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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
RG
676
Retirement Group
California
$1K
SWA
677
SOA Wealth Advisors
New York
$1K +$333 +8 +28%
TSW
678
Thompson Siegel & Walmsley
Virginia
$1K +$624 +15 New
CCM
679
Covington Capital Management
California
$1K +$1.12K +27 New
SWA
680
Sutton Wealth Advisors
Florida
$839
DWA
681
Dorsey Wright & Associates
California
$355 +$335K +8,042 New
BBHC
682
Brown Brothers Harriman & Co
New York
$111 +$103K +2,480 +10,333%
Arrowstreet Capital
683
Arrowstreet Capital
Massachusetts
-$83M -2,319,884 Closed
SC
684
Samlyn Capital
New York
-$47.9M -1,340,401 Closed
EIP
685
Epoch Investment Partners
New York
-$35M -979,932 Closed
VLKIM
686
Van Lanschot Kempen Investment Management
Netherlands
-$20.2M -564,207 Closed
KWILP
687
Kiwi Wealth Investments Limited Partnership
New Zealand
-$8.89M -248,654 Closed
AL
688
AJO LP
Pennsylvania
-$6.9M -193,078 Closed
WC
689
Winmill & Co
New York
-$5.74M -160,450 Closed
MSE
690
MUFG Securities EMEA
United Kingdom
-$4.97M -139,000 Closed
Renaissance Technologies
691
Renaissance Technologies
New York
-$4.43M -123,900 Closed
MSA
692
Mason Street Advisors
Wisconsin
-$2.11M -58,913 Closed
BC
693
Burney Company
Virginia
-$1.93M -53,982 Closed
DA
694
Denali Advisors
California
-$1.05M -29,300 Closed
FWCM
695
Ferguson Wellman Capital Management
Oregon
-$698K -19,525 Closed
JF
696
Jump Financial
Illinois
-$664K -18,558 Closed
RIG
697
Ramiah Investment Group
Wisconsin
-$578K -16,172 Closed
BCM
698
Bayesian Capital Management
New York
-$529K -14,800 Closed
HW
699
Hancock Whitney
Mississippi
-$386K -10,806 Closed
ZCA
700
Zeke Capital Advisors
Pennsylvania
-$317K -8,878 Closed

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.