Citizens Financial Group
701 hedge funds and large institutions have $18.9B invested in Citizens Financial Group in 2021 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 269 increasing their positions, 254 reducing their positions, and 58 closing their positions.
33% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 58
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
1.2% more ownership
Funds ownership: 93.22% → 94.42% (+1.2%)
6% more repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 254
4% more capital invested
Capital invested by funds: $18.2B → $18.9B (+$695M)
1% more funds holding
Funds holding: 695 → 701 (+6)
8% less call options, than puts
Call options by funds: $137M | Put options by funds: $148M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$252M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$193M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$162M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$150M |
| 5 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$33.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$212M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$75M |
| 3 |
CBT
Capital Bank & Trust
Irvine,
California
|
-$69.6M |
| 4 |
Holocene Advisors
New York
|
-$45.9M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$38M |
CFG Hedge Fund Activity: Q3 2021 in Review
701 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2021, worth a combined $18.9B — up 3.8% from $18.2B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new CFG positions and 58 closed out — a net gain of 19 holders — while 269 added to existing stakes and 254 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $252M. The largest seller was Ameriprise, cutting an estimated $212M.
- 701 institutional investors held Citizens Financial Group (CFG) as of Q3 2021, up from 695 in Q2 2021.
- Funds reported $18.9B of Citizens Financial Group stock for Q3 2021, up 3.8% quarter-over-quarter.
- 77 funds opened new Citizens Financial Group positions in Q3 2021 and 58 closed out, a net change of +19 holders.
- The largest Citizens Financial Group buyer in Q3 2021 was Goldman Sachs, an estimated $252M added.
- The largest Citizens Financial Group seller in Q3 2021 was Ameriprise, an estimated $212M sold.
Based on aggregated 13F filings for Q3 2021.