Citizens Financial Group
610 hedge funds and large institutions have $14.4B invested in Citizens Financial Group in 2020 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 204 increasing their positions, 228 reducing their positions, and 48 closing their positions.
133% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 48
63% more call options, than puts
Call options by funds: $61.1M | Put options by funds: $37.5M
42% more capital invested
Capital invested by funds: $10.1B → $14.4B (+$4.3B)
38% more funds holding in top 10
Funds holding in top 10: 8 → 11 (+3)
11% more funds holding
Funds holding: 552 → 610 (+58)
0.84% less ownership
Funds ownership: 94.02% → 93.18% (-0.84%)
11% less repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 228
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$268M |
| 2 |
SC
Samlyn Capital
New York
|
+$42.1M |
| 3 |
Morgan Stanley
New York
|
+$40.6M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$36.7M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$34.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$98M |
| 2 |
JP Morgan Chase
New York
|
-$95.1M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$77.7M |
| 4 |
BlackRock
New York
|
-$71.7M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BDWM
651
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| – | -$3.19K | -126 | Closed |
|
|
NNP
652
Nachman Norwood & Parrott
Greenville,
South Carolina
| – | -$3K | -114 | Closed |
|
|
RA
653
Rational Advisors
Huntington,
New York
| – | -$3K | -108 | Closed |
|
|
FBT
654
First Bank & Trust
Brookings,
South Dakota
| – | -$2K | -81 | Closed |
|
|
AA
655
Advisory Alpha
Holland,
Michigan
| – | -$2K | -80 | Closed |
|
|
FHA
656
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$1K | -50 | Closed |
|
657
Fidelity International
Hamilton,
Bermuda
| – | +$251 | +8 | New |
|
CFG Hedge Fund Activity: Q4 2020 in Review
610 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2020, worth a combined $14.4B — up 42% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new CFG positions and 48 closed out — a net gain of 64 holders — while 204 added to existing stakes and 228 trimmed.
The largest buyer was Capital International Investors, adding an estimated $268M. The largest seller was Ameriprise, cutting an estimated $98M.
- 610 institutional investors held Citizens Financial Group (CFG) as of Q4 2020, up from 552 in Q3 2020.
- Funds reported $14.4B of Citizens Financial Group stock for Q4 2020, up 42% quarter-over-quarter.
- 112 funds opened new Citizens Financial Group positions in Q4 2020 and 48 closed out, a net change of +64 holders.
- The largest Citizens Financial Group buyer in Q4 2020 was Capital International Investors, an estimated $268M added.
- The largest Citizens Financial Group seller in Q4 2020 was Ameriprise, an estimated $98M sold.
Based on aggregated 13F filings for Q4 2020.