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
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$974K – – –
LFA
177
Legacy Financial Advisors
Kentucky
$959K +$387K +3,981 +82%
RP
178
Riverwater Partners
Wisconsin
$955K +$5.92K +61 +0.7%
HSG
179
Helen Stephens Group
Texas
$931K +$194K +2,000 +30%
1CP
180
17 Capital Partners
Arizona
$925K +$828K +8,530 New
Mariner
181
Mariner
Kansas
$924K +$194K +2,002 +31%
HH
182
Hilltop Holdings
Texas
$906K +$64.7K +666 +9%
Allianz Asset Management
183
Allianz Asset Management
Germany
$857K – – –
ET
184
Entropy Technologies
New York
$853K +$763K +7,860 New
TRCT
185
Tower Research Capital (TRC)
New York
$849K +$471K +4,853 +163%
Federated Hermes
186
Federated Hermes
Pennsylvania
$844K +$92.4K +952 +14%
Creative Planning
187
Creative Planning
Kansas
$829K +$161K +1,659 +28%
X
188
Xponance
Pennsylvania
$819K +$8.25K +85 +1%
SPC
189
Sigma Planning Corp
Michigan
$816K -$230K -2,369 -24%
Pictet Asset Management
190
Pictet Asset Management
Switzerland
$811K +$25.8K +266 +4%
BCI
191
Brinker Capital Investments
Pennsylvania
$809K -$41.9K -431 -5%
OPS
192
Orion Portfolio Solutions
Nebraska
$809K -$41.9K -431 -5%
VOYA Investment Management
193
VOYA Investment Management
Georgia
$804K -$8.74K -90 -1%
TCM
194
Tributary Capital Management
Nebraska
$802K +$14.3K +147 +2%
BFS
195
Bradley Foster & Sargent
Connecticut
$800K +$264K +2,723 +59%
PCIA
196
Prime Capital Investment Advisors
Kansas
$792K -$54.1K -557 -7%
PCM
197
Prelude Capital Management
New York
$765K +$449K +4,622 +190%
EGM
198
Engineers Gate Manager
New York
$755K +$676K +6,958 New
SOADOR
199
State of Alaska Department of Revenue
Alaska
$750K -$68K -700 -9%
BMCM
200
Burns Matteson Capital Management
New York
$743K +$665K +6,848 New
6 7
8
9 10

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.