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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
TA
351
Tiedemann Advisors
New York
$1.25M -$8.99K -216 -0.8%
NMERB
352
New Mexico Educational Retirement Board
New Mexico
$1.19M
UFF
353
USA Financial Formulas
Michigan
$1.17M +$1.1M +26,534 New
M&T Bank
354
M&T Bank
New York
$1.16M -$1.04M -24,906 -49%
LSERS
355
Louisiana State Employees Retirement System
Louisiana
$1.16M -$8.32K -200 -0.8%
KRS
356
Kentucky Retirement Systems
Kentucky
$1.15M -$44.9K -1,079 -4%
FNBT
357
FineMark National Bank & Trust
Florida
$1.13M -$5.91M -141,956 -85%
SMDAM
358
Sumitomo Mitsui DS Asset Management
Japan
$1.12M -$800K -19,211 -43%
Pacer Advisors
359
Pacer Advisors
Pennsylvania
$1.1M -$87.1K -2,092 -8%
IB
360
Intrust Bank
Kansas
$1.07M +$44.7K +1,074 +5%
CC
361
Centiva Capital
New York
$1.07M +$653K +15,695 +184%
TIA
362
Trust Investment Advisors
Indiana
$1.04M -$32.2K -773 -3%
Daiwa Securities Group
363
Daiwa Securities Group
Japan
$1.04M +$63K +1,514 +7%
TC
364
Trilogy Capital
California
$1.03M +$24.1K +579 +3%
AB
365
Amalgamated Bank
New York
$1.03M -$36.2K -870 -4%
AWM
366
AE Wealth Management
Kansas
$1.01M +$956K +22,961 New
SBH
367
Segall Bryant & Hamill
Illinois
$1.01M +$4.25K +102 +0.4%
KAS
368
Kestra Advisory Services
Texas
$1M +$569K +13,669 +152%
CCP
369
Corient Capital Partners
California
$992K +$658K +15,822 +238%
KIA
370
KCM Investment Advisors
California
$988K +$931K +22,370 New
SFM
371
Systematic Financial Management
New Jersey
$986K +$6.66K +160 +0.7%
EI
372
Ethic Inc
New York
$977K +$312K +7,489 +51%
BMSSC
373
B. Metzler seel. Sohn & Co
Germany
$964K +$152K +3,652 +20%
CT
374
Coastline Trust
Rhode Island
$945K -$4.16K -100 -0.5%
DILIC
375
Dai-ichi Life Insurance Company
Japan
$875K

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.