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Citizens Financial Group

626 hedge funds and large institutions have $32B invested in Citizens Financial Group in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 214 increasing their positions, 271 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more capital invested

Capital invested by funds: $18.2B → $32B (+$13.8B)

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0.8% less ownership

Funds ownership: 96.7%95.9% (-0.8%)

1% less funds holding

Funds holding: 632626 (-6)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

21% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 271

51% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $28.4M

Holders
626
Holders Change
-6
Holders Change %
-0.95%
% of All Funds
14.31%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.5%
New
55
Increased
214
Reduced
271
Closed
54
Calls
$13.9M
Puts
$28.4M
Net Calls
-$14.5M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JIM
476
Jupiter Investment Management
United Kingdom
$307K -$2.5M -61,923 -89%
AWM
477
AE Wealth Management
Kansas
$302K +$316K +7,830 New
GW
478
GW & Wade
Massachusetts
$301K +$928 +23 +0.3%
IRF
479
IBM Retirement Fund
New York
$300K -$60.7K -1,506 -16%
Mackenzie Financial
480
Mackenzie Financial
Ontario, Canada
$292K +$35K +868 +13%
NIM
481
NuWave Investment Management
New Jersey
$285K +$227K +5,619 +317%
CPA
482
Court Place Advisors
Maryland
$277K
CMANY
483
Capital Management Associates (New York)
New York
$276K
V
484
Veritable
Delaware
$270K +$686 +17 +0.2%
CAW
485
Cornerstone Advisors (Washington)
Washington
$268K
LCM
486
Landscape Capital Management
New Jersey
$267K +$279K +6,913 New
VI
487
Versor Investments
New York
$258K +$270K +6,700 New
SFP
488
Shepherd Financial Partners
Massachusetts
$257K
Qube Research & Technologies (QRT)
489
Qube Research & Technologies (QRT)
United Kingdom
$257K +$62.1K +1,539 +30%
MCM
490
MV Capital Management
Maryland
$254K -$2.18K -54 -0.8%
CTC
491
Central Trust Company
Missouri
$253K -$9.23K -229 -3%
HIC
492
Holderness Investments Company
North Carolina
$253K
PI
493
Putnam Investments
Massachusetts
$252K -$6.86K -170 -3%
LFAS
494
Level Four Advisory Services
Texas
$250K -$31.9K -790 -11%
PCM
495
Parsons Capital Management
Rhode Island
$248K +$10.9K +270 +4%
AP
496
Advisor Partners
California
$248K +$28.5K +706 +12%
KeyBank National Association
497
KeyBank National Association
Ohio
$245K -$160K -3,962 -38%
Rockefeller Capital Management
498
Rockefeller Capital Management
New York
$244K
PCMC
499
Paragon Capital Management (Colorado)
Colorado
$237K
FIM
500
Freedom Investment Management
Connecticut
$235K -$197K -4,879 -46%

CFG Hedge Fund Activity: Q3 2018 in Review

626 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2018, worth a combined $32B — up 76% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CFG positions and 54 closed out — a net gain of 1 holder — while 214 added to existing stakes and 271 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $88.3M. The largest seller was Victory Capital Management, cutting an estimated $95.2M.

  • 626 institutional investors held Citizens Financial Group (CFG) as of Q3 2018, down from 632 in Q2 2018.
  • Funds reported $32B of Citizens Financial Group stock for Q3 2018, up 76% quarter-over-quarter.
  • 55 funds opened new Citizens Financial Group positions in Q3 2018 and 54 closed out, a net change of +1 holder.
  • The largest Citizens Financial Group buyer in Q3 2018 was JP Morgan Chase, an estimated $88.3M added.
  • The largest Citizens Financial Group seller in Q3 2018 was Victory Capital Management, an estimated $95.2M sold.

Based on aggregated 13F filings for Q3 2018.