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Citizens Financial Group

686 hedge funds and large institutions have $16.8B invested in Citizens Financial Group in 2019 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 211 increasing their positions, 292 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 49

13% more capital invested

Capital invested by funds: $14.9B → $16.8B (+$1.91B)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more funds holding

Funds holding: 651686 (+35)

0.75% more ownership

Funds ownership: 94.45%95.2% (+0.75%)

3% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $25.6M

28% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 292

Holders
686
Holders Change
+35
Holders Change %
+5.38%
% of All Funds
13.52%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.37%
New
97
Increased
211
Reduced
292
Closed
49
Calls
$24.7M
Puts
$25.6M
Net Calls
-$838K
Net Calls Change
+$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
626
Rational Advisors
New York
$9K -$33.3K -890 -80%
WAP
627
Wealthcare Advisory Partners
Pennsylvania
$9K -$15.2K -407 -66%
BFC
628
Bedel Financial Consulting
Indiana
$9K
CB
629
CNB Bank
Pennsylvania
$9K
FMII
630
Farmers & Merchants Investments Inc
Nebraska
$9K
ST
631
Smithfield Trust
Pennsylvania
$9K
WCG
632
Weaver Consulting Group
California
$9K +$4.64K +124 +95%
MF
633
Manchester Financial
California
$9K +$8.31K +222 New
AWA
634
Arkadios Wealth Advisors
Georgia
$8.65K +$8.31K +222 New
NIT
635
NumerixS Investment Technologies
British Columbia, Canada
$8K -$142K -3,800 -95%
GAM
636
Gemmer Asset Management
California
$8K -$561 -15 -7%
GWMIA
637
Global Wealth Management Investment Advisory
Florida
$8K
KPW
638
Kore Private Wealth
New York
$8K +$7.3K +195 New
SMFS
639
Squar Milner Financial Services
California
$8K +$8.01K +214 New
SWM
640
Selective Wealth Management
Virginia
$6K +$75 +2 +1%
CI
641
CX Institutional
Indiana
$6K +$1.05K +28 +22%
CHA
642
Carmichael Hill & Associates
Maryland
$6K +$5.43K +145 New
TCOV
643
Trust Company of Vermont
Vermont
$5K -$5.24K -140 -51%
GRP
644
Global Retirement Partners
California
$5K -$2.47K -66 -33%
PFPT
645
Pinnacle Financial Partners (Tennessee)
Tennessee
$5K +$4.23K +113 New
EWA
646
Evolution Wealth Advisors
Florida
$4K -$5.28K -141 -60%
TFO
647
Tarbox Family Office
California
$4K -$936 -25 -20%
JCM
648
Jacobi Capital Management
Pennsylvania
$4K
LWM
649
Lenox Wealth Management
Ohio
$4K
SWA
650
Sutton Wealth Advisors
Florida
$3.86K

CFG Hedge Fund Activity: Q4 2019 in Review

686 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2019, worth a combined $16.8B — up 13% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new CFG positions and 49 closed out — a net gain of 48 holders — while 211 added to existing stakes and 292 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $86.7M. The largest seller was Millennium Management, cutting an estimated $69.6M.

  • 686 institutional investors held Citizens Financial Group (CFG) as of Q4 2019, up from 651 in Q3 2019.
  • Funds reported $16.8B of Citizens Financial Group stock for Q4 2019, up 13% quarter-over-quarter.
  • 97 funds opened new Citizens Financial Group positions in Q4 2019 and 49 closed out, a net change of +48 holders.
  • The largest Citizens Financial Group buyer in Q4 2019 was Citadel Advisors, an estimated $86.7M added.
  • The largest Citizens Financial Group seller in Q4 2019 was Millennium Management, an estimated $69.6M sold.

Based on aggregated 13F filings for Q4 2019.