We are live on ! Find out more
CFR icon

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
JFGIW
401
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$868 +$777 +8 New
SIC
402
SJS Investment Consulting
Ohio
$760 -$388 -4 -36%
Kayne Anderson Rudnick Investment Management
403
Kayne Anderson Rudnick Investment Management
California
$651 +$583 +6 New
TWP
404
TFO Wealth Partners
Ohio
$325 – – –
FSWA
405
Financial Synergies Wealth Advisors
Texas
$134 +$97 +1 New
PA
406
PSI Advisors
Florida
$108 – – –
NI
407
Nuance Investments
Missouri
– -$23.1M -253,679 Closed
SAM
408
Scopus Asset Management
New York
– -$26.7M -217,994 Closed
Point72 Asset Management
409
Point72 Asset Management
Connecticut
– -$15.2M -166,937 Closed
Two Sigma Investments
410
Two Sigma Investments
New York
– -$8.84M -96,920 Closed
FL
411
Fourthstone LLC
Missouri
– -$3.18M -34,900 Closed
AM
412
AGF Management
Ontario, Canada
– -$2.86M -31,375 Closed
DA
413
Duality Advisers
Florida
– -$2.59M -28,387 Closed
Squarepoint
414
Squarepoint
New York
– -$2.35M -25,770 Closed
Two Sigma Advisers
415
Two Sigma Advisers
New York
– -$2.17M -23,800 Closed
Connor, Clark & Lunn Investment Management (CC&L)
416
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.63M -17,844 Closed
HF
417
HRT Financial
New York
– -$1.61M -17,658 Closed
Boston Partners
418
Boston Partners
Massachusetts
– -$335K -17,347 Closed
N
419
Numerai
California
– -$1.21M -13,225 Closed
DFCM
420
Dark Forest Capital Management
Puerto Rico
– -$1.11M -12,209 Closed
AAM
421
Ardevora Asset Management
United Kingdom
– -$1.07M -11,725 Closed
N
422
Natixis
France
– -$958K -10,500 Closed
FC
423
FORA Capital
Florida
– -$926K -10,152 Closed
FRM
424
Fox Run Management
Connecticut
– -$835K -9,150 Closed
XT
425
XTX Topco
Cayman Islands
– -$791K -8,669 Closed
15 16
17
18 19

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.