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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
QC
326
Quadrature Capital
United Kingdom
$1.57M +$1.48M +35,601 New
MAM
327
Meeder Asset Management
Ohio
$1.57M +$1.03M +24,841 +233%
CGH
328
Crossmark Global Holdings
Texas
$1.56M -$233K -5,596 -14%
PCM
329
Prelude Capital Management
New York
$1.54M +$1.45M +34,797 New
UCFA
330
United Capital Financial Advisors
Texas
$1.53M +$1.44M +34,677 New
US Bancorp
331
US Bancorp
Minnesota
$1.53M -$60.2K -1,446 -4%
MML Investors Services
332
MML Investors Services
Massachusetts
$1.52M +$693K +16,647 +93%
WSC
333
Wellington Shields & Co
New York
$1.5M
Creative Planning
334
Creative Planning
Kansas
$1.45M +$474K +11,395 +53%
TWI
335
Thomas White International
Illinois
$1.45M -$341K -8,195 -20%
NA
336
NewEdge Advisors
Louisiana
$1.44M +$74.5K +1,790 +6%
MSRPS
337
Maryland State Retirement & Pension System
Maryland
$1.44M +$1.07M +25,661 +372%
DA
338
Duality Advisers
Florida
$1.44M -$1.06M -25,453 -44%
CL
339
CPWM LLC
Washington
$1.4M +$2.16K +52 +0.2%
PAM
340
Paradigm Asset Management
New York
$1.38M -$37.5K -900 -3%
KeyBank National Association
341
KeyBank National Association
Ohio
$1.38M -$191K -4,581 -13%
EMPI
342
Elo Mutual Pension Insurance
Finland
$1.36M +$19.3K +463 +2%
ERM
343
Elm Ridge Management
New York
$1.34M -$774K -18,600 -38%
IG
344
ING Group
Netherlands
$1.34M +$90K +2,162 +8%
WIA
345
Westbourne Investment Advisors
Maryland
$1.33M +$173K +4,158 +16%
CIA
346
Cascade Investment Advisors
Oregon
$1.33M -$18.9K -455 -1%
CAM
347
Cozad Asset Management
Illinois
$1.33M +$1.25M +30,059 New
AC
348
Allstate Corporation
Illinois
$1.32M +$24.9K +599 +2%
PHS
349
Pekin Hardy Strauss
Illinois
$1.31M -$16.6K -400 -1%
TU
350
TDAM USA
Ontario, Canada
$1.28M -$4.28M -102,949 -78%

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.