We are live on ! Find out more
CFG icon

Citizens Financial Group

626 hedge funds and large institutions have $32B invested in Citizens Financial Group in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 214 increasing their positions, 271 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more capital invested

Capital invested by funds: $18.2B → $32B (+$13.8B)

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0.8% less ownership

Funds ownership: 96.7%95.9% (-0.8%)

1% less funds holding

Funds holding: 632626 (-6)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

21% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 271

51% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $28.4M

Holders
626
Holders Change
-6
Holders Change %
-0.95%
% of All Funds
14.31%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.5%
New
55
Increased
214
Reduced
271
Closed
54
Calls
$13.9M
Puts
$28.4M
Net Calls
-$14.5M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Walleye Capital
426
Walleye Capital
New York
$520K +$544K +13,489 New
HAG
427
HighPoint Advisor Group
Illinois
$506K +$2.02K +50 +0.4%
SC
428
SRB Corp
Massachusetts
$506K +$36.3K +901 +7%
DAS
429
Dynamic Advisor Solutions
Arizona
$504K -$4.28K -106 -0.8%
CB
430
Cadence Bank
Mississippi
$500K +$2.46K +61 +0.5%
WAM
431
Wealthspire Advisors (Maryland)
Maryland
$496K -$17.7K -438 -3%
GPC
432
Glacier Peak Capital
Washington
$491K +$514K +12,738 New
EGPO
433
EnTrust Global Partners Offshore
New York
$490K -$790K -19,600 -61%
MCM
434
MAI Capital Management
Ohio
$488K -$48.2K -1,196 -9%
GCC
435
Guardian Capital (Canada)
Ontario, Canada
$480K -$9.32K -231 -2%
SL
436
Signition LP
New York
$480K +$13.1K +324 +3%
TEE
437
Tibra Equities Europe
United Kingdom
$480K +$502K +12,448 New
CC
438
ClearArc Capital
Ohio
$476K -$1.77K -44 -0.4%
N
439
Nuveen
North Carolina
$472K -$4.8M -118,972 -91%
PAG
440
Private Advisor Group
New Jersey
$466K +$67.3K +1,669 +16%
AA
441
ALPS Advisors
Colorado
$466K +$82.6K +2,048 +20%
3C
442
361 Capital
Colorado
$462K -$2.05M -50,746 -81%
SM
443
Salzhauer Michael
$457K
PPSG
444
Princeton Portfolio Strategies Group
New Jersey
$452K +$473K +11,725 New
IB
445
Intrust Bank
Kansas
$444K -$75K -1,859 -14%
BBA
446
BLB&B Advisors
Pennsylvania
$432K +$2.42K +60 +0.5%
WIS
447
Wright Investors Service
Connecticut
$428K +$169K +4,195 +61%
TMAM
448
Tokio Marine Asset Management
Japan
$419K +$438K +10,866 New
IA
449
Icon Advisers
Colorado
$417K
AI
450
Atria Investments
North Carolina
$417K +$198K +4,913 +90%

CFG Hedge Fund Activity: Q3 2018 in Review

626 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2018, worth a combined $32B — up 76% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CFG positions and 54 closed out — a net gain of 1 holder — while 214 added to existing stakes and 271 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $88.3M. The largest seller was Victory Capital Management, cutting an estimated $95.2M.

  • 626 institutional investors held Citizens Financial Group (CFG) as of Q3 2018, down from 632 in Q2 2018.
  • Funds reported $32B of Citizens Financial Group stock for Q3 2018, up 76% quarter-over-quarter.
  • 55 funds opened new Citizens Financial Group positions in Q3 2018 and 54 closed out, a net change of +1 holder.
  • The largest Citizens Financial Group buyer in Q3 2018 was JP Morgan Chase, an estimated $88.3M added.
  • The largest Citizens Financial Group seller in Q3 2018 was Victory Capital Management, an estimated $95.2M sold.

Based on aggregated 13F filings for Q3 2018.