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Citizens Financial Group
CFG

695 hedge funds and large institutions have $18.2B invested in Citizens Financial Group in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 285 increasing their positions, 236 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $116M | Put options by funds: $82.6M

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

21% more repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 236

2% more funds holding

Funds holding: 683 → 695 (+12)

4% more capital invested

Capital invested by funds: $17.5B → $18.2B (+$677M)

0.19% less ownership

Funds ownership: 93.42% → 93.22% (-0.19%)

27% less funds holding in top 10

Funds holding in top 10: 11 → 8 (-3)

Holders
695
Holders Change
+12
Holders Change %
+1.76%
% of All Funds
12.1%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.14%
New
76
Increased
285
Reduced
236
Closed
60
Calls
$116M
Puts
$82.6M
Net Calls
+$33.3M
Net Calls Change
-$21.1M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$246M
2
Charles Schwab
Charles Schwab
California
+$212M
3
BlackRock
BlackRock
New York
+$105M
4
Holocene Advisors
Holocene Advisors
New York
+$47.2M
5
LSV Asset Management
LSV Asset Management
Illinois
+$42.2M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$161M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$160M
3
BCM
Basswood Capital Management
New York
-$61.8M
4
Invesco
Invesco
Georgia
-$52.8M
5
UBS AM
UBS AM
Illinois
-$50M
Name Holding Trade Value Shares
Change 		Change in
Stake
AT
51
AMF Tjänstepension
Sweden
$49.7M +$14.7M +311,611 +40%
Neuberger Berman Group
52
Neuberger Berman Group
New York
$49.4M -$6.54M -138,654 -11%
Canada Pension Plan Investment Board
53
Canada Pension Plan Investment Board
Ontario, Canada
$48.1M -$6.75M -143,113 -12%
Franklin Resources
54
Franklin Resources
California
$46.7M +$5.98M +126,704 +14%
Stifel Financial
55
Stifel Financial
Missouri
$46.6M -$3.26M -69,082 -6%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$46.4M -$1.14M -24,174 -2%
Holocene Advisors
57
Holocene Advisors
New York
$45.9M +$47.2M +1,000,333 New
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$45M +$154K +3,273 +0.3%
First Trust Advisors
59
First Trust Advisors
Illinois
$44.6M +$13.7M +289,602 +42%
Victory Capital Management
60
Victory Capital Management
Texas
$43.2M +$7.91M +167,528 +22%
Truist Financial
61
Truist Financial
North Carolina
$42.5M +$1.58M +33,486 +4%
Citigroup
62
Citigroup
New York
$41.5M -$3.78M -80,009 -8%
APG Asset Management
63
APG Asset Management
Netherlands
$40.9M -$2.62M -55,600 -5%
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$40.2M -$7.37M -156,144 -15%
Voloridge Investment Management
65
Voloridge Investment Management
Florida
$39.3M +$8M +169,597 +25%
AllianceBernstein
66
AllianceBernstein
Tennessee
$36.8M +$5.85M +124,055 +18%
JVBC
67
J.V. Bruni & Co
Colorado
$36.6M -$1.16M -24,544 -3%
TRSOTSOK
68
Teachers Retirement System of the State of Kentucky
Kentucky
$35.7M – – –
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$35.2M -$2.98M -63,237 -8%
Two Sigma Investments
70
Two Sigma Investments
New York
$35.1M -$15.6M -330,181 -30%
Wellington Management Group
71
Wellington Management Group
Massachusetts
$33.8M +$15.2M +322,796 +78%
Prudential Financial
72
Prudential Financial
New Jersey
$33.4M -$7.48M -158,591 -18%
SI
73
Scout Investments
Missouri
$33.3M -$23.2M -492,137 -40%
AQR Capital Management
74
AQR Capital Management
Connecticut
$33.2M +$19M +402,929 +126%
Schroder Investment Management Group
75
Schroder Investment Management Group
United Kingdom
$32.9M +$14M +296,780 +70%
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CFG Hedge Fund Activity: Q2 2021 in Review

695 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2021, worth a combined $18.2B — up 3.9% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new CFG positions and 60 closed out — a net gain of 16 holders — while 285 added to existing stakes and 236 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $246M. The largest seller was T. Rowe Price Associates, cutting an estimated $161M.

  • 695 institutional investors held Citizens Financial Group (CFG) as of Q2 2021, up from 683 in Q1 2021.
  • Funds reported $18.2B of Citizens Financial Group stock for Q2 2021, up 3.9% quarter-over-quarter.
  • 76 funds opened new Citizens Financial Group positions in Q2 2021 and 60 closed out, a net change of +16 holders.
  • The largest Citizens Financial Group buyer in Q2 2021 was Fidelity Investments, an estimated $246M added.
  • The largest Citizens Financial Group seller in Q2 2021 was T. Rowe Price Associates, an estimated $161M sold.

Based on aggregated 13F filings for Q2 2021.