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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
EMG
451
ETF Managers Group
New Jersey
$459K +$452K +12,962 New
FMWA
452
Forvis Mazars Wealth Advisors
Missouri
$456K +$1.99K +57 +0.4%
VF
453
Virtu Financial
New York
$452K -$393K -11,267 -47%
CG
454
Caprock Group
Idaho
$443K -$5.58K -160 -1%
C
455
Cerebellum
California
$442K +$84.4K +2,418 +24%
S
456
Seeyond
France
$436K -$544K -15,579 -56%
TRCT
457
Tower Research Capital (TRC)
New York
$429K +$1.19K +34 +0.3%
BC
458
Brinker Capital
Pennsylvania
$427K +$43.2K +1,238 +11%
KA
459
Kintegral Advisory
New York
$421K
SM
460
Salzhauer Michael
$412K
Nisa Investment Advisors
461
Nisa Investment Advisors
Missouri
$410K -$754K -21,620 -65%
SLAM
462
Swiss Life Asset Management
$407K -$798K -22,863 -67%
ARMT
463
Amica Retiree Medical Trust
Rhode Island
$407K +$330K +9,444 +455%
HTC
464
Haverford Trust Company
Pennsylvania
$404K +$80.1K +2,294 +25%
Mercer Global Advisors
465
Mercer Global Advisors
Colorado
$403K -$34.8K -998 -8%
ClearBridge Investments
466
ClearBridge Investments
New York
$395K -$214K -6,122 -35%
AWM
467
AE Wealth Management
Kansas
$395K -$10.2K -292 -3%
PFS
468
Prospera Financial Services
Texas
$387K +$382K +10,951 New
NIMC
469
NWQ Investment Management Company
California
$382K -$872 -25 -0.2%
3C
470
361 Capital
Colorado
$377K -$921K -26,400 -71%
IA
471
Icon Advisers
Colorado
$375K -$290K -8,300 -44%
KRSITF
472
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$373K +$34.5K +989 +10%
MC
473
Machina Capital
France
$371K +$369K +10,581 New
HF
474
HRT Financial
New York
$369K -$224K -6,422 -38%
MCM
475
MV Capital Management
Maryland
$368K +$31.8K +910 +10%

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.