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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
DGHMC
701
Dalton, Greiner, Hartman, Maher & Co
New York
-$284K -7,949 Closed
ZIM
702
Zacks Investment Management
Illinois
-$247K -6,906 Closed
BWCS
703
Beirne Wealth Consulting Services
Connecticut
-$228K -6,366 Closed
RBFC
704
Roman Butler Fullerton & Co
Missouri
-$215K -6,018 Closed
AA
705
AQR Arbitrage
Connecticut
-$212K -6,010 Closed
QT
706
Quantamental Technologies
New York
-$204K -5,697 Closed
PFO
707
Pathstone Family Office
New Jersey
-$92K -2,576 Closed
PWPS
708
Pinnacle Wealth Planning Services
Ohio
-$87K -2,430 Closed
PS
709
Planned Solutions
California
-$79K -2,200 Closed
PWM
710
Perigon Wealth Management
California
-$40K -1,114 Closed
RPWA
711
Regent Peak Wealth Advisors
Georgia
-$34K -957 Closed
ICP
712
Interchange Capital Partners
Pennsylvania
-$29K -821 Closed
VCG
713
Vantage Consulting Group
Virginia
-$27K -743 Closed
MC
714
Maverick Capital
Texas
-$24K -683 Closed
NG
715
NWK Group
California
-$21K -600 Closed
CCA
716
Childress Capital Advisors
Texas
-$10K -291 Closed
LWA
717
Lenox Wealth Advisors
New York
-$7K -186 Closed
NSB
718
Norway Savings Bank
Maine
-$6K -165 Closed
TIAM2
719
Tru Independence Asset Management 2
Oregon
-$5K -130 Closed
PFPT
720
Pinnacle Financial Partners (Tennessee)
Tennessee
-$3K -113 Closed
FTDI
721
First Trust Direct Indexing
Massachusetts
-$2K -65 Closed
SSB
722
Sandy Spring Bank
Maryland
-$2K -57 Closed
TI
723
tru Independence
Oregon
-$1 -31 Closed
RWA
724
Ropes Wealth Advisors
Massachusetts
-$1K -29 Closed
AWG
725
Altus Wealth Group
Colorado
-$1K -28 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.