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Citizens Financial Group

683 hedge funds and large institutions have $17.5B invested in Citizens Financial Group in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 234 increasing their positions, 241 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 44

95% more call options, than puts

Call options by funds: $111M | Put options by funds: $57.1M

21% more capital invested

Capital invested by funds: $14.4B → $17.5B (+$3.09B)

12% more funds holding

Funds holding: 610683 (+73)

0.24% more ownership

Funds ownership: 93.18%93.42% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 241

Holders
683
Holders Change
+73
Holders Change %
+11.97%
% of All Funds
11.99%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
123
Increased
234
Reduced
241
Closed
44
Calls
$111M
Puts
$57.1M
Net Calls
+$54.4M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
376
Wealthspire Advisors (New York)
New York
$873K +$37.3K +897 +5%
American Century Companies
377
American Century Companies
Missouri
$872K -$11.8M -282,453 -93%
Bessemer Group
378
Bessemer Group
New Jersey
$872K +$153K +3,678 +23%
CIBC Private Wealth Group
379
CIBC Private Wealth Group
Georgia
$870K +$171K +4,101 +26%
Marshall Wace
380
Marshall Wace
United Kingdom
$858K -$1.78M -42,786 -69%
O
381
Ossiam
France
$855K +$806K +19,359 New
NMIMC
382
Northwestern Mutual Investment Management Company
Wisconsin
$851K -$173K -4,164 -18%
CG
383
Cutler Group
California
$848K +$613K +14,729 +329%
LMAM
384
Legg Mason Asset Management
Japan
$843K -$177K -4,257 -18%
AAM
385
Advisors Asset Management
Colorado
$836K +$11K +265 +1%
HighTower Advisors
386
HighTower Advisors
Illinois
$818K -$165K -3,960 -18%
EWM
387
Empirical Wealth Management
Washington
$814K -$211K -5,077 -22%
QT
388
Quantbot Technologies
New York
$811K +$765K +18,379 New
X
389
Xponance
Pennsylvania
$809K -$11.1K -266 -1%
Fifth Third Bancorp
390
Fifth Third Bancorp
Ohio
$807K -$27.7K -666 -4%
PPSG
391
Princeton Portfolio Strategies Group
New Jersey
$790K
SP
392
Symmetry Partners
Connecticut
$783K +$305K +7,338 +71%
B
393
BP
United Kingdom
$779K -$210K -5,038 -22%
VA
394
Valmark Advisers
Ohio
$778K +$733K +17,618 New
TPA
395
Trivium Point Advisory
Connecticut
$764K +$720K +17,300 New
PCM
396
Pointe Capital Management
Michigan
$755K +$46.3K +1,113 +7%
WAM
397
World Asset Management
Michigan
$750K -$37.2K -893 -5%
FDCDDQ
398
Federation des caisses Desjardins du Quebec
Quebec, Canada
$742K -$66.4K -1,596 -9%
IIM
399
Ipswich Investment Management
Massachusetts
$718K -$196K -4,700 -22%
FMBTD
400
First Midwest Bank Trust Division
Illinois
$715K

CFG Hedge Fund Activity: Q1 2021 in Review

683 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2021, worth a combined $17.5B — up 21% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new CFG positions and 44 closed out — a net gain of 79 holders — while 234 added to existing stakes and 241 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $430M. The largest seller was Capital International Investors, cutting an estimated $518M.

  • 683 institutional investors held Citizens Financial Group (CFG) as of Q1 2021, up from 610 in Q4 2020.
  • Funds reported $17.5B of Citizens Financial Group stock for Q1 2021, up 21% quarter-over-quarter.
  • 123 funds opened new Citizens Financial Group positions in Q1 2021 and 44 closed out, a net change of +79 holders.
  • The largest Citizens Financial Group buyer in Q1 2021 was T. Rowe Price Associates, an estimated $430M added.
  • The largest Citizens Financial Group seller in Q1 2021 was Capital International Investors, an estimated $518M sold.

Based on aggregated 13F filings for Q1 2021.