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Citizens Financial Group

591 hedge funds and large institutions have $19.9B invested in Citizens Financial Group in 2017 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 191 increasing their positions, 250 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 41

92% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $13.7M

8% more funds holding

Funds holding: 548591 (+43)

7% more capital invested

Capital invested by funds: $18.5B → $19.9B (+$1.35B)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

1.54% less ownership

Funds ownership: 97.92%96.38% (-1.5%)

24% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 250

Holders
591
Holders Change
+43
Holders Change %
+7.85%
% of All Funds
13.4%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.52%
New
89
Increased
191
Reduced
250
Closed
41
Calls
$26.3M
Puts
$13.7M
Net Calls
+$12.6M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
376
Pointe Capital Management
Michigan
$779K -$44.7K -1,144 -6%
SIA
377
Starfire Investment Advisers
Michigan
$779K +$726K +18,557 New
SM
378
Sciencast Management
New Jersey
$774K +$639K +16,352 New
DTL
379
Dynamic Technology Lab
Singapore
$764K -$602K -15,401 -46%
CI
380
Cigna Investments
Connecticut
$764K -$40.2K -1,027 -5%
GLA
381
Great Lakes Advisors
Illinois
$763K
ECM
382
Everence Capital Management
Indiana
$729K +$260K +6,646 +62%
AR
383
Advisory Research
Illinois
$715K -$820K -20,969 -55%
NERM
384
New England Research & Management
Illinois
$709K -$1.96K -50 -0.3%
DIA
385
Dean Investment Associates
Ohio
$709K +$26.4K +674 +4%
WSCM
386
Wellington Shields Capital Management
New York
$706K
PH
387
Pinnacle Holdings
Oklahoma
$682K -$3.52K -90 -0.6%
LTFS
388
Ladenburg Thalmann Financial Services
Florida
$674K +$43.8K +1,120 +7%
Pacer Advisors
389
Pacer Advisors
Pennsylvania
$674K +$168K +4,291 +36%
PAG
390
Private Advisor Group
New Jersey
$669K -$92.4K -2,363 -13%
Daiwa Securities Group
391
Daiwa Securities Group
Japan
$667K -$415K -10,600 -40%
AP
392
AHL Partners
United Kingdom
$646K -$109K -2,792 -15%
JIP
393
Jaffetilchin Investment Partners
Florida
$637K -$16.3K -416 -3%
II
394
IFM Investors
Australia
$630K
WAM
395
Wealthspire Advisors (Maryland)
Maryland
$618K -$22.7K -581 -4%
P
396
Pitcairn
Pennsylvania
$606K +$46.2K +1,182 +9%
Creative Planning
397
Creative Planning
Kansas
$600K +$21.8K +557 +4%
MCM
398
MAI Capital Management
Ohio
$589K +$78 +2 +0%
SPIA
399
Steward Partners Investment Advisory
New York
$576K
AA
400
ALPS Advisors
Colorado
$573K

CFG Hedge Fund Activity: Q4 2017 in Review

591 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2017, worth a combined $19.9B — up 7.3% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new CFG positions and 41 closed out — a net gain of 48 holders — while 191 added to existing stakes and 250 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $208M. The largest seller was Bank of America, cutting an estimated $400M.

  • 591 institutional investors held Citizens Financial Group (CFG) as of Q4 2017, up from 548 in Q3 2017.
  • Funds reported $19.9B of Citizens Financial Group stock for Q4 2017, up 7.3% quarter-over-quarter.
  • 89 funds opened new Citizens Financial Group positions in Q4 2017 and 41 closed out, a net change of +48 holders.
  • The largest Citizens Financial Group buyer in Q4 2017 was Lazard Asset Management, an estimated $208M added.
  • The largest Citizens Financial Group seller in Q4 2017 was Bank of America, an estimated $400M sold.

Based on aggregated 13F filings for Q4 2017.