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Citizens Financial Group

569 hedge funds and large institutions have $10.1B invested in Citizens Financial Group in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 191 increasing their positions, 238 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

32% more capital invested

Capital invested by funds: $7.64B → $10.1B (+$2.47B)

14% more call options, than puts

Call options by funds: $37.2M | Put options by funds: $32.6M

0.75% less ownership

Funds ownership: 94.88%94.12% (-0.75%)

2% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 88

2% less funds holding

Funds holding: 579569 (-10)

20% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 238

Holders
569
Holders Change
-10
Holders Change %
-1.73%
% of All Funds
11.67%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.27%
New
86
Increased
191
Reduced
238
Closed
88
Calls
$37.2M
Puts
$32.6M
Net Calls
+$4.52M
Net Calls Change
+$6.31M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
551
Sound Income Strategies
Florida
$2K
BWM
552
Baystate Wealth Management
Massachusetts
$2K +$23 +1 +2%
ADL
553
Asset Dedication LLC
California
$2K +$1.59K +70 New
AWA
554
Arkadios Wealth Advisors
Georgia
$1.77K -$3.54K -156 -68%
BEI
555
Benjamin Edwards Inc
Missouri
$1K -$10.4K -459 -91%
LWM
556
Lenox Wealth Management
Ohio
$1K -$6.69K -295 -86%
GFPC
557
Global Financial Private Capital
Florida
$1K -$658 -29 -36%
LF
558
Lee Financial
Texas
$1K
PK
559
Pflug Koory
Nebraska
$1K
BWM
560
BerganKDV Wealth Management
Minnesota
$1K +$363 +16 +47%
RG
561
Retirement Group
California
$1K +$499 +22 New
APWA
562
Atlas Private Wealth Advisors
New Jersey
$1K +$772 +34 New
SIC
563
Salem Investment Counselors
North Carolina
$1K +$1.14K +50 New
Bank Julius Baer & Co
564
Bank Julius Baer & Co
Switzerland
$1K +$1.25K +55 New
SWA
565
Sutton Wealth Advisors
Florida
$480
GEA
566
Glen Eagle Advisors
New Jersey
$177
TI
567
tru Independence
Oregon
$1
Renaissance Technologies
568
Renaissance Technologies
New York
-$20.7M -1,102,900 Closed
CCMG
569
Clark Capital Management Group
Pennsylvania
-$13.7M -728,253 Closed
Capital Fund Management (CFM)
570
Capital Fund Management (CFM)
France
-$8.67M -460,713 Closed
PI
571
PEAK6 Investments
Illinois
-$4.3M -189,636 Closed
IG
572
ING Group
Netherlands
-$3.1M -164,857 Closed
SBIA
573
Sheaff Brock Investment Advisors
Indiana
-$2.91M -154,512 Closed
MSE
574
MUFG Securities EMEA
United Kingdom
-$2.37M -126,000 Closed
PG
575
Pendal Group
Australia
-$2.23M -118,541 Closed

CFG Hedge Fund Activity: Q2 2020 in Review

569 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2020, worth a combined $10.1B — up 32% from $7.64B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of CFG and 86 opened new positions — a net loss of 2 holders — while 238 trimmed existing stakes and 191 added.

The largest buyer was BlackRock, adding an estimated $100M. The largest seller was Franklin Resources, cutting an estimated $268M.

  • 569 institutional investors held Citizens Financial Group (CFG) as of Q2 2020, down from 579 in Q1 2020.
  • Funds reported $10.1B of Citizens Financial Group stock for Q2 2020, up 32% quarter-over-quarter.
  • 86 funds opened new Citizens Financial Group positions in Q2 2020 and 88 closed out, a net change of -2 holders.
  • The largest Citizens Financial Group buyer in Q2 2020 was BlackRock, an estimated $100M added.
  • The largest Citizens Financial Group seller in Q2 2020 was Franklin Resources, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2020.