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Citizens Financial Group

552 hedge funds and large institutions have $10.1B invested in Citizens Financial Group in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 186 increasing their positions, 236 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $10.1B → $10.1B (+$4.25M)

0.1% less ownership

Funds ownership: 94.12%94.02% (-0.1%)

3% less funds holding

Funds holding: 569552 (-17)

12% less call options, than puts

Call options by funds: $36M | Put options by funds: $40.8M

15% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 72

21% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 236

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
552
Holders Change
-17
Holders Change %
-2.99%
% of All Funds
11.14%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.16%
New
61
Increased
186
Reduced
236
Closed
72
Calls
$36M
Puts
$40.8M
Net Calls
-$4.82M
Net Calls Change
-$9.34M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
476
Enterprise Financial Services Corp (EFSC)
Missouri
$42K
AWA
477
Arkadios Wealth Advisors
Georgia
$39.9K +$36.2K +1,426 +1,927%
CLOS
478
Compagnie Lombard Odier SCmA
Switzerland
$38K
DAM
479
Delta Asset Management
Tennessee
$35K
ZB
480
Zions Bancorporation
Utah
$35K +$3.73K +147 +12%
M
481
Mirova
France
$31K -$30.6K -1,208 -50%
Loomis, Sayles & Company
482
Loomis, Sayles & Company
Massachusetts
$29K +$12.8K +504 +79%
HNB
483
Huntington National Bank
Ohio
$28K -$2.82K -111 -9%
PFBT
484
Parkside Financial Bank & Trust
Missouri
$28K +$913 +36 +3%
Millennium Management
485
Millennium Management
New York
$27.3K -$1.99M -78,528 -7%
PFGIA
486
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$25.7K +1,012 +6,747%
EP
487
Eudaimonia Partners
Tennessee
$24K
HS
488
Horan Securities
United States
$22K +$21.8K +859 New
VFA
489
Valeo Financial Advisors
Indiana
$20K -$87.8K -3,463 -82%
Bank Julius Baer & Co
490
Bank Julius Baer & Co
Switzerland
$20K +$18.6K +734 +1,335%
HWA
491
HHM Wealth Advisors
Tennessee
$20K +$20.3K +800 New
CTC
492
Central Trust Company
Missouri
$18K
GI
493
Gradient Investments
Minnesota
$16K -$431 -17 -3%
WAS
494
Winch Advisory Services
Wisconsin
$16K +$228 +9 +1%
LC
495
Lindbrook Capital
California
$16K +$2.59K +102 +19%
TWA
496
TCI Wealth Advisors
Arizona
$14K +$5.48K +216 +66%
GWS
497
Glassman Wealth Services
Virginia
$14K +$11.9K +468 +478%
CA
498
Crewe Advisors
Utah
$14K +$14.1K +556 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
499
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13K -$210K -8,272 -94%
ME
500
McIlrath & Eck
Washington
$13K

CFG Hedge Fund Activity: Q3 2020 in Review

552 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2020, worth a combined $10.1B — up 0.04% from $10.1B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of CFG and 61 opened new positions — a net loss of 11 holders — while 236 trimmed existing stakes and 186 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $612M. The largest seller was Eminence Capital, exiting entirely with an estimated $114M sold.

  • 552 institutional investors held Citizens Financial Group (CFG) as of Q3 2020, down from 569 in Q2 2020.
  • Funds reported $10.1B of Citizens Financial Group stock for Q3 2020, up 0.04% quarter-over-quarter.
  • 61 funds opened new Citizens Financial Group positions in Q3 2020 and 72 closed out, a net change of -11 holders.
  • The largest Citizens Financial Group buyer in Q3 2020 was Capital International Investors, an estimated $612M added.
  • The largest Citizens Financial Group seller in Q3 2020 was Eminence Capital, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2020.