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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
PL
476
Parkwood LLC
Ohio
$222K
TH
477
Timber Hill
Connecticut
$219K +$204K +5,206 New
BC
478
Brinker Capital
Pennsylvania
$218K -$10.1K -259 -5%
CA
479
Commerzbank Aktiengesellschaft
Germany
$216K +$201K +5,152 New
FCM
480
FJ Capital Management
Virginia
$214K +$199K +5,100 New
ST
481
Smithfield Trust
Pennsylvania
$210K -$21.3K -545 -10%
LPC
482
Loeb Partners Corp
New York
$210K +$196K +5,000 New
MML Investors Services
483
MML Investors Services
Massachusetts
$209K -$72.6K -1,856 -27%
SC
484
SRB Corp
Massachusetts
$209K -$10.4K -266 -5%
PGA
485
Premia Global Advisors
Florida
$208K +$194K +4,959 New
Fiera Capital (Canada)
486
Fiera Capital (Canada)
Quebec, Canada
$206K +$192K +4,899 New
EA
487
Edge Advisors
Georgia
$205K -$31.4K -802 -14%
HR
488
Howe & Rusling
New York
$203K +$9.97K +255 +6%
Cerity Partners
489
Cerity Partners
New York
$201K +$188K +4,799 New
TAM
490
Tiverton Asset Management
Delaware
$200K +$186K +4,756 New
NIT
491
NumerixS Investment Technologies
British Columbia, Canada
$165K +$107K +2,725 +227%
PCM
492
Prelude Capital Management
New York
$150K -$91.5K -2,340 -40%
FHA
493
First Horizon Advisors
Tennessee
$149K -$626 -16 -0.5%
TRCT
494
Tower Research Capital (TRC)
New York
$142K +$101K +2,580 +316%
VFA
495
Valeo Financial Advisors
Indiana
$132K +$69.2K +1,770 +128%
C
496
Cerebellum
California
$131K +$122K +3,110 New
SFG
497
SevenBridge Financial Group
Pennsylvania
$129K -$1.96K -50 -2%
SWP
498
Stratos Wealth Partners
Ohio
$127K +$118K +3,026 New
BFEC
499
Benjamin F. Edwards & Company
Missouri
$123K +$29.3K +750 +34%
CAL
500
Capital Analysts LLC
Pennsylvania
$119K +$2.27K +58 +2%

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.