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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
AFWM
401
AMJ Financial Wealth Management
Virginia
$715K +$674K +16,186 New
AG
402
AIA Group
Hong Kong
$706K +$195K +4,688 +41%
WWM
403
Windsor Wealth Management
Indiana
$686K +$647K +15,542 New
LWAM
404
Legacy Wealth Asset Management
Minnesota
$679K -$375 -9 -0.1%
PA
405
Profund Advisors
Maryland
$676K -$50.8K -1,221 -7%
MFG
406
MidWestOne Financial Group
Iowa
$674K -$533K -12,819 -46%
VI
407
Versor Investments
New York
$671K +$632K +15,197 New
CI
408
Cigna Investments
Connecticut
$670K +$16.9K +406 +3%
IRF
409
IBM Retirement Fund
New York
$633K -$60.8K -1,460 -9%
PG
410
Pendal Group
Australia
$632K +$596K +14,325 New
EGM
411
Engineers Gate Manager
New York
$626K +$37.5K +902 +7%
BRWA
412
B. Riley Wealth Advisors
Florida
$614K +$579K +13,923 New
S
413
Seeyond
France
$604K -$34.9K -839 -6%
BNP Paribas Asset Management
414
BNP Paribas Asset Management
France
$597K -$104K -2,506 -16%
PI
415
PGGM Investments
Netherlands
$593K +$559K +13,427 New
AII
416
AGF Investments Inc
Ontario, Canada
$586K -$97.4K -2,340 -15%
NB
417
Norinchukin Bank
Japan
$579K +$21.7K +521 +4%
KA
418
Kintegral Advisory
New York
$574K
SFS
419
Sowell Financial Services
Arkansas
$573K -$50.2K -1,206 -9%
CG
420
Caprock Group
Idaho
$567K +$2.46K +59 +0.5%
IAA
421
Independent Advisor Alliance
North Carolina
$563K +$531K +12,756 New
Verition Fund Management
422
Verition Fund Management
Connecticut
$557K +$19.9K +477 +4%
SS
423
Simplicity Solutions
Minnesota
$557K +$525K +12,615 New
SW
424
SVB Wealth
Massachusetts
$553K +$14.4K +347 +3%
CPA
425
Court Place Advisors
Maryland
$549K

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.