We are live on ! Find out more
CFG icon

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
DA
326
Denali Advisors
California
$741K +$216K +8,500 +41%
AC
327
Allstate Corporation
Illinois
$740K +$80.8K +3,184 +12%
CIA
328
Cascade Investment Advisors
Oregon
$725K +$28.5K +1,125 +4%
TA
329
Tiedemann Advisors
New York
$716K
SG Americas Securities
330
SG Americas Securities
New York
$703K +$82.2K +3,241 +13%
MCM
331
MV Capital Management
Maryland
$702K +$151K +5,952 +27%
NMERB
332
New Mexico Educational Retirement Board
New Mexico
$693K -$48.2K -1,900 -6%
PAM
333
Paradigm Asset Management
New York
$692K -$117K -4,600 -14%
PAG
334
Private Advisor Group
New Jersey
$689K -$2.31K -91 -0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
335
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$672K +$674K +26,565 New
JAM
336
Jupiter Asset Management
United Kingdom
$671K -$530K -20,883 -44%
IIM
337
Ipswich Investment Management
Massachusetts
$671K -$38.6K -1,520 -5%
MAM
338
Meeder Asset Management
Ohio
$670K +$219K +8,637 +48%
WIA
339
Westbourne Investment Advisors
Maryland
$656K -$38.8K -1,530 -6%
SBH
340
Segall Bryant & Hamill
Illinois
$630K -$112K -4,434 -15%
KRS
341
Kentucky Retirement Systems
Kentucky
$629K +$28.4K +1,120 +5%
AB
342
Amalgamated Bank
New York
$612K -$12.7K -501 -2%
TIA
343
Trust Investment Advisors
Indiana
$604K +$25K +986 +4%
NMIMC
344
Northwestern Mutual Investment Management Company
Wisconsin
$591K
MC
345
Moors & Cabot
Massachusetts
$584K +$87.5K +3,448 +18%
TC
346
Trilogy Capital
California
$576K -$51K -2,010 -8%
IB
347
Intrust Bank
Kansas
$564K +$19.9K +783 +4%
PAMP
348
Polar Asset Management Partners
Ontario, Canada
$558K +$560K +22,061 New
Creative Planning
349
Creative Planning
Kansas
$556K -$319K -12,581 -36%
FWCM
350
Ferguson Wellman Capital Management
Oregon
$552K -$441K -17,385 -44%

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.