Citizens Financial Group
591 hedge funds and large institutions have $19.9B invested in Citizens Financial Group in 2017 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 191 increasing their positions, 250 reducing their positions, and 41 closing their positions.
117% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 41
92% more call options, than puts
Call options by funds: $26.3M | Put options by funds: $13.7M
8% more funds holding
Funds holding: 548 → 591 (+43)
7% more capital invested
Capital invested by funds: $18.5B → $19.9B (+$1.35B)
0% more funds holding in top 10
Funds holding in top 10: 23 → 23 (0)
1.54% less ownership
Funds ownership: 97.92% → 96.38% (-1.5%)
24% less repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 250
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$208M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$107M |
| 3 |
SC
Samlyn Capital
New York
|
+$72.6M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$72.5M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$70.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$400M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$130M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$120M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$114M |
| 5 |
Bank of New York Mellon
New York
|
-$78.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
626
Acadian Asset Management
Boston,
Massachusetts
| – | -$19K | -495 | Closed |
|
|
SSB
627
Sandy Spring Bank
Olney,
Maryland
| – | -$7K | -174 | Closed |
|
|
IP
628
Isthmus Partners
Madison,
Wisconsin
| – | -$6K | -158 | Closed |
|
|
PO
629
Private Ocean
San Rafael,
California
| – | -$6K | -148 | Closed |
|
|
MPWT
630
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$2.92K | -77 | Closed |
|
|
MGIA
631
Moneta Group Investment Advisors
St Louis,
Missouri
| – | +$313 | +8 | New |
|
CFG Hedge Fund Activity: Q4 2017 in Review
591 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2017, worth a combined $19.9B — up 7.3% from $18.5B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new CFG positions and 41 closed out — a net gain of 48 holders — while 191 added to existing stakes and 250 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $208M. The largest seller was Bank of America, cutting an estimated $400M.
- 591 institutional investors held Citizens Financial Group (CFG) as of Q4 2017, up from 548 in Q3 2017.
- Funds reported $19.9B of Citizens Financial Group stock for Q4 2017, up 7.3% quarter-over-quarter.
- 89 funds opened new Citizens Financial Group positions in Q4 2017 and 41 closed out, a net change of +48 holders.
- The largest Citizens Financial Group buyer in Q4 2017 was Lazard Asset Management, an estimated $208M added.
- The largest Citizens Financial Group seller in Q4 2017 was Bank of America, an estimated $400M sold.
Based on aggregated 13F filings for Q4 2017.