We are live on ! Find out more
CFG icon

Citizens Financial Group

683 hedge funds and large institutions have $17.5B invested in Citizens Financial Group in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 234 increasing their positions, 241 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 44

95% more call options, than puts

Call options by funds: $111M | Put options by funds: $57.1M

21% more capital invested

Capital invested by funds: $14.4B → $17.5B (+$3.09B)

12% more funds holding

Funds holding: 610683 (+73)

0.24% more ownership

Funds ownership: 93.18%93.42% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 241

Holders
683
Holders Change
+73
Holders Change %
+11.97%
% of All Funds
11.99%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
123
Increased
234
Reduced
241
Closed
44
Calls
$111M
Puts
$57.1M
Net Calls
+$54.4M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
476
Coldstream Capital Management
Washington
$370K -$583 -14 -0.2%
LIM
477
Longfellow Investment Management
Massachusetts
$366K
KFS
478
Kaizen Financial Strategies
California
$362K +$341K +8,200 New
CBFP
479
Cedar Brook Financial Partners
Ohio
$361K -$20.2K -486 -6%
BAM
480
Berkshire Asset Management
Pennsylvania
$360K
VI
481
Vestcor Inc
New Brunswick, Canada
$351K -$14.3K -344 -4%
IA
482
IFP Advisors
Florida
$351K +$47.6K +1,143 +17%
AWCI
483
Alpine Woods Capital Investors
New York
$348K -$15.7K -377 -5%
QCM
484
Quantinno Capital Management
New York
$341K
WT
485
Washington Trust
Rhode Island
$331K
IF
486
Intrua Financial
Texas
$328K +$296K +7,113 New
CI Investments Inc
487
CI Investments Inc
Ontario, Canada
$324K -$40.7K -979 -12%
PCM
488
Parsons Capital Management
Rhode Island
$324K -$8.32K -200 -3%
LOIM
489
Liberty One Investment Management
Illinois
$315K +$202K +4,848 +213%
NICM
490
Neo Ivy Capital Management
New York
$314K +$105K +2,523 +55%
PAMP
491
Polar Asset Management Partners
Ontario, Canada
$306K -$642K -15,434 -69%
GBT
492
Grove Bank & Trust
Florida
$304K
FA
493
FDx Advisors
Illinois
$302K +$285K +6,840 New
IA
494
IndexIQ Advisors
New York
$301K +$35.8K +861 +14%
BFM
495
Boothbay Fund Management
New York
$300K +$283K +6,794 New
Cerity Partners
496
Cerity Partners
New York
$298K -$7.24K -174 -3%
CB
497
Commerce Bank
Missouri
$297K -$92.7K -2,228 -25%
LNWWM
498
Laird Norton Wetherby Wealth Management
California
$296K -$2.71K -65 -1%
PSUF
499
People's United Financial
Connecticut
$296K +$38.5K +926 +16%
ACM
500
Advisors Capital Management
New Jersey
$295K +$15.4K +369 +6%

CFG Hedge Fund Activity: Q1 2021 in Review

683 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2021, worth a combined $17.5B — up 21% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new CFG positions and 44 closed out — a net gain of 79 holders — while 234 added to existing stakes and 241 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $430M. The largest seller was Capital International Investors, cutting an estimated $518M.

  • 683 institutional investors held Citizens Financial Group (CFG) as of Q1 2021, up from 610 in Q4 2020.
  • Funds reported $17.5B of Citizens Financial Group stock for Q1 2021, up 21% quarter-over-quarter.
  • 123 funds opened new Citizens Financial Group positions in Q1 2021 and 44 closed out, a net change of +79 holders.
  • The largest Citizens Financial Group buyer in Q1 2021 was T. Rowe Price Associates, an estimated $430M added.
  • The largest Citizens Financial Group seller in Q1 2021 was Capital International Investors, an estimated $518M sold.

Based on aggregated 13F filings for Q1 2021.