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Citizens Financial Group

626 hedge funds and large institutions have $32B invested in Citizens Financial Group in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 214 increasing their positions, 271 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more capital invested

Capital invested by funds: $18.2B → $32B (+$13.8B)

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0.8% less ownership

Funds ownership: 96.7%95.9% (-0.8%)

1% less funds holding

Funds holding: 632626 (-6)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

21% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 271

51% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $28.4M

Holders
626
Holders Change
-6
Holders Change %
-0.95%
% of All Funds
14.31%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.5%
New
55
Increased
214
Reduced
271
Closed
54
Calls
$13.9M
Puts
$28.4M
Net Calls
-$14.5M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AIL
351
AGF Investments LLC
Ontario, Canada
$1.09M -$59.6K -1,477 -5%
AIP
352
Ameritas Investment Partners
Nebraska
$1.08M +$756K +18,750 +202%
GHCM
353
Glen Harbor Capital Management
California
$1.07M +$407K +10,098 +57%
BNP Paribas Asset Management
354
BNP Paribas Asset Management
France
$1.07M -$35.9K -890 -3%
LSERS
355
Louisiana State Employees Retirement System
Louisiana
$1.07M -$28.2K -700 -2%
UCFA
356
United Capital Financial Advisors
Texas
$1.06M +$26.4K +654 +2%
SCI
357
Stableford Capital II
Arizona
$1.05M +$1.1M +27,292 New
SI
358
Stephens Inc
Arkansas
$1.04M +$39.5K +979 +4%
LIA
359
LS Investment Advisors
Michigan
$1.02M +$130K +3,215 +14%
NIT
360
NumerixS Investment Technologies
British Columbia, Canada
$1.01M -$91.9K -2,279 -8%
Pzena Investment Management
361
Pzena Investment Management
New York
$1M
II
362
IFM Investors
Australia
$1M +$129K +3,202 +14%
SCM
363
Sterling Capital Management
North Carolina
$999K
KC
364
Kepos Capital
New York
$974K +$1.02M +25,242 New
Pacer Advisors
365
Pacer Advisors
Pennsylvania
$970K +$126K +3,136 +14%
BTS
366
BB&T Securities
Virginia
$964K +$284K +7,042 +39%
MM
367
Midas Management
New York
$964K +$1.01M +25,000 New
FA
368
FDx Advisors
Illinois
$962K +$1.73K +43 +0.2%
BCM
369
Bayesian Capital Management
New York
$949K +$437K +10,843 +79%
Mariner
370
Mariner
Kansas
$949K +$556K +13,788 +127%
Los Angeles Capital Management
371
Los Angeles Capital Management
California
$926K -$21.6K -536 -2%
MYAM
372
Meiji Yasuda Asset Management
Japan
$922K -$246K -6,100 -20%
FMBTD
373
First Midwest Bank Trust Division
Illinois
$919K +$126K +3,127 +15%
EGM
374
Engineers Gate Manager
New York
$903K -$3.74M -92,796 -80%
GC
375
Globeflex Capital
California
$887K

CFG Hedge Fund Activity: Q3 2018 in Review

626 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2018, worth a combined $32B — up 76% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CFG positions and 54 closed out — a net gain of 1 holder — while 214 added to existing stakes and 271 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $88.3M. The largest seller was Victory Capital Management, cutting an estimated $95.2M.

  • 626 institutional investors held Citizens Financial Group (CFG) as of Q3 2018, down from 632 in Q2 2018.
  • Funds reported $32B of Citizens Financial Group stock for Q3 2018, up 76% quarter-over-quarter.
  • 55 funds opened new Citizens Financial Group positions in Q3 2018 and 54 closed out, a net change of +1 holder.
  • The largest Citizens Financial Group buyer in Q3 2018 was JP Morgan Chase, an estimated $88.3M added.
  • The largest Citizens Financial Group seller in Q3 2018 was Victory Capital Management, an estimated $95.2M sold.

Based on aggregated 13F filings for Q3 2018.