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Citizens Financial Group
CFG

610 hedge funds and large institutions have $14.4B invested in Citizens Financial Group in 2020 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 204 increasing their positions, 228 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 48

63% more call options, than puts

Call options by funds: $61.1M | Put options by funds: $37.5M

42% more capital invested

Capital invested by funds: $10.1B → $14.4B (+$4.3B)

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

11% more funds holding

Funds holding: 552 → 610 (+58)

0.84% less ownership

Funds ownership: 94.02% → 93.18% (-0.84%)

11% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 228

Holders
610
Holders Change
+58
Holders Change %
+10.51%
% of All Funds
10.79%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
112
Increased
204
Reduced
228
Closed
48
Calls
$61.1M
Puts
$37.5M
Net Calls
+$23.6M
Net Calls Change
+$28.4M

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$268M
2
SC
Samlyn Capital
New York
+$42.1M
3
Morgan Stanley
Morgan Stanley
New York
+$40.6M
4
UBS AM
UBS AM
Illinois
+$36.7M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$34.3M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$98M
2
JP Morgan Chase
JP Morgan Chase
New York
-$95.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$77.7M
4
BlackRock
BlackRock
New York
-$71.7M
5
AL
AJO LP
Pennsylvania
-$54M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
576
Jacobi Capital Management
Pennsylvania
$4K – – –
AWM
577
Avior Wealth Management
Nebraska
$4K +$2.92K +93 +404%
BCWM
578
Bartlett & Co Wealth Management
Ohio
$3.22K +$2.82K +90 New
ADL
579
Asset Dedication LLC
California
$3K – – –
HR
580
Howe & Rusling
New York
$3K – – –
PFPT
581
Pinnacle Financial Partners (Tennessee)
Tennessee
$3K – – –
BC
582
Bartlett & Co
Ohio
$3K +$2.82K +90 New
GWM
583
Geneos Wealth Management
Colorado
$3K +$40.7K +1,298 +2,950%
GFPC
584
Global Financial Private Client
Florida
$2K +$1.76K +56 New
BWM
585
BerganKDV Wealth Management
Minnesota
$2K – – –
CFN
586
Cordasco Financial Network
Florida
$2K – – –
SIC
587
Salem Investment Counselors
North Carolina
$2K – – –
TFO
588
Tarbox Family Office
California
$2K – – –
BWM
589
Baystate Wealth Management
Massachusetts
$2K +$31 +1 +2%
SSB
590
Sandy Spring Bank
Maryland
$2K +$345 +11 +24%
PWMG
591
Prestige Wealth Management Group
New Jersey
$2K +$1.41K +45 New
SFO
592
Standard Family Office
South Dakota
$2K +$1.51K +48 New
SN
593
Sittner & Nelson
Oregon
$2K +$1.85K +59 New
FTDI
594
First Trust Direct Indexing
Massachusetts
$2K +$2.04K +65 New
APWA
595
Atlas Private Wealth Advisors
New Jersey
$1K – – –
NFG
596
Next Financial Group
Texas
$1K – – –
PK
597
Pflug Koory
Nebraska
$1K – – –
CWP
598
Concord Wealth Partners
Virginia
$1K +$659 +21 New
BBHC
599
Brown Brothers Harriman & Co
New York
$1K +$753 +24 New
SSWG
600
Seven Springs Wealth Group
Tennessee
$1K +$816 +26 New
22 23
24
25 26

CFG Hedge Fund Activity: Q4 2020 in Review

610 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2020, worth a combined $14.4B — up 42% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new CFG positions and 48 closed out — a net gain of 64 holders — while 204 added to existing stakes and 228 trimmed.

The largest buyer was Capital International Investors, adding an estimated $268M. The largest seller was Ameriprise, cutting an estimated $98M.

  • 610 institutional investors held Citizens Financial Group (CFG) as of Q4 2020, up from 552 in Q3 2020.
  • Funds reported $14.4B of Citizens Financial Group stock for Q4 2020, up 42% quarter-over-quarter.
  • 112 funds opened new Citizens Financial Group positions in Q4 2020 and 48 closed out, a net change of +64 holders.
  • The largest Citizens Financial Group buyer in Q4 2020 was Capital International Investors, an estimated $268M added.
  • The largest Citizens Financial Group seller in Q4 2020 was Ameriprise, an estimated $98M sold.

Based on aggregated 13F filings for Q4 2020.