Citizens Financial Group
255 hedge funds and large institutions have $13B invested in Citizens Financial Group in 2015 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 85 increasing their positions, 38 reducing their positions, and 14 closing their positions.
779% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 14
219% more capital invested
Capital invested by funds: $4.08B → $13B (+$8.95B)
124% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 38
75% more funds holding
Funds holding: 146 → 255 (+109)
56% more funds holding in top 10
Funds holding in top 10: 16 → 25 (+9)
23.89% more ownership
Funds ownership: 37.06% → 60.94% (+24%)
58% less call options, than puts
Call options by funds: $6.56M | Put options by funds: $15.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$324M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$320M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$240M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$206M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$178M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NG
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
-$381M |
| 2 |
ACG
Anchorage Capital Group
New York
|
-$52M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$24.3M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$20.5M |
| 5 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$19.8M |
CFG Hedge Fund Activity: Q1 2015 in Review
255 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2015, worth a combined $13B — up 219% from $4.08B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new CFG positions and 14 closed out — a net gain of 109 holders — while 85 added to existing stakes and 38 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $324M. The largest seller was NatWest Group, cutting an estimated $381M.
- 255 institutional investors held Citizens Financial Group (CFG) as of Q1 2015, up from 146 in Q4 2014.
- Funds reported $13B of Citizens Financial Group stock for Q1 2015, up 219% quarter-over-quarter.
- 123 funds opened new Citizens Financial Group positions in Q1 2015 and 14 closed out, a net change of +109 holders.
- The largest Citizens Financial Group buyer in Q1 2015 was Goldman Sachs, an estimated $324M added.
- The largest Citizens Financial Group seller in Q1 2015 was NatWest Group, an estimated $381M sold.
Based on aggregated 13F filings for Q1 2015.