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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
Charles Schwab
26
Charles Schwab
California
$65.3M -$2.64M -104,016 -4%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$63.8M +$3.66M +144,453 +6%
Wells Fargo
28
Wells Fargo
California
$60.3M -$19.7M -777,090 -25%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$57.8M -$3.48M -137,006 -6%
Adage Capital Partners
30
Adage Capital Partners
Massachusetts
$55.5M -$25.5M -1,003,519 -31%
MHI
31
Miller Howard Investments
New York
$49.7M -$3.13M -123,419 -6%
Fiera Capital (Canada)
32
Fiera Capital (Canada)
Quebec, Canada
$48.9M +$14.9M +586,395 +44%
CBT
33
Capital Bank & Trust
California
$48.7M +$48.8M +1,925,412 New
AL
34
AJO LP
Pennsylvania
$48.4M -$16.7M -659,310 -26%
Lord, Abbett & Co
35
Lord, Abbett & Co
New Jersey
$46.9M -$18.4M -723,600 -28%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$45.9M -$5.28M -208,300 -10%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$45.8M -$512K -20,167 -1%
Goldman Sachs
38
Goldman Sachs
New York
$44.1M -$71.9M -2,833,643 -62%
UBS Group
39
UBS Group
Switzerland
$43.8M -$21.7M -855,097 -33%
UBS AM
40
UBS AM
Illinois
$39.3M -$894K -35,254 -2%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$39.2M -$3.97M -156,693 -9%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$38.3M -$150K -5,920 -0.4%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$37.2M -$97.2M -3,831,457 -72%
TAM
44
Todd Asset Management
Kentucky
$37.2M -$322K -12,689 -0.9%
MWA
45
Marshall Wace Asia
Hong Kong
$35.6M -$1.34M -52,891 -4%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$32.2M -$144K -5,664 -0.4%
AAMU
47
Amundi Asset Management US
Massachusetts
$31.8M +$2.68M +105,810 +9%
Korea Investment Corp
48
Korea Investment Corp
South Korea
$31.6M -$2.15M -84,800 -6%
EIP
49
Epoch Investment Partners
New York
$31.2M -$2.34M -92,069 -7%
Robeco Institutional Asset Management
50
Robeco Institutional Asset Management
Netherlands
$30.8M +$1.96M +77,431 +7%

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.