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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
SPIA
451
Steward Partners Investment Advisory
New York
$143K +$46.6K +1,837 +48%
EI
452
Ellevest Inc
New York
$136K +$32.5K +1,282 +31%
Parallax Volatility Advisers
453
Parallax Volatility Advisers
California
$129K -$102K -4,022 -44%
APA
454
American Portfolios Advisors
New York
$127K +$26.3K +1,038 +26%
FHA
455
First Horizon Advisors
Tennessee
$127K +$14.6K +574 +13%
LS
456
Livforsakringsbolaget Skandia
Sweden
$116K
IMRF
457
Illinois Municipal Retirement Fund
Illinois
$114K +$115K +4,517 New
QCG
458
Quadrant Capital Group
Ohio
$85K +$786 +31 +0.9%
S
459
SignatureFD
Georgia
$75K -$583 -23 -0.8%
FMT
460
First Mercantile Trust
Tennessee
$71K -$12.7K -499 -18%
HI
461
Human Investing
Oregon
$71K +$71.3K +2,809 New
PW
462
Price Wealth
Texas
$65K +$65.3K +2,576 New
CIA
463
CSat Investment Advisory
Michigan
$62K +$2.84K +112 +5%
PFS
464
Prospera Financial Services
Texas
$62K +$61.7K +2,434 New
RE
465
RBC Europe
United Kingdom
$61.9K
BCA
466
Berman Capital Advisors
Georgia
$61K +$2.94K +116 +5%
IFAM
467
Institutional & Family Asset Management
Colorado
$59K -$6.26K -247 -10%
Carson Wealth (CWM LLC)
468
Carson Wealth (CWM LLC)
Nebraska
$57K
FDCDDQ
469
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.1K +$18.8K +740 +50%
PS
470
Planned Solutions
California
$56K +$55.8K +2,200 New
BFEC
471
Benjamin F. Edwards & Company
Missouri
$55K -$13.4K -530 -20%
RTC
472
Riverview Trust Company
Washington
$54K
CA
473
Clearstead Advisors
Ohio
$52K +$52K +2,050 New
LOIM
474
Liberty One Investment Management
Illinois
$47K +$22.7K +895 +95%
FFA
475
Founders Financial Alliance
North Carolina
$43K +$41.9K +1,650 New

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.