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Citizens Financial Group

626 hedge funds and large institutions have $32B invested in Citizens Financial Group in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 214 increasing their positions, 271 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more capital invested

Capital invested by funds: $18.2B → $32B (+$13.8B)

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0.8% less ownership

Funds ownership: 96.7%95.9% (-0.8%)

1% less funds holding

Funds holding: 632626 (-6)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

21% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 271

51% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $28.4M

Holders
626
Holders Change
-6
Holders Change %
-0.95%
% of All Funds
14.31%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.5%
New
55
Increased
214
Reduced
271
Closed
54
Calls
$13.9M
Puts
$28.4M
Net Calls
-$14.5M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
101
Clark Capital Management Group
Pennsylvania
$25.2M +$7.68M +190,520 +41%
Jacobs Levy Equity Management
102
Jacobs Levy Equity Management
New Jersey
$24M -$2.49M -61,680 -9%
AAMU
103
Amundi Asset Management US
Massachusetts
$22.1M -$2.17M -53,718 -9%
BGIM
104
Brandywine Global Investment Management
Pennsylvania
$21.8M -$1.17M -29,098 -5%
Aberdeen Group
105
Aberdeen Group
United Kingdom
$21.7M -$13.6M -338,068 -38%
Squarepoint
106
Squarepoint
New York
$21.7M -$1.38M -34,289 -6%
JAM
107
Jacobs Asset Management
New York
$21.2M +$3.53M +87,500 +19%
Barclays
108
Barclays
United Kingdom
$21M -$8.49M -210,440 -28%
MWAC
109
Mariner Wealth Advisors (Cincinnati)
Ohio
$20.9M +$871K +21,594 +4%
IP
110
Interval Partners
New York
$20.5M +$2.58M +63,957 +14%
National Pension Service
111
National Pension Service
South Korea
$19.9M -$3.69M -91,465 -15%
Artisan Partners
112
Artisan Partners
Wisconsin
$19.8M +$38.9K +965 +0.2%
TD Asset Management
113
TD Asset Management
Ontario, Canada
$19.3M +$5.22M +129,556 +35%
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$19.3M +$10.5M +260,000 +108%
GC
115
Gillson Capital
Illinois
$19M +$982K +24,343 +5%
DIA
116
Dana Investment Advisors
Wisconsin
$18.8M -$557K -13,807 -3%
Assenagon Asset Management
117
Assenagon Asset Management
Luxembourg
$18.7M -$9.78M -242,512 -33%
Mitsubishi UFJ Trust & Banking
118
Mitsubishi UFJ Trust & Banking
Japan
$17.8M -$25.6M -635,491 -58%
Impax Asset Management Group
119
Impax Asset Management Group
United Kingdom
$17.3M +$18.1M +449,160 New
USAA
120
United Services Automobile Association
Texas
$17.1M +$198K +4,918 +1%
Natixis Advisors
121
Natixis Advisors
Massachusetts
$17M +$120K +2,983 +0.7%
Citigroup
122
Citigroup
New York
$16.9M -$3.99M -98,885 -18%
EPCA
123
Elizabeth Park Capital Advisors
Ohio
$16.7M +$968K +24,000 +6%
FP
124
Foundry Partners
Minnesota
$15.5M +$2.54M +63,000 +19%
ACH
125
ArrowMark Colorado Holdings
Colorado
$15.4M +$2.62M +65,000 +19%

CFG Hedge Fund Activity: Q3 2018 in Review

626 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2018, worth a combined $32B — up 76% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CFG positions and 54 closed out — a net gain of 1 holder — while 214 added to existing stakes and 271 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $88.3M. The largest seller was Victory Capital Management, cutting an estimated $95.2M.

  • 626 institutional investors held Citizens Financial Group (CFG) as of Q3 2018, down from 632 in Q2 2018.
  • Funds reported $32B of Citizens Financial Group stock for Q3 2018, up 76% quarter-over-quarter.
  • 55 funds opened new Citizens Financial Group positions in Q3 2018 and 54 closed out, a net change of +1 holder.
  • The largest Citizens Financial Group buyer in Q3 2018 was JP Morgan Chase, an estimated $88.3M added.
  • The largest Citizens Financial Group seller in Q3 2018 was Victory Capital Management, an estimated $95.2M sold.

Based on aggregated 13F filings for Q3 2018.