Citizens Financial Group
425 hedge funds and large institutions have $10.5B invested in Citizens Financial Group in 2016 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 165 increasing their positions, 121 reducing their positions, and 67 closing their positions.
135% more call options, than puts
Call options by funds: $25.6M | Put options by funds: $10.9M
70% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 67
36% more repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 121
11% more funds holding
Funds holding: 382 → 425 (+43)
1.97% less ownership
Funds ownership: 98.13% → 96.17% (-2%)
22% less capital invested
Capital invested by funds: $13.5B → $10.5B (-$3B)
47% less funds holding in top 10
Funds holding in top 10: 32 → 17 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$219M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$204M |
| 3 |
Bank of New York Mellon
New York
|
+$102M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$95M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$62.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$316M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$288M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$130M |
| 4 |
FAM
Fred Alger Management
New York
|
-$117M |
| 5 |
SC
Samlyn Capital
New York
|
-$114M |
CFG Hedge Fund Activity: Q1 2016 in Review
425 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2016, worth a combined $10.5B — down 22% from $13.5B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new CFG positions and 67 closed out — a net gain of 47 holders — while 165 added to existing stakes and 121 trimmed.
The largest buyer was State Street, adding an estimated $219M. The largest seller was Goldman Sachs, cutting an estimated $316M.
- 425 institutional investors held Citizens Financial Group (CFG) as of Q1 2016, up from 382 in Q4 2015.
- Funds reported $10.5B of Citizens Financial Group stock for Q1 2016, down 22% quarter-over-quarter.
- 114 funds opened new Citizens Financial Group positions in Q1 2016 and 67 closed out, a net change of +47 holders.
- The largest Citizens Financial Group buyer in Q1 2016 was State Street, an estimated $219M added.
- The largest Citizens Financial Group seller in Q1 2016 was Goldman Sachs, an estimated $316M sold.
Based on aggregated 13F filings for Q1 2016.