We are live on ! Find out more
CFG icon

Citizens Financial Group

569 hedge funds and large institutions have $16.9B invested in Citizens Financial Group in 2017 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 219 increasing their positions, 211 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 36

11% more funds holding

Funds holding: 513569 (+56)

4% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 211

0.63% more ownership

Funds ownership: 95.61%96.24% (+0.63%)

3% less capital invested

Capital invested by funds: $17.4B → $16.9B (-$504M)

37% less call options, than puts

Call options by funds: $61.6M | Put options by funds: $98.6M

40% less funds holding in top 10

Funds holding in top 10: 3018 (-12)

Holders
569
Holders Change
+56
Holders Change %
+10.92%
% of All Funds
14.16%
Holding in Top 10
18
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-40%
% of All Funds
0.45%
New
101
Increased
219
Reduced
211
Closed
36
Calls
$61.6M
Puts
$98.6M
Net Calls
-$36.9M
Net Calls Change
-$53.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
526
Huntington National Bank
Ohio
$24K
AWM
527
AllSquare Wealth Management
New York
$24K +$25.8K +708 New
PMFA
528
Plante Moran Financial Advisors
Michigan
$23K +$17.1K +469 +251%
IUHSA
529
Itau Unibanco Holding S.A.
Brazil
$22K +$23K +630 New
WIM
530
Westside Investment Management
California
$21.4K
WP
531
WealthPLAN Partners
Nebraska
$20.9K +$22.1K +607 New
TDC
532
Thompson Davis & Co
Virginia
$20K -$19.5K -535 -48%
Northwestern Mutual Wealth Management
533
Northwestern Mutual Wealth Management
Wisconsin
$19K -$22.1K -607 -52%
AIL
534
AGF Investments LLC
Ontario, Canada
$15K +$2.7K +74 +21%
QCG
535
Quadrant Capital Group
Ohio
$12K +$401 +11 +3%
MA
536
MUFG Americas
New York
$11K
VCM
537
Vigilant Capital Management
Maine
$10K
DSI
538
Daiwa SB Investments
Japan
$10K +$3.28K +90 +45%
SF
539
Synovus Financial
Georgia
$10K +$4.6K +126 +67%
KTC
540
Kistler-Tiffany Companies
Pennsylvania
$10K +$10.7K +292 New
BTIS
541
BB&T Investment Services
North Carolina
$9K +$9.45K +259 +6,475%
FMA
542
FNY Managed Accounts
New York
$9K +$9.85K +270 New
ZB
543
Zions Bancorporation
Utah
$8K +$474 +13 +6%
GAM
544
Gemmer Asset Management
California
$7K
PFBT
545
Parkside Financial Bank & Trust
Missouri
$7K +$949 +26 +16%
TCOV
546
Trust Company of Vermont
Vermont
$7K +$5.36K +147 +241%
TWA
547
TCI Wealth Advisors
Arizona
$7K +$6.93K +190 New
Walleye Trading
548
Walleye Trading
New York
$5.71K +$5.84M +160,118 +3,192%
WPA
549
West Paces Advisors
Georgia
$5.42K
OFW
550
Omnia Family Wealth
Florida
$5K

CFG Hedge Fund Activity: Q1 2017 in Review

569 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2017, worth a combined $16.9B — down 2.9% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new CFG positions and 36 closed out — a net gain of 65 holders — while 219 added to existing stakes and 211 trimmed.

The largest buyer was BlackRock, adding an estimated $1.46B. The largest seller was PointState Capital, cutting an estimated $158M.

  • 569 institutional investors held Citizens Financial Group (CFG) as of Q1 2017, up from 513 in Q4 2016.
  • Funds reported $16.9B of Citizens Financial Group stock for Q1 2017, down 2.9% quarter-over-quarter.
  • 101 funds opened new Citizens Financial Group positions in Q1 2017 and 36 closed out, a net change of +65 holders.
  • The largest Citizens Financial Group buyer in Q1 2017 was BlackRock, an estimated $1.46B added.
  • The largest Citizens Financial Group seller in Q1 2017 was PointState Capital, an estimated $158M sold.

Based on aggregated 13F filings for Q1 2017.