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Citizens Financial Group

591 hedge funds and large institutions have $19.9B invested in Citizens Financial Group in 2017 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 191 increasing their positions, 250 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 41

92% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $13.7M

8% more funds holding

Funds holding: 548591 (+43)

7% more capital invested

Capital invested by funds: $18.5B → $19.9B (+$1.35B)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

1.54% less ownership

Funds ownership: 97.92%96.38% (-1.5%)

24% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 250

Holders
591
Holders Change
+43
Holders Change %
+7.85%
% of All Funds
13.4%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.52%
New
89
Increased
191
Reduced
250
Closed
41
Calls
$26.3M
Puts
$13.7M
Net Calls
+$12.6M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
226
Westpac Banking Corp
Australia
$5.03M +$983K +25,130 +27%
Rafferty Asset Management
227
Rafferty Asset Management
New York
$5M +$889K +22,724 +24%
Thrivent Financial for Lutherans
228
Thrivent Financial for Lutherans
Minnesota
$5M +$7.67K +196 +0.2%
Zurich Cantonal Bank
229
Zurich Cantonal Bank
Switzerland
$4.96M +$231K +5,901 +5%
HighTower Advisors
230
HighTower Advisors
Illinois
$4.93M -$70.9K -1,813 -2%
KA
231
Klingman & Associates
New York
$4.91M -$978K -25,000 -18%
AAF
232
Andra AP-fonden
Sweden
$4.87M -$1.02M -26,100 -18%
ZIG
233
Zurich Insurance Group
Switzerland
$4.7M +$2.34M +59,731 +114%
NMIMC
234
Northwestern Mutual Investment Management Company
Wisconsin
$4.67M -$43.9K -1,123 -1%
OPERF
235
Oregon Public Employees Retirement Fund
Oregon
$4.66M -$5.06M -129,433 -54%
HIMCH
236
Hartford Investment Management Co (HIMCO)
Connecticut
$4.51M -$214K -5,479 -5%
PIA
237
Piedmont Investment Advisors
North Carolina
$4.51M +$3.39M +86,671 +419%
OLA
238
Oliver Luxxe Assets
New Jersey
$4.49M -$55.2K -1,412 -1%
ADBIC
239
A.D. Beadell Investment Counsel
Wisconsin
$4.48M -$32.3K -825 -0.8%
CBOA
240
Commonwealth Bank of Australia
Australia
$4.35M -$47K -1,203 -1%
MCA
241
Mendon Capital Advisors
Florida
$4.2M -$3.91M -100,000 -50%
CWM
242
CIBC World Markets
New York
$4.17M +$1.04M +26,515 +36%
QI
243
QS Investors
New York
$4.13M -$109K -2,782 -3%
B
244
Bailard
California
$4.05M -$78.1K -1,996 -2%
XK
245
Xact Kapitalforvaltning
Sweden
$3.85M +$198K +5,068 +6%
URS
246
Utah Retirement Systems
Utah
$3.84M -$15.6K -400 -0.4%
Janney Montgomery Scott
247
Janney Montgomery Scott
Pennsylvania
$3.83M +$772K +19,736 +28%
BTNA
248
Bremer Trust National Association
Minnesota
$3.77M -$205K -5,246 -6%
MCIM
249
Meadow Creek Investment Management
Georgia
$3.74M -$2.01M -51,272 -37%
OAM
250
Oppenheimer Asset Management
New York
$3.74M

CFG Hedge Fund Activity: Q4 2017 in Review

591 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2017, worth a combined $19.9B — up 7.3% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new CFG positions and 41 closed out — a net gain of 48 holders — while 191 added to existing stakes and 250 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $208M. The largest seller was Bank of America, cutting an estimated $400M.

  • 591 institutional investors held Citizens Financial Group (CFG) as of Q4 2017, up from 548 in Q3 2017.
  • Funds reported $19.9B of Citizens Financial Group stock for Q4 2017, up 7.3% quarter-over-quarter.
  • 89 funds opened new Citizens Financial Group positions in Q4 2017 and 41 closed out, a net change of +48 holders.
  • The largest Citizens Financial Group buyer in Q4 2017 was Lazard Asset Management, an estimated $208M added.
  • The largest Citizens Financial Group seller in Q4 2017 was Bank of America, an estimated $400M sold.

Based on aggregated 13F filings for Q4 2017.