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Citizens Financial Group

591 hedge funds and large institutions have $19.9B invested in Citizens Financial Group in 2017 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 191 increasing their positions, 250 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 41

92% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $13.7M

8% more funds holding

Funds holding: 548591 (+43)

7% more capital invested

Capital invested by funds: $18.5B → $19.9B (+$1.35B)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

1.54% less ownership

Funds ownership: 97.92%96.38% (-1.5%)

24% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 250

Holders
591
Holders Change
+43
Holders Change %
+7.85%
% of All Funds
13.4%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.52%
New
89
Increased
191
Reduced
250
Closed
41
Calls
$26.3M
Puts
$13.7M
Net Calls
+$12.6M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$158M -$61.6M -1,574,103 -30%
EIP
27
Epoch Investment Partners
New York
$150M -$6.03M -154,305 -4%
LSV Asset Management
28
LSV Asset Management
Illinois
$144M +$7.12M +182,100 +6%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$139M +$694K +17,735 +0.5%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$129M -$56.6K -1,447 -0%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$124M -$2M -51,204 -2%
Adage Capital Partners
32
Adage Capital Partners
Massachusetts
$119M +$70.8M +1,811,600 +176%
Wells Fargo
33
Wells Fargo
California
$116M +$3.94M +100,623 +4%
Legal & General Group
34
Legal & General Group
United Kingdom
$108M -$6.98M -178,441 -6%
Charles Schwab
35
Charles Schwab
California
$104M -$4.19M -107,185 -4%
NI
36
Numeric Investors
Massachusetts
$104M +$20.7M +529,200 +27%
PAM
37
Panagora Asset Management
Massachusetts
$103M +$11.7M +298,037 +14%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$99.5M +$2.74M +70,015 +3%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$94.3M -$25.9M -662,570 -23%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$88.5M +$44.5M +1,137,318 +117%
Morgan Stanley
41
Morgan Stanley
New York
$86.8M +$897K +22,926 +1%
SFM
42
Systematic Financial Management
New Jersey
$86.6M -$3.1M -79,342 -4%
MWA
43
Marshall Wace Asia
Hong Kong
$85.8M +$10.7M +274,530 +16%
PC
44
PointState Capital
New York
$85.6M +$25.4M +649,296 +47%
First Trust Advisors
45
First Trust Advisors
Illinois
$85.2M +$1.05M +26,868 +1%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$81.1M -$7.18M -183,667 -9%
GT
47
Glenmede Trust
Pennsylvania
$78.3M -$12.7M -325,498 -15%
SC
48
Samlyn Capital
New York
$78M +$72.6M +1,857,084 New
EC
49
EJF Capital
Virginia
$76.3M +$18M +461,457 +34%
UBS Group
50
UBS Group
Switzerland
$75.3M +$15.5M +397,298 +28%

CFG Hedge Fund Activity: Q4 2017 in Review

591 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2017, worth a combined $19.9B — up 7.3% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new CFG positions and 41 closed out — a net gain of 48 holders — while 191 added to existing stakes and 250 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $208M. The largest seller was Bank of America, cutting an estimated $400M.

  • 591 institutional investors held Citizens Financial Group (CFG) as of Q4 2017, up from 548 in Q3 2017.
  • Funds reported $19.9B of Citizens Financial Group stock for Q4 2017, up 7.3% quarter-over-quarter.
  • 89 funds opened new Citizens Financial Group positions in Q4 2017 and 41 closed out, a net change of +48 holders.
  • The largest Citizens Financial Group buyer in Q4 2017 was Lazard Asset Management, an estimated $208M added.
  • The largest Citizens Financial Group seller in Q4 2017 was Bank of America, an estimated $400M sold.

Based on aggregated 13F filings for Q4 2017.