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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
LWCFA
576
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K
SFS
577
Sowell Financial Services
Arkansas
$29K +$28.3K +812 New
BCA
578
Berman Capital Advisors
Georgia
$28K -$1.57K -45 -5%
FCA
579
FinTrust Capital Advisors
South Carolina
$28K +$1.95K +56 +8%
WAP
580
Wealthcare Advisory Partners
Pennsylvania
$22K -$3.46K -99 -14%
RFA
581
Reilly Financial Advisors
California
$22K
WEC
582
Winslow Evans & Crocker
Massachusetts
$22K
PCC
583
Park Circle Company
Maryland
$21K -$349K -10,000 -94%
QCG
584
Quadrant Capital Group
Ohio
$21K -$10.7K -307 -29%
HIM
585
Hillsdale Investment Management
Ontario, Canada
$21K -$8.38K -240 -29%
ME
586
McIlrath & Eck
Washington
$21K +$10.5K +300 +100%
LC
587
Lindbrook Capital
California
$20K +$3.11K +89 +19%
GWS
588
Glassman Wealth Services
Virginia
$18K -$628 -18 -3%
PFBT
589
Parkside Financial Bank & Trust
Missouri
$18K
AWM
590
Avondale Wealth Management
Texas
$17K
DAM
591
Delta Asset Management
Tennessee
$14K
EW
592
Evoke Wealth
California
$13.6K +$13.4K +383 New
SLF
593
Sun Life Financial
Ontario, Canada
$13K -$105 -3 -0.8%
BAMG
594
Brand Asset Management Group
Missouri
$12K
IWA
595
Intercontinental Wealth Advisors
Texas
$12K
AF
596
Advisornet Financial
Minnesota
$11K +$10.8K +309 New
SGAM
597
Smith Group Asset Management
Texas
$10K -$349 -10 -3%
TCOV
598
Trust Company of Vermont
Vermont
$10K
EARNEST Partners
599
EARNEST Partners
Georgia
$9K
RWA
600
Ropes Wealth Advisors
Massachusetts
$9K

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.