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Citizens Financial Group

732 hedge funds and large institutions have $15.1B invested in Citizens Financial Group in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 306 increasing their positions, 244 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $106M | Put options by funds: $84.1M

25% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 244

0.67% more ownership

Funds ownership: 88.16%88.83% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $15.6B → $15.1B (-$529M)

2% less funds holding

Funds holding: 748732 (-16)

13% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 79

Holders
732
Holders Change
-16
Holders Change %
-2.14%
% of All Funds
12.61%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
69
Increased
306
Reduced
244
Closed
79
Calls
$106M
Puts
$84.1M
Net Calls
+$21.9M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
26
Marshall Wace
United Kingdom
$108M +$4.67M +126,145 +4%
Goldman Sachs
27
Goldman Sachs
New York
$108M +$14.7M +397,993 +15%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$105M -$987K -26,670 -0.9%
Ameriprise
29
Ameriprise
Minnesota
$104M +$12.5M +337,650 +12%
Man Group
30
Man Group
United Kingdom
$101M +$109M +2,940,444 New
UBS AM
31
UBS AM
Illinois
$86.3M +$2.56M +69,166 +3%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$85.3M +$59.7M +1,613,783 +186%
Prudential Financial
33
Prudential Financial
New Jersey
$79.7M -$19.7M -531,274 -19%
EVM
34
Eaton Vance Management
Massachusetts
$79.7M +$77.2M +2,087,841 +900%
Janus Henderson Group
35
Janus Henderson Group
United Kingdom
$78M +$47.2M +1,274,695 +128%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$65.5M +$6.9M +186,433 +11%
UBS Group
37
UBS Group
Switzerland
$62.6M +$8.73M +236,036 +15%
Citadel Advisors
38
Citadel Advisors
Florida
$58.1M -$22M -593,868 -26%
APG Asset Management
39
APG Asset Management
Netherlands
$57.8M +$2.19M +59,200 +4%
Fiera Capital (Canada)
40
Fiera Capital (Canada)
Quebec, Canada
$54.1M -$1.4M -37,902 -2%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$51.3M -$645K -17,443 -1%
AQR Capital Management
42
AQR Capital Management
Connecticut
$45.3M +$14.7M +398,019 +43%
Millennium Management
43
Millennium Management
New York
$45.1M +$38.2M +1,033,436 +371%
Assenagon Asset Management
44
Assenagon Asset Management
Luxembourg
$43.4M +$7.92M +214,172 +20%
Deutsche Bank
45
Deutsche Bank
Germany
$42.8M -$52.1M -1,407,535 -53%
Adage Capital Partners
46
Adage Capital Partners
Massachusetts
$40.5M +$23.5M +634,800 +116%
Franklin Resources
47
Franklin Resources
California
$40.3M +$5.94M +160,657 +16%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$38.8M +$8.69M +234,973 +26%
Wells Fargo
49
Wells Fargo
California
$37.6M +$3M +81,221 +8%
KBC Group
50
KBC Group
Belgium
$37.3M -$9.37M -253,200 -19%

CFG Hedge Fund Activity: Q3 2022 in Review

732 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2022, worth a combined $15.1B — down 3.4% from $15.6B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of CFG and 69 opened new positions — a net loss of 10 holders — while 244 trimmed existing stakes and 306 added.

The largest buyer was Amundi, adding an estimated $130M. The largest seller was Capital International Investors, cutting an estimated $287M.

  • 732 institutional investors held Citizens Financial Group (CFG) as of Q3 2022, down from 748 in Q2 2022.
  • Funds reported $15.1B of Citizens Financial Group stock for Q3 2022, down 3.4% quarter-over-quarter.
  • 69 funds opened new Citizens Financial Group positions in Q3 2022 and 79 closed out, a net change of -10 holders.
  • The largest Citizens Financial Group buyer in Q3 2022 was Amundi, an estimated $130M added.
  • The largest Citizens Financial Group seller in Q3 2022 was Capital International Investors, an estimated $287M sold.

Based on aggregated 13F filings for Q3 2022.