaf Wealth Management
Georgia
$3.58K – – –
CAS
378
Coppell Advisory Solutions
Texas
$3.47K -$28.2K -290 -90%
BGAI
379
Bruce G. Allen Investments
Colorado
$3.47K +$3.11K +32 New
CA
380
Clearstead Advisors
Ohio
$3.36K -$3.01K -31 -50%
LSA
381
Leonteq Securities AG
Switzerland
$3.36K – – –
TCOV
382
Trust Company of Vermont
Vermont
$3.25K – – –
S
383
Sachetta
Massachusetts
$3.04K +$2.72K +28 New
EBA
384
Eagle Bay Advisors
New York
$2.93K -$40.4K -416 -94%
FMII
385
Farmers & Merchants Investments Inc
Nebraska
$2.82K -$194 -2 -7%
PGAM
386
Princeton Global Asset Management
New Jersey
$2.39K +$2.14K +22 New
CQS
387
Credential Qtrade Securities
$2.39K – – –
FFA
388
Farther Finance Advisors
California
$2.19K – – –
DIP
389
DT Investment Partners
Pennsylvania
$2.18K – – –
HCP
390
Hexagon Capital Partners
Arkansas
$2.17K – – –
TIM
391
Tortoise Investment Management
New York
$1.84K – – –
RIM
392
Ranger Investment Management
Texas
$1.84K +$1.65K +17 New
GWS
393
Glassman Wealth Services
Virginia
$1.74K +$777 +8 +100%
LA
394
LM Advisors
California
$1.54K +$1.36K +14 New
CFD
395
Creative Financial Designs
Indiana
$1.3K – – –
BIA
396
Bell Investment Advisors
California
$1.3K +$1.17K +12 New
VCM
397
Versant Capital Management
Arizona
$1.08K -$777 -8 -44%
VF
398
VitalStone Financial
Texas
$1K – – –
FWM
399
FSA Wealth Management
Massachusetts
$1K +$1.26K +13 New
DPW
400
DiNuzzo Private Wealth
Pennsylvania
$868 +$777 +8 New
14 15
16
17 18

CFR Hedge Fund Activity: Q4 2023 in Review

407 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Cullen/Frost Bankers (CFR) for Q4 2023, worth a combined $5.71B — up 20% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new CFR positions and 46 closed out — a net gain of 30 holders — while 147 added to existing stakes and 123 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $52.7M. The largest seller was Aristotle Capital Management, cutting an estimated $34.2M.

  • 407 institutional investors held Cullen/Frost Bankers (CFR) as of Q4 2023, up from 382 in Q3 2023.
  • Funds reported $5.71B of Cullen/Frost Bankers stock for Q4 2023, up 20% quarter-over-quarter.
  • 76 funds opened new Cullen/Frost Bankers positions in Q4 2023 and 46 closed out, a net change of +30 holders.
  • The largest Cullen/Frost Bankers buyer in Q4 2023 was Champlain Investment Partners, an estimated $52.7M added.
  • The largest Cullen/Frost Bankers seller in Q4 2023 was Aristotle Capital Management, an estimated $34.2M sold.

Based on aggregated 13F filings for Q4 2023.