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Citizens Financial Group

686 hedge funds and large institutions have $16.8B invested in Citizens Financial Group in 2019 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 211 increasing their positions, 292 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 49

13% more capital invested

Capital invested by funds: $14.9B → $16.8B (+$1.91B)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more funds holding

Funds holding: 651686 (+35)

0.75% more ownership

Funds ownership: 94.45%95.2% (+0.75%)

3% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $25.6M

28% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 292

Holders
686
Holders Change
+35
Holders Change %
+5.38%
% of All Funds
13.52%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.37%
New
97
Increased
211
Reduced
292
Closed
49
Calls
$24.7M
Puts
$25.6M
Net Calls
-$838K
Net Calls Change
+$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
B
226
Bailard
California
$4.69M +$709K +18,930 +20%
SCP
227
Siena Capital Partners
Illinois
$4.67M
PGFC
228
Peapack-Gladstone Financial Corp
New Jersey
$4.62M +$1.3M +34,690 +44%
Treasurer of the State of North Carolina
229
Treasurer of the State of North Carolina
North Carolina
$4.53M -$87.6K -2,340 -2%
Commonwealth Equity Services
230
Commonwealth Equity Services
Massachusetts
$4.42M +$365K +9,746 +10%
LNB
231
Ledyard National Bank
$4.39M +$4.04M +108,020 New
GIBU
232
Gulf International Bank (UK)
United Kingdom
$4.37M
CIBC World Market
233
CIBC World Market
Ontario, Canada
$4.31M -$376K -10,041 -9%
BCIM
234
British Columbia Investment Management
British Columbia, Canada
$4.28M -$6.5M -173,750 -62%
SOMRS
235
State of Michigan Retirement System
Michigan
$4.27M -$89.8K -2,400 -2%
Neuberger Berman Group
236
Neuberger Berman Group
New York
$4.16M +$403K +10,756 +12%
XK
237
Xact Kapitalforvaltning
Sweden
$4.06M +$112K +2,999 +3%
Bessemer Group
238
Bessemer Group
New Jersey
$3.95M -$1.81M -48,400 -33%
Mitsubishi UFJ Asset Management
239
Mitsubishi UFJ Asset Management
Japan
$3.94M +$209K +5,591 +6%
QSS
240
Quantitative Systematic Strategies
Florida
$3.84M +$2.11M +56,395 +148%
MPM
241
Meritage Portfolio Management
Kansas
$3.8M +$26.7K +714 +0.8%
ADBIC
242
A.D. Beadell Investment Counsel
Wisconsin
$3.79M
SI
243
Stephens Inc
Arkansas
$3.77M +$7.11K +190 +0.2%
IIM
244
Ipswich Investment Management
Massachusetts
$3.74M +$108K +2,885 +3%
BA
245
Bridgewater Associates
Connecticut
$3.73M +$3.43M +91,722 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
246
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.7M +$3.41M +91,200 New
Comerica Bank
247
Comerica Bank
Texas
$3.65M -$387K -10,345 -10%
WAM
248
Wallington Asset Management
Indiana
$3.64M +$209K +5,590 +7%
HCMT
249
Highland Capital Management (Tennessee)
Tennessee
$3.61M -$80.5K -2,150 -2%
RWP
250
RWA Wealth Partners
Massachusetts
$3.61M +$107K +2,847 +3%

CFG Hedge Fund Activity: Q4 2019 in Review

686 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2019, worth a combined $16.8B — up 13% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new CFG positions and 49 closed out — a net gain of 48 holders — while 211 added to existing stakes and 292 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $86.7M. The largest seller was Millennium Management, cutting an estimated $69.6M.

  • 686 institutional investors held Citizens Financial Group (CFG) as of Q4 2019, up from 651 in Q3 2019.
  • Funds reported $16.8B of Citizens Financial Group stock for Q4 2019, up 13% quarter-over-quarter.
  • 97 funds opened new Citizens Financial Group positions in Q4 2019 and 49 closed out, a net change of +48 holders.
  • The largest Citizens Financial Group buyer in Q4 2019 was Citadel Advisors, an estimated $86.7M added.
  • The largest Citizens Financial Group seller in Q4 2019 was Millennium Management, an estimated $69.6M sold.

Based on aggregated 13F filings for Q4 2019.