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Citizens Financial Group

686 hedge funds and large institutions have $16.8B invested in Citizens Financial Group in 2019 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 211 increasing their positions, 292 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 49

13% more capital invested

Capital invested by funds: $14.9B → $16.8B (+$1.91B)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more funds holding

Funds holding: 651686 (+35)

0.75% more ownership

Funds ownership: 94.45%95.2% (+0.75%)

3% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $25.6M

28% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 292

Holders
686
Holders Change
+35
Holders Change %
+5.38%
% of All Funds
13.52%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.37%
New
97
Increased
211
Reduced
292
Closed
49
Calls
$24.7M
Puts
$25.6M
Net Calls
-$838K
Net Calls Change
+$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
551
IFP Advisors
Florida
$129K -$150 -4 -0.1%
APC
552
Aspire Private Capital
North Carolina
$126K +$3.26K +87 +3%
S
553
SignatureFD
Georgia
$122K -$10.1K -271 -8%
CAL
554
Capital Analysts LLC
Pennsylvania
$121K
CTC
555
Central Trust Company
Missouri
$119K -$2.25K -60 -2%
BFEC
556
Benjamin F. Edwards & Company
Missouri
$119K
AP
557
Advisors Preferred
Maryland
$117K +$108K +2,874 New
ACM
558
Allred Capital Management
Texas
$114K +$105K +2,800 New
SPIA
559
Steward Partners Investment Advisory
New York
$111K -$3.48K -93 -3%
FMT
560
First Mercantile Trust
Tennessee
$104K +$5.99K +160 +7%
TAIM
561
TD Ameritrade Investment Management
Nebraska
$103K -$4.72K -126 -5%
PMAM
562
Picton Mahoney Asset Management
Ontario, Canada
$97K +$89.8K +2,400 New
AssetMark Inc
563
AssetMark Inc
California
$94K +$36.8K +982 +74%
IFAM
564
Institutional & Family Asset Management
Colorado
$90K -$3.85K -103 -4%
RTC
565
Riverview Trust Company
Washington
$87K +$80.1K +2,139 New
NSIM
566
North Star Investment Management
Illinois
$84K
PA
567
Parallel Advisors
California
$81K +$711 +19 +1%
CAW
568
Cornerstone Advisors (Washington)
Washington
$77K +$1.35K +36 +2%
CIA
569
CSat Investment Advisory
Michigan
$65K +$4.38K +117 +8%
EFSCE
570
Enterprise Financial Services Corp (EFSC)
Missouri
$62K
HPC
571
HM Payson & Co
Maine
$60K
PCIA
572
Prime Capital Investment Advisors
Kansas
$59K
Carson Wealth (CWM LLC)
573
Carson Wealth (CWM LLC)
Nebraska
$57K
HWA
574
Heritage Wealth Advisors
Virginia
$54.5K -$7.93K -212 -14%
GFPC
575
Global Financial Private Client
Florida
$54.4K +$50.2K +1,340 New

CFG Hedge Fund Activity: Q4 2019 in Review

686 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2019, worth a combined $16.8B — up 13% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new CFG positions and 49 closed out — a net gain of 48 holders — while 211 added to existing stakes and 292 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $86.7M. The largest seller was Millennium Management, cutting an estimated $69.6M.

  • 686 institutional investors held Citizens Financial Group (CFG) as of Q4 2019, up from 651 in Q3 2019.
  • Funds reported $16.8B of Citizens Financial Group stock for Q4 2019, up 13% quarter-over-quarter.
  • 97 funds opened new Citizens Financial Group positions in Q4 2019 and 49 closed out, a net change of +48 holders.
  • The largest Citizens Financial Group buyer in Q4 2019 was Citadel Advisors, an estimated $86.7M added.
  • The largest Citizens Financial Group seller in Q4 2019 was Millennium Management, an estimated $69.6M sold.

Based on aggregated 13F filings for Q4 2019.