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Citizens Financial Group

651 hedge funds and large institutions have $15.5B invested in Citizens Financial Group in 2019 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 232 increasing their positions, 268 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

7% more capital invested

Capital invested by funds: $14.4B → $15.5B (+$1.07B)

6% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 63

0.64% less ownership

Funds ownership: 96.4%95.76% (-0.64%)

1% less funds holding

Funds holding: 657651 (-6)

5% less call options, than puts

Call options by funds: $31.5M | Put options by funds: $33M

13% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 268

Holders
651
Holders Change
-6
Holders Change %
-0.91%
% of All Funds
14.14%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.39%
New
67
Increased
232
Reduced
268
Closed
63
Calls
$31.5M
Puts
$33M
Net Calls
-$1.58M
Net Calls Change
-$5.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SRAM
651
Stone Ridge Asset Management
New York
-$5.36M -165,000 Closed
Hudson Bay Capital Management
652
Hudson Bay Capital Management
Connecticut
-$4.84M -149,064 Closed
MC
653
Maverick Capital
Texas
-$4.81M -147,980 Closed
BPM
654
Bowling Portfolio Management
Ohio
-$2.82M -86,845 Closed
SCA
655
Secor Capital Advisors
New York
-$2.15M -66,873 Closed
LTI
656
Laffer Tengler Investments
Tennessee
-$1.77M -54,546 Closed
WCM
657
Weld Capital Management
New York
-$1.4M -42,984 Closed
BCM
658
BlueCrest Capital Management
Jersey
-$1.34M -41,354 Closed
HAI
659
Hennessy Advisors Inc
California
-$1.3M -40,000 Closed
Wealth Enhancement Advisory Services
660
Wealth Enhancement Advisory Services
Minnesota
-$1.33M -36,819 Closed
DC
661
Diametric Capital
Massachusetts
-$1.01M -31,432 Closed
TCM
662
Teza Capital Management
Illinois
-$966K -29,734 Closed
WIP
663
Wellesley Investment Partners
Massachusetts
-$913K -28,099 Closed
SCM
664
Sterling Capital Management
North Carolina
-$842K -25,900 Closed
AI
665
Atria Investments
North Carolina
-$820K -25,226 Closed
BCM
666
Bayesian Capital Management
New York
-$806K -24,800 Closed
CM
667
Caption Management
Oklahoma
-$731K -22,500 Closed
DIM
668
DC Investments Management
Virginia
-$727K -22,369 Closed
TA
669
Tiedemann Advisors
New York
-$688K -21,156 Closed
Calamos Advisors
670
Calamos Advisors
Illinois
-$601K -18,500 Closed
CC
671
Cipher Capital
New York
-$526K -16,181 Closed
MC
672
Menta Capital
California
-$492K -15,152 Closed
JIM
673
Jupiter Investment Management
United Kingdom
-$424K -13,070 Closed
RA
674
Riverstone Advisors
Texas
-$389K -11,958 Closed
GCC
675
Guardian Capital (Canada)
Ontario, Canada
-$375K -11,530 Closed

CFG Hedge Fund Activity: Q2 2019 in Review

651 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2019, worth a combined $15.5B — up 7.4% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new CFG positions and 63 closed out — a net gain of 4 holders — while 232 added to existing stakes and 268 trimmed.

The largest buyer was Nuveen, adding an estimated $294M. The largest seller was Citadel Advisors, cutting an estimated $115M.

  • 651 institutional investors held Citizens Financial Group (CFG) as of Q2 2019, down from 657 in Q1 2019.
  • Funds reported $15.5B of Citizens Financial Group stock for Q2 2019, up 7.4% quarter-over-quarter.
  • 67 funds opened new Citizens Financial Group positions in Q2 2019 and 63 closed out, a net change of +4 holders.
  • The largest Citizens Financial Group buyer in Q2 2019 was Nuveen, an estimated $294M added.
  • The largest Citizens Financial Group seller in Q2 2019 was Citadel Advisors, an estimated $115M sold.

Based on aggregated 13F filings for Q2 2019.