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Citizens Financial Group

569 hedge funds and large institutions have $10.1B invested in Citizens Financial Group in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 191 increasing their positions, 238 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

32% more capital invested

Capital invested by funds: $7.64B → $10.1B (+$2.47B)

14% more call options, than puts

Call options by funds: $37.2M | Put options by funds: $32.6M

0.75% less ownership

Funds ownership: 94.88%94.12% (-0.75%)

2% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 88

2% less funds holding

Funds holding: 579569 (-10)

20% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 238

Holders
569
Holders Change
-10
Holders Change %
-1.73%
% of All Funds
11.67%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.27%
New
86
Increased
191
Reduced
238
Closed
88
Calls
$37.2M
Puts
$32.6M
Net Calls
+$4.52M
Net Calls Change
+$6.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
376
Fifth Third Bancorp
Ohio
$519K -$47.7K -2,104 -9%
MC
377
Moors & Cabot
Massachusetts
$498K +$154K +6,803 +53%
LIA
378
LS Investment Advisors
Michigan
$496K +$22.7K +1,002 +5%
HFS
379
Haverford Financial Services
Pennsylvania
$492K
LI
380
Leap Investments
Illinois
$490K +$440K +19,400 New
CIM
381
Cambria Investment Management
California
$484K -$91.7K -4,040 -17%
IWA
382
IBEX Wealth Advisors
New Jersey
$484K -$11.1K -490 -2%
PPSG
383
Princeton Portfolio Strategies Group
New Jersey
$483K
LSERS
384
Louisiana State Employees Retirement System
Louisiana
$462K -$4.54K -200 -1%
MAM
385
Meeder Asset Management
Ohio
$452K -$2.17M -95,828 -84%
CG
386
Cutler Group
California
$452K +$305K +13,457 +301%
NDSI
387
Newman Dignan & Sheerar Inc
Rhode Island
$450K -$45K -1,982 -10%
PCM
388
Pointe Capital Management
Michigan
$450K -$3.72K -164 -0.9%
WAM
389
World Asset Management
Michigan
$448K -$109K -4,782 -21%
MERSOM
390
Municipal Employees' Retirement System of Michigan
Michigan
$445K -$284K -12,530 -42%
Capstone Investment Advisors
391
Capstone Investment Advisors
New York
$438K +$344K +15,177 +702%
X
392
Xponance
Pennsylvania
$436K +$392K +17,271 New
RIG
393
Ramiah Investment Group
Wisconsin
$424K +$46K +2,029 +14%
B
394
Bailard
California
$422K -$15K -660 -4%
NB
395
Norinchukin Bank
Japan
$403K -$14.9K -655 -4%
PP
396
Prudential plc
United Kingdom
$399K +$359K +15,820 New
Simplex Trading
397
Simplex Trading
Illinois
$397K +$169K +7,434 +89%
NERM
398
New England Research & Management
Illinois
$396K -$13.6K -600 -4%
BNP Paribas Asset Management
399
BNP Paribas Asset Management
France
$390K +$52K +2,293 +17%
AAM
400
Advisors Asset Management
Colorado
$390K +$53.1K +2,339 +18%

CFG Hedge Fund Activity: Q2 2020 in Review

569 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2020, worth a combined $10.1B — up 32% from $7.64B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of CFG and 86 opened new positions — a net loss of 2 holders — while 238 trimmed existing stakes and 191 added.

The largest buyer was BlackRock, adding an estimated $100M. The largest seller was Franklin Resources, cutting an estimated $268M.

  • 569 institutional investors held Citizens Financial Group (CFG) as of Q2 2020, down from 579 in Q1 2020.
  • Funds reported $10.1B of Citizens Financial Group stock for Q2 2020, up 32% quarter-over-quarter.
  • 86 funds opened new Citizens Financial Group positions in Q2 2020 and 88 closed out, a net change of -2 holders.
  • The largest Citizens Financial Group buyer in Q2 2020 was BlackRock, an estimated $100M added.
  • The largest Citizens Financial Group seller in Q2 2020 was Franklin Resources, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2020.