We are live on ! Find out more
CFG icon

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
LC
601
Lindbrook Capital
California
$23K
ME
602
McIlrath & Eck
Washington
$21K -$2.99K -80 -13%
GWS
603
Glassman Wealth Services
Virginia
$21K +$262 +7 +1%
PFBT
604
Parkside Financial Bank & Trust
Missouri
$19K -$1.35K -36 -7%
AWM
605
Avondale Wealth Management
Texas
$19K
BEI
606
Benjamin Edwards Inc
Missouri
$19K +$17.4K +466 New
WEC
607
Winslow Evans & Crocker
Massachusetts
$18K -$5.61K -150 -27%
VEA
608
Virtus ETF Advisers
New York
$18K +$16.2K +432 New
PCM
609
Penserra Capital Management
California
$17K -$72.6K -1,940 -81%
DAM
610
Delta Asset Management
Tennessee
$16K
EW
611
Evoke Wealth
California
$14.3K -$1.12K -30 -8%
BAMG
612
Brand Asset Management Group
Missouri
$14K
CFGS
613
Concourse Financial Group Securities
Alabama
$14K +$7.67K +205 +135%
AIC
614
Ameritas Investment Company
Nebraska
$14K +$8.38K +224 +178%
WOC
615
West Oak Capital
California
$14K +$13.1K +350 New
AF
616
Advisornet Financial
Minnesota
$13K
RIA
617
Realta Investment Advisors
Delaware
$12K -$57.1K -1,525 -84%
SGAM
618
Smith Group Asset Management
Texas
$12K +$749 +20 +7%
SLF
619
Sun Life Financial
Ontario, Canada
$11K -$3.85K -103 -28%
SQA
620
Simon Quick Advisors
New Jersey
$11K +$10.2K +272 New
EARNEST Partners
621
EARNEST Partners
Georgia
$10K
RWA
622
Ropes Wealth Advisors
Massachusetts
$10K
TCM
623
Tradewinds Capital Management
Washington
$10K +$8.8K +235 New
TPWA
624
TRUE Private Wealth Advisors
Oregon
$10K +$9.96K +266 New
NIM
625
NuWave Investment Management
New Jersey
$9K -$66.5K -1,776 -89%

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.