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Citizens Financial Group

626 hedge funds and large institutions have $32B invested in Citizens Financial Group in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 214 increasing their positions, 271 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more capital invested

Capital invested by funds: $18.2B → $32B (+$13.8B)

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0.8% less ownership

Funds ownership: 96.7%95.9% (-0.8%)

1% less funds holding

Funds holding: 632626 (-6)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

21% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 271

51% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $28.4M

Holders
626
Holders Change
-6
Holders Change %
-0.95%
% of All Funds
14.31%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.5%
New
55
Increased
214
Reduced
271
Closed
54
Calls
$13.9M
Puts
$28.4M
Net Calls
-$14.5M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
526
Benjamin F. Edwards & Company
Missouri
$104K
SFG
527
SevenBridge Financial Group
Pennsylvania
$102K
FMT
528
First Mercantile Trust
Tennessee
$95K -$6.45K -160 -6%
FIB
529
First Interstate Bank
Montana
$93K +$13.7K +339 +16%
S
530
SignatureFD
Georgia
$89K +$17.7K +440 +24%
IDBONY
531
Israel Discount Bank of New York
New York
$85K -$4.03K -100 -4%
PA
532
Parallel Advisors
California
$85K +$32.1K +797 +56%
Northwestern Mutual Wealth Management
533
Northwestern Mutual Wealth Management
Wisconsin
$80K +$8.11K +201 +11%
MYIA
534
Mount Yale Investment Advisors
Colorado
$78K +$928 +23 +1%
RA
535
Rational Advisors
New York
$77K +$75.3K +1,867 +1,334%
FWM
536
Focused Wealth Management
New York
$77K +$80.7K +2,000 New
PCM
537
Prelude Capital Management
New York
$74K -$1.05M -26,144 -93%
RFA
538
Reilly Financial Advisors
California
$74K +$52.1K +1,291 +207%
HR
539
Howe & Rusling
New York
$66K
RCAG
540
Rehmann Capital Advisory Group
Michigan
$61K -$4.64K -115 -7%
HWA
541
Heritage Wealth Advisors
Virginia
$59K +$62.7K +1,555 New
CG
542
Cutler Group
California
$58K -$1.22M -30,325 -95%
EFSCE
543
Enterprise Financial Services Corp (EFSC)
Missouri
$58K
ST
544
Smithfield Trust
Pennsylvania
$58K +$13.1K +325 +28%
SWM
545
SeaCrest Wealth Management
New York
$55K -$9.11K -226 -14%
GLI
546
Guardian Life Insurance
New York
$52K
SLF
547
Sun Life Financial
Ontario, Canada
$51K +$121 +3 +0.2%
KA
548
Kaizen Advisory
Illinois
$49K
Carson Wealth (CWM LLC)
549
Carson Wealth (CWM LLC)
Nebraska
$46K -$6.9K -171 -13%
ACA
550
Atlas Capital Advisors
Wyoming
$45.7K -$18.5K -458 -28%

CFG Hedge Fund Activity: Q3 2018 in Review

626 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2018, worth a combined $32B — up 76% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CFG positions and 54 closed out — a net gain of 1 holder — while 214 added to existing stakes and 271 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $88.3M. The largest seller was Victory Capital Management, cutting an estimated $95.2M.

  • 626 institutional investors held Citizens Financial Group (CFG) as of Q3 2018, down from 632 in Q2 2018.
  • Funds reported $32B of Citizens Financial Group stock for Q3 2018, up 76% quarter-over-quarter.
  • 55 funds opened new Citizens Financial Group positions in Q3 2018 and 54 closed out, a net change of +1 holder.
  • The largest Citizens Financial Group buyer in Q3 2018 was JP Morgan Chase, an estimated $88.3M added.
  • The largest Citizens Financial Group seller in Q3 2018 was Victory Capital Management, an estimated $95.2M sold.

Based on aggregated 13F filings for Q3 2018.