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Citizens Financial Group

569 hedge funds and large institutions have $10.1B invested in Citizens Financial Group in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 191 increasing their positions, 238 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

32% more capital invested

Capital invested by funds: $7.64B → $10.1B (+$2.47B)

14% more call options, than puts

Call options by funds: $37.2M | Put options by funds: $32.6M

0.75% less ownership

Funds ownership: 94.88%94.12% (-0.75%)

2% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 88

2% less funds holding

Funds holding: 579569 (-10)

20% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 238

Holders
569
Holders Change
-10
Holders Change %
-1.73%
% of All Funds
11.67%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.27%
New
86
Increased
191
Reduced
238
Closed
88
Calls
$37.2M
Puts
$32.6M
Net Calls
+$4.52M
Net Calls Change
+$6.31M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
451
Greenleaf Trust
Michigan
$219K +$197K +8,677 New
B
452
Barings
North Carolina
$217K
WSTAM
453
Wilbanks Smith & Thomas Asset Management
Virginia
$217K +$195K +8,597 New
PA
454
Parallel Advisors
California
$200K +$24.7K +1,087 +16%
TRCT
455
Tower Research Capital (TRC)
New York
$200K +$180K +7,939 New
CFG
456
Citizens Financial Group
Rhode Island
$181K +$26.5K +1,168 +19%
WT
457
Washington Trust
Rhode Island
$176K -$22K -970 -11%
Northwestern Mutual Wealth Management
458
Northwestern Mutual Wealth Management
Wisconsin
$164K +$28.4K +1,252 +24%
IA
459
IFP Advisors
Florida
$147K +$52K +2,291 +59%
OPS
460
Orion Portfolio Solutions
Nebraska
$132K +$42.5K +1,874 +56%
C
461
Cerebellum
California
$131K +$70.6K +3,110 New
SF
462
Synovus Financial
Georgia
$127K -$69.7K -3,072 -38%
CAW
463
Cornerstone Advisors (Washington)
Washington
$125K +$54.4K +2,399 +94%
S
464
Seeyond
France
$119K -$171K -7,535 -62%
LS
465
Livforsakringsbolaget Skandia
Sweden
$116K
FHA
466
First Horizon Advisors
Tennessee
$112K +$24.5K +1,079 +32%
VFA
467
Valeo Financial Advisors
Indiana
$107K +$5.29K +233 +6%
AssetMark Inc
468
AssetMark Inc
California
$107K +$20.3K +895 +27%
EI
469
Ellevest Inc
New York
$103K +$69.9K +3,082 +309%
APA
470
American Portfolios Advisors
New York
$101K -$131K -5,769 -59%
CAL
471
Capital Advisors Ltd
Ohio
$99K +$3.11K +137 +43%
SPIA
472
Steward Partners Investment Advisory
New York
$97K -$59.6K -2,628 -41%
QCG
473
Quadrant Capital Group
Ohio
$84K -$159K -6,997 -68%
RIM
474
Rampart Investment Management
Connecticut
$83K -$5.31K -234 -7%
TAIM
475
TD Ameritrade Investment Management
Nebraska
$77K -$7.15K -315 -9%

CFG Hedge Fund Activity: Q2 2020 in Review

569 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2020, worth a combined $10.1B — up 32% from $7.64B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of CFG and 86 opened new positions — a net loss of 2 holders — while 238 trimmed existing stakes and 191 added.

The largest buyer was BlackRock, adding an estimated $100M. The largest seller was Franklin Resources, cutting an estimated $268M.

  • 569 institutional investors held Citizens Financial Group (CFG) as of Q2 2020, down from 579 in Q1 2020.
  • Funds reported $10.1B of Citizens Financial Group stock for Q2 2020, up 32% quarter-over-quarter.
  • 86 funds opened new Citizens Financial Group positions in Q2 2020 and 88 closed out, a net change of -2 holders.
  • The largest Citizens Financial Group buyer in Q2 2020 was BlackRock, an estimated $100M added.
  • The largest Citizens Financial Group seller in Q2 2020 was Franklin Resources, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2020.