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Citizens Financial Group

683 hedge funds and large institutions have $17.5B invested in Citizens Financial Group in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 234 increasing their positions, 241 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 44

95% more call options, than puts

Call options by funds: $111M | Put options by funds: $57.1M

21% more capital invested

Capital invested by funds: $14.4B → $17.5B (+$3.09B)

12% more funds holding

Funds holding: 610683 (+73)

0.24% more ownership

Funds ownership: 93.18%93.42% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 241

Holders
683
Holders Change
+73
Holders Change %
+11.97%
% of All Funds
11.99%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
123
Increased
234
Reduced
241
Closed
44
Calls
$111M
Puts
$57.1M
Net Calls
+$54.4M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Holdings
551
Nomura Holdings
Japan
$201K -$5.7M -136,992 -97%
BAM
552
Blueshift Asset Management
New Jersey
$201K -$1.52M -36,500 -89%
DZ Bank
553
DZ Bank
Germany
$201K -$1.2M -28,756 -86%
FPS
554
Fieldpoint Private Securities
Connecticut
$199K -$54.8K -1,316 -23%
M
555
Mirova
France
$175K +$26.7K +641 +19%
VFA
556
Valeo Financial Advisors
Indiana
$158K +$132K +3,172 +764%
Capstone Investment Advisors
557
Capstone Investment Advisors
New York
$158K +$149K +3,574 New
HI
558
Harbour Investments
Wisconsin
$151K +$143K +3,427 New
S
559
SignatureFD
Georgia
$147K +$10.1K +242 +8%
EVM
560
Eaton Vance Management
Massachusetts
$137K +$129K +3,103 New
NIM
561
NuWave Investment Management
New Jersey
$133K +$63.9K +1,535 +104%
PA
562
Parallel Advisors
California
$131K +$10.9K +262 +10%
TPCW
563
TD Private Client Wealth
New York
$129K -$1.04M -25,036 -90%
CA
564
Clearstead Advisors
Ohio
$128K
QCG
565
Quadrant Capital Group
Ohio
$119K +$1.67K +40 +2%
NFG
566
Next Financial Group
Texas
$115K +$107K +2,583 +9,935%
BCA
567
Berman Capital Advisors
Georgia
$107K +$1.42K +34 +1%
IFAM
568
Institutional & Family Asset Management
Colorado
$104K +$2.71K +65 +3%
CWA
569
Carolina Wealth Advisors
South Carolina
$103K +$97K +2,331 New
LSA
570
Leonteq Securities AG
Switzerland
$98.1K -$155K -3,723 -63%
WT
571
Whittier Trust
California
$98K
WAM
572
Wolverine Asset Management
Illinois
$97K +$92.2K +2,215 New
HS
573
Horan Securities
United States
$96K +$63.2K +1,518 +233%
FI
574
FormulaFolio Investments
Michigan
$87K +$73.6K +1,768 New
EFSCE
575
Enterprise Financial Services Corp (EFSC)
Missouri
$73K

CFG Hedge Fund Activity: Q1 2021 in Review

683 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2021, worth a combined $17.5B — up 21% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new CFG positions and 44 closed out — a net gain of 79 holders — while 234 added to existing stakes and 241 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $430M. The largest seller was Capital International Investors, cutting an estimated $518M.

  • 683 institutional investors held Citizens Financial Group (CFG) as of Q1 2021, up from 610 in Q4 2020.
  • Funds reported $17.5B of Citizens Financial Group stock for Q1 2021, up 21% quarter-over-quarter.
  • 123 funds opened new Citizens Financial Group positions in Q1 2021 and 44 closed out, a net change of +79 holders.
  • The largest Citizens Financial Group buyer in Q1 2021 was T. Rowe Price Associates, an estimated $430M added.
  • The largest Citizens Financial Group seller in Q1 2021 was Capital International Investors, an estimated $518M sold.

Based on aggregated 13F filings for Q1 2021.