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Citizens Financial Group

686 hedge funds and large institutions have $16.8B invested in Citizens Financial Group in 2019 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 211 increasing their positions, 292 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 49

13% more capital invested

Capital invested by funds: $14.9B → $16.8B (+$1.91B)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more funds holding

Funds holding: 651686 (+35)

0.75% more ownership

Funds ownership: 94.45%95.2% (+0.75%)

3% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $25.6M

28% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 292

Holders
686
Holders Change
+35
Holders Change %
+5.38%
% of All Funds
13.52%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.37%
New
97
Increased
211
Reduced
292
Closed
49
Calls
$24.7M
Puts
$25.6M
Net Calls
-$838K
Net Calls Change
+$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
376
Engineers Gate Manager
New York
$944K -$4.53M -121,137 -84%
CAG
377
Csenge Advisory Group
Florida
$940K -$30K -802 -3%
SRAM
378
Stone Ridge Asset Management
New York
$934K +$318K +8,500 +59%
TIA
379
Trust Investment Advisors
Indiana
$912K -$46.8K -1,250 -5%
ASN
380
Advisory Services Network
Georgia
$909K +$724K +19,334 +636%
KRS
381
Kentucky Retirement Systems
Kentucky
$908K -$20.4K -545 -2%
Verition Fund Management
382
Verition Fund Management
Connecticut
$902K -$969K -25,882 -54%
SCP
383
Shorepoint Capital Partners
Massachusetts
$881K -$11.3K -302 -1%
NC
384
NewSquare Capital
Pennsylvania
$854K +$787K +21,020 New
MC
385
Moors & Cabot
Massachusetts
$848K -$5.24K -140 -0.7%
LSERS
386
Louisiana State Employees Retirement System
Louisiana
$837K -$33.7K -900 -4%
TCM
387
Teza Capital Management
Illinois
$835K -$576K -15,379 -43%
SM
388
Sciencast Management
New Jersey
$827K -$1.22M -32,705 -61%
GCP
389
GSA Capital Partners
United Kingdom
$819K -$974K -26,030 -56%
GAM
390
Gotham Asset Management
New York
$814K -$71.1K -1,899 -9%
HW
391
Hancock Whitney
Mississippi
$811K -$469K -12,529 -39%
Daiwa Securities Group
392
Daiwa Securities Group
Japan
$807K
SFG
393
SevenBridge Financial Group
Pennsylvania
$801K +$153K +4,088 +26%
Boston Partners
394
Boston Partners
Massachusetts
$798K -$4.78M -127,707 -87%
DC
395
Diametric Capital
Massachusetts
$793K -$17.8K -475 -2%
HFS
396
Haverford Financial Services
Pennsylvania
$792K
IWA
397
IBEX Wealth Advisors
New Jersey
$791K +$729K +19,485 New
PPSG
398
Princeton Portfolio Strategies Group
New Jersey
$784K +$218K +5,825 +43%
PCM
399
Pointe Capital Management
Michigan
$772K -$1.65K -44 -0.2%
ECG
400
Edge Capital Group
Georgia
$768K +$2.25K +60 +0.3%

CFG Hedge Fund Activity: Q4 2019 in Review

686 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2019, worth a combined $16.8B — up 13% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new CFG positions and 49 closed out — a net gain of 48 holders — while 211 added to existing stakes and 292 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $86.7M. The largest seller was Millennium Management, cutting an estimated $69.6M.

  • 686 institutional investors held Citizens Financial Group (CFG) as of Q4 2019, up from 651 in Q3 2019.
  • Funds reported $16.8B of Citizens Financial Group stock for Q4 2019, up 13% quarter-over-quarter.
  • 97 funds opened new Citizens Financial Group positions in Q4 2019 and 49 closed out, a net change of +48 holders.
  • The largest Citizens Financial Group buyer in Q4 2019 was Citadel Advisors, an estimated $86.7M added.
  • The largest Citizens Financial Group seller in Q4 2019 was Millennium Management, an estimated $69.6M sold.

Based on aggregated 13F filings for Q4 2019.