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Citizens Financial Group

552 hedge funds and large institutions have $10.1B invested in Citizens Financial Group in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 186 increasing their positions, 236 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $10.1B → $10.1B (+$4.25M)

0.1% less ownership

Funds ownership: 94.12%94.02% (-0.1%)

3% less funds holding

Funds holding: 569552 (-17)

12% less call options, than puts

Call options by funds: $36M | Put options by funds: $40.8M

15% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 72

21% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 236

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
552
Holders Change
-17
Holders Change %
-2.99%
% of All Funds
11.14%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.16%
New
61
Increased
186
Reduced
236
Closed
72
Calls
$36M
Puts
$40.8M
Net Calls
-$4.82M
Net Calls Change
-$9.34M
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
301
Vestmark Advisory Solutions
Massachusetts
$992K +$201K +7,937 +25%
CIBC Asset Management
302
CIBC Asset Management
Ontario, Canada
$990K +$21.4K +842 +2%
LJAC
303
L.J. Altfest & Co
New York
$990K +$200K +7,904 +25%
SAM
304
Securian Asset Management
Minnesota
$982K -$9.44K -372 -0.9%
TWI
305
Thomas White International
Illinois
$958K
AIM
306
Achmea Investment Management
Netherlands
$955K +$958K +37,766 New
Capstone Investment Advisors
307
Capstone Investment Advisors
New York
$947K +$510K +20,101 +116%
RWM
308
RKL Wealth Management
Pennsylvania
$940K +$28.4K +1,120 +3%
Qube Research & Technologies (QRT)
309
Qube Research & Technologies (QRT)
United Kingdom
$892K +$895K +35,296 New
KeyBank National Association
310
KeyBank National Association
Ohio
$877K -$46.2K -1,821 -5%
II
311
IFM Investors
Australia
$877K +$58.7K +2,313 +7%
US Bancorp
312
US Bancorp
Minnesota
$871K +$82.1K +3,236 +10%
MFG
313
MidWestOne Financial Group
Iowa
$864K +$293K +11,535 +51%
WSC
314
Wellington Shields & Co
New York
$860K
OSAM
315
O'Shaughnessy Asset Management
Connecticut
$857K -$66.9K -2,637 -7%
Rockefeller Capital Management
316
Rockefeller Capital Management
New York
$835K -$33K -1,302 -4%
MYAM
317
Meiji Yasuda Asset Management
Japan
$818K -$33.2K -1,310 -4%
CL
318
CPWM LLC
Washington
$791K -$11K -435 -1%
CT
319
Coastline Trust
Rhode Island
$788K -$113K -4,465 -13%
PHS
320
Pekin Hardy Strauss
Illinois
$773K -$47.2K -1,862 -6%
HAI
321
Hennessy Advisors Inc
California
$758K -$558K -22,000 -42%
Pacer Advisors
322
Pacer Advisors
Pennsylvania
$758K -$167K -6,578 -18%
William Blair & Company
323
William Blair & Company
Illinois
$757K +$117K +4,603 +18%
BBVA
324
Banco Bilbao Vizcaya Argentaria
Spain
$745K +$20.6K +812 +3%
TPCW
325
TD Private Client Wealth
New York
$742K -$25.9K -1,023 -3%

CFG Hedge Fund Activity: Q3 2020 in Review

552 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2020, worth a combined $10.1B — up 0.04% from $10.1B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of CFG and 61 opened new positions — a net loss of 11 holders — while 236 trimmed existing stakes and 186 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $612M. The largest seller was Eminence Capital, exiting entirely with an estimated $114M sold.

  • 552 institutional investors held Citizens Financial Group (CFG) as of Q3 2020, down from 569 in Q2 2020.
  • Funds reported $10.1B of Citizens Financial Group stock for Q3 2020, up 0.04% quarter-over-quarter.
  • 61 funds opened new Citizens Financial Group positions in Q3 2020 and 72 closed out, a net change of -11 holders.
  • The largest Citizens Financial Group buyer in Q3 2020 was Capital International Investors, an estimated $612M added.
  • The largest Citizens Financial Group seller in Q3 2020 was Eminence Capital, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2020.