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Citizens Financial Group

683 hedge funds and large institutions have $17.5B invested in Citizens Financial Group in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 234 increasing their positions, 241 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 44

95% more call options, than puts

Call options by funds: $111M | Put options by funds: $57.1M

21% more capital invested

Capital invested by funds: $14.4B → $17.5B (+$3.09B)

12% more funds holding

Funds holding: 610683 (+73)

0.24% more ownership

Funds ownership: 93.18%93.42% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 241

Holders
683
Holders Change
+73
Holders Change %
+11.97%
% of All Funds
11.99%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
123
Increased
234
Reduced
241
Closed
44
Calls
$111M
Puts
$57.1M
Net Calls
+$54.4M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
526
Conning Inc
Connecticut
$246K -$23.7K -570 -9%
CCIA
527
Campbell & Co Investment Adviser
Maryland
$246K +$232K +5,563 New
HAG
528
HighPoint Advisor Group
Illinois
$240K +$13.7K +329 +7%
AssetMark Inc
529
AssetMark Inc
California
$237K -$55.9K -1,344 -20%
P
530
Pitcairn
Pennsylvania
$237K +$223K +5,362 New
TNB
531
TCF National Bank
South Dakota
$237K +$224K +5,379 New
CGL
532
Clarius Group LLC
Washington
$234K +$220K +5,289 New
HPWM
533
Highland Private Wealth Management
Washington
$232K +$218K +5,236 New
NPF
534
Norris Perne & French
Michigan
$232K +$219K +5,253 New
GIA
535
Gateway Investment Advisers
Ohio
$231K -$42.4K -1,019 -16%
SPIA
536
Steward Partners Investment Advisory
New York
$227K -$1.67K -40 -0.8%
PA
537
Pinnacle Associates
New York
$223K +$210K +5,050 New
SFA
538
Sequoia Financial Advisors
Ohio
$219K +$207K +4,963 New
SC
539
Savant Capital
Illinois
$218K +$205K +4,929 New
CAAS
540
Capital Asset Advisory Services
Michigan
$217K +$146K +3,508 +248%
GFP
541
Gryphon Financial Partners
Ohio
$217K +$205K +4,915 New
PCS
542
Personal CFO Solutions
New Jersey
$215K +$203K +4,877 New
SXL
543
Summit X LLC
Missouri
$214K +$201K +4,825 New
BAIA
544
Bel Air Investment Advisors
California
$210K +$198K +4,748 New
CCM
545
Check Capital Management
California
$208K +$196K +4,700 New
OPS
546
Orion Portfolio Solutions
Nebraska
$206K -$54.7K -1,314 -22%
DCM
547
Driehaus Capital Management
Illinois
$204K +$192K +4,616 New
Walleye Trading
548
Walleye Trading
New York
$204K +$193K +4,629 New
WFC
549
Western Financial Corp
California
$204K +$193K +4,632 New
LS
550
Livforsakringsbolaget Skandia
Sweden
$203K

CFG Hedge Fund Activity: Q1 2021 in Review

683 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2021, worth a combined $17.5B — up 21% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new CFG positions and 44 closed out — a net gain of 79 holders — while 234 added to existing stakes and 241 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $430M. The largest seller was Capital International Investors, cutting an estimated $518M.

  • 683 institutional investors held Citizens Financial Group (CFG) as of Q1 2021, up from 610 in Q4 2020.
  • Funds reported $17.5B of Citizens Financial Group stock for Q1 2021, up 21% quarter-over-quarter.
  • 123 funds opened new Citizens Financial Group positions in Q1 2021 and 44 closed out, a net change of +79 holders.
  • The largest Citizens Financial Group buyer in Q1 2021 was T. Rowe Price Associates, an estimated $430M added.
  • The largest Citizens Financial Group seller in Q1 2021 was Capital International Investors, an estimated $518M sold.

Based on aggregated 13F filings for Q1 2021.