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Citizens Financial Group

683 hedge funds and large institutions have $17.5B invested in Citizens Financial Group in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 234 increasing their positions, 241 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 44

95% more call options, than puts

Call options by funds: $111M | Put options by funds: $57.1M

21% more capital invested

Capital invested by funds: $14.4B → $17.5B (+$3.09B)

12% more funds holding

Funds holding: 610683 (+73)

0.24% more ownership

Funds ownership: 93.18%93.42% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 241

Holders
683
Holders Change
+73
Holders Change %
+11.97%
% of All Funds
11.99%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
123
Increased
234
Reduced
241
Closed
44
Calls
$111M
Puts
$57.1M
Net Calls
+$54.4M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
501
Ellevest Inc
New York
$294K +$19.1K +458 +7%
RFC
502
Regions Financial Corp
Alabama
$293K -$51.4K -1,235 -16%
ASN
503
Advisory Services Network
Georgia
$292K +$67.8K +1,628 +33%
TAIM
504
TD Ameritrade Investment Management
Nebraska
$290K
IC
505
IEQ Capital
California
$290K +$273K +6,558 New
NFG
506
Nations Financial Group
Iowa
$287K +$271K +6,500 New
RJT
507
Raymond James Trust
Florida
$286K +$269K +6,474 New
RC
508
RegentAtlantic Capital
New Jersey
$283K +$266K +6,400 New
FHA
509
First Horizon Advisors
Tennessee
$279K +$49.6K +1,191 +23%
PRC
510
Pearl River Capital
Michigan
$276K +$260K +6,249 New
CI
511
CX Institutional
Indiana
$274K -$2.34M -56,201 -90%
V
512
Veritable
Delaware
$273K +$1.54K +37 +0.6%
JSC
513
Jackson Square Capital
California
$271K +$255K +6,134 New
FMT
514
First Mercantile Trust
Tennessee
$270K -$21.1K -506 -8%
APA
515
American Portfolios Advisors
New York
$270K +$15.5K +372 +6%
CA
516
Crumly & Associates
Illinois
$266K
WPP
517
Whalerock Point Partners
Rhode Island
$265K
Northwestern Mutual Wealth Management
518
Northwestern Mutual Wealth Management
Wisconsin
$261K -$16.8K -404 -6%
FB
519
Fulton Bank
Pennsylvania
$259K +$244K +5,856 New
PIA
520
Pinion Investment Advisors
Kansas
$257K +$243K +5,827 New
BBNA
521
Bremer Bank National Association
Minnesota
$256K -$31.1K -748 -11%
DADC
522
D.A. Davidson & Co
Montana
$256K +$241K +5,800 New
SM
523
Salzhauer Michael
$256K +$241K +5,801 New
PFA
524
Peak Financial Advisors
Colorado
$251K +$236K +5,682 New
FHC
525
First Heartland Consultants
Missouri
$250K +$235K +5,658 New

CFG Hedge Fund Activity: Q1 2021 in Review

683 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2021, worth a combined $17.5B — up 21% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new CFG positions and 44 closed out — a net gain of 79 holders — while 234 added to existing stakes and 241 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $430M. The largest seller was Capital International Investors, cutting an estimated $518M.

  • 683 institutional investors held Citizens Financial Group (CFG) as of Q1 2021, up from 610 in Q4 2020.
  • Funds reported $17.5B of Citizens Financial Group stock for Q1 2021, up 21% quarter-over-quarter.
  • 123 funds opened new Citizens Financial Group positions in Q1 2021 and 44 closed out, a net change of +79 holders.
  • The largest Citizens Financial Group buyer in Q1 2021 was T. Rowe Price Associates, an estimated $430M added.
  • The largest Citizens Financial Group seller in Q1 2021 was Capital International Investors, an estimated $518M sold.

Based on aggregated 13F filings for Q1 2021.