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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
QT
576
Quantbot Technologies
New York
$53K -$3.48M -92,993 -99%
GLI
577
Guardian Life Insurance
New York
$52K -$1.05K -28 -2%
CFG
578
Citizens Financial Group
Rhode Island
$51K -$735K -19,633 -94%
NO
579
Ninety One
South Africa
$47K
FGAM
580
Financial Gravity Asset Management
Texas
$45K -$112 -3 -3%
BBHC
581
Brown Brothers Harriman & Co
New York
$43K +$37.4K +999 +1,561%
EI
582
Ellevest Inc
New York
$43K +$37.6K +1,005 +1,703%
HNB
583
Huntington National Bank
Ohio
$42K -$43K -1,149 -53%
BHWM
584
Bay Harbor Wealth Management
Maryland
$42K -$2.17K -58 -5%
TWA
585
TCI Wealth Advisors
Arizona
$37K +$33.5K +895 +9,944%
LAS
586
Lloyd Advisory Services
Georgia
$37K +$34.4K +919 New
LWCFA
587
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34K
WT
588
Whittier Trust
California
$33K +$30.4K +813 New
ZB
589
Zions Bancorporation
Utah
$32K -$4.12K -110 -12%
SFS
590
Sowell Financial Services
Arkansas
$32K -$936 -25 -3%
FCA
591
FinTrust Capital Advisors
South Carolina
$32K
BCA
592
Berman Capital Advisors
Georgia
$31K -$1.5K -40 -5%
GI
593
Gradient Investments
Minnesota
$28K -$9.23M -246,599 -100%
BC
594
Barnett & Company
Tennessee
$28K +$26K +695 New
CT
595
Caldwell Trust
Florida
$27.4K +$25.3K +675 New
SL
596
Savior LLC
Massachusetts
$26K +$23.5K +629 New
CCA
597
Column Capital Advisors
Indiana
$26K +$24.1K +644 New
RFA
598
Reilly Financial Advisors
California
$25K
PA
599
Procyon Advisors
Connecticut
$25K +$23.4K +624 New
HIM
600
Hillsdale Investment Management
Ontario, Canada
$24K

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.