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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
LS
601
Leelyn Smith
Illinois
$28K +$26.2K +630 New
WOC
602
West Oak Capital
California
$26K +$8.32K +200 +50%
KPCM
603
Kings Point Capital Management
New York
$26K +$25K +600 New
CWC
604
Carolinas Wealth Consulting
North Carolina
$25K -$4.2K -101 -15%
ME
605
McIlrath & Eck
Washington
$25K +$1.62K +39 +8%
GWS
606
Glassman Wealth Services
Virginia
$24K -$957 -23 -4%
IAIM
607
International Assets Investment Management
Florida
$24K
LC
608
Lindbrook Capital
California
$24K
Jones Financial Companies
609
Jones Financial Companies
Missouri
$24K +$8.16K +196 +57%
GWSG
610
GPS Wealth Strategies Group
Colorado
$24K +$22.9K +550 New
EW
611
Evoke Wealth
California
$20K +$4.95K +119 +36%
GI
612
Gradient Investments
Minnesota
$18K -$4.04K -97 -19%
VCM
613
Versant Capital Management
Arizona
$18K -$541 -13 -3%
CFO
614
CVA Family Office
Colorado
$18K +$17.1K +410 New
PWM
615
Prentice Wealth Management
New York
$17K +$16.4K +395 New
SL
616
Savior LLC
Massachusetts
$16K
EWA
617
Evolution Wealth Advisors
Florida
$15K
FHC
618
First Horizon Corporation
Tennessee
$15K +$1.37K +33 +11%
CHA
619
Carmichael Hill & Associates
Maryland
$14K +$4.79K +115 +57%
SWM
620
Spire Wealth Management
Virginia
$14K +$12.8K +308 New
SCA
621
Stonebridge Capital Advisors
Minnesota
$14K +$13.4K +321 New
MA
622
Montag & Associates
Georgia
$13K
HWA
623
Heritage Wealth Advisors
Virginia
$12.7K
CA
624
Crewe Advisors
Utah
$12K
PMFA
625
Plante Moran Financial Advisors
Michigan
$12K

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.