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.
2% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 59
0% more funds holding
Funds holding: 651 → 651 (0)
0% more funds holding in top 10
Funds holding in top 10: 18 → 18 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$113M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$77.7M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$72.3M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$67.9M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$53.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$187M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$172M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$83.7M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$60.5M |
| 5 |
BlackRock
New York
|
-$60.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PRC
701
Pearl River Capital
Niles,
Michigan
| – | -$1K | -42 | Closed |
|
|
BC
702
Bartlett & Co
Cincinnati,
Ohio
| – | -$1K | -28 | Closed |
|
|
BCWM
703
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$990 | -28 | Closed |
|
|
W
704
WealthStone
Columbus,
Ohio
| – | -$530 | -15 | Closed |
|
|
AS
705
Altshuler Shaham
Tel Aviv,
Israel
| – | +$279 | +8 | New |
|
706
Fidelity International
Hamilton,
Bermuda
| – | +$384 | +11 | New |
|
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.