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Citizens Financial Group

686 hedge funds and large institutions have $16.8B invested in Citizens Financial Group in 2019 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 211 increasing their positions, 292 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 49

13% more capital invested

Capital invested by funds: $14.9B → $16.8B (+$1.91B)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more funds holding

Funds holding: 651686 (+35)

0.75% more ownership

Funds ownership: 94.45%95.2% (+0.75%)

3% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $25.6M

28% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 292

Holders
686
Holders Change
+35
Holders Change %
+5.38%
% of All Funds
13.52%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.37%
New
97
Increased
211
Reduced
292
Closed
49
Calls
$24.7M
Puts
$25.6M
Net Calls
-$838K
Net Calls Change
+$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$122M +$1.08M +28,744 +1%
Millennium Management
27
Millennium Management
New York
$120M -$69.6M -1,858,751 -39%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$119M +$11.4M +303,968 +12%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$118M +$3.88M +103,647 +4%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$104M -$1.91M -51,000 -2%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$97.2M -$12M -319,809 -12%
Wells Fargo
32
Wells Fargo
California
$94.9M -$13.1M -350,676 -13%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$88.2M -$5.88M -157,009 -7%
Allianz Asset Management
34
Allianz Asset Management
Germany
$88.1M -$7.63M -203,920 -9%
Charles Schwab
35
Charles Schwab
California
$81.5M -$544K -14,536 -0.7%
MHI
36
Miller Howard Investments
New York
$80.5M -$2.58M -69,032 -3%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$79.3M +$868K +23,200 +1%
UBS AM
38
UBS AM
Illinois
$78.6M +$10.4M +276,798 +17%
PPA
39
Parametric Portfolio Associates
Washington
$76.4M +$3.82M +102,095 +6%
Lazard Asset Management
40
Lazard Asset Management
New York
$76.2M +$40.7M +1,087,818 +138%
MWA
41
Marshall Wace Asia
Hong Kong
$72.5M -$6.61M -176,512 -9%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$72.4M +$709K +18,955 +1%
UBS Group
43
UBS Group
Switzerland
$68.9M -$12M -321,658 -16%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$67M -$25.3M -676,163 -29%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$64.5M -$42.9M -1,145,705 -42%
Balyasny Asset Management
46
Balyasny Asset Management
Illinois
$61.9M +$57.1M +1,525,338 New
Adage Capital Partners
47
Adage Capital Partners
Massachusetts
$59.1M +$5.46M +146,000 +11%
Deutsche Bank
48
Deutsche Bank
Germany
$58.8M +$11.8M +315,411 +28%
GC
49
Gillson Capital
Illinois
$58.3M +$12.7M +339,731 +31%
CCMG
50
Clark Capital Management Group
Pennsylvania
$57.8M +$1.29M +34,425 +2%

CFG Hedge Fund Activity: Q4 2019 in Review

686 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2019, worth a combined $16.8B — up 13% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new CFG positions and 49 closed out — a net gain of 48 holders — while 211 added to existing stakes and 292 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $86.7M. The largest seller was Millennium Management, cutting an estimated $69.6M.

  • 686 institutional investors held Citizens Financial Group (CFG) as of Q4 2019, up from 651 in Q3 2019.
  • Funds reported $16.8B of Citizens Financial Group stock for Q4 2019, up 13% quarter-over-quarter.
  • 97 funds opened new Citizens Financial Group positions in Q4 2019 and 49 closed out, a net change of +48 holders.
  • The largest Citizens Financial Group buyer in Q4 2019 was Citadel Advisors, an estimated $86.7M added.
  • The largest Citizens Financial Group seller in Q4 2019 was Millennium Management, an estimated $69.6M sold.

Based on aggregated 13F filings for Q4 2019.