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Citizens Financial Group

626 hedge funds and large institutions have $32B invested in Citizens Financial Group in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 214 increasing their positions, 271 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more capital invested

Capital invested by funds: $18.2B → $32B (+$13.8B)

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0.8% less ownership

Funds ownership: 96.7%95.9% (-0.8%)

1% less funds holding

Funds holding: 632626 (-6)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

21% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 271

51% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $28.4M

Holders
626
Holders Change
-6
Holders Change %
-0.95%
% of All Funds
14.31%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.5%
New
55
Increased
214
Reduced
271
Closed
54
Calls
$13.9M
Puts
$28.4M
Net Calls
-$14.5M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SCC
651
Spring Creek Capital
Kansas
-$340K -8,746 Closed
EMG
652
ETF Managers Group
New Jersey
-$1.81K -8,276 Closed
GCA
653
Greenwood Capital Associates
South Carolina
-$279K -7,165 Closed
WGCA
654
Wolf Group Capital Advisors
Virginia
-$253K -6,509 Closed
ZDA
655
Zweig-DiMenna Associates
New York
-$245K -6,300 Closed
HCMT
656
Highland Capital Management (Texas)
Texas
-$233K -6,000 Closed
AT
657
Arden Trust
Delaware
-$231K -5,956 Closed
DJSG
658
D.J. St. Germain
Massachusetts
-$224K -5,770 Closed
Cambridge Investment Research Advisors
659
Cambridge Investment Research Advisors
Iowa
-$224K -5,761 Closed
RWP
660
RWA Wealth Partners
Massachusetts
-$144K -3,702 Closed
PFA
661
Pathway Financial Advisors
Vermont
-$95K -2,441 Closed
Fuller & Thaler Asset Management
662
Fuller & Thaler Asset Management
California
-$82K -2,100 Closed
HFM
663
Harvest Fund Management
China
-$71K -1,829 Closed
TIM
664
Thornburg Investment Management
New Mexico
-$66K -1,684 Closed
PG
665
Pendal Group
Australia
-$60K -1,543 Closed
AA
666
Apriem Advisors
California
-$39K -1,000 Closed
CCM
667
Covington Capital Management
California
-$26K -665 Closed
WT
668
Washington Trust
Rhode Island
-$25K -630 Closed
CCA
669
Catalyst Capital Advisors
New York
-$21K -547 Closed
CF
670
Centaurus Financial
California
-$16K -400 Closed
GFP
671
Gryphon Financial Partners
Ohio
-$10K -262 Closed
FIA
672
FNY Investment Advisers
New York
-$6K -167 Closed
KIG
673
Kessler Investment Group
Indiana
-$6K -150 Closed
IWP
674
Icon Wealth Partners
Texas
-$3K -82 Closed
AF
675
Advisornet Financial
Minnesota
-$3K -70 Closed

CFG Hedge Fund Activity: Q3 2018 in Review

626 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2018, worth a combined $32B — up 76% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CFG positions and 54 closed out — a net gain of 1 holder — while 214 added to existing stakes and 271 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $88.3M. The largest seller was Victory Capital Management, cutting an estimated $95.2M.

  • 626 institutional investors held Citizens Financial Group (CFG) as of Q3 2018, down from 632 in Q2 2018.
  • Funds reported $32B of Citizens Financial Group stock for Q3 2018, up 76% quarter-over-quarter.
  • 55 funds opened new Citizens Financial Group positions in Q3 2018 and 54 closed out, a net change of +1 holder.
  • The largest Citizens Financial Group buyer in Q3 2018 was JP Morgan Chase, an estimated $88.3M added.
  • The largest Citizens Financial Group seller in Q3 2018 was Victory Capital Management, an estimated $95.2M sold.

Based on aggregated 13F filings for Q3 2018.