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Citizens Financial Group

683 hedge funds and large institutions have $17.5B invested in Citizens Financial Group in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 234 increasing their positions, 241 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 44

95% more call options, than puts

Call options by funds: $111M | Put options by funds: $57.1M

21% more capital invested

Capital invested by funds: $14.4B → $17.5B (+$3.09B)

12% more funds holding

Funds holding: 610683 (+73)

0.24% more ownership

Funds ownership: 93.18%93.42% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 241

Holders
683
Holders Change
+73
Holders Change %
+11.97%
% of All Funds
11.99%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
123
Increased
234
Reduced
241
Closed
44
Calls
$111M
Puts
$57.1M
Net Calls
+$54.4M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
101
Mackenzie Financial
Ontario, Canada
$22.1M +$15M +361,243 +259%
Adage Capital Partners
102
Adage Capital Partners
Massachusetts
$22.1M -$7.65M -183,900 -27%
Mariner
103
Mariner
Kansas
$21.7M +$881K +21,177 +5%
PAM
104
Panagora Asset Management
Massachusetts
$21.4M -$2.16M -51,874 -10%
GC
105
Gillson Capital
Illinois
$21.3M -$4.62M -111,126 -19%
AAMU
106
AEGON Asset Management (UK)
United Kingdom
$21.2M +$20M +479,556 New
HSBC Holdings
107
HSBC Holdings
United Kingdom
$20.9M +$3.64M +87,419 +23%
Grantham, Mayo, Van Otterloo & Co (GMO)
108
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.8M +$5.07M +121,895 +35%
SSA
109
Schonfeld Strategic Advisors
New York
$20.1M +$5.98M +143,682 +46%
SH
110
SeaTown Holdings
Singapore
$19.4M +$18.3M +440,000 New
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$18.9M -$3.23M -77,568 -15%
SCA
112
Stieven Capital Advisors
Missouri
$18.8M +$16.6K +400 +0.1%
Schroder Investment Management Group
113
Schroder Investment Management Group
United Kingdom
$18.6M +$2.75M +66,009 +19%
Wellington Management Group
114
Wellington Management Group
Massachusetts
$18.3M -$70.8M -1,701,280 -80%
Rafferty Asset Management
115
Rafferty Asset Management
New York
$18M +$5.15M +123,630 +44%
Bank of Nova Scotia
116
Bank of Nova Scotia
Ontario, Canada
$17.6M -$31.8M -764,263 -66%
Mitsubishi UFJ Trust & Banking
117
Mitsubishi UFJ Trust & Banking
Japan
$17.6M -$1.58M -38,041 -8%
FP
118
Foundry Partners
Minnesota
$17.5M +$1.36M +32,600 +9%
BAPIM
119
British Airways Pensions Investment Management
United Kingdom
$17.3M -$986K -23,703 -6%
SAM
120
Storebrand Asset Management
Norway
$17.3M +$84.8K +2,038 +0.5%
NC
121
Nicholas Company
Wisconsin
$17.1M -$2.31M -55,475 -13%
RGI
122
River Global Investors
United Kingdom
$17M -$524K -12,583 -3%
NAM
123
NorthCoast Asset Management
Connecticut
$17M +$15.8M +379,858 +6,149%
Canada Life
124
Canada Life
Manitoba, Canada
$16.9M +$778K +18,697 +5%
MWNA
125
Marshall Wace North America
New York
$15.9M +$12.1M +291,887 +427%

CFG Hedge Fund Activity: Q1 2021 in Review

683 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2021, worth a combined $17.5B — up 21% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new CFG positions and 44 closed out — a net gain of 79 holders — while 234 added to existing stakes and 241 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $430M. The largest seller was Capital International Investors, cutting an estimated $518M.

  • 683 institutional investors held Citizens Financial Group (CFG) as of Q1 2021, up from 610 in Q4 2020.
  • Funds reported $17.5B of Citizens Financial Group stock for Q1 2021, up 21% quarter-over-quarter.
  • 123 funds opened new Citizens Financial Group positions in Q1 2021 and 44 closed out, a net change of +79 holders.
  • The largest Citizens Financial Group buyer in Q1 2021 was T. Rowe Price Associates, an estimated $430M added.
  • The largest Citizens Financial Group seller in Q1 2021 was Capital International Investors, an estimated $518M sold.

Based on aggregated 13F filings for Q1 2021.