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Citizens Financial Group

686 hedge funds and large institutions have $16.8B invested in Citizens Financial Group in 2019 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 211 increasing their positions, 292 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 49

13% more capital invested

Capital invested by funds: $14.9B → $16.8B (+$1.91B)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more funds holding

Funds holding: 651686 (+35)

0.75% more ownership

Funds ownership: 94.45%95.2% (+0.75%)

3% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $25.6M

28% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 292

Holders
686
Holders Change
+35
Holders Change %
+5.38%
% of All Funds
13.52%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.37%
New
97
Increased
211
Reduced
292
Closed
49
Calls
$24.7M
Puts
$25.6M
Net Calls
-$838K
Net Calls Change
+$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
426
Nisa Investment Advisors
Missouri
$573K +$93.6K +2,500 +22%
PP
427
Pegasus Partners
Wisconsin
$566K -$432K -11,534 -45%
RIM
428
Redpoint Investment Management
Australia
$565K
BC
429
Brinker Capital
Pennsylvania
$564K +$67.5K +1,803 +15%
VI
430
Versor Investments
New York
$560K -$4.45M -119,000 -90%
TEE
431
Tibra Equities Europe
United Kingdom
$552K -$386K -10,300 -43%
C
432
Cerebellum
California
$551K +$40.3K +1,076 +9%
CG
433
CFO4Life Group
Texas
$543K -$4.6K -123 -0.9%
CPA
434
Court Place Advisors
Maryland
$538K
AIL
435
AGF Investments LLC
Ontario, Canada
$538K +$1.5K +40 +0.3%
Macquarie Group
436
Macquarie Group
Australia
$535K -$48.7K -1,300 -9%
FC
437
FORA Capital
Florida
$531K +$489K +13,072 New
BIP
438
Brandes Investment Partners
California
$530K +$488K +13,049 New
HAG
439
HighPoint Advisor Group
Illinois
$528K +$412 +11 +0.1%
FMWA
440
Forvis Mazars Wealth Advisors
Missouri
$527K +$3.29K +88 +0.7%
FWIA
441
Fort Washington Investment Advisors
Ohio
$525K -$12.8K -342 -3%
MCM
442
MV Capital Management
Maryland
$520K +$89.7K +2,397 +23%
VHAM
443
Van Hulzen Asset Management
California
$516K +$475K +12,700 New
CB
444
Cadence Bank
Mississippi
$508K -$31.6K -843 -6%
CB
445
Commerce Bank
Missouri
$506K -$18.7K -500 -4%
Janney Montgomery Scott
446
Janney Montgomery Scott
Pennsylvania
$501K -$26.5K -708 -5%
S
447
Seeyond
France
$501K
CG
448
Caprock Group
Idaho
$492K -$15.9K -424 -3%
KA
449
Kintegral Advisory
New York
$484K
SM
450
Salzhauer Michael
$473K

CFG Hedge Fund Activity: Q4 2019 in Review

686 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2019, worth a combined $16.8B — up 13% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new CFG positions and 49 closed out — a net gain of 48 holders — while 211 added to existing stakes and 292 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $86.7M. The largest seller was Millennium Management, cutting an estimated $69.6M.

  • 686 institutional investors held Citizens Financial Group (CFG) as of Q4 2019, up from 651 in Q3 2019.
  • Funds reported $16.8B of Citizens Financial Group stock for Q4 2019, up 13% quarter-over-quarter.
  • 97 funds opened new Citizens Financial Group positions in Q4 2019 and 49 closed out, a net change of +48 holders.
  • The largest Citizens Financial Group buyer in Q4 2019 was Citadel Advisors, an estimated $86.7M added.
  • The largest Citizens Financial Group seller in Q4 2019 was Millennium Management, an estimated $69.6M sold.

Based on aggregated 13F filings for Q4 2019.