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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
Loomis, Sayles & Company
576
Loomis, Sayles & Company
Massachusetts
$71K +$583 +14 +0.9%
CSPIA
577
Cary Street Partners Investment Advisory
Virginia
$70K +$66.2K +1,590 New
RE
578
RBC Europe
United Kingdom
$67.5K -$38.3K -920 -38%
CLOS
579
Compagnie Lombard Odier SCmA
Switzerland
$67K
AWA
580
Arkadios Wealth Advisors
Georgia
$67K +$583 +14 +0.9%
DAM
581
Delta Asset Management
Tennessee
$62K
GWM
582
Geneos Wealth Management
Colorado
$62K
HNB
583
Huntington National Bank
Ohio
$62K +$13.2K +317 +29%
PFGIA
584
Patriot Financial Group Insurance Agency
Massachusetts
$62K +$14.6K +351 +33%
Carson Wealth (CWM LLC)
585
Carson Wealth (CWM LLC)
Nebraska
$57K
SIM
586
Sonora Investment Management
Arizona
$53K +$49.9K +1,200 New
CWP
587
Concord Wealth Partners
Virginia
$51K +$46.9K +1,127 +5,367%
PFBT
588
Parkside Financial Bank & Trust
Missouri
$49K +$83 +2 +0.2%
BFEC
589
Benjamin F. Edwards & Company
Missouri
$47K
EP
590
Eudaimonia Partners
Tennessee
$42K
CIA
591
CSat Investment Advisory
Michigan
$41K -$6.66K -160 -15%
ZB
592
Zions Bancorporation
Utah
$38K -$18.4K -443 -34%
RWM
593
RBA Wealth Management
California
$37.7K +$35.6K +855 New
HI
594
Human Investing
Oregon
$37K -$77.4K -1,861 -69%
HWA
595
HHM Wealth Advisors
Tennessee
$35K
CTC
596
Central Trust Company
Missouri
$31K
TWA
597
TCI Wealth Advisors
Arizona
$30K +$4.54K +109 +19%
HFM
598
Harvest Fund Management
China
$30K +$29.1K +699 New
AF
599
Allworth Financial
California
$29K
WAS
600
Winch Advisory Services
Wisconsin
$28K +$250 +6 +1%

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.