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Citizens Financial Group

651 hedge funds and large institutions have $14.9B invested in Citizens Financial Group in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 210 increasing their positions, 300 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 59

0% more funds holding

Funds holding: 651651 (0)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less capital invested

Capital invested by funds: $15.5B → $14.9B (-$561M)

1.31% less ownership

Funds ownership: 95.76%94.45% (-1.3%)

21% less call options, than puts

Call options by funds: $28.8M | Put options by funds: $36.3M

30% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 300

Holders
651
Holders Change
Holders Change %
0%
% of All Funds
14.28%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
60
Increased
210
Reduced
300
Closed
59
Calls
$28.8M
Puts
$36.3M
Net Calls
-$7.49M
Net Calls Change
-$5.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IG
376
ING Group
Netherlands
$987K -$1.42M -40,655 -59%
CL
377
CPWM LLC
Washington
$967K +$9.32K +267 +1%
MAM
378
Meeder Asset Management
Ohio
$961K +$52K +1,490 +6%
LAM
379
Lingohr Asset Management
Germany
$959K
LIA
380
LS Investment Advisors
Michigan
$903K -$17.9K -512 -2%
PP
381
Pegasus Partners
Wisconsin
$901K -$1.99M -56,982 -69%
MYAM
382
Meiji Yasuda Asset Management
Japan
$886K +$35.9K +1,030 +4%
FA
383
FDx Advisors
Illinois
$884K -$168K -4,801 -16%
WSCM
384
Wellington Shields Capital Management
New York
$884K +$314K +9,000 +56%
SFM
385
Systematic Financial Management
New Jersey
$868K -$2.09M -59,836 -71%
Creative Planning
386
Creative Planning
Kansas
$851K -$22.8K -654 -3%
CAG
387
Csenge Advisory Group
Florida
$847K +$80.9K +2,317 +11%
TEE
388
Tibra Equities Europe
United Kingdom
$845K +$834K +23,900 New
TIA
389
Trust Investment Advisors
Indiana
$838K -$14.8K -425 -2%
TA
390
Thor Advisors
New York
$822K +$811K +23,240 New
KRS
391
Kentucky Retirement Systems
Kentucky
$810K +$54.5K +1,563 +7%
ECM
392
ETrade Capital Management
Virginia
$804K +$33.9K +971 +4%
AG
393
Advisor Group
Arizona
$793K -$1.82M -52,029 -70%
KeyBank National Association
394
KeyBank National Association
Ohio
$784K -$962K -27,560 -55%
SCP
395
Shorepoint Capital Partners
Massachusetts
$778K +$25.6K +735 +3%
GAM
396
Gotham Asset Management
New York
$776K -$521K -14,923 -40%
BS
397
Banco Santander
Spain
$765K +$451K +12,924 +149%
LSERS
398
Louisiana State Employees Retirement System
Louisiana
$760K -$52.3K -1,500 -7%
MC
399
Moors & Cabot
Massachusetts
$751K +$27.7K +795 +4%
PHK
400
Point72 Hong Kong
Hong Kong
$748K +$447K +12,809 +153%

CFG Hedge Fund Activity: Q3 2019 in Review

651 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2019, worth a combined $14.9B — down 3.6% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new CFG positions and 59 closed out — a net gain of 1 holder — while 210 added to existing stakes and 300 trimmed.

The largest buyer was Millennium Management, adding an estimated $113M. The largest seller was Lazard Asset Management, cutting an estimated $187M.

  • 651 institutional investors held Citizens Financial Group (CFG) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $14.9B of Citizens Financial Group stock for Q3 2019, down 3.6% quarter-over-quarter.
  • 60 funds opened new Citizens Financial Group positions in Q3 2019 and 59 closed out, a net change of +1 holder.
  • The largest Citizens Financial Group buyer in Q3 2019 was Millennium Management, an estimated $113M added.
  • The largest Citizens Financial Group seller in Q3 2019 was Lazard Asset Management, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2019.