Citizens Financial Group
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$246M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$212M |
| 3 |
BlackRock
New York
|
+$105M |
| 4 |
Holocene Advisors
New York
|
+$47.2M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$42.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$161M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$160M |
| 3 |
BCM
Basswood Capital Management
New York
|
-$61.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$52.8M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$50M |
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.