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Citizens Financial Group

686 hedge funds and large institutions have $16.8B invested in Citizens Financial Group in 2019 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 211 increasing their positions, 292 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 49

13% more capital invested

Capital invested by funds: $14.9B → $16.8B (+$1.91B)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more funds holding

Funds holding: 651686 (+35)

0.75% more ownership

Funds ownership: 94.45%95.2% (+0.75%)

3% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $25.6M

28% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 292

Holders
686
Holders Change
+35
Holders Change %
+5.38%
% of All Funds
13.52%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.37%
New
97
Increased
211
Reduced
292
Closed
49
Calls
$24.7M
Puts
$25.6M
Net Calls
-$838K
Net Calls Change
+$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
501
Mercer Global Advisors
Colorado
$315K -$137K -3,653 -32%
OPS
502
Orion Portfolio Solutions
Nebraska
$315K +$290K +7,754 New
LFAS
503
Level Four Advisory Services
Texas
$314K +$2.73K +73 +0.9%
SLAM
504
Swiss Life Asset Management
$309K -$146K -3,910 -34%
HCM
505
Hilton Capital Management
New York
$306K -$41.7K -1,115 -13%
GW
506
GW & Wade
Massachusetts
$306K -$6.59K -176 -2%
VI
507
Vestcor Inc
New Brunswick, Canada
$306K +$282K +7,538 New
CCM
508
Check Capital Management
California
$296K -$74.9K -2,000 -22%
SF
509
Synovus Financial
Georgia
$295K +$4K +107 +1%
HS
510
Haafor (Singapore)
Singapore
$295K +$272K +7,255 New
EH
511
Employers Holdings
Nevada
$292K
CI
512
Conning Inc
Connecticut
$288K -$6.36K -170 -2%
OR
513
Olympiad Research
Connecticut
$284K +$262K +6,999 New
RFC
514
Regions Financial Corp
Alabama
$281K -$12.1K -323 -4%
MME
515
Meag Munich Ergo
Germany
$277K -$867K -23,171 -77%
CPP
516
Crow Point Partners
Massachusetts
$272K +$252K +6,737 New
VFA
517
Voya Financial Advisors
Connecticut
$264K -$32.6K -871 -12%
PCM
518
Parsons Capital Management
Rhode Island
$264K +$5.09K +136 +2%
MWM
519
Modera Wealth Management
New Jersey
$263K
IRF
520
IBM Retirement Fund
New York
$259K -$22.1K -590 -8%
VIA
521
Vident Investment Advisory
Georgia
$259K +$238K +6,364 New
SIA
522
Strategic Investment Advisors
Michigan
$252K +$232K +6,203 New
CC
523
Courier Capital
New York
$248K
NCM
524
Northside Capital Management
Oregon
$247K
GT
525
Greenleaf Trust
Michigan
$238K +$524 +14 +0.2%

CFG Hedge Fund Activity: Q4 2019 in Review

686 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2019, worth a combined $16.8B — up 13% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new CFG positions and 49 closed out — a net gain of 48 holders — while 211 added to existing stakes and 292 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $86.7M. The largest seller was Millennium Management, cutting an estimated $69.6M.

  • 686 institutional investors held Citizens Financial Group (CFG) as of Q4 2019, up from 651 in Q3 2019.
  • Funds reported $16.8B of Citizens Financial Group stock for Q4 2019, up 13% quarter-over-quarter.
  • 97 funds opened new Citizens Financial Group positions in Q4 2019 and 49 closed out, a net change of +48 holders.
  • The largest Citizens Financial Group buyer in Q4 2019 was Citadel Advisors, an estimated $86.7M added.
  • The largest Citizens Financial Group seller in Q4 2019 was Millennium Management, an estimated $69.6M sold.

Based on aggregated 13F filings for Q4 2019.