We are live on ! Find out more
CFG icon

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
FA
401
FDx Advisors
Illinois
$763K -$232K -6,207 -25%
PA
402
Profund Advisors
Maryland
$748K -$11.5K -306 -2%
GH
403
GAM Holding
Switzerland
$747K +$325K +8,673 +89%
EVM
404
Eaton Vance Management
Massachusetts
$745K +$5.43K +145 +0.8%
BBNA
405
Bremer Bank National Association
Minnesota
$727K -$38.4K -1,025 -5%
BPCE
406
Bank Pictet & Cie (Europe)
Germany
$715K +$59.9K +1,600 +10%
American Century Companies
407
American Century Companies
Missouri
$715K +$659K +17,612 New
TA
408
Tiedemann Advisors
New York
$706K +$651K +17,384 New
MC
409
Miles Capital
Iowa
$703K -$17.7K -474 -3%
AWM
410
AE Wealth Management
Kansas
$690K +$218K +5,812 +52%
NMIMC
411
Northwestern Mutual Investment Management Company
Wisconsin
$686K -$5.24K -140 -0.8%
GC
412
Globeflex Capital
California
$678K +$23.1K +618 +4%
AP
413
Advisor Partners
California
$674K +$139K +3,722 +27%
HTC
414
Haverford Trust Company
Pennsylvania
$666K +$186K +4,962 +43%
BNP Paribas Asset Management
415
BNP Paribas Asset Management
France
$662K -$151K -4,031 -20%
NERM
416
New England Research & Management
Illinois
$660K -$7.49K -200 -1%
PH
417
Pinnacle Holdings
Oklahoma
$642K -$16.2K -434 -3%
BS
418
Banco Santander
Spain
$624K -$234K -6,242 -29%
LTFS
419
Ladenburg Thalmann Financial Services
Florida
$607K +$67.2K +1,795 +14%
Cambridge Investment Research Advisors
420
Cambridge Investment Research Advisors
Iowa
$593K +$315K +8,414 +136%
MIP
421
Marietta Investment Partners
Wisconsin
$586K
IB
422
Intrust Bank
Kansas
$585K +$15.5K +414 +3%
ZCA
423
Zeke Capital Advisors
Pennsylvania
$584K -$118K -3,146 -18%
Kovitz Investment Group Partners
424
Kovitz Investment Group Partners
Illinois
$581K +$2.66K +71 +0.5%
CIA
425
Cascade Investment Advisors
Oregon
$574K +$529K +14,125 New

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.