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Citizens Financial Group

552 hedge funds and large institutions have $10.1B invested in Citizens Financial Group in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 186 increasing their positions, 236 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $10.1B → $10.1B (+$4.25M)

0.1% less ownership

Funds ownership: 94.12%94.02% (-0.1%)

3% less funds holding

Funds holding: 569552 (-17)

12% less call options, than puts

Call options by funds: $36M | Put options by funds: $40.8M

15% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 72

21% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 236

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
552
Holders Change
-17
Holders Change %
-2.99%
% of All Funds
11.14%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.16%
New
61
Increased
186
Reduced
236
Closed
72
Calls
$36M
Puts
$40.8M
Net Calls
-$4.82M
Net Calls Change
-$9.34M
Name Holding Trade Value Shares
Change
Change in
Stake
CWC
501
Carolinas Wealth Consulting
North Carolina
$13K +$10.5K +413 +409%
VCM
502
Versant Capital Management
Arizona
$10K +$1.4K +55 +15%
EWA
503
Evolution Wealth Advisors
Florida
$9K
SL
504
Savior LLC
Massachusetts
$9K
CFGS
505
Concourse Financial Group Securities
Alabama
$9K +$4.03K +159 +87%
MA
506
MUFG Americas
New York
$8K
HWA
507
Heritage Wealth Advisors
Virginia
$7.25K
FHC
508
First Horizon Corporation
Tennessee
$7K +$7.84K +309 New
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$6K -$989 -39 -14%
SLF
510
Sun Life Financial
Ontario, Canada
$6K -$203 -8 -3%
EARNEST Partners
511
EARNEST Partners
Georgia
$6K
HCP
512
Hexagon Capital Partners
Arkansas
$6K +$5.71K +225 New
HIA
513
Harbor Investment Advisory
Maryland
$5K -$27.4K -1,082 -84%
BFC
514
Bedel Financial Consulting
Indiana
$5K
EW
515
Evoke Wealth
California
$5K
GWMIA
516
Global Wealth Management Investment Advisory
Florida
$5K
HPC
517
HM Payson & Co
Maine
$5K
NSIM
518
North Star Investment Management
Illinois
$5K
CHA
519
Carmichael Hill & Associates
Maryland
$4K
SFSIG
520
San Francisco Sentry Investment Group
California
$4K
HCM
521
Highlander Capital Management
New Jersey
$4K +$3.81K +150 New
PFWA
522
Paces Ferry Wealth Advisors
Georgia
$4K +$4.13K +163 New
PCG
523
Private Capital Group
Connecticut
$4K +$4.44K +175 New
BDWM
524
Brewin Dolphin Wealth Management
Ireland
$3.19K -$9.08K -358 -74%
NIM
525
NuWave Investment Management
New Jersey
$3K -$18K -710 -87%

CFG Hedge Fund Activity: Q3 2020 in Review

552 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2020, worth a combined $10.1B — up 0.04% from $10.1B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of CFG and 61 opened new positions — a net loss of 11 holders — while 236 trimmed existing stakes and 186 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $612M. The largest seller was Eminence Capital, exiting entirely with an estimated $114M sold.

  • 552 institutional investors held Citizens Financial Group (CFG) as of Q3 2020, down from 569 in Q2 2020.
  • Funds reported $10.1B of Citizens Financial Group stock for Q3 2020, up 0.04% quarter-over-quarter.
  • 61 funds opened new Citizens Financial Group positions in Q3 2020 and 72 closed out, a net change of -11 holders.
  • The largest Citizens Financial Group buyer in Q3 2020 was Capital International Investors, an estimated $612M added.
  • The largest Citizens Financial Group seller in Q3 2020 was Eminence Capital, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2020.