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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
WAP
651
Wealthcare Advisory Partners
Pennsylvania
$4K +$3.87K +93 New
JFGIW
652
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K +$4.08K +98 New
BCWM
653
Bartlett & Co Wealth Management
Ohio
$3.97K
ADL
654
Asset Dedication LLC
California
$3K
BWM
655
Baystate Wealth Management
Massachusetts
$3K
CFN
656
Cordasco Financial Network
Florida
$3K
SN
657
Sittner & Nelson
Oregon
$3K
TFO
658
Tarbox Family Office
California
$3K
WCM
659
Wealthcare Capital Management
Virginia
$3K +$2.75K +66 New
SIAP
660
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3K +$3.12K +75 New
Nisa Investment Advisors
661
Nisa Investment Advisors
Missouri
$2.75K -$208K -5,000 -7%
GFPC
662
Global Financial Private Client
Florida
$2.52K
APWA
663
Atlas Private Wealth Advisors
New Jersey
$2K
BWM
664
BerganKDV Wealth Management
Minnesota
$2K
BWL
665
Bogart Wealth LLC
Virginia
$2K
PK
666
Pflug Koory
Nebraska
$2K
PWMG
667
Prestige Wealth Management Group
New Jersey
$2K
SIC
668
Salem Investment Counselors
North Carolina
$2K
SFO
669
Standard Family Office
South Dakota
$2K
HPC
670
HM Payson & Co
Maine
$2K +$1.67K +40 New
MPWT
671
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.91K +46 New
CA
672
Centerpoint Advisors
Massachusetts
$2K +$2.08K +50 New
ADIM
673
Alpha DNA Investment Management
Maryland
$1K -$35K -840 -97%
AWM
674
Avior Wealth Management
Nebraska
$1K -$3.75K -90 -78%
MLFP
675
MPS Loria Financial Planners
Illinois
$1K

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.