We are live on ! Find out more
CFG icon

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
EWM
401
Empirical Wealth Management
Washington
$377K +$339K +14,921 New
Daiwa Securities Group
402
Daiwa Securities Group
Japan
$374K
OC
403
Oppenheimer & Co
New York
$374K +$336K +14,810 New
PH
404
Pinnacle Holdings
Oklahoma
$363K +$953 +42 +0.3%
VHAM
405
Van Hulzen Asset Management
California
$357K -$36.3K -1,600 -10%
ECM
406
ETrade Capital Management
Virginia
$355K -$1.38K -61 -0.4%
BS
407
Banco Santander
Spain
$351K -$2.98M -131,169 -90%
MC
408
Maverick Capital
Texas
$344K +$309K +13,620 New
NIT
409
NumerixS Investment Technologies
British Columbia, Canada
$343K +$222K +9,800 +258%
ACM
410
AlphaCrest Capital Management
New York
$340K -$1.29M -57,033 -81%
CI
411
Cigna Investments
Connecticut
$340K -$736K -32,431 -71%
KA
412
Kintegral Advisory
New York
$339K
LAM
413
Lingohr Asset Management
Germany
$335K -$11K -484 -3%
BCV
414
Banque Cantonale Vaudoise
Switzerland
$329K +$99.8K +4,400 +51%
HW
415
Hancock Whitney
Mississippi
$324K -$98.9K -4,360 -25%
CPA
416
Court Place Advisors
Maryland
$324K -$9.64K -425 -3%
CG
417
Caprock Group
Idaho
$324K +$27.9K +1,229 +11%
HTC
418
Haverford Trust Company
Pennsylvania
$319K -$17.1K -755 -6%
WAM
419
Wealthspire Advisors (Maryland)
Maryland
$307K -$8.67K -382 -3%
CCM
420
Cadence Capital Management
Massachusetts
$306K -$616K -27,149 -69%
PCM
421
Prelude Capital Management
New York
$305K +$256K +11,261 +1,344%
BCA
422
Bray Capital Advisors
Florida
$297K +$267K +11,780 New
SM
423
Sciencast Management
New Jersey
$296K +$284K +12,510 New
CB
424
Commerce Bank
Missouri
$288K -$144K -6,346 -36%
MWM
425
Modera Wealth Management
New Jersey
$287K +$258K +11,380 New

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.