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Citizens Financial Group

569 hedge funds and large institutions have $10.1B invested in Citizens Financial Group in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 191 increasing their positions, 238 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

32% more capital invested

Capital invested by funds: $7.64B → $10.1B (+$2.47B)

14% more call options, than puts

Call options by funds: $37.2M | Put options by funds: $32.6M

0.75% less ownership

Funds ownership: 94.88%94.12% (-0.75%)

2% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 88

2% less funds holding

Funds holding: 579569 (-10)

20% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 238

Holders
569
Holders Change
-10
Holders Change %
-1.73%
% of All Funds
11.67%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.27%
New
86
Increased
191
Reduced
238
Closed
88
Calls
$37.2M
Puts
$32.6M
Net Calls
+$4.52M
Net Calls Change
+$6.31M
Name Holding Trade Value Shares
Change
Change in
Stake
S
476
SignatureFD
Georgia
$75K -$33.8K -1,490 -33%
CAN
477
Cetera Advisor Networks
California
$73K +$65.5K +2,887 New
Walleye Trading
478
Walleye Trading
New York
$70K -$545K -24,014 -90%
FMT
479
First Mercantile Trust
Tennessee
$68K -$3.74K -165 -6%
BFEC
480
Benjamin F. Edwards & Company
Missouri
$68K -$1.5K -66 -2%
IFAM
481
Institutional & Family Asset Management
Colorado
$65K +$7.65K +337 +15%
RE
482
RBC Europe
United Kingdom
$61.8K -$34.7K -1,530 -38%
M
483
Mirova
France
$61K -$817 -36 -1%
CIA
484
CSat Investment Advisory
Michigan
$60K +$14.2K +624 +36%
BCA
485
Berman Capital Advisors
Georgia
$58K +$4.24K +187 +9%
Carson Wealth (CWM LLC)
486
Carson Wealth (CWM LLC)
Nebraska
$57K
RTC
487
Riverview Trust Company
Washington
$54K
KPW
488
Kore Private Wealth
New York
$43K +$30.7K +1,355 +359%
EFSCE
489
Enterprise Financial Services Corp (EFSC)
Missouri
$42K -$1.23K -54 -3%
CLOS
490
Compagnie Lombard Odier SCmA
Switzerland
$38K +$34.5K +1,521 New
FDCDDQ
491
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.3K -$5.11K -225 -13%
DAM
492
Delta Asset Management
Tennessee
$35K
BL
493
Balentine LLC
Georgia
$34K +$19.4K +856 +176%
HIA
494
Harbor Investment Advisory
Maryland
$33K +$4.74K +209 +19%
HNB
495
Huntington National Bank
Ohio
$31K +$3.9K +172 +17%
ZB
496
Zions Bancorporation
Utah
$31K +$19.1K +842 +219%
PFBT
497
Parkside Financial Bank & Trust
Missouri
$27K +$14K +619 +133%
ACA
498
Atlas Capital Advisors
Wyoming
$27K -$70.3K -3,099 -74%
EP
499
Eudaimonia Partners
Tennessee
$24K +$21.4K +942 New
LOIM
500
Liberty One Investment Management
Illinois
$24K +$21.4K +944 New

CFG Hedge Fund Activity: Q2 2020 in Review

569 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2020, worth a combined $10.1B — up 32% from $7.64B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of CFG and 86 opened new positions — a net loss of 2 holders — while 238 trimmed existing stakes and 191 added.

The largest buyer was BlackRock, adding an estimated $100M. The largest seller was Franklin Resources, cutting an estimated $268M.

  • 569 institutional investors held Citizens Financial Group (CFG) as of Q2 2020, down from 579 in Q1 2020.
  • Funds reported $10.1B of Citizens Financial Group stock for Q2 2020, up 32% quarter-over-quarter.
  • 86 funds opened new Citizens Financial Group positions in Q2 2020 and 88 closed out, a net change of -2 holders.
  • The largest Citizens Financial Group buyer in Q2 2020 was BlackRock, an estimated $100M added.
  • The largest Citizens Financial Group seller in Q2 2020 was Franklin Resources, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2020.