We are live on ! Find out more
CFG icon

Citizens Financial Group

552 hedge funds and large institutions have $10.1B invested in Citizens Financial Group in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 186 increasing their positions, 236 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $10.1B → $10.1B (+$4.25M)

0.1% less ownership

Funds ownership: 94.12%94.02% (-0.1%)

3% less funds holding

Funds holding: 569552 (-17)

12% less call options, than puts

Call options by funds: $36M | Put options by funds: $40.8M

15% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 72

21% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 236

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
552
Holders Change
-17
Holders Change %
-2.99%
% of All Funds
11.14%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.16%
New
61
Increased
186
Reduced
236
Closed
72
Calls
$36M
Puts
$40.8M
Net Calls
-$4.82M
Net Calls Change
-$9.34M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
526
Rational Advisors
New York
$3K -$18K -710 -87%
GRP
527
Global Retirement Partners
California
$3K
JCM
528
Jacobi Capital Management
Pennsylvania
$3K
PFPT
529
Pinnacle Financial Partners (Tennessee)
Tennessee
$3K
WCG
530
Weaver Consulting Group
California
$3K
NNP
531
Nachman Norwood & Parrott
South Carolina
$3K +$2.89K +114 New
ADL
532
Asset Dedication LLC
California
$2K
CFN
533
Cordasco Financial Network
Florida
$2K
FBT
534
First Bank & Trust
South Dakota
$2K
HR
535
Howe & Rusling
New York
$2K
TFO
536
Tarbox Family Office
California
$2K
BWM
537
Baystate Wealth Management
Massachusetts
$2K +$25 +1 +2%
AA
538
Advisory Alpha
Michigan
$2K +$2.03K +80 New
GWM
539
Geneos Wealth Management
Colorado
$1K -$13.1K -515 -92%
ST
540
Smithfield Trust
Pennsylvania
$1K -$634 -25 -31%
APWA
541
Atlas Private Wealth Advisors
New Jersey
$1K
BWM
542
BerganKDV Wealth Management
Minnesota
$1K
PK
543
Pflug Koory
Nebraska
$1K
RG
544
Retirement Group
California
$1K
SIC
545
Salem Investment Counselors
North Carolina
$1K
NFG
546
Next Financial Group
Texas
$1K +$660 +26 New
SSB
547
Sandy Spring Bank
Maryland
$1K +$1.17K +46 New
FHA
548
Flagship Harbor Advisors
Massachusetts
$1K +$1.27K +50 New
SWA
549
Sutton Wealth Advisors
Florida
$480
FCA
550
FinTrust Capital Advisors
South Carolina
$6 +$2.31K +91 +69%

CFG Hedge Fund Activity: Q3 2020 in Review

552 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2020, worth a combined $10.1B — up 0.04% from $10.1B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of CFG and 61 opened new positions — a net loss of 11 holders — while 236 trimmed existing stakes and 186 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $612M. The largest seller was Eminence Capital, exiting entirely with an estimated $114M sold.

  • 552 institutional investors held Citizens Financial Group (CFG) as of Q3 2020, down from 569 in Q2 2020.
  • Funds reported $10.1B of Citizens Financial Group stock for Q3 2020, up 0.04% quarter-over-quarter.
  • 61 funds opened new Citizens Financial Group positions in Q3 2020 and 72 closed out, a net change of -11 holders.
  • The largest Citizens Financial Group buyer in Q3 2020 was Capital International Investors, an estimated $612M added.
  • The largest Citizens Financial Group seller in Q3 2020 was Eminence Capital, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2020.