We are live on ! Find out more
CFG icon

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
B
426
Barings
North Carolina
$244K -$48.2K -1,900 -16%
CCM
427
Cadence Capital Management
Massachusetts
$242K -$65.4K -2,579 -21%
BDF
428
Balasa Dinverno & Foltz
$241K -$1.57K -62 -0.6%
CG
429
Cutler Group
California
$239K -$215K -8,471 -47%
RIM
430
Redpoint Investment Management
Australia
$237K -$12.1K -477 -5%
PA
431
Profund Advisors
Maryland
$237K +$4.84K +191 +2%
PCM
432
Penserra Capital Management
California
$229K -$870K -34,302 -79%
GVAG
433
Great Valley Advisor Group
Delaware
$229K +$230K +9,052 New
SCA
434
STALEY CAPITAL ADVISERS
Pennsylvania
$228K
FQ
435
First Quadrant
California
$225K
VI
436
Vestcor Inc
New Brunswick, Canada
$224K -$9.84K -388 -4%
ASN
437
Advisory Services Network
Georgia
$221K +$222K +8,733 New
GT
438
Greenleaf Trust
Michigan
$219K -$609 -24 -0.3%
WSTAM
439
Wilbanks Smith & Thomas Asset Management
Virginia
$218K +$609 +24 +0.3%
Acadian Asset Management
440
Acadian Asset Management
Massachusetts
$214K -$868K -34,215 -80%
CBFP
441
Cedar Brook Financial Partners
Ohio
$214K +$215K +8,479 New
CI Investments Inc
442
CI Investments Inc
Ontario, Canada
$209K -$11.7M -460,839 -98%
RJFSA
443
Raymond James Financial Services Advisors
Florida
$203K -$76.2K -3,004 -27%
TAIM
444
TD Ameritrade Investment Management
Nebraska
$201K +$124K +4,889 +159%
WT
445
Washington Trust
Rhode Island
$190K
Northwestern Mutual Wealth Management
446
Northwestern Mutual Wealth Management
Wisconsin
$180K +$15.6K +613 +9%
IA
447
IFP Advisors
Florida
$176K +$20.2K +798 +13%
CAW
448
Cornerstone Advisors (Washington)
Washington
$161K +$35.5K +1,400 +28%
AssetMark Inc
449
AssetMark Inc
California
$153K +$45.8K +1,804 +43%
PA
450
Parallel Advisors
California
$146K -$55.2K -2,178 -27%

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.