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Citizens Financial Group

651 hedge funds and large institutions have $14.9B invested in Citizens Financial Group in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 210 increasing their positions, 300 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 59

0% more funds holding

Funds holding: 651651 (0)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less capital invested

Capital invested by funds: $15.5B → $14.9B (-$561M)

1.31% less ownership

Funds ownership: 95.76%94.45% (-1.3%)

21% less call options, than puts

Call options by funds: $28.8M | Put options by funds: $36.3M

30% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 300

Holders
651
Holders Change
Holders Change %
0%
% of All Funds
14.28%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
60
Increased
210
Reduced
300
Closed
59
Calls
$28.8M
Puts
$36.3M
Net Calls
-$7.49M
Net Calls Change
-$5.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
526
Berkshire Asset Management
Pennsylvania
$207K -$61.4K -1,760 -23%
CC
527
Courier Capital
New York
$207K
MA
528
MANA Advisors
New York
$207K +$204K +5,844 New
QI
529
Qtron Investments
Massachusetts
$205K
RIM
530
Rampart Investment Management
Connecticut
$185K -$23.1K -661 -11%
Loomis, Sayles & Company
531
Loomis, Sayles & Company
Massachusetts
$156K +$154K +4,400 New
NIT
532
NumerixS Investment Technologies
British Columbia, Canada
$141K +$17.4K +500 +14%
BCI
533
Brinker Capital Investments
Pennsylvania
$139K +$3.07K +88 +2%
ACA
534
Atlas Capital Advisors
Wyoming
$130K +$22.6K +647 +21%
VFA
535
Valeo Financial Advisors
Indiana
$127K +$12.5K +357 +11%
RAM
536
Riggs Asset Management
Pennsylvania
$123K
FHA
537
First Horizon Advisors
Tennessee
$122K
S
538
SignatureFD
Georgia
$116K +$14.5K +415 +14%
IA
539
IFP Advisors
Florida
$114K +$111K +3,188 New
ASN
540
Advisory Services Network
Georgia
$107K
APC
541
Aspire Private Capital
North Carolina
$107K +$10.1K +290 +11%
CTC
542
Central Trust Company
Missouri
$105K -$3.84K -110 -4%
CAL
543
Capital Analysts LLC
Pennsylvania
$105K
BFEC
544
Benjamin F. Edwards & Company
Missouri
$104K -$3.42K -98 -3%
SPIA
545
Steward Partners Investment Advisory
New York
$100K +$35 +1 +0%
Northwestern Mutual Wealth Management
546
Northwestern Mutual Wealth Management
Wisconsin
$97K -$2.34K -67 -2%
TAIM
547
TD Ameritrade Investment Management
Nebraska
$94K +$1.43K +41 +2%
FMT
548
First Mercantile Trust
Tennessee
$85K +$3.84K +110 +5%
PCM
549
Penserra Capital Management
California
$84K -$42.2K -1,210 -33%
IFAM
550
Institutional & Family Asset Management
Colorado
$82K -$11.7K -335 -13%

CFG Hedge Fund Activity: Q3 2019 in Review

651 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2019, worth a combined $14.9B — down 3.6% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new CFG positions and 59 closed out — a net gain of 1 holder — while 210 added to existing stakes and 300 trimmed.

The largest buyer was Millennium Management, adding an estimated $113M. The largest seller was Lazard Asset Management, cutting an estimated $187M.

  • 651 institutional investors held Citizens Financial Group (CFG) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $14.9B of Citizens Financial Group stock for Q3 2019, down 3.6% quarter-over-quarter.
  • 60 funds opened new Citizens Financial Group positions in Q3 2019 and 59 closed out, a net change of +1 holder.
  • The largest Citizens Financial Group buyer in Q3 2019 was Millennium Management, an estimated $113M added.
  • The largest Citizens Financial Group seller in Q3 2019 was Lazard Asset Management, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2019.