We are live on ! Find out more
CFG icon

Citizens Financial Group
CFG

548 hedge funds and large institutions have $18.5B invested in Citizens Financial Group in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 225 increasing their positions, 212 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding in top 10

Funds holding in top 10: 16 → 23 (+7)

6% more capital invested

Capital invested by funds: $17.5B → $18.5B (+$1.07B)

1.16% more ownership

Funds ownership: 96.76% → 97.92% (+1.2%)

6% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 212

4% less funds holding

Funds holding: 568 → 548 (-20)

18% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 61

24% less call options, than puts

Call options by funds: $17.9M | Put options by funds: $23.6M

Holders
548
Holders Change
-20
Holders Change %
-3.52%
% of All Funds
13.66%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.57%
New
50
Increased
225
Reduced
212
Closed
61
Calls
$17.9M
Puts
$23.6M
Net Calls
-$5.76M
Net Calls Change
-$14.9M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$304M
2
Goldman Sachs
Goldman Sachs
New York
+$126M
3
LSV Asset Management
LSV Asset Management
Illinois
+$64.3M
4
Ameriprise
Ameriprise
Minnesota
+$51.2M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$49.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$354M
2
HCM
Highline Capital Management
New York
-$96.5M
3
American Century Companies
American Century Companies
Missouri
-$52.6M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$39.2M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$38.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
276
WBI Investments
New Jersey
$2.39M +$2.21M +63,153 New
TMAM
277
Tokio Marine Asset Management
Japan
$2.35M +$640K +18,300 +42%
MOACM
278
Mutual of America Capital Management
New York
$2.28M -$45.9K -1,311 -2%
CAM
279
Covenant Asset Management
New Jersey
$2.28M -$27.5K -785 -1%
B
280
BP
United Kingdom
$2.27M – – –
SOADOR
281
State of Alaska Department of Revenue
Alaska
$2.25M +$1.07M +30,615 +106%
AB
282
AT Bancorp
Iowa
$2.22M +$2.05M +58,641 New
AB
283
Amalgamated Bank
New York
$2.18M +$4.76K +136 +0.2%
TAF
284
Tredje AP-fonden
Sweden
$2.15M +$312K +8,920 +19%
FAM
285
Fred Alger Management
New York
$2.1M +$490 +14 +0%
CCM
286
Cadence Capital Management
Massachusetts
$2.08M -$73K -2,088 -4%
WCA
287
Waratah Capital Advisors
Ontario, Canada
$2M +$1.06M +30,394 +135%
ZIG
288
Zurich Insurance Group
Switzerland
$1.98M -$681K -19,469 -27%
SAM
289
Securian Asset Management
Minnesota
$1.91M -$20.5K -586 -1%
JG
290
Jefferies Group
New York
$1.9M -$4.67M -133,406 -73%
HSA
291
Hussman Strategic Advisors
Maryland
$1.89M +$1.75M +50,000 New
SI
292
Stephens Inc
Arkansas
$1.89M +$1.75M +49,958 New
FDCDDQ
293
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.89M – – –
CS
294
Candriam SCA
Luxembourg
$1.84M -$2.65M -75,627 -61%
US Bancorp
295
US Bancorp
Minnesota
$1.83M +$21.7K +621 +1%
Marshall Wace
296
Marshall Wace
United Kingdom
$1.83M -$3.68M -105,294 -69%
Baird Financial Group
297
Baird Financial Group
Wisconsin
$1.81M -$7K -200 -0.4%
LTI
298
Laffer Tengler Investments
Tennessee
$1.8M -$125K -3,570 -7%
JIR
299
James Investment Research
Ohio
$1.79M +$1.66M +47,400 New
RSS
300
Rosenblum Silverman Sutton
California
$1.79M -$623K -17,822 -27%
10 11
12
13 14

CFG Hedge Fund Activity: Q3 2017 in Review

548 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2017, worth a combined $18.5B — up 6.1% from $17.5B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of CFG and 50 opened new positions — a net loss of 11 holders — while 212 trimmed existing stakes and 225 added.

The largest buyer was Citadel Advisors, adding an estimated $304M. The largest seller was T. Rowe Price Associates, cutting an estimated $354M.

  • 548 institutional investors held Citizens Financial Group (CFG) as of Q3 2017, down from 568 in Q2 2017.
  • Funds reported $18.5B of Citizens Financial Group stock for Q3 2017, up 6.1% quarter-over-quarter.
  • 50 funds opened new Citizens Financial Group positions in Q3 2017 and 61 closed out, a net change of -11 holders.
  • The largest Citizens Financial Group buyer in Q3 2017 was Citadel Advisors, an estimated $304M added.
  • The largest Citizens Financial Group seller in Q3 2017 was T. Rowe Price Associates, an estimated $354M sold.

Based on aggregated 13F filings for Q3 2017.