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Citizens Financial Group
CFG

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: 18 → 19 (+1)

5% more funds holding

Funds holding: 651 → 686 (+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

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$86.7M
2
Morgan Stanley
Morgan Stanley
New York
+$66.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$57.1M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$50.7M
5
Lazard Asset Management
Lazard Asset Management
New York
+$40.7M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$69.6M
2
BlackRock
BlackRock
New York
-$52.8M
3
Marshall Wace
Marshall Wace
United Kingdom
-$52.6M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$42.9M
5
JP Morgan Chase
JP Morgan Chase
New York
-$40.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
651
Tower Research Capital (TRC)
New York
$3K -$451K -12,053 -99%
CFN
652
Cordasco Financial Network
Florida
$3K – – –
FBT
653
First Bank & Trust
South Dakota
$3K – – –
HR
654
Howe & Rusling
New York
$3K – – –
SIS
655
Sound Income Strategies
Florida
$3K – – –
BWM
656
Baystate Wealth Management
Massachusetts
$3K +$37 +1 +2%
WPA
657
West Paces Advisors
Georgia
$2.96K – – –
CA
658
Claar Advisors
New York
$2.29K – – –
PGAM
659
Princeton Global Asset Management
New Jersey
$2.22K +$239K +6,378 +13%
CCM
660
Copeland Capital Management
Pennsylvania
$2K – – –
FIB
661
First Interstate Bank
Montana
$2K – – –
LF
662
Lee Financial
Texas
$2K – – –
WCM
663
Wealthcare Capital Management
Virginia
$2K +$2.06K +55 New
WQ
664
Wealth Quarterback
New Jersey
$1.14K +$1.05K +28 New
NFG
665
Next Financial Group
Texas
$1K -$1.5K -40 -61%
BWM
666
BerganKDV Wealth Management
Minnesota
$1K – – –
FANJ
667
Financial Architects (New Jersey)
New Jersey
$1K – – –
FPFS
668
First Personal Financial Services
North Carolina
$1K – – –
GWM
669
Geneos Wealth Management
Colorado
$1K – – –
PFGIA
670
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
PWP
671
Personal Wealth Partners
Minnesota
$1K – – –
Fidelity International
672
Fidelity International
Bermuda
$1K +$150 +4 +36%
AWM
673
Atticus Wealth Management
Florida
$1K +$487 +13 New
CA
674
CXI Advisors
Indiana
$1K +$786 +21 New
RG
675
Retirement Group
California
$1K +$823 +22 New
25 26
27
28 29

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.