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Citizens Financial Group

569 hedge funds and large institutions have $10.1B invested in Citizens Financial Group in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 191 increasing their positions, 238 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

32% more capital invested

Capital invested by funds: $7.64B → $10.1B (+$2.47B)

14% more call options, than puts

Call options by funds: $37.2M | Put options by funds: $32.6M

0.75% less ownership

Funds ownership: 94.88%94.12% (-0.75%)

2% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 88

2% less funds holding

Funds holding: 579569 (-10)

20% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 238

Holders
569
Holders Change
-10
Holders Change %
-1.73%
% of All Funds
11.67%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.27%
New
86
Increased
191
Reduced
238
Closed
88
Calls
$37.2M
Puts
$32.6M
Net Calls
+$4.52M
Net Calls Change
+$6.31M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
601
Corient Capital Partners
California
-$356K -18,921 Closed
EVM
602
Eaton Vance Management
Massachusetts
-$345K -18,317 Closed
SEC
603
Seven Eight Capital
New York
-$342K -18,200 Closed
OR
604
Olympiad Research
Connecticut
-$332K -17,625 Closed
TW
605
TrinityPoint Wealth
Connecticut
-$331K -17,616 Closed
WANY
606
Wealthspire Advisors (New York)
New York
-$331K -17,602 Closed
EH
607
Employers Holdings
Nevada
-$316K -16,805 Closed
GC
608
Globeflex Capital
California
-$314K -16,694 Closed
EA
609
Emerald Advisers
Pennsylvania
-$304K -16,165 Closed
CAG
610
Csenge Advisory Group
Florida
-$262K -13,903 Closed
SP
611
Symmetry Partners
Connecticut
-$244K -12,950 Closed
FC
612
FORA Capital
Florida
-$242K -12,841 Closed
GAM
613
Gotham Asset Management
New York
-$233K -12,361 Closed
GCP
614
GSA Capital Partners
United Kingdom
-$207K -11,023 Closed
WCA
615
Windsor Creek Advisors
Vermont
-$194K -10,300 Closed
IAA
616
Independent Advisor Alliance
North Carolina
-$192K -10,202 Closed
RC
617
RBF Capital
California
-$188K -10,000 Closed
ER
618
Enlightenment Research
Florida
-$209K -6,600 Closed
EMG
619
ETF Managers Group
New Jersey
-$123K -6,268 Closed
USGIU
620
U.S. Global Investors (USGI)
Texas
-$113K -6,001 Closed
FIM
621
Freedom Investment Management
Connecticut
-$228K -5,941 Closed
NICM
622
Neo Ivy Capital Management
New York
-$109K -5,787 Closed
SM
623
Salzhauer Michael
-$88K -4,661 Closed
AIL
624
AGF Investments LLC
Ontario, Canada
-$86K -4,555 Closed
HI
625
Human Investing
Oregon
-$76K -4,049 Closed

CFG Hedge Fund Activity: Q2 2020 in Review

569 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2020, worth a combined $10.1B — up 32% from $7.64B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of CFG and 86 opened new positions — a net loss of 2 holders — while 238 trimmed existing stakes and 191 added.

The largest buyer was BlackRock, adding an estimated $100M. The largest seller was Franklin Resources, cutting an estimated $268M.

  • 569 institutional investors held Citizens Financial Group (CFG) as of Q2 2020, down from 579 in Q1 2020.
  • Funds reported $10.1B of Citizens Financial Group stock for Q2 2020, up 32% quarter-over-quarter.
  • 86 funds opened new Citizens Financial Group positions in Q2 2020 and 88 closed out, a net change of -2 holders.
  • The largest Citizens Financial Group buyer in Q2 2020 was BlackRock, an estimated $100M added.
  • The largest Citizens Financial Group seller in Q2 2020 was Franklin Resources, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2020.