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Citizens Financial Group

568 hedge funds and large institutions have $17.5B invested in Citizens Financial Group in 2017 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 221 increasing their positions, 228 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $44.5M | Put options by funds: $35.4M

9% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 53

3% more capital invested

Capital invested by funds: $16.9B → $17.5B (+$557M)

0.52% more ownership

Funds ownership: 96.24%96.76% (+0.52%)

0% less funds holding

Funds holding: 569568 (-1)

3% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 228

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

Holders
568
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
14.16%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.4%
New
58
Increased
221
Reduced
228
Closed
53
Calls
$44.5M
Puts
$35.4M
Net Calls
+$9.13M
Net Calls Change
+$46.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
526
Thompson Davis & Co
Virginia
$21K
PMFA
527
Plante Moran Financial Advisors
Michigan
$19K -$4.08K -115 -18%
BTIS
528
BB&T Investment Services
North Carolina
$19K +$9.86K +278 +106%
AIL
529
AGF Investments LLC
Ontario, Canada
$15K
SGAM
530
Smith Group Asset Management
Texas
$14K -$13.9M -392,430 -100%
QCG
531
Quadrant Capital Group
Ohio
$14K +$13.3K +374 +86%
DAM
532
Delta Asset Management
Tennessee
$14K +$14.1K +398 New
MA
533
MUFG Americas
New York
$12K
DSI
534
Daiwa SB Investments
Japan
$10K
VCM
535
Vigilant Capital Management
Maine
$10K
PFBT
536
Parkside Financial Bank & Trust
Missouri
$10K +$2.73K +77 +40%
BRC
537
Bell Rock Capital
Delaware
$8K +$7.76K +219 New
TRCT
538
Tower Research Capital (TRC)
New York
$7K -$137K -3,870 -95%
ZB
539
Zions Bancorporation
Utah
$7K -$1.42K -40 -17%
GAM
540
Gemmer Asset Management
California
$7K
TWA
541
TCI Wealth Advisors
Arizona
$7K
TCOV
542
Trust Company of Vermont
Vermont
$7K
SSB
543
Sandy Spring Bank
Maryland
$6K +$2.62K +74 +74%
ECM
544
Exchange Capital Management
Michigan
$6K +$6.03K +170 New
WPA
545
West Paces Advisors
Georgia
$5.6K
OFW
546
Omnia Family Wealth
Florida
$5K
VCM
547
Versant Capital Management
Arizona
$5K +$1.52K +43 +35%
OIA
548
OneDigital Investment Advisors
Kansas
$5K +$5.21K +147 New
PFGIA
549
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$3.37K +95 New
AIS
550
Accurate Investment Solutions
Pennsylvania
$4K +$3.76K +106 New

CFG Hedge Fund Activity: Q2 2017 in Review

568 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2017, worth a combined $17.5B — up 3.3% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new CFG positions and 53 closed out — a net gain of 5 holders — while 221 added to existing stakes and 228 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $278M. The largest seller was AQR Capital Management, cutting an estimated $157M.

  • 568 institutional investors held Citizens Financial Group (CFG) as of Q2 2017, down from 569 in Q1 2017.
  • Funds reported $17.5B of Citizens Financial Group stock for Q2 2017, up 3.3% quarter-over-quarter.
  • 58 funds opened new Citizens Financial Group positions in Q2 2017 and 53 closed out, a net change of +5 holders.
  • The largest Citizens Financial Group buyer in Q2 2017 was Janus Henderson Group, an estimated $278M added.
  • The largest Citizens Financial Group seller in Q2 2017 was AQR Capital Management, an estimated $157M sold.

Based on aggregated 13F filings for Q2 2017.