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Citizens Financial Group

683 hedge funds and large institutions have $17.5B invested in Citizens Financial Group in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 234 increasing their positions, 241 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 44

95% more call options, than puts

Call options by funds: $111M | Put options by funds: $57.1M

21% more capital invested

Capital invested by funds: $14.4B → $17.5B (+$3.09B)

12% more funds holding

Funds holding: 610683 (+73)

0.24% more ownership

Funds ownership: 93.18%93.42% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 241

Holders
683
Holders Change
+73
Holders Change %
+11.97%
% of All Funds
11.99%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
123
Increased
234
Reduced
241
Closed
44
Calls
$111M
Puts
$57.1M
Net Calls
+$54.4M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
301
Bradley Foster & Sargent
Connecticut
$1.86M -$152K -3,641 -8%
BBVA
302
Banco Bilbao Vizcaya Argentaria
Spain
$1.86M +$4.83K +116 +0.3%
Mirae Asset Global Investments
303
Mirae Asset Global Investments
South Korea
$1.83M -$250K -6,007 -13%
MWM
304
Midwest Wealth Management
Indiana
$1.82M +$94.9K +2,281 +6%
RPSA
305
Richard P. Slaughter Associates
Texas
$1.82M -$415K -9,973 -19%
BIP
306
Brandes Investment Partners
California
$1.8M -$20K -481 -1%
AIM
307
Achmea Investment Management
Netherlands
$1.78M
UR
308
USCA RIA
Texas
$1.78M +$185K +4,440 +12%
MCM
309
MV Capital Management
Maryland
$1.78M +$236K +5,676 +16%
Public Sector Pension Investment Board (PSP Investments)
310
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.77M +$277K +6,660 +20%
WIC
311
Whitegate Investment Counselors
New Hampshire
$1.76M
BCM
312
BHZ Capital Management
California
$1.73M +$390K +9,361 +31%
RWM
313
RKL Wealth Management
Pennsylvania
$1.7M -$4.16K -100 -0.3%
HIP
314
HUB Investment Partners
Texas
$1.69M +$1.59M +38,257 New
SG Americas Securities
315
SG Americas Securities
New York
$1.69M -$1.49M -35,709 -48%
MYAM
316
Meiji Yasuda Asset Management
Japan
$1.66M +$136K +3,278 +10%
CIBC Asset Management
317
CIBC Asset Management
Ontario, Canada
$1.66M -$63.9K -1,535 -4%
SA
318
Strategic Advisors
New York
$1.63M -$20.8K -500 -1%
PAG
319
Private Advisor Group
New Jersey
$1.63M -$51.5K -1,237 -3%
PAS
320
Park Avenue Securities
New York
$1.61M +$1.52M +36,529 New
CAMG
321
CWA Asset Management Group
Florida
$1.59M +$1.5M +36,108 New
William Blair & Company
322
William Blair & Company
Illinois
$1.59M +$250K +6,009 +20%
SAM
323
Securian Asset Management
Minnesota
$1.59M -$60.8K -1,461 -4%
VAS
324
Vestmark Advisory Solutions
Massachusetts
$1.58M -$60.9K -1,464 -4%
AIP
325
Ameritas Investment Partners
Nebraska
$1.58M -$15.8K -380 -0.9%

CFG Hedge Fund Activity: Q1 2021 in Review

683 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2021, worth a combined $17.5B — up 21% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new CFG positions and 44 closed out — a net gain of 79 holders — while 234 added to existing stakes and 241 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $430M. The largest seller was Capital International Investors, cutting an estimated $518M.

  • 683 institutional investors held Citizens Financial Group (CFG) as of Q1 2021, up from 610 in Q4 2020.
  • Funds reported $17.5B of Citizens Financial Group stock for Q1 2021, up 21% quarter-over-quarter.
  • 123 funds opened new Citizens Financial Group positions in Q1 2021 and 44 closed out, a net change of +79 holders.
  • The largest Citizens Financial Group buyer in Q1 2021 was T. Rowe Price Associates, an estimated $430M added.
  • The largest Citizens Financial Group seller in Q1 2021 was Capital International Investors, an estimated $518M sold.

Based on aggregated 13F filings for Q1 2021.