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Citizens Financial Group

683 hedge funds and large institutions have $17.5B invested in Citizens Financial Group in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 234 increasing their positions, 241 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 44

95% more call options, than puts

Call options by funds: $111M | Put options by funds: $57.1M

21% more capital invested

Capital invested by funds: $14.4B → $17.5B (+$3.09B)

12% more funds holding

Funds holding: 610683 (+73)

0.24% more ownership

Funds ownership: 93.18%93.42% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 241

Holders
683
Holders Change
+73
Holders Change %
+11.97%
% of All Funds
11.99%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
123
Increased
234
Reduced
241
Closed
44
Calls
$111M
Puts
$57.1M
Net Calls
+$54.4M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SLF
626
Sun Life Financial
Ontario, Canada
$11K -$166 -4 -2%
EARNEST Partners
627
EARNEST Partners
Georgia
$11K
FMII
628
Farmers & Merchants Investments Inc
Nebraska
$10K -$208 -5 -2%
ST
629
Smithfield Trust
Pennsylvania
$10K
MWP
630
Meridian Wealth Partners
Pennsylvania
$10K +$9.74K +234 New
BFC
631
Bedel Financial Consulting
Indiana
$9K
GWMIA
632
Global Wealth Management Investment Advisory
Florida
$9K
HIA
633
Harbor Investment Advisory
Maryland
$9K
NSIM
634
North Star Investment Management
Illinois
$9K
PCG
635
Private Capital Group
Connecticut
$8K
RA
636
Resolute Advisors
California
$8K +$7.33K +176 New
H
637
Hexavest
Quebec, Canada
$8K +$7.74K +186 New
AIG
638
American International Group
New York
$7.62K +$997K +23,966 +16%
HCP
639
Hexagon Capital Partners
Arkansas
$7K -$2.21K -53 -24%
MCM
640
Manchester Capital Management
Vermont
$7K -$499 -12 -7%
MA
641
MUFG Americas
New York
$6K -$2.46K -59 -30%
FCA
642
FinTrust Capital Advisors
South Carolina
$6K -$2.37K -57 -31%
GRP
643
Global Retirement Partners
California
$6K
SFSIG
644
San Francisco Sentry Investment Group
California
$6K
EAM
645
Eukles Asset Management
Ohio
$6K +$5.83K +140 New
JCM
646
Jacobi Capital Management
Pennsylvania
$5K
FF
647
FourThought Financial
Florida
$4K -$3.62K -87 -49%
BC
648
Bartlett & Co
Ohio
$4K
HR
649
Howe & Rusling
New York
$4K
TF
650
TimeScale Financial
Massachusetts
$4K +$3.87K +93 New

CFG Hedge Fund Activity: Q1 2021 in Review

683 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2021, worth a combined $17.5B — up 21% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new CFG positions and 44 closed out — a net gain of 79 holders — while 234 added to existing stakes and 241 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $430M. The largest seller was Capital International Investors, cutting an estimated $518M.

  • 683 institutional investors held Citizens Financial Group (CFG) as of Q1 2021, up from 610 in Q4 2020.
  • Funds reported $17.5B of Citizens Financial Group stock for Q1 2021, up 21% quarter-over-quarter.
  • 123 funds opened new Citizens Financial Group positions in Q1 2021 and 44 closed out, a net change of +79 holders.
  • The largest Citizens Financial Group buyer in Q1 2021 was T. Rowe Price Associates, an estimated $430M added.
  • The largest Citizens Financial Group seller in Q1 2021 was Capital International Investors, an estimated $518M sold.

Based on aggregated 13F filings for Q1 2021.