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Citizens Financial Group

651 hedge funds and large institutions have $14.9B invested in Citizens Financial Group in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 210 increasing their positions, 300 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 59

0% more funds holding

Funds holding: 651651 (0)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less capital invested

Capital invested by funds: $15.5B → $14.9B (-$561M)

1.31% less ownership

Funds ownership: 95.76%94.45% (-1.3%)

21% less call options, than puts

Call options by funds: $28.8M | Put options by funds: $36.3M

30% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 300

Holders
651
Holders Change
Holders Change %
0%
% of All Funds
14.28%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
60
Increased
210
Reduced
300
Closed
59
Calls
$28.8M
Puts
$36.3M
Net Calls
-$7.49M
Net Calls Change
-$5.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
426
SevenBridge Financial Group
Pennsylvania
$553K +$23.7K +680 +5%
SI
427
Shaker Investments
Ohio
$545K
NDSI
428
Newman Dignan & Sheerar Inc
Rhode Island
$520K +$513K +14,703 New
SRAM
429
Stone Ridge Asset Management
New York
$513K +$506K +14,500 New
Macquarie Group
430
Macquarie Group
Australia
$512K -$266K -7,612 -34%
MIP
431
Marietta Investment Partners
Wisconsin
$510K -$3.29M -94,358 -87%
FBFS
432
First Business Financial Services
Wisconsin
$509K
HAG
433
HighPoint Advisor Group
Illinois
$507K -$14.9K -426 -3%
Kovitz Investment Group Partners
434
Kovitz Investment Group Partners
Illinois
$503K -$1.15K -33 -0.2%
UH
435
Unigestion Holding
Switzerland
$500K -$1.03M -29,434 -68%
IB
436
Intrust Bank
Kansas
$495K +$18.9K +542 +4%
RIM
437
Redpoint Investment Management
Australia
$492K
AP
438
Advisor Partners
California
$480K +$65K +1,863 +16%
CG
439
CFO4Life Group
Texas
$477K -$51K -1,462 -10%
PPSG
440
Princeton Portfolio Strategies Group
New Jersey
$477K +$148K +4,250 +46%
Connor, Clark & Lunn Investment Management (CC&L)
441
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$477K +$470K +13,475 New
BFM
442
Boothbay Fund Management
New York
$474K -$1.35M -38,653 -74%
CB
443
Cadence Bank
Mississippi
$473K
FWIA
444
Fort Washington Investment Advisors
Ohio
$470K -$17.1K -491 -4%
CPA
445
Court Place Advisors
Maryland
$469K -$17.4K -500 -4%
AIL
446
AGF Investments LLC
Ontario, Canada
$467K -$450K -12,899 -49%
LTFS
447
Ladenburg Thalmann Financial Services
Florida
$466K -$1M -28,774 -69%
Janney Montgomery Scott
448
Janney Montgomery Scott
Pennsylvania
$462K -$114K -3,256 -20%
AAM
449
Advisors Asset Management
Colorado
$462K +$76.2K +2,183 +20%
CB
450
Commerce Bank
Missouri
$459K -$45.5K -1,304 -9%

CFG Hedge Fund Activity: Q3 2019 in Review

651 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2019, worth a combined $14.9B — down 3.6% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new CFG positions and 59 closed out — a net gain of 1 holder — while 210 added to existing stakes and 300 trimmed.

The largest buyer was Millennium Management, adding an estimated $113M. The largest seller was Lazard Asset Management, cutting an estimated $187M.

  • 651 institutional investors held Citizens Financial Group (CFG) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $14.9B of Citizens Financial Group stock for Q3 2019, down 3.6% quarter-over-quarter.
  • 60 funds opened new Citizens Financial Group positions in Q3 2019 and 59 closed out, a net change of +1 holder.
  • The largest Citizens Financial Group buyer in Q3 2019 was Millennium Management, an estimated $113M added.
  • The largest Citizens Financial Group seller in Q3 2019 was Lazard Asset Management, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2019.