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Citizens Financial Group

626 hedge funds and large institutions have $32B invested in Citizens Financial Group in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 214 increasing their positions, 271 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more capital invested

Capital invested by funds: $18.2B → $32B (+$13.8B)

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0.8% less ownership

Funds ownership: 96.7%95.9% (-0.8%)

1% less funds holding

Funds holding: 632626 (-6)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

21% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 271

51% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $28.4M

Holders
626
Holders Change
-6
Holders Change %
-0.95%
% of All Funds
14.31%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.5%
New
55
Increased
214
Reduced
271
Closed
54
Calls
$13.9M
Puts
$28.4M
Net Calls
-$14.5M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
501
Brookmont Capital Management
Texas
$232K -$57.1K -1,415 -19%
MML Investors Services
502
MML Investors Services
Massachusetts
$232K +$242K +6,007 New
ACA
503
Ackerman Capital Advisors
Texas
$231K +$242K +6,000 New
SM
504
Sciencast Management
New Jersey
$231K -$110K -2,737 -30%
QAM
505
Quantres Asset Management
Cayman Islands
$231K +$242K +6,000 New
SS
506
Simplicity Solutions
Minnesota
$222K -$31K -769 -12%
MCM
507
Mainstay Capital Management
Michigan
$212K +$3.71K +92 +2%
AAM
508
Advisors Asset Management
Colorado
$204K +$3.27K +81 +2%
PTC
509
Petrus Trust Company
Texas
$202K
MIFH
510
Migdal Insurance & Financial Holdings
Israel
$196K +$91.8K +2,276 +81%
RIM
511
Rampart Investment Management
Connecticut
$188K +$187K +4,645 +27%
LFA
512
Legacy Financial Advisors
Kentucky
$183K -$5.49K -136 -3%
CAG
513
Csenge Advisory Group
Florida
$172K +$192K +4,766 New
LS
514
Livforsakringsbolaget Skandia
Sweden
$166K -$133K -3,300 -43%
C
515
Cerebellum
California
$162K
Acadian Asset Management
516
Acadian Asset Management
Massachusetts
$158K +$166K +4,105 New
MWPCG
517
Measured Wealth Private Client Group
New Hampshire
$158K +$166K +4,123 New
TRCT
518
Tower Research Capital (TRC)
New York
$152K -$715K -17,733 -82%
CFG
519
Citizens Financial Group
Rhode Island
$151K +$42.3K +1,050 +37%
VFA
520
Valeo Financial Advisors
Indiana
$147K +$2.82K +70 +2%
Bessemer Group
521
Bessemer Group
New Jersey
$140K -$26.7K -663 -15%
SF
522
Synovus Financial
Georgia
$137K +$57.1K +1,417 +67%
FHA
523
First Horizon Advisors
Tennessee
$133K +$5.69K +141 +4%
CAL
524
Capital Analysts LLC
Pennsylvania
$115K +$6.01K +149 +5%
TPWA
525
TRUE Private Wealth Advisors
Oregon
$113K +$118K +2,938 New

CFG Hedge Fund Activity: Q3 2018 in Review

626 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2018, worth a combined $32B — up 76% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CFG positions and 54 closed out — a net gain of 1 holder — while 214 added to existing stakes and 271 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $88.3M. The largest seller was Victory Capital Management, cutting an estimated $95.2M.

  • 626 institutional investors held Citizens Financial Group (CFG) as of Q3 2018, down from 632 in Q2 2018.
  • Funds reported $32B of Citizens Financial Group stock for Q3 2018, up 76% quarter-over-quarter.
  • 55 funds opened new Citizens Financial Group positions in Q3 2018 and 54 closed out, a net change of +1 holder.
  • The largest Citizens Financial Group buyer in Q3 2018 was JP Morgan Chase, an estimated $88.3M added.
  • The largest Citizens Financial Group seller in Q3 2018 was Victory Capital Management, an estimated $95.2M sold.

Based on aggregated 13F filings for Q3 2018.