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Cullen/Frost Bankers

438 hedge funds and large institutions have $6.27B invested in Cullen/Frost Bankers in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 155 increasing their positions, 145 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 26

54% more call options, than puts

Call options by funds: $24M | Put options by funds: $15.6M

18% more capital invested

Capital invested by funds: $5.32B → $6.27B (+$949M)

10% more funds holding

Funds holding: 397438 (+41)

5.69% more ownership

Funds ownership: 81.85%87.54% (+5.7%)

7% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 145

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
438
Holders Change
+41
Holders Change %
+10.33%
% of All Funds
6.29%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
70
Increased
155
Reduced
145
Closed
26
Calls
$24M
Puts
$15.6M
Net Calls
+$8.39M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
401
Mather Group
Illinois
$4.7K +$2.84K +26 +163%
MA
402
Montag & Associates
Georgia
$4.14K
SC
403
Swan Capital
Florida
$4.14K
S
404
Sachetta
Massachusetts
$4.03K
CAL
405
Capital Advisors Ltd
Ohio
$4K
BBHC
406
Brown Brothers Harriman & Co
New York
$3.92K +$3.83K +35 New
CB
407
CNB Bank
Pennsylvania
$3.8K
SWM
408
Sugarloaf Wealth Management
Georgia
$3.69K
BGAI
409
Bruce G. Allen Investments
Colorado
$3.58K
CAS
410
Coppell Advisory Solutions
Texas
$3.56K
CPA
411
Clear Point Advisors
New York
$3.47K
HWM
412
Hemington Wealth Management
Virginia
$3K +$3.28K +30 New
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$2.91K
CT
414
Caldwell Trust
Florida
$2.8K
TSMHT
415
Thurston Springer Miller Herd & Titak
Indiana
$2.68K
GFL
416
Granite FO LLC
New Hampshire
$1.9K +$1.86K +17 New
LFG
417
Larson Financial Group
Missouri
$1.79K +$1.75K +16 New
AF
418
Advisornet Financial
Minnesota
$1.68K
AWM
419
Abound Wealth Management
Tennessee
$1.52K -$1.64K -15 -52%
SIC
420
SJS Investment Consulting
Ohio
$1.46K +$109 +1 +8%
BWP
421
Baldwin Wealth Partners
Massachusetts
$1.45K +$437 +4 +44%
FCM
422
Fourpath Capital Management
Oklahoma
$1.45K +$1.42K +13 New
FWM
423
FSA Wealth Management
Massachusetts
$1.45K +$1.42K +13 New
CT
424
Colonial Trust
South Carolina
$1.43K +$1.42K +13 New
BIA
425
Bell Investment Advisors
California
$1.34K

CFR Hedge Fund Activity: Q3 2024 in Review

438 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Cullen/Frost Bankers (CFR) for Q3 2024, worth a combined $6.27B — up 18% from $5.32B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new CFR positions and 26 closed out — a net gain of 44 holders — while 155 added to existing stakes and 145 trimmed.

The largest buyer was Boston Trust Walden, opening a new position worth an estimated $105M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $31.2M sold.

  • 438 institutional investors held Cullen/Frost Bankers (CFR) as of Q3 2024, up from 397 in Q2 2024.
  • Funds reported $6.27B of Cullen/Frost Bankers stock for Q3 2024, up 18% quarter-over-quarter.
  • 70 funds opened new Cullen/Frost Bankers positions in Q3 2024 and 26 closed out, a net change of +44 holders.
  • The largest Cullen/Frost Bankers buyer in Q3 2024 was Boston Trust Walden, an estimated $105M added.
  • The largest Cullen/Frost Bankers seller in Q3 2024 was Balyasny Asset Management, an estimated $31.2M sold.

Based on aggregated 13F filings for Q3 2024.