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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
PAG
476
Private Advisor Group
New Jersey
$397K +$366K +9,767 New
Rockefeller Capital Management
477
Rockefeller Capital Management
New York
$396K +$6.25K +167 +2%
AA
478
ALPS Advisors
Colorado
$390K -$15.6K -418 -4%
WAM
479
Wealthspire Advisors (Maryland)
Maryland
$386K +$4.83K +129 +1%
BCM
480
Bayesian Capital Management
New York
$382K +$76.7K +2,050 +28%
PCM
481
Prelude Capital Management
New York
$380K +$350K +9,357 New
GBT
482
Grove Bank & Trust
Florida
$377K -$7.86K -210 -2%
UCFA
483
United Capital Financial Advisors
Texas
$376K +$347K +9,267 New
CIBC Private Wealth Group
484
CIBC Private Wealth Group
Georgia
$375K -$30.1K -803 -8%
SG Americas Securities
485
SG Americas Securities
New York
$365K -$1.69M -45,283 -83%
SCA
486
STALEY CAPITAL ADVISERS
Pennsylvania
$365K +$337K +9,000 New
APA
487
American Portfolios Advisors
New York
$355K +$27.6K +737 +9%
PCMC
488
Paragon Capital Management (Colorado)
Colorado
$352K -$5.28K -141 -2%
BCV
489
Banque Cantonale Vaudoise
Switzerland
$350K +$322K +8,592 New
WSTAM
490
Wilbanks Smith & Thomas Asset Management
Virginia
$349K
ZIM
491
Zacks Investment Management
Illinois
$348K -$14.4K -384 -4%
BBA
492
BLB&B Advisors
Pennsylvania
$344K -$24.8K -662 -7%
GLR
493
Great Lakes Retirement
Ohio
$338K +$306K +8,165 New
PIA
494
Piedmont Investment Advisors
North Carolina
$332K +$47.9K +1,281 +19%
CCIA
495
Campbell & Co Investment Adviser
Maryland
$331K -$449K -11,991 -59%
FIM
496
Freedom Investment Management
Connecticut
$326K -$25.9K -691 -8%
Simplex Trading
497
Simplex Trading
Illinois
$324K +$14K +374 +5%
V
498
Veritable
Delaware
$320K -$7.19K -192 -2%
NP
499
NorthRock Partners
Minnesota
$317K -$378K -10,105 -56%
DA
500
Denali Advisors
California
$317K

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.