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Citizens Financial Group

686 hedge funds and large institutions have $16.8B invested in Citizens Financial Group in 2019 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 211 increasing their positions, 292 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 49

13% more capital invested

Capital invested by funds: $14.9B → $16.8B (+$1.91B)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more funds holding

Funds holding: 651686 (+35)

0.75% more ownership

Funds ownership: 94.45%95.2% (+0.75%)

3% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $25.6M

28% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 292

Holders
686
Holders Change
+35
Holders Change %
+5.38%
% of All Funds
13.52%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.37%
New
97
Increased
211
Reduced
292
Closed
49
Calls
$24.7M
Puts
$25.6M
Net Calls
-$838K
Net Calls Change
+$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
526
Berkshire Asset Management
Pennsylvania
$237K
PVWM
527
Point View Wealth Management
New Jersey
$229K +$211K +5,636 New
DADC
528
D.A. Davidson & Co
Montana
$227K +$209K +5,579 New
RWA
529
Redhawk Wealth Advisors
Minnesota
$220K +$202K +5,409 New
AI
530
Atria Investments
North Carolina
$218K +$201K +5,377 New
RIM
531
Rampart Investment Management
Connecticut
$216K +$3.07K +82 +2%
SP
532
Symmetry Partners
Connecticut
$213K +$196K +5,236 New
HCM
533
Hall Capital Management
Rhode Island
$211K +$195K +5,200 New
Cerity Partners
534
Cerity Partners
New York
$210K +$193K +5,163 New
EA
535
Emerald Advisors
Washington
$210K +$206K +5,514 New
LOAME
536
Lombard Odier Asset Management (Europe)
United Kingdom
$208K +$192K +5,119 New
OC
537
Oppenheimer & Co
New York
$202K +$187K +4,986 New
MFG
538
MidWestOne Financial Group
Iowa
$201K +$186K +4,966 New
RE
539
RBC Europe
United Kingdom
$199K -$172K -4,600 -48%
QCG
540
Quadrant Capital Group
Ohio
$193K +$163K +4,357 +566%
LS
541
Livforsakringsbolaget Skandia
Sweden
$187K -$59.9K -1,600 -26%
BCI
542
Brinker Capital Investments
Pennsylvania
$159K -$823 -22 -0.6%
Capstone Investment Advisors
543
Capstone Investment Advisors
New York
$151K +$139K +3,710 New
VFA
544
Valeo Financial Advisors
Indiana
$147K +$1.87K +50 +1%
RAM
545
Riggs Asset Management
Pennsylvania
$142K
FHA
546
First Horizon Advisors
Tennessee
$140K -$299 -8 -0.2%
ACA
547
Atlas Capital Advisors
Wyoming
$137K -$11.5K -308 -8%
Northwestern Mutual Wealth Management
548
Northwestern Mutual Wealth Management
Wisconsin
$134K +$21.7K +581 +21%
CG
549
Cutler Group
California
$134K +$124K +3,306 New
M
550
Mirova
France
$130K +$60.8K +1,625 +104%

CFG Hedge Fund Activity: Q4 2019 in Review

686 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2019, worth a combined $16.8B — up 13% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new CFG positions and 49 closed out — a net gain of 48 holders — while 211 added to existing stakes and 292 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $86.7M. The largest seller was Millennium Management, cutting an estimated $69.6M.

  • 686 institutional investors held Citizens Financial Group (CFG) as of Q4 2019, up from 651 in Q3 2019.
  • Funds reported $16.8B of Citizens Financial Group stock for Q4 2019, up 13% quarter-over-quarter.
  • 97 funds opened new Citizens Financial Group positions in Q4 2019 and 49 closed out, a net change of +48 holders.
  • The largest Citizens Financial Group buyer in Q4 2019 was Citadel Advisors, an estimated $86.7M added.
  • The largest Citizens Financial Group seller in Q4 2019 was Millennium Management, an estimated $69.6M sold.

Based on aggregated 13F filings for Q4 2019.