We are live on ! Find out more
CFG icon

Citizens Financial Group

651 hedge funds and large institutions have $14.9B invested in Citizens Financial Group in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 210 increasing their positions, 300 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 59

0% more funds holding

Funds holding: 651651 (0)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less capital invested

Capital invested by funds: $15.5B → $14.9B (-$561M)

1.31% less ownership

Funds ownership: 95.76%94.45% (-1.3%)

21% less call options, than puts

Call options by funds: $28.8M | Put options by funds: $36.3M

30% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 300

Holders
651
Holders Change
Holders Change %
0%
% of All Funds
14.28%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
60
Increased
210
Reduced
300
Closed
59
Calls
$28.8M
Puts
$36.3M
Net Calls
-$7.49M
Net Calls Change
-$5.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
626
Willingdon Wealth Management
North Carolina
$3K +$2.51K +72 New
WPA
627
West Paces Advisors
Georgia
$2.58K
NFG
628
Next Financial Group
Texas
$2K -$240K -6,889 -99%
FIB
629
First Interstate Bank
Montana
$2K -$94.1K -2,696 -98%
BBHC
630
Brown Brothers Harriman & Co
New York
$2K -$4.4K -126 -66%
CCM
631
Copeland Capital Management
Pennsylvania
$2K
CFN
632
Cordasco Financial Network
Florida
$2K
LF
633
Lee Financial
Texas
$2K
SIS
634
Sound Income Strategies
Florida
$2K
BWM
635
Baystate Wealth Management
Massachusetts
$2K +$35 +1 +2%
EI
636
Ellevest Inc
New York
$2K +$2.06K +59 New
MPWT
637
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.06K +59 New
SCA
638
Stonebridge Capital Advisors
Minnesota
$1K -$6.04K -173 -84%
FANJ
639
Financial Architects (New Jersey)
New Jersey
$1K -$5.23K -150 -84%
PFGIA
640
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$2.06K -59 -80%
BWM
641
BerganKDV Wealth Management
Minnesota
$1K
FPFS
642
First Personal Financial Services
North Carolina
$1K
GWM
643
Geneos Wealth Management
Colorado
$1K
VCM
644
Versant Capital Management
Arizona
$1K
PWP
645
Personal Wealth Partners
Minnesota
$1K +$1.19K +34 New
AA
646
Advisory Alpha
Michigan
$792 +$838 +24 New
Balyasny Asset Management
647
Balyasny Asset Management
Illinois
-$33M -933,552 Closed
PI
648
Putnam Investments
Massachusetts
-$23.8M -672,418 Closed
WRF
649
Waddell & Reed Financial
Kansas
-$16.8M -475,719 Closed
USAA
650
United Services Automobile Association
Texas
-$14.1M -397,898 Closed

CFG Hedge Fund Activity: Q3 2019 in Review

651 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2019, worth a combined $14.9B — down 3.6% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new CFG positions and 59 closed out — a net gain of 1 holder — while 210 added to existing stakes and 300 trimmed.

The largest buyer was Millennium Management, adding an estimated $113M. The largest seller was Lazard Asset Management, cutting an estimated $187M.

  • 651 institutional investors held Citizens Financial Group (CFG) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $14.9B of Citizens Financial Group stock for Q3 2019, down 3.6% quarter-over-quarter.
  • 60 funds opened new Citizens Financial Group positions in Q3 2019 and 59 closed out, a net change of +1 holder.
  • The largest Citizens Financial Group buyer in Q3 2019 was Millennium Management, an estimated $113M added.
  • The largest Citizens Financial Group seller in Q3 2019 was Lazard Asset Management, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2019.