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Citizens Financial Group
CFG

548 hedge funds and large institutions have $18.5B invested in Citizens Financial Group in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 225 increasing their positions, 212 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding in top 10

Funds holding in top 10: 16 → 23 (+7)

6% more capital invested

Capital invested by funds: $17.5B → $18.5B (+$1.07B)

1.16% more ownership

Funds ownership: 96.76% → 97.92% (+1.2%)

6% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 212

4% less funds holding

Funds holding: 568 → 548 (-20)

18% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 61

24% less call options, than puts

Call options by funds: $17.9M | Put options by funds: $23.6M

Holders
548
Holders Change
-20
Holders Change %
-3.52%
% of All Funds
13.66%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.57%
New
50
Increased
225
Reduced
212
Closed
61
Calls
$17.9M
Puts
$23.6M
Net Calls
-$5.76M
Net Calls Change
-$14.9M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$304M
2
Goldman Sachs
Goldman Sachs
New York
+$126M
3
LSV Asset Management
LSV Asset Management
Illinois
+$64.3M
4
Ameriprise
Ameriprise
Minnesota
+$51.2M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$49.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$354M
2
HCM
Highline Capital Management
New York
-$96.5M
3
American Century Companies
American Century Companies
Missouri
-$52.6M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$39.2M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$38.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CEP
126
Chicago Equity Partners
Illinois
$17.9M -$3.94M -112,610 -19%
AWCI
127
Alpine Woods Capital Investors
New York
$17.6M -$2.66M -76,000 -14%
CHCM
128
Columbus Hill Capital Management
New Jersey
$16.7M +$15.4M +440,000 New
Chevy Chase Trust
129
Chevy Chase Trust
Maryland
$16.6M +$9.86K +282 +0.1%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$16.5M +$6.01M +171,841 +65%
QIM
131
Quantitative Investment Management
Virginia
$16.2M +$5.6M +160,000 +60%
Assenagon Asset Management
132
Assenagon Asset Management
Luxembourg
$16.1M +$14.9M +425,369 New
Citigroup
133
Citigroup
New York
$15.8M -$8.68K -248 -0.1%
FP
134
Foundry Partners
Minnesota
$14.9M -$1.33M -37,975 -9%
FLPIM
135
F.L. Putnam Investment Management
Massachusetts
$14.1M +$13M +372,581 New
KLWA
136
Kelly Lawrence W & Associates
California
$13.7M +$34.1K +975 +0.3%
Natixis Advisors
137
Natixis Advisors
Massachusetts
$13.6M +$301K +8,611 +2%
ACPU
138
Arrowgrass Capital Partners (US)
Delaware
$13.3M +$12.2M +350,000 New
ASRS
139
Arizona State Retirement System
Arizona
$13.1M +$7.68M +219,429 +175%
CA
140
Claar Advisors
New York
$13M +$10.2M +292,838 +575%
ACI
141
AMP Capital Investors
Australia
$12.7M -$1.84M -52,536 -14%
SCA
142
Stieven Capital Advisors
Missouri
$12.6M -$52.5K -1,500 -0.4%
OCM
143
Olstein Capital Management
New York
$12.5M +$423K +12,100 +4%
Ninety One (UK)
144
Ninety One (UK)
United Kingdom
$12.3M +$984K +28,125 +10%
Aviva
145
Aviva
United Kingdom
$12.1M -$51.8K -1,480 -0.5%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$11.9M +$1.74M +49,723 +19%
Teacher Retirement System of Texas
147
Teacher Retirement System of Texas
Texas
$11.5M +$245K +6,992 +2%
SC
148
Sessa Capital
New York
$11.4M -$7.79M -222,682 -43%
State of New Jersey Common Pension Fund D
149
State of New Jersey Common Pension Fund D
New Jersey
$11.4M +$10.5M +300,000 New
PI
150
PineBridge Investments
New York
$11.3M +$1.19M +34,054 +13%
4 5
6
7 8

CFG Hedge Fund Activity: Q3 2017 in Review

548 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2017, worth a combined $18.5B — up 6.1% from $17.5B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of CFG and 50 opened new positions — a net loss of 11 holders — while 212 trimmed existing stakes and 225 added.

The largest buyer was Citadel Advisors, adding an estimated $304M. The largest seller was T. Rowe Price Associates, cutting an estimated $354M.

  • 548 institutional investors held Citizens Financial Group (CFG) as of Q3 2017, down from 568 in Q2 2017.
  • Funds reported $18.5B of Citizens Financial Group stock for Q3 2017, up 6.1% quarter-over-quarter.
  • 50 funds opened new Citizens Financial Group positions in Q3 2017 and 61 closed out, a net change of -11 holders.
  • The largest Citizens Financial Group buyer in Q3 2017 was Citadel Advisors, an estimated $304M added.
  • The largest Citizens Financial Group seller in Q3 2017 was T. Rowe Price Associates, an estimated $354M sold.

Based on aggregated 13F filings for Q3 2017.