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Citizens Financial Group

651 hedge funds and large institutions have $14.9B invested in Citizens Financial Group in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 210 increasing their positions, 300 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 59

0% more funds holding

Funds holding: 651651 (0)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less capital invested

Capital invested by funds: $15.5B → $14.9B (-$561M)

1.31% less ownership

Funds ownership: 95.76%94.45% (-1.3%)

21% less call options, than puts

Call options by funds: $28.8M | Put options by funds: $36.3M

30% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 300

Holders
651
Holders Change
Holders Change %
0%
% of All Funds
14.28%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
60
Increased
210
Reduced
300
Closed
59
Calls
$28.8M
Puts
$36.3M
Net Calls
-$7.49M
Net Calls Change
-$5.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
676
Brookmont Capital Management
Texas
-$240K -6,796 Closed
FAAS
677
First Allied Advisory Services
California
-$238K -6,738 Closed
HCM
678
Hall Capital Management
Rhode Island
-$238K -6,725 Closed
PTC
679
Petrus Trust Company
Texas
-$225K -6,372 Closed
HIC
680
Holderness Investments Company
North Carolina
-$223K -6,295 Closed
CL
681
CSS LLC
Illinois
-$131K -3,700 Closed
Twin Tree Management
682
Twin Tree Management
Texas
-$123K -3,538 Closed
CRC
683
Curi RMB Capital
Illinois
-$63K -1,779 Closed
PCP
684
Proficio Capital Partners
Massachusetts
-$43K -1,211 Closed
OC
685
Oakworth Capital
Alabama
-$41K -1,183 Closed
ESB
686
Essex Savings Bank
Connecticut
-$37K -1,051 Closed
LWM
687
Liberty Wealth Management
California
-$36K -1,011 Closed
GSWM
688
Golden State Wealth Management
California
-$18K -535 Closed
EIP
689
Ellis Investment Partners
Pennsylvania
-$12K -342 Closed
KTC
690
Kistler-Tiffany Companies
Pennsylvania
-$11K -315 Closed
LA
691
Legacy Advisors
Pennsylvania
-$10K -290 Closed
EWM
692
Executive Wealth Management
Michigan
-$10K -288 Closed
AC
693
Avestar Capital
New York
-$6K -236 Closed
MA
694
MUFG Americas
New York
-$8K -233 Closed
CBT
695
Central Bank & Trust
Kentucky
-$8K -230 Closed
ACS
696
Archford Capital Strategies
Illinois
-$5K -140 Closed
TPWA
697
TRUE Private Wealth Advisors
Oregon
-$4K -133 Closed
NCM
698
Next Capital Management
New York
-$4K -113 Closed
SFA
699
Semmax Financial Advisors
North Carolina
-$3K -71 Closed
M
700
MOTCO
Texas
-$2K -55 Closed

CFG Hedge Fund Activity: Q3 2019 in Review

651 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2019, worth a combined $14.9B — down 3.6% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new CFG positions and 59 closed out — a net gain of 1 holder — while 210 added to existing stakes and 300 trimmed.

The largest buyer was Millennium Management, adding an estimated $113M. The largest seller was Lazard Asset Management, cutting an estimated $187M.

  • 651 institutional investors held Citizens Financial Group (CFG) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $14.9B of Citizens Financial Group stock for Q3 2019, down 3.6% quarter-over-quarter.
  • 60 funds opened new Citizens Financial Group positions in Q3 2019 and 59 closed out, a net change of +1 holder.
  • The largest Citizens Financial Group buyer in Q3 2019 was Millennium Management, an estimated $113M added.
  • The largest Citizens Financial Group seller in Q3 2019 was Lazard Asset Management, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2019.