Citizens Financial Group
735 hedge funds and large institutions have $13.5B invested in Citizens Financial Group in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 274 increasing their positions, 276 reducing their positions, and 104 closing their positions.
29% more call options, than puts
Call options by funds: $131M | Put options by funds: $102M
2.26% more ownership
Funds ownership: 89.3% → 91.56% (+2.3%)
1% less repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 276
5% less funds holding
Funds holding: 771 → 735 (-36)
17% less first-time investments, than exits
New positions opened: 86 | Existing positions closed: 104
22% less capital invested
Capital invested by funds: $17.1B → $13.5B (-$3.69B)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$103M |
| 2 |
BlackRock
New York
|
+$99.5M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$83M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$72.7M |
| 5 |
Amundi
Paris,
France
|
+$68.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$142M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$96.2M |
| 3 |
Millennium Management
New York
|
-$74.2M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$54.6M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$51.6M |
CFG Hedge Fund Activity: Q1 2023 in Review
735 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2023, worth a combined $13.5B — down 22% from $17.1B a quarter earlier.
Sellers outnumbered buyers: 104 funds closed out of CFG and 86 opened new positions — a net loss of 18 holders — while 276 trimmed existing stakes and 274 added.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $103M. The largest seller was Morgan Stanley, cutting an estimated $142M.
- 735 institutional investors held Citizens Financial Group (CFG) as of Q1 2023, down from 771 in Q4 2022.
- Funds reported $13.5B of Citizens Financial Group stock for Q1 2023, down 22% quarter-over-quarter.
- 86 funds opened new Citizens Financial Group positions in Q1 2023 and 104 closed out, a net change of -18 holders.
- The largest Citizens Financial Group buyer in Q1 2023 was Fuller & Thaler Asset Management, an estimated $103M added.
- The largest Citizens Financial Group seller in Q1 2023 was Morgan Stanley, an estimated $142M sold.
Based on aggregated 13F filings for Q1 2023.