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Citizens Financial Group

569 hedge funds and large institutions have $10.1B invested in Citizens Financial Group in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 191 increasing their positions, 238 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

32% more capital invested

Capital invested by funds: $7.64B → $10.1B (+$2.47B)

14% more call options, than puts

Call options by funds: $37.2M | Put options by funds: $32.6M

0.75% less ownership

Funds ownership: 94.88%94.12% (-0.75%)

2% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 88

2% less funds holding

Funds holding: 579569 (-10)

20% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 238

Holders
569
Holders Change
-10
Holders Change %
-1.73%
% of All Funds
11.67%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.27%
New
86
Increased
191
Reduced
238
Closed
88
Calls
$37.2M
Puts
$32.6M
Net Calls
+$4.52M
Net Calls Change
+$6.31M
Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
501
Beese Fulmer Investment Management
Ohio
$24K +$21.6K +950 New
LWCFA
502
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K
NIM
503
NuWave Investment Management
New Jersey
$21K +$15.5K +681 +497%
RA
504
Rational Advisors
New York
$21K +$18.6K +818 New
CTC
505
Central Trust Company
Missouri
$18K -$26.1K -1,149 -62%
CT
506
Caldwell Trust
Florida
$17K
Loomis, Sayles & Company
507
Loomis, Sayles & Company
Massachusetts
$16K -$187K -8,252 -93%
RDWM
508
Red Door Wealth Management
Tennessee
$16K
GI
509
Gradient Investments
Minnesota
$16K +$159 +7 +1%
WAS
510
Winch Advisory Services
Wisconsin
$15K +$13.8K +608 New
LC
511
Lindbrook Capital
California
$14K -$4.52K -199 -27%
GWM
512
Geneos Wealth Management
Colorado
$14K +$11.3K +500 +847%
ME
513
McIlrath & Eck
Washington
$13K
BDWM
514
Brewin Dolphin Wealth Management
Ireland
$12.2K +$11K +484 New
AWM
515
Avondale Wealth Management
Texas
$12K
SL
516
Savior LLC
Massachusetts
$9K -$2.36K -104 -23%
VCM
517
Versant Capital Management
Arizona
$9K +$5.11K +225 +168%
EWA
518
Evolution Wealth Advisors
Florida
$9K +$7.92K +349 New
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$9K +$8.21K +362 New
MA
520
MUFG Americas
New York
$8K
TWA
521
TCI Wealth Advisors
Arizona
$8K +$3.47K +153 +88%
HWA
522
Heritage Wealth Advisors
Virginia
$7.24K
SFS
523
Sowell Financial Services
Arkansas
$7K -$11K -484 -63%
SLF
524
Sun Life Financial
Ontario, Canada
$7K -$23 -1 -0.4%
FMII
525
Farmers & Merchants Investments Inc
Nebraska
$7K +$998 +44 +19%

CFG Hedge Fund Activity: Q2 2020 in Review

569 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2020, worth a combined $10.1B — up 32% from $7.64B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of CFG and 86 opened new positions — a net loss of 2 holders — while 238 trimmed existing stakes and 191 added.

The largest buyer was BlackRock, adding an estimated $100M. The largest seller was Franklin Resources, cutting an estimated $268M.

  • 569 institutional investors held Citizens Financial Group (CFG) as of Q2 2020, down from 579 in Q1 2020.
  • Funds reported $10.1B of Citizens Financial Group stock for Q2 2020, up 32% quarter-over-quarter.
  • 86 funds opened new Citizens Financial Group positions in Q2 2020 and 88 closed out, a net change of -2 holders.
  • The largest Citizens Financial Group buyer in Q2 2020 was BlackRock, an estimated $100M added.
  • The largest Citizens Financial Group seller in Q2 2020 was Franklin Resources, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2020.