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Citizens Financial Group

569 hedge funds and large institutions have $10.1B invested in Citizens Financial Group in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 191 increasing their positions, 238 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

32% more capital invested

Capital invested by funds: $7.64B → $10.1B (+$2.47B)

14% more call options, than puts

Call options by funds: $37.2M | Put options by funds: $32.6M

0.75% less ownership

Funds ownership: 94.88%94.12% (-0.75%)

2% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 88

2% less funds holding

Funds holding: 579569 (-10)

20% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 238

Holders
569
Holders Change
-10
Holders Change %
-1.73%
% of All Funds
11.67%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.27%
New
86
Increased
191
Reduced
238
Closed
88
Calls
$37.2M
Puts
$32.6M
Net Calls
+$4.52M
Net Calls Change
+$6.31M
Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
326
Measured Wealth Private Client Group
New Hampshire
$860K +$773K +34,076 New
WSC
327
Wellington Shields & Co
New York
$858K
MYAM
328
Meiji Yasuda Asset Management
Japan
$849K +$144K +6,348 +23%
TCM
329
Teza Capital Management
Illinois
$846K +$760K +33,500 New
Janney Montgomery Scott
330
Janney Montgomery Scott
Pennsylvania
$825K -$619K -27,285 -46%
PHS
331
Pekin Hardy Strauss
Illinois
$819K -$10.2K -450 -1%
II
332
IFM Investors
Australia
$817K -$326K -14,377 -31%
PAM
333
Paradigm Asset Management
New York
$807K -$70.3K -3,100 -9%
CL
334
CPWM LLC
Washington
$801K +$720K +31,744 New
CI
335
CX Institutional
Indiana
$792K +$100K +4,405 +16%
VAS
336
Vestmark Advisory Solutions
Massachusetts
$790K +$61.2K +2,696 +9%
US Bancorp
337
US Bancorp
Minnesota
$789K +$75.3K +3,317 +12%
LJAC
338
L.J. Altfest & Co
New York
$789K +$709K +31,248 New
Osaic Holdings
339
Osaic Holdings
Arizona
$788K -$10.5K -464 -1%
TPCW
340
TD Private Client Wealth
New York
$767K +$586K +25,822 +566%
SBH
341
Segall Bryant & Hamill
Illinois
$740K -$59.5K -2,620 -8%
NMERB
342
New Mexico Educational Retirement Board
New Mexico
$740K +$45.4K +2,000 +7%
Wolverine Trading
343
Wolverine Trading
Illinois
$731K +$312K +13,739 +79%
BBVA
344
Banco Bilbao Vizcaya Argentaria
Spain
$724K -$483K -21,301 -43%
TA
345
Tiedemann Advisors
New York
$715K +$227K +9,982 +54%
IIM
346
Ipswich Investment Management
Massachusetts
$709K -$1.24M -54,595 -66%
ZCA
347
Zeke Capital Advisors
Pennsylvania
$703K +$121K +5,352 +24%
CIA
348
Cascade Investment Advisors
Oregon
$696K +$72.6K +3,200 +13%
WIA
349
Westbourne Investment Advisors
Maryland
$694K -$59K -2,600 -9%
QT
350
Quantbot Technologies
New York
$694K +$625K +27,525 New

CFG Hedge Fund Activity: Q2 2020 in Review

569 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2020, worth a combined $10.1B — up 32% from $7.64B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of CFG and 86 opened new positions — a net loss of 2 holders — while 238 trimmed existing stakes and 191 added.

The largest buyer was BlackRock, adding an estimated $100M. The largest seller was Franklin Resources, cutting an estimated $268M.

  • 569 institutional investors held Citizens Financial Group (CFG) as of Q2 2020, down from 579 in Q1 2020.
  • Funds reported $10.1B of Citizens Financial Group stock for Q2 2020, up 32% quarter-over-quarter.
  • 86 funds opened new Citizens Financial Group positions in Q2 2020 and 88 closed out, a net change of -2 holders.
  • The largest Citizens Financial Group buyer in Q2 2020 was BlackRock, an estimated $100M added.
  • The largest Citizens Financial Group seller in Q2 2020 was Franklin Resources, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2020.