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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
PFBT
576
Parkside Financial Bank & Trust
Missouri
$13K -$524 -13 -4%
HT
577
Heritage Trust
Oklahoma
$13K
SGAM
578
Smith Group Asset Management
Texas
$12K -$2.02K -50 -14%
LA
579
Legacy Advisors
Pennsylvania
$11K
CFGS
580
Concourse Financial Group Securities
Alabama
$11K +$11.1K +275 New
APP
581
Avantax Planning Partners
Iowa
$11K +$11.7K +290 New
APA
582
American Portfolios Advisors
New York
$10.7K
CB
583
CNB Bank
Pennsylvania
$10K
RWA
584
Ropes Wealth Advisors
Massachusetts
$10K
CIA
585
CSat Investment Advisory
Michigan
$10K +$2.22K +55 +27%
CBT
586
Central Bank & Trust
Kentucky
$9K
EARNEST Partners
587
EARNEST Partners
Georgia
$9K
MA
588
MUFG Americas
New York
$9K
CA
589
Claar Advisors
New York
$8.96K +$97.2K +2,410 +1%
WPA
590
West Paces Advisors
Georgia
$8.25K
VCM
591
Vigilant Capital Management
Maine
$8K -$2.26K -56 -22%
TL
592
TrueWealth LLC
Georgia
$8K
FMII
593
Farmers & Merchants Investments Inc
Nebraska
$8K +$766 +19 +9%
PCP
594
Proficio Capital Partners
Massachusetts
$8K +$1.9K +47 +27%
LF
595
Lee Financial
Texas
$7K -$7.86K -195 -51%
BFC
596
Bedel Financial Consulting
Indiana
$7K
CCM
597
Cribstone Capital Management
Maine
$7K
GAM
598
Gemmer Asset Management
California
$7K
WEC
599
Winslow Evans & Crocker
Massachusetts
$6K
WC
600
Whitney & Co
New York
$6K +$6.17K +153 New

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.