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Citizens Financial Group

626 hedge funds and large institutions have $32B invested in Citizens Financial Group in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 214 increasing their positions, 271 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more capital invested

Capital invested by funds: $18.2B → $32B (+$13.8B)

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0.8% less ownership

Funds ownership: 96.7%95.9% (-0.8%)

1% less funds holding

Funds holding: 632626 (-6)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

21% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 271

51% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $28.4M

Holders
626
Holders Change
-6
Holders Change %
-0.95%
% of All Funds
14.31%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.5%
New
55
Increased
214
Reduced
271
Closed
54
Calls
$13.9M
Puts
$28.4M
Net Calls
-$14.5M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
551
Advisory Services Network
Georgia
$44K -$5.77K -143 -11%
NO
552
Ninety One
South Africa
$43K
SWP
553
Stratos Wealth Partners
Ohio
$41K +$43.4K +1,075 New
HNB
554
Huntington National Bank
Ohio
$40K
FANJ
555
Financial Architects (New Jersey)
New Jersey
$39K -$269K -6,677 -87%
TAIM
556
TD Ameritrade Investment Management
Nebraska
$39K +$36.1K +896 +747%
JA
557
JOYN Advisors
Georgia
$37K +$1.37K +34 +4%
PCG
558
Private Capital Group
Connecticut
$29K
QCG
559
Quadrant Capital Group
Ohio
$28K -$4.36K -108 -12%
ACS
560
Archford Capital Strategies
Illinois
$26K
NFG
561
Next Financial Group
Texas
$26K +$27.4K +680 New
TCOV
562
Trust Company of Vermont
Vermont
$25K
ZB
563
Zions Bancorporation
Utah
$25K +$25.9K +643 New
TG
564
TLP Group
Illinois
$25K +$26.1K +648 New
FGAM
565
Financial Gravity Asset Management
Texas
$24K +$25.8K +639 +2,663%
CB
566
Community Bank
New York
$20K
GCM
567
Gables Capital Management
Florida
$19K
CAPTRUST Financial Advisors
568
CAPTRUST Financial Advisors
North Carolina
$19K +$3.15K +78 +19%
AWM
569
Avondale Wealth Management
Texas
$18K
WIM
570
Westside Investment Management
California
$17.2K -$7.06K -175 -28%
OIA
571
OneDigital Investment Advisors
Kansas
$17K
GRP
572
Global Retirement Partners
California
$17K +$10.2K +252 +132%
KJWM
573
Kiley Juergens Wealth Management
Washington
$16K
DAM
574
Delta Asset Management
Tennessee
$15K
Parallax Volatility Advisers
575
Parallax Volatility Advisers
California
$14K +$14.3K +354 +2,213%

CFG Hedge Fund Activity: Q3 2018 in Review

626 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2018, worth a combined $32B — up 76% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CFG positions and 54 closed out — a net gain of 1 holder — while 214 added to existing stakes and 271 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $88.3M. The largest seller was Victory Capital Management, cutting an estimated $95.2M.

  • 626 institutional investors held Citizens Financial Group (CFG) as of Q3 2018, down from 632 in Q2 2018.
  • Funds reported $32B of Citizens Financial Group stock for Q3 2018, up 76% quarter-over-quarter.
  • 55 funds opened new Citizens Financial Group positions in Q3 2018 and 54 closed out, a net change of +1 holder.
  • The largest Citizens Financial Group buyer in Q3 2018 was JP Morgan Chase, an estimated $88.3M added.
  • The largest Citizens Financial Group seller in Q3 2018 was Victory Capital Management, an estimated $95.2M sold.

Based on aggregated 13F filings for Q3 2018.