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Citizens Financial Group

552 hedge funds and large institutions have $10.1B invested in Citizens Financial Group in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 186 increasing their positions, 236 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $10.1B → $10.1B (+$4.25M)

0.1% less ownership

Funds ownership: 94.12%94.02% (-0.1%)

3% less funds holding

Funds holding: 569552 (-17)

12% less call options, than puts

Call options by funds: $36M | Put options by funds: $40.8M

15% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 72

21% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 236

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
552
Holders Change
-17
Holders Change %
-2.99%
% of All Funds
11.14%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.16%
New
61
Increased
186
Reduced
236
Closed
72
Calls
$36M
Puts
$40.8M
Net Calls
-$4.82M
Net Calls Change
-$9.34M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
401
Caprock Group
Idaho
$322K -$3.04K -120 -0.9%
HTC
402
Haverford Trust Company
Pennsylvania
$319K
CPA
403
Court Place Advisors
Maryland
$317K -$7.61K -300 -2%
VHAM
404
Van Hulzen Asset Management
California
$315K -$43.1K -1,700 -12%
IG
405
ING Group
Netherlands
$307K +$308K +12,136 New
BCV
406
Banque Cantonale Vaudoise
Switzerland
$303K -$25.4K -1,000 -8%
PHK
407
Point72 Hong Kong
Hong Kong
$299K -$1.25M -49,373 -81%
SFS
408
Sowell Financial Services
Arkansas
$299K +$293K +11,559 +4,114%
SW
409
SVB Wealth
Massachusetts
$299K +$300K +11,836 New
EMFAT
410
Emerald Mutual Fund Advisers Trust
Pennsylvania
$298K -$637K -25,110 -68%
HW
411
Hancock Whitney
Mississippi
$296K -$29.3K -1,155 -9%
MWM
412
Modera Wealth Management
New Jersey
$288K
CB
413
Commerce Bank
Missouri
$283K -$4.74K -187 -2%
KRSITF
414
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$283K +$17.4K +686 +7%
DWT
415
Dorsey & Whitney Trust
South Dakota
$281K +$282K +11,115 New
BAMF
416
BI Asset Management Fondsmaeglerselskab
Denmark
$280K
ECM
417
Everence Capital Management
Indiana
$276K
SFM
418
Systematic Financial Management
New Jersey
$274K +$1.52K +60 +0.6%
PH
419
Pinnacle Holdings
Oklahoma
$269K -$95.1K -3,749 -26%
SACTSONJ
420
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$253K
EOJOAM
421
E. Ohman J:or Asset Management
Sweden
$253K +$254K +10,000 New
WPW
422
Waldron Private Wealth
Pennsylvania
$249K -$609 -24 -0.2%
OC
423
Oppenheimer & Co
New York
$248K -$126K -4,983 -34%
MFS
424
Mirabella Financial Services
United Kingdom
$246K +$246K +9,717 New
DGHMC
425
Dalton, Greiner, Hartman, Maher & Co
New York
$244K -$4.94M -194,798 -95%

CFG Hedge Fund Activity: Q3 2020 in Review

552 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2020, worth a combined $10.1B — up 0.04% from $10.1B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of CFG and 61 opened new positions — a net loss of 11 holders — while 236 trimmed existing stakes and 186 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $612M. The largest seller was Eminence Capital, exiting entirely with an estimated $114M sold.

  • 552 institutional investors held Citizens Financial Group (CFG) as of Q3 2020, down from 569 in Q2 2020.
  • Funds reported $10.1B of Citizens Financial Group stock for Q3 2020, up 0.04% quarter-over-quarter.
  • 61 funds opened new Citizens Financial Group positions in Q3 2020 and 72 closed out, a net change of -11 holders.
  • The largest Citizens Financial Group buyer in Q3 2020 was Capital International Investors, an estimated $612M added.
  • The largest Citizens Financial Group seller in Q3 2020 was Eminence Capital, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2020.