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Citizens Financial Group

759 hedge funds and large institutions have $18.4B invested in Citizens Financial Group in 2022 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 294 increasing their positions, 260 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 73

13% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 260

2.41% more ownership

Funds ownership: 93.89%96.29% (+2.4%)

1% more funds holding

Funds holding: 748759 (+11)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2% less capital invested

Capital invested by funds: $18.8B → $18.4B (-$422M)

5% less call options, than puts

Call options by funds: $144M | Put options by funds: $152M

Holders
759
Holders Change
+11
Holders Change %
+1.47%
% of All Funds
11.97%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
94
Increased
294
Reduced
260
Closed
73
Calls
$144M
Puts
$152M
Net Calls
-$7.65M
Net Calls Change
+$32.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
601
Carson Wealth (CWM LLC)
Nebraska
$171K +$102K +1,976 +110%
AF
602
Allworth Financial
California
$170K +$16.9K +329 +10%
NIM
603
NuWave Investment Management
New Jersey
$156K -$45.2K -879 -20%
QCG
604
Quadrant Capital Group
Ohio
$153K +$11.3K +219 +7%
SIM
605
Sentry Investment Management
Wisconsin
$151K +$170K +3,313 +15,776%
FDCDDQ
606
Federation des caisses Desjardins du Quebec
Quebec, Canada
$145K -$37.7K -734 -19%
DMBA
607
Deseret Mutual Benefit Administrators
Utah
$141K -$41.5K -808 -21%
PFS
608
Prospera Financial Services
Texas
$138K +$156K +3,039 New
CA
609
Clearstead Advisors
Ohio
$132K
TPCW
610
TD Private Client Wealth
New York
$131K +$2.26K +44 +2%
WT
611
Whittier Trust
California
$121K -$34K -661 -20%
GEA
612
Glen Eagle Advisors
New Jersey
$117K
BAM
613
Belpointe Asset Management
Nevada
$115K +$130K +2,524 New
HA
614
Herold Advisors
New York
$109K +$123K +2,400 New
DCM
615
Dupont Capital Management
Delaware
$105K -$26.9K -524 -18%
Parallax Volatility Advisers
616
Parallax Volatility Advisers
California
$98K +$111K +2,156 New
HFM
617
Harvest Fund Management
China
$97K +$74.2K +1,443 +206%
QC
618
Quent Capital
New York
$96K +$13.9K +270 +15%
C
619
Covestor
United Kingdom
$96K +$41.7K +812 +63%
BWM
620
BerganKDV Wealth Management
Minnesota
$95K -$10.6K -207 -9%
EWA
621
EverSource Wealth Advisors
Alabama
$93K +$99.8K +1,941 +1,553%
CC
622
Corsicana & Co
Texas
$91K
T
623
TCWP
Ohio
$84K +$96K +1,868 New
National Bank of Canada
624
National Bank of Canada
Quebec, Canada
$83K +$15.4K +300 +20%
WPA
625
West Paces Advisors
Georgia
$82.6K +$81.4K +1,584 +666%

CFG Hedge Fund Activity: Q1 2022 in Review

759 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2022, worth a combined $18.4B — down 2.2% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new CFG positions and 73 closed out — a net gain of 21 holders — while 294 added to existing stakes and 260 trimmed.

The largest buyer was Capital World Investors, adding an estimated $422M. The largest seller was T. Rowe Price Associates, cutting an estimated $184M.

  • 759 institutional investors held Citizens Financial Group (CFG) as of Q1 2022, up from 748 in Q4 2021.
  • Funds reported $18.4B of Citizens Financial Group stock for Q1 2022, down 2.2% quarter-over-quarter.
  • 94 funds opened new Citizens Financial Group positions in Q1 2022 and 73 closed out, a net change of +21 holders.
  • The largest Citizens Financial Group buyer in Q1 2022 was Capital World Investors, an estimated $422M added.
  • The largest Citizens Financial Group seller in Q1 2022 was T. Rowe Price Associates, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2022.