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Citizens Financial Group

569 hedge funds and large institutions have $10.1B invested in Citizens Financial Group in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 191 increasing their positions, 238 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

32% more capital invested

Capital invested by funds: $7.64B → $10.1B (+$2.47B)

14% more call options, than puts

Call options by funds: $37.2M | Put options by funds: $32.6M

0.75% less ownership

Funds ownership: 94.88%94.12% (-0.75%)

2% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 88

2% less funds holding

Funds holding: 579569 (-10)

20% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 238

Holders
569
Holders Change
-10
Holders Change %
-1.73%
% of All Funds
11.67%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.27%
New
86
Increased
191
Reduced
238
Closed
88
Calls
$37.2M
Puts
$32.6M
Net Calls
+$4.52M
Net Calls Change
+$6.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Twin Tree Management
626
Twin Tree Management
Texas
-$76K -3,351 Closed
ASN
627
Advisory Services Network
Georgia
-$47K -2,532 Closed
PRC
628
Pearl River Capital
Michigan
-$40K -2,115 Closed
IUHSA
629
Itau Unibanco Holding S.A.
Brazil
-$32K -1,678 Closed
HIM
630
Hillsdale Investment Management
Ontario, Canada
-$28K -1,480 Closed
BWA
631
BDO Wealth Advisors
Florida
-$21K -1,090 Closed
WT
632
Whittier Trust
California
-$15K -813 Closed
AT
633
Arden Trust
Delaware
-$10K -548 Closed
WPA
634
West Paces Advisors
Georgia
-$6.39K -340 Closed
AF
635
Advisornet Financial
Minnesota
-$6K -309 Closed
DWM
636
Darwin Wealth Management
Florida
-$4K -230 Closed
BC
637
Barnett & Company
Tennessee
-$4K -214 Closed
AIC
638
Ameritas Investment Company
Nebraska
-$4K -212 Closed
EIP
639
Ellis Investment Partners
Pennsylvania
-$3K -176 Closed
HCM
640
Highlander Capital Management
New Jersey
-$3K -150 Closed
CFFP
641
Center for Financial Planning
Michigan
-$3K -146 Closed
WEC
642
Winslow Evans & Crocker
Massachusetts
-$4K -146 Closed
SNT
643
Security National Trust
West Virginia
-$2K -126 Closed
AA
644
Advisory Alpha
Michigan
-$2.53K -125 Closed
SMFS
645
Squar Milner Financial Services
California
-$2K -120 Closed
QAM
646
QCI Asset Management
New York
-$1K -65 Closed
PW
647
Price Wealth
Texas
-$1K -38 Closed
FANJ
648
Financial Architects (New Jersey)
New Jersey
-$1K -29 Closed
WQ
649
Wealth Quarterback
New Jersey
-$527 -28 Closed

CFG Hedge Fund Activity: Q2 2020 in Review

569 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2020, worth a combined $10.1B — up 32% from $7.64B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of CFG and 86 opened new positions — a net loss of 2 holders — while 238 trimmed existing stakes and 191 added.

The largest buyer was BlackRock, adding an estimated $100M. The largest seller was Franklin Resources, cutting an estimated $268M.

  • 569 institutional investors held Citizens Financial Group (CFG) as of Q2 2020, down from 579 in Q1 2020.
  • Funds reported $10.1B of Citizens Financial Group stock for Q2 2020, up 32% quarter-over-quarter.
  • 86 funds opened new Citizens Financial Group positions in Q2 2020 and 88 closed out, a net change of -2 holders.
  • The largest Citizens Financial Group buyer in Q2 2020 was BlackRock, an estimated $100M added.
  • The largest Citizens Financial Group seller in Q2 2020 was Franklin Resources, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2020.