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Citizens Financial Group

591 hedge funds and large institutions have $19.9B invested in Citizens Financial Group in 2017 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 191 increasing their positions, 250 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 41

92% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $13.7M

8% more funds holding

Funds holding: 548591 (+43)

7% more capital invested

Capital invested by funds: $18.5B → $19.9B (+$1.35B)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

1.54% less ownership

Funds ownership: 97.92%96.38% (-1.5%)

24% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 250

Holders
591
Holders Change
+43
Holders Change %
+7.85%
% of All Funds
13.4%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.52%
New
89
Increased
191
Reduced
250
Closed
41
Calls
$26.3M
Puts
$13.7M
Net Calls
+$12.6M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$74.6M -$5.65M -144,600 -8%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$74.3M +$16.9M +433,269 +32%
Prudential Financial
53
Prudential Financial
New Jersey
$73.4M +$4.1M +104,810 +6%
Millennium Management
54
Millennium Management
New York
$72.8M +$7.79M +199,191 +13%
FIM
55
Foresters Investment Management
New York
$72.3M +$338K +8,645 +0.5%
TAM
56
Todd Asset Management
Kentucky
$72M -$2.76M -70,489 -4%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$71.8M -$2.41M -61,619 -3%
Deutsche Bank
58
Deutsche Bank
Germany
$67.9M +$17.6M +449,680 +38%
UBS AM
59
UBS AM
Illinois
$65.7M -$7.23M -184,807 -11%
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$65M +$270K +6,915 +0.4%
PPA
61
Parametric Portfolio Associates
Washington
$64.3M +$9.41M +240,510 +19%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$64.1M -$352K -9,006 -0.6%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$63.3M +$2.75M +70,283 +5%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$61.8M +$887K +22,693 +2%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$59.2M -$9.68M -247,603 -15%
Canada Pension Plan Investment Board
66
Canada Pension Plan Investment Board
Ontario, Canada
$59M -$68.9M -1,761,930 -56%
AQR Capital Management
67
AQR Capital Management
Connecticut
$57.4M +$15.8M +405,170 +42%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$57.2M +$2.16M +55,358 +4%
Principal Financial Group
69
Principal Financial Group
Iowa
$55.6M +$19.8M +506,009 +62%
TRSOTSOK
70
Teachers Retirement System of the State of Kentucky
Kentucky
$54.3M -$2.12M -54,300 -4%
Capital Fund Management (CFM)
71
Capital Fund Management (CFM)
France
$53.8M -$3.15M -80,600 -6%
GC
72
Guggenheim Capital
Illinois
$52.9M +$5.15M +131,649 +12%
AIM
73
Artemis Investment Management
United Kingdom
$51.9M +$17.4M +445,817 +56%
AT
74
AMF Tjänstepension
Sweden
$51.8M +$2.49M +63,618 +5%
Citigroup
75
Citigroup
New York
$51.1M +$31.3M +801,616 +192%

CFG Hedge Fund Activity: Q4 2017 in Review

591 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2017, worth a combined $19.9B — up 7.3% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new CFG positions and 41 closed out — a net gain of 48 holders — while 191 added to existing stakes and 250 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $208M. The largest seller was Bank of America, cutting an estimated $400M.

  • 591 institutional investors held Citizens Financial Group (CFG) as of Q4 2017, up from 548 in Q3 2017.
  • Funds reported $19.9B of Citizens Financial Group stock for Q4 2017, up 7.3% quarter-over-quarter.
  • 89 funds opened new Citizens Financial Group positions in Q4 2017 and 41 closed out, a net change of +48 holders.
  • The largest Citizens Financial Group buyer in Q4 2017 was Lazard Asset Management, an estimated $208M added.
  • The largest Citizens Financial Group seller in Q4 2017 was Bank of America, an estimated $400M sold.

Based on aggregated 13F filings for Q4 2017.