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Citizens Financial Group
CFG

548 hedge funds and large institutions have $18.5B invested in Citizens Financial Group in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 225 increasing their positions, 212 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding in top 10

Funds holding in top 10: 16 → 23 (+7)

6% more capital invested

Capital invested by funds: $17.5B → $18.5B (+$1.07B)

1.16% more ownership

Funds ownership: 96.76% → 97.92% (+1.2%)

6% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 212

4% less funds holding

Funds holding: 568 → 548 (-20)

18% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 61

24% less call options, than puts

Call options by funds: $17.9M | Put options by funds: $23.6M

Holders
548
Holders Change
-20
Holders Change %
-3.52%
% of All Funds
13.66%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.57%
New
50
Increased
225
Reduced
212
Closed
61
Calls
$17.9M
Puts
$23.6M
Net Calls
-$5.76M
Net Calls Change
-$14.9M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$304M
2
Goldman Sachs
Goldman Sachs
New York
+$126M
3
LSV Asset Management
LSV Asset Management
Illinois
+$64.3M
4
Ameriprise
Ameriprise
Minnesota
+$51.2M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$49.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$354M
2
HCM
Highline Capital Management
New York
-$96.5M
3
American Century Companies
American Century Companies
Missouri
-$52.6M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$39.2M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$38.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Aberdeen Group
26
Aberdeen Group
United Kingdom
$133M +$122M +3,498,925 New
Manulife (Manufacturers Life Insurance)
27
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$125M -$5.13M -146,545 -4%
LSV Asset Management
28
LSV Asset Management
Illinois
$123M +$64.3M +1,837,878 +131%
Canada Pension Plan Investment Board
29
Canada Pension Plan Investment Board
Ontario, Canada
$120M -$4.77M -136,270 -4%
Ameriprise
30
Ameriprise
Minnesota
$119M +$51.2M +1,462,774 +87%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$116M +$4.55M +130,121 +4%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$114M -$4.31M -123,097 -4%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$110M +$19.2M +549,489 +23%
Legal & General Group
34
Legal & General Group
United Kingdom
$104M +$780K +22,292 +0.8%
Wells Fargo
35
Wells Fargo
California
$101M -$15.8M -452,948 -15%
Charles Schwab
36
Charles Schwab
California
$97.9M +$334K +9,558 +0.4%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$87.1M +$1.92M +54,855 +2%
GT
38
Glenmede Trust
Pennsylvania
$83M +$16.5M +472,716 +28%
PAM
39
Panagora Asset Management
Massachusetts
$82.1M +$2.94M +84,121 +4%
SFM
40
Systematic Financial Management
New Jersey
$81.1M +$20.1M +575,062 +37%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$80.1M -$36.7M -1,048,799 -33%
Morgan Stanley
42
Morgan Stanley
New York
$77.5M -$21.2M -605,740 -23%
First Trust Advisors
43
First Trust Advisors
Illinois
$75.9M -$7.53M -215,291 -10%
NI
44
Numeric Investors
Massachusetts
$73.6M -$22.1M -631,700 -25%
Renaissance Technologies
45
Renaissance Technologies
New York
$72.8M +$45.9M +1,311,000 +214%
Allianz Asset Management
46
Allianz Asset Management
Germany
$72.1M +$5.65M +161,620 +9%
TAM
47
Todd Asset Management
Kentucky
$67.6M -$1.17M -33,313 -2%
MWA
48
Marshall Wace Asia
Hong Kong
$67.2M +$39.6M +1,130,978 +177%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$67.1M -$1.66M -47,342 -3%
UBS AM
50
UBS AM
Illinois
$66.2M +$7.21M +206,004 +13%
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CFG Hedge Fund Activity: Q3 2017 in Review

548 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2017, worth a combined $18.5B — up 6.1% from $17.5B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of CFG and 50 opened new positions — a net loss of 11 holders — while 212 trimmed existing stakes and 225 added.

The largest buyer was Citadel Advisors, adding an estimated $304M. The largest seller was T. Rowe Price Associates, cutting an estimated $354M.

  • 548 institutional investors held Citizens Financial Group (CFG) as of Q3 2017, down from 568 in Q2 2017.
  • Funds reported $18.5B of Citizens Financial Group stock for Q3 2017, up 6.1% quarter-over-quarter.
  • 50 funds opened new Citizens Financial Group positions in Q3 2017 and 61 closed out, a net change of -11 holders.
  • The largest Citizens Financial Group buyer in Q3 2017 was Citadel Advisors, an estimated $304M added.
  • The largest Citizens Financial Group seller in Q3 2017 was T. Rowe Price Associates, an estimated $354M sold.

Based on aggregated 13F filings for Q3 2017.