We are live on ! Find out more
CFG icon

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
BCM
376
BlueCrest Capital Management
Jersey
$880K -$2.44M -60,386 -73%
CMBA
377
C.M. Bidwell & Associates
Hawaii
$879K -$80.1K -1,985 -8%
BS
378
Banco Santander
Spain
$864K -$50.6M -1,255,371 -98%
GIA
379
Gateway Investment Advisers
Ohio
$833K -$11.1K -275 -1%
O
380
OppenheimerFunds
New York
$831K +$87K +2,158 +11%
TAF
381
Tredje AP-fonden
Sweden
$825K -$2.27M -56,367 -72%
HAI
382
Hennessy Advisors Inc
California
$810K -$565K -14,000 -40%
Thrivent Financial for Lutherans
383
Thrivent Financial for Lutherans
Minnesota
$803K -$2.77M -68,792 -77%
RJFSA
384
Raymond James Financial Services Advisors
Florida
$797K -$20.7K -513 -2%
Baird Financial Group
385
Baird Financial Group
Wisconsin
$793K -$15.2K -376 -2%
VF
386
Virtu Financial
New York
$792K -$750K -18,599 -48%
KRS
387
Kentucky Retirement Systems
Kentucky
$782K -$12.6K -312 -2%
NA
388
Neuburgh Advisers
California
$782K +$296K +7,344 +57%
1832 Asset Management
389
1832 Asset Management
Ontario, Canada
$778K +$832K +20,639 New
ClearBridge Investments
390
ClearBridge Investments
New York
$775K -$116K -2,877 -13%
ECM
391
ETrade Capital Management
Virginia
$771K +$75.7K +1,878 +10%
BPC
392
Banque Pictet & Cie
Switzerland
$757K -$6.69M -165,903 -89%
LMGAM
393
Liberty Mutual Group Asset Management
Massachusetts
$747K
LCM
394
Laurion Capital Management
New York
$723K -$1.72M -42,581 -69%
FBFS
395
First Business Financial Services
Wisconsin
$697K
PCM
396
Pointe Capital Management
Michigan
$697K +$54.8K +1,358 +8%
GLA
397
Great Lakes Advisors
Illinois
$693K -$3.39K -84 -0.5%
DIA
398
Dean Investment Associates
Ohio
$692K +$16K +396 +2%
MC
399
Moors & Cabot
Massachusetts
$691K -$74.1K -1,837 -9%
ECM
400
Everence Capital Management
Indiana
$670K

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.