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Citizens Financial Group

651 hedge funds and large institutions have $14.9B invested in Citizens Financial Group in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 210 increasing their positions, 300 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 59

0% more funds holding

Funds holding: 651651 (0)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less capital invested

Capital invested by funds: $15.5B → $14.9B (-$561M)

1.31% less ownership

Funds ownership: 95.76%94.45% (-1.3%)

21% less call options, than puts

Call options by funds: $28.8M | Put options by funds: $36.3M

30% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 300

Holders
651
Holders Change
Holders Change %
0%
% of All Funds
14.28%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
60
Increased
210
Reduced
300
Closed
59
Calls
$28.8M
Puts
$36.3M
Net Calls
-$7.49M
Net Calls Change
-$5.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
276
Wealthfront Advisers
California
$2.59M +$1.47M +42,162 +136%
AMI
277
Amica Mutual Insurance
Rhode Island
$2.57M +$2.08M +59,658 +456%
DCM
278
Dupont Capital Management
Delaware
$2.56M -$4.5M -129,063 -64%
MOACM
279
Mutual of America Capital Management
New York
$2.53M -$205K -5,864 -8%
PG
280
Pendal Group
Australia
$2.53M +$2.5M +71,543 New
HIM
281
Hotaling Investment Management
Pennsylvania
$2.45M +$52.5K +1,505 +2%
LPL Financial
282
LPL Financial
California
$2.43M -$56.6K -1,622 -2%
FHB
283
First Hawaiian Bank
Hawaii
$2.4M -$68.7K -1,969 -3%
MLICM
284
Metropolitan Life Insurance Company (MetLife)
New York
$2.4M -$60.1K -1,722 -2%
Public Employees Retirement Association of Colorado
285
Public Employees Retirement Association of Colorado
Colorado
$2.35M
TW
286
TrinityPoint Wealth
Connecticut
$2.33M -$3.35K -96 -0.2%
WIC
287
Whitegate Investment Counselors
New Hampshire
$2.3M -$48.9K -1,400 -2%
HCA
288
Horan Capital Advisors
Ohio
$2.29M -$30.7K -880 -1%
AB
289
Amalgamated Bank
New York
$2.28M -$44.7K -1,282 -2%
MSA
290
Mason Street Advisors
Wisconsin
$2.25M -$58.4K -1,674 -3%
HIS
291
Horizon Investment Services
Indiana
$2.24M -$31.6K -906 -1%
Skandinaviska Enskilda Banken (SEB)
292
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.23M -$6.25M -179,200 -74%
SFI
293
Susquehanna Fundamental Investments
Pennsylvania
$2.22M -$855K -24,500 -28%
WC
294
Winmill & Co
New York
$2.21M +$2.18M +62,500 New
GFPC
295
Global Financial Private Capital
Florida
$2.19M -$70.1K -2,010 -3%
CT
296
Coastline Trust
Rhode Island
$2.19M +$2.16M +61,820 New
Grantham, Mayo, Van Otterloo & Co (GMO)
297
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.18M -$3.16M -90,600 -60%
CEP
298
Chicago Equity Partners
Illinois
$2.17M -$37.9K -1,085 -2%
DTL
299
Dynamic Technology Lab
Singapore
$2.14M -$565K -16,187 -21%
SFM
300
Soros Fund Management
New York
$2.11M

CFG Hedge Fund Activity: Q3 2019 in Review

651 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2019, worth a combined $14.9B — down 3.6% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new CFG positions and 59 closed out — a net gain of 1 holder — while 210 added to existing stakes and 300 trimmed.

The largest buyer was Millennium Management, adding an estimated $113M. The largest seller was Lazard Asset Management, cutting an estimated $187M.

  • 651 institutional investors held Citizens Financial Group (CFG) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $14.9B of Citizens Financial Group stock for Q3 2019, down 3.6% quarter-over-quarter.
  • 60 funds opened new Citizens Financial Group positions in Q3 2019 and 59 closed out, a net change of +1 holder.
  • The largest Citizens Financial Group buyer in Q3 2019 was Millennium Management, an estimated $113M added.
  • The largest Citizens Financial Group seller in Q3 2019 was Lazard Asset Management, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2019.