We are live on ! Find out more
CFG icon

Citizens Financial Group

552 hedge funds and large institutions have $10.1B invested in Citizens Financial Group in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 186 increasing their positions, 236 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $10.1B → $10.1B (+$4.25M)

0.1% less ownership

Funds ownership: 94.12%94.02% (-0.1%)

3% less funds holding

Funds holding: 569552 (-17)

12% less call options, than puts

Call options by funds: $36M | Put options by funds: $40.8M

15% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 72

21% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 236

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
552
Holders Change
-17
Holders Change %
-2.99%
% of All Funds
11.14%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.16%
New
61
Increased
186
Reduced
236
Closed
72
Calls
$36M
Puts
$40.8M
Net Calls
-$4.82M
Net Calls Change
-$9.34M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
601
Rampart Investment Management
Connecticut
-$83K -3,279 Closed
C
602
Cerebellum
California
-$131K -3,110 Closed
CAN
603
Cetera Advisor Networks
California
-$73K -2,887 Closed
KPW
604
Kore Private Wealth
New York
-$43K -1,732 Closed
BL
605
Balentine LLC
Georgia
-$34K -1,341 Closed
ACA
606
Atlas Capital Advisors
Wyoming
-$27K -1,068 Closed
BFIM
607
Beese Fulmer Investment Management
Ohio
-$24K -950 Closed
LWCFA
608
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$21K -825 Closed
CT
609
Caldwell Trust
Florida
-$17K -675 Closed
RDWM
610
Red Door Wealth Management
Tennessee
-$16K -669 Closed
AWM
611
Avondale Wealth Management
Texas
-$12K -474 Closed
CAL
612
Capital Advisors Ltd
Ohio
-$99K -453 Closed
MPWT
613
MassMutual Private Wealth & Trust
Connecticut
-$9K -362 Closed
SGAM
614
Smith Group Asset Management
Texas
-$6K -230 Closed
PA
615
Procyon Advisors
Connecticut
-$6K -219 Closed
SWM
616
Selective Wealth Management
Virginia
-$3K -138 Closed
AWM
617
Apollon Wealth Management
South Carolina
-$3K -104 Closed
SIS
618
Sound Income Strategies
Florida
-$2K -62 Closed
LF
619
Lee Financial
Texas
-$1K -49 Closed
BEI
620
Benjamin Edwards Inc
Missouri
-$1K -47 Closed
TI
621
tru Independence
Oregon
-$1 -40 Closed
GEA
622
Glen Eagle Advisors
New Jersey
-$177 -7 Closed
MCM
623
Manchester Capital Management
Vermont
+$304 +12 New

CFG Hedge Fund Activity: Q3 2020 in Review

552 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2020, worth a combined $10.1B — up 0.04% from $10.1B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of CFG and 61 opened new positions — a net loss of 11 holders — while 236 trimmed existing stakes and 186 added.

The largest buyer was Capital International Investors, opening a new position worth an estimated $612M. The largest seller was Eminence Capital, exiting entirely with an estimated $114M sold.

  • 552 institutional investors held Citizens Financial Group (CFG) as of Q3 2020, down from 569 in Q2 2020.
  • Funds reported $10.1B of Citizens Financial Group stock for Q3 2020, up 0.04% quarter-over-quarter.
  • 61 funds opened new Citizens Financial Group positions in Q3 2020 and 72 closed out, a net change of -11 holders.
  • The largest Citizens Financial Group buyer in Q3 2020 was Capital International Investors, an estimated $612M added.
  • The largest Citizens Financial Group seller in Q3 2020 was Eminence Capital, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2020.