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Citizens Financial Group

146 hedge funds and large institutions have $4.08B invested in Citizens Financial Group in 2014 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,940% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $10K

233% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 21

84% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 25

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

47% more funds holding

Funds holding: 99146 (+47)

17% more capital invested

Capital invested by funds: $3.49B → $4.08B (+$593M)

3.29% more ownership

Funds ownership: 33.77%37.06% (+3.3%)

Holders
146
Holders Change
+47
Holders Change %
+47.47%
% of All Funds
3.89%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.43%
New
70
Increased
46
Reduced
25
Closed
21
Calls
$1.6M
Puts
$10K
Net Calls
+$1.59M
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$9.91M +$9.5M +398,500 New
NG
52
NatWest Group
United Kingdom
$9.56M -$34.1M -1,429,776 -4%
KCM
53
Kennedy Capital Management
Missouri
$8.34M +$275K +11,522 +4%
LPU
54
Lansdowne Partners (UK)
United Kingdom
$8.22M -$11.2M -470,501 -59%
CS
55
Credit Suisse
Switzerland
$7.91M +$3.34M +140,324 +79%
Two Sigma Investments
56
Two Sigma Investments
New York
$7.79M +$7.47M +313,269 New
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$7.68M +$7.36M +308,978 New
Northern Trust
58
Northern Trust
Illinois
$7.42M +$6.64M +278,700 +1,398%
First Trust Advisors
59
First Trust Advisors
Illinois
$7.22M +$6.92M +290,272 New
PIM
60
Perkins Investment Management
Illinois
$7.19M +$6.9M +289,360 New
Norges Bank
61
Norges Bank
Norway
$7.03M -$9.94M -417,101 -60%
VAM
62
Visium Asset Management
New York
$5.76M +$5.52M +231,516 New
CCA
63
Catalyst Capital Advisors
New York
$5.53M +$5.3M +222,500 New
HC
64
Hosking & Co
Ireland
$5.24M +$5.02M +210,680 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$5M +$3.5M +146,954 +271%
EGM
66
Espalier Global Management
New York
$4.62M +$255K +10,700 +6%
PCA
67
PL Capital Advisors
Florida
$4.56M -$1.58M -66,500 -27%
BlackRock
68
BlackRock
New York
$4.36M +$4.18M +175,236 New
Bank of New York Mellon
69
Bank of New York Mellon
New York
$4.35M +$4.17M +174,822 New
Wells Fargo
70
Wells Fargo
California
$4.29M +$587K +24,646 +17%
SEI Investments
71
SEI Investments
Pennsylvania
$4.27M +$4.09M +171,598 New
TCIM
72
TIAA CREF Investment Management
New York
$4.07M +$3.9M +163,815 New
FIM
73
Foresters Investment Management
New York
$3.9M +$2M +84,000 +115%
BIM
74
BlackRock Investment Management
Delaware
$3.71M +$2.84M +119,183 +395%
Geode Capital Management
75
Geode Capital Management
Massachusetts
$3.31M +$3.17M +133,110 New

CFG Hedge Fund Activity: Q4 2014 in Review

146 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2014, worth a combined $4.08B — up 17% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new CFG positions and 21 closed out — a net gain of 49 holders — while 46 added to existing stakes and 25 trimmed.

The largest buyer was Majedie Asset Management, opening a new position worth an estimated $63.2M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $55M sold.

  • 146 institutional investors held Citizens Financial Group (CFG) as of Q4 2014, up from 99 in Q3 2014.
  • Funds reported $4.08B of Citizens Financial Group stock for Q4 2014, up 17% quarter-over-quarter.
  • 70 funds opened new Citizens Financial Group positions in Q4 2014 and 21 closed out, a net change of +49 holders.
  • The largest Citizens Financial Group buyer in Q4 2014 was Majedie Asset Management, an estimated $63.2M added.
  • The largest Citizens Financial Group seller in Q4 2014 was Discovery Capital Management, an estimated $55M sold.

Based on aggregated 13F filings for Q4 2014.