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Citizens Financial Group

569 hedge funds and large institutions have $16.9B invested in Citizens Financial Group in 2017 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 219 increasing their positions, 211 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 36

11% more funds holding

Funds holding: 513569 (+56)

4% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 211

0.63% more ownership

Funds ownership: 95.61%96.24% (+0.63%)

3% less capital invested

Capital invested by funds: $17.4B → $16.9B (-$504M)

37% less call options, than puts

Call options by funds: $61.6M | Put options by funds: $98.6M

40% less funds holding in top 10

Funds holding in top 10: 3018 (-12)

Holders
569
Holders Change
+56
Holders Change %
+10.92%
% of All Funds
14.16%
Holding in Top 10
18
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-40%
% of All Funds
0.45%
New
101
Increased
219
Reduced
211
Closed
36
Calls
$61.6M
Puts
$98.6M
Net Calls
-$36.9M
Net Calls Change
-$53.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
501
Edge Advisors
Georgia
$133K -$59.9K -1,641 -30%
FHA
502
First Horizon Advisors
Tennessee
$124K +$34.9K +957 +39%
HFM
503
Harvest Fund Management
China
$115K
IWM
504
IHT Wealth Management
Illinois
$109K -$10.4K -284 -8%
CRCP
505
Copper Rock Capital Partners
Massachusetts
$108K -$558K -15,289 -83%
BFEC
506
Benjamin F. Edwards & Company
Missouri
$95K -$16.4K -449 -14%
AIM
507
Acrospire Investment Management
Illinois
$92K -$36.5K -1,000 -27%
CAL
508
Capital Analysts LLC
Pennsylvania
$90.4K
IDBONY
509
Israel Discount Bank of New York
New York
$90K +$94.9K +2,600 New
IR
510
Invictus RG
Bermuda
$76K +$80.7K +2,212 New
FPF
511
FNY Partners Fund
New York
$69K +$73K +2,000 New
GLI
512
Guardian Life Insurance
New York
$68K +$438 +12 +0.6%
PCM
513
Prelude Capital Management
New York
$67K +$70.2K +1,925 New
CAG
514
Crestwood Advisors Group
Massachusetts
$64K +$62.9K +1,725 New
SFG
515
SevenBridge Financial Group
Pennsylvania
$62K -$83.9K -2,300 -56%
PA
516
Parallel Advisors
California
$54K +$28.6K +785 +119%
ASN
517
Advisory Services Network
Georgia
$54K +$57.2K +1,567 New
Carson Wealth (CWM LLC)
518
Carson Wealth (CWM LLC)
Nebraska
$52K +$10.1K +277 +22%
RIM
519
Rampart Investment Management
Connecticut
$49K -$828K -22,681 -94%
NO
520
Ninety One
South Africa
$46K -$6.31K -173 -12%
EP
521
Edinburgh Partners
United Kingdom
$44K
CAW
522
Cornerstone Advisors (Washington)
Washington
$40K
WEC
523
Winslow Evans & Crocker
Massachusetts
$39.2K +$1.09K +30 +3%
EWM
524
Evercore Wealth Management
New York
$38K +$8.39K +230 +26%
BL
525
Balentine LLC
Georgia
$37K +$24.8K +680 +179%

CFG Hedge Fund Activity: Q1 2017 in Review

569 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2017, worth a combined $16.9B — down 2.9% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new CFG positions and 36 closed out — a net gain of 65 holders — while 219 added to existing stakes and 211 trimmed.

The largest buyer was BlackRock, adding an estimated $1.46B. The largest seller was PointState Capital, cutting an estimated $158M.

  • 569 institutional investors held Citizens Financial Group (CFG) as of Q1 2017, up from 513 in Q4 2016.
  • Funds reported $16.9B of Citizens Financial Group stock for Q1 2017, down 2.9% quarter-over-quarter.
  • 101 funds opened new Citizens Financial Group positions in Q1 2017 and 36 closed out, a net change of +65 holders.
  • The largest Citizens Financial Group buyer in Q1 2017 was BlackRock, an estimated $1.46B added.
  • The largest Citizens Financial Group seller in Q1 2017 was PointState Capital, an estimated $158M sold.

Based on aggregated 13F filings for Q1 2017.