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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
FA
301
FDx Advisors
Illinois
$1.79M +$22.4K +639 +1%
NMERB
302
New Mexico Educational Retirement Board
New Mexico
$1.78M – – –
SGA
303
Strategic Global Advisors
California
$1.77M +$208K +5,950 +15%
VWA
304
V Wealth Advisors
Kansas
$1.77M +$131K +3,737 +9%
BIP
305
Brandes Investment Partners
California
$1.76M -$615K -17,569 -27%
FWIA
306
Fort Washington Investment Advisors
Ohio
$1.71M -$279K -7,979 -15%
WAM
307
World Asset Management
Michigan
$1.7M -$29.6K -847 -2%
PBT
308
Pictet Bank & Trust
Bahamas
$1.68M -$49K -1,400 -3%
BVDMP
309
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.63M – – –
Neuberger Berman Group
310
Neuberger Berman Group
New York
$1.6M +$136K +3,874 +10%
Los Angeles Capital Management
311
Los Angeles Capital Management
California
$1.59M +$1.47M +42,035 New
TWI
312
Thomas White International
Illinois
$1.58M – – –
LOAMS
313
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.58M +$252K +7,195 +21%
COPPSERS
314
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.54M +$108K +3,085 +8%
LMAM
315
Legg Mason Asset Management
Japan
$1.46M -$45.5K -1,300 -3%
WS
316
Wedbush Securities
California
$1.46M -$12.7K -364 -0.9%
SMDAM
317
Sumitomo Mitsui DS Asset Management
Japan
$1.45M -$85.3K -2,438 -6%
AR
318
Advisory Research
Illinois
$1.44M +$411K +11,738 +45%
SIM
319
Sentry Investment Management
Wisconsin
$1.42M – – –
SG Americas Securities
320
SG Americas Securities
New York
$1.42M -$2.23M -63,620 -63%
MYLI
321
Meiji Yasuda Life Insurance
Japan
$1.38M -$21K -600 -2%
LPL Financial
322
LPL Financial
California
$1.32M +$815K +23,292 +202%
OIM
323
Opus Investment Management
Massachusetts
$1.29M +$1.19M +34,000 New
DTL
324
Dynamic Technology Lab
Singapore
$1.27M -$158K -4,528 -12%
OI
325
Oakbrook Investments
Illinois
$1.26M +$22.7K +650 +2%
11 12
13
14 15

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.