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Citizens Financial Group

651 hedge funds and large institutions have $14.9B invested in Citizens Financial Group in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 210 increasing their positions, 300 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 59

0% more funds holding

Funds holding: 651651 (0)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less capital invested

Capital invested by funds: $15.5B → $14.9B (-$561M)

1.31% less ownership

Funds ownership: 95.76%94.45% (-1.3%)

21% less call options, than puts

Call options by funds: $28.8M | Put options by funds: $36.3M

30% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 300

Holders
651
Holders Change
Holders Change %
0%
% of All Funds
14.28%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
60
Increased
210
Reduced
300
Closed
59
Calls
$28.8M
Puts
$36.3M
Net Calls
-$7.49M
Net Calls Change
-$5.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
551
Huntington National Bank
Ohio
$77K -$12.2K -350 -14%
NSIM
552
North Star Investment Management
Illinois
$74K +$72.6K +2,080 New
PA
553
Parallel Advisors
California
$70K -$140 -4 -0.2%
NIM
554
NuWave Investment Management
New Jersey
$70K +$62.4K +1,789 +881%
CAW
555
Cornerstone Advisors (Washington)
Washington
$66K -$7.08K -203 -10%
RIA
556
Realta Investment Advisors
Delaware
$65K -$8.03K -230 -11%
Carson Wealth (CWM LLC)
557
Carson Wealth (CWM LLC)
Nebraska
$57K
HWA
558
Heritage Wealth Advisors
Virginia
$55K
M
559
Mirova
France
$55K +$4.96K +142 +10%
EFSCE
560
Enterprise Financial Services Corp (EFSC)
Missouri
$53K
CIA
561
CSat Investment Advisory
Michigan
$53K +$4.08K +117 +9%
HPC
562
HM Payson & Co
Maine
$52K +$3.49K +100 +7%
PCIA
563
Prime Capital Investment Advisors
Kansas
$52K +$51K +1,462 New
CIAS
564
Capital Investment Advisory Services
North Carolina
$51K -$15.2K -435 -23%
NO
565
Ninety One
South Africa
$47K -$16.5K -474 -26%
AssetMark Inc
566
AssetMark Inc
California
$47K +$12.6K +361 +38%
GLI
567
Guardian Life Insurance
New York
$46K -$663 -19 -1%
GT
568
Glenmede Trust
Pennsylvania
$43K -$3.95M -113,145 -9%
CAPTRUST Financial Advisors
569
CAPTRUST Financial Advisors
North Carolina
$42K +$23.3K +669 +132%
RA
570
Rational Advisors
New York
$39K +$31.5K +903 +445%
AIM
571
Advantage Investment Management
Iowa
$38K -$3.84K -110 -9%
BHWM
572
Bay Harbor Wealth Management
Maryland
$37K -$3.07K -88 -7%
RCAG
573
Rehmann Capital Advisory Group
Michigan
$35.4K -$1.99K -57 -5%
ZB
574
Zions Bancorporation
Utah
$31K +$3.28K +94 +12%
AM
575
Atwater Malick
Pennsylvania
$30K +$29.4K +842 New

CFG Hedge Fund Activity: Q3 2019 in Review

651 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2019, worth a combined $14.9B — down 3.6% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new CFG positions and 59 closed out — a net gain of 1 holder — while 210 added to existing stakes and 300 trimmed.

The largest buyer was Millennium Management, adding an estimated $113M. The largest seller was Lazard Asset Management, cutting an estimated $187M.

  • 651 institutional investors held Citizens Financial Group (CFG) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $14.9B of Citizens Financial Group stock for Q3 2019, down 3.6% quarter-over-quarter.
  • 60 funds opened new Citizens Financial Group positions in Q3 2019 and 59 closed out, a net change of +1 holder.
  • The largest Citizens Financial Group buyer in Q3 2019 was Millennium Management, an estimated $113M added.
  • The largest Citizens Financial Group seller in Q3 2019 was Lazard Asset Management, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2019.