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Citizens Financial Group
CFG

548 hedge funds and large institutions have $18.5B invested in Citizens Financial Group in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 225 increasing their positions, 212 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding in top 10

Funds holding in top 10: 16 → 23 (+7)

6% more capital invested

Capital invested by funds: $17.5B → $18.5B (+$1.07B)

1.16% more ownership

Funds ownership: 96.76% → 97.92% (+1.2%)

6% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 212

4% less funds holding

Funds holding: 568 → 548 (-20)

18% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 61

24% less call options, than puts

Call options by funds: $17.9M | Put options by funds: $23.6M

Holders
548
Holders Change
-20
Holders Change %
-3.52%
% of All Funds
13.66%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.57%
New
50
Increased
225
Reduced
212
Closed
61
Calls
$17.9M
Puts
$23.6M
Net Calls
-$5.76M
Net Calls Change
-$14.9M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$304M
2
Goldman Sachs
Goldman Sachs
New York
+$126M
3
LSV Asset Management
LSV Asset Management
Illinois
+$64.3M
4
Ameriprise
Ameriprise
Minnesota
+$51.2M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$49.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$354M
2
HCM
Highline Capital Management
New York
-$96.5M
3
American Century Companies
American Century Companies
Missouri
-$52.6M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$39.2M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$38.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
51
Foresters Investment Management
New York
$64.9M +$481K +13,739 +0.8%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$62.8M -$4.22M -120,658 -7%
Prudential Financial
53
Prudential Financial
New Jersey
$62.3M -$5.2M -148,594 -8%
Pzena Investment Management
54
Pzena Investment Management
New York
$59.1M – – –
Millennium Management
55
Millennium Management
New York
$58.2M -$7.32M -209,325 -12%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$57.5M -$11M -315,612 -17%
Schroder Investment Management Group
57
Schroder Investment Management Group
United Kingdom
$57.2M -$2.23M -63,774 -4%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$54.9M -$9.09M -259,883 -15%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$54.5M +$306K +8,756 +0.6%
UBS Group
60
UBS Group
Switzerland
$52.9M +$2.71M +77,445 +6%
PC
61
PointState Capital
New York
$52.6M +$18.2M +520,777 +60%
Capital Fund Management (CFM)
62
Capital Fund Management (CFM)
France
$51.6M -$12M -343,900 -20%
EC
63
EJF Capital
Virginia
$51.3M +$4.98M +142,500 +12%
TRSOTSOK
64
Teachers Retirement System of the State of Kentucky
Kentucky
$51M +$304K +8,700 +0.7%
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$50.6M +$46.7M +1,336,046 New
SO
66
STRS Ohio
Ohio
$49.5M -$101K -2,875 -0.2%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$49.5M -$4.75M -135,777 -9%
PPA
68
Parametric Portfolio Associates
Washington
$48.9M +$6.43M +183,823 +17%
BCM
69
Basswood Capital Management
New York
$48.8M -$1.88M -53,657 -4%
Barclays
70
Barclays
United Kingdom
$48.1M +$30M +857,075 +208%
SI
71
Scout Investments
Missouri
$47.1M -$438K -12,509 -1%
CCI
72
Columbus Circle Investors
$46.5M -$12.7M -362,222 -23%
AT
73
AMF Tjänstepension
Sweden
$44.3M +$11.2M +320,005 +38%
Deutsche Bank
74
Deutsche Bank
Germany
$44.2M +$2.55M +72,844 +7%
HP
75
Hosking Partners
United Kingdom
$42.9M +$222K +6,359 +0.6%
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CFG Hedge Fund Activity: Q3 2017 in Review

548 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2017, worth a combined $18.5B — up 6.1% from $17.5B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of CFG and 50 opened new positions — a net loss of 11 holders — while 212 trimmed existing stakes and 225 added.

The largest buyer was Citadel Advisors, adding an estimated $304M. The largest seller was T. Rowe Price Associates, cutting an estimated $354M.

  • 548 institutional investors held Citizens Financial Group (CFG) as of Q3 2017, down from 568 in Q2 2017.
  • Funds reported $18.5B of Citizens Financial Group stock for Q3 2017, up 6.1% quarter-over-quarter.
  • 50 funds opened new Citizens Financial Group positions in Q3 2017 and 61 closed out, a net change of -11 holders.
  • The largest Citizens Financial Group buyer in Q3 2017 was Citadel Advisors, an estimated $304M added.
  • The largest Citizens Financial Group seller in Q3 2017 was T. Rowe Price Associates, an estimated $354M sold.

Based on aggregated 13F filings for Q3 2017.