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Citizens Financial Group

591 hedge funds and large institutions have $19.9B invested in Citizens Financial Group in 2017 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 191 increasing their positions, 250 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 41

92% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $13.7M

8% more funds holding

Funds holding: 548591 (+43)

7% more capital invested

Capital invested by funds: $18.5B → $19.9B (+$1.35B)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

1.54% less ownership

Funds ownership: 97.92%96.38% (-1.5%)

24% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 250

Holders
591
Holders Change
+43
Holders Change %
+7.85%
% of All Funds
13.4%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.52%
New
89
Increased
191
Reduced
250
Closed
41
Calls
$26.3M
Puts
$13.7M
Net Calls
+$12.6M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$18M -$399K -10,209 -2%
JAM
127
Jupiter Asset Management
United Kingdom
$17.4M +$8.6M +219,849 +114%
USAA
128
United Services Automobile Association
Texas
$17.2M -$2.65M -67,796 -14%
Marshall Wace
129
Marshall Wace
United Kingdom
$17.1M +$14.1M +360,070 +749%
AWCI
130
Alpine Woods Capital Investors
New York
$17M -$2.33M -59,700 -13%
Loomis, Sayles & Company
131
Loomis, Sayles & Company
Massachusetts
$16.8M +$15.6M +399,388 +50,174%
ACH
132
ArrowMark Colorado Holdings
Colorado
$16.6M +$5.63M +144,000 +57%
Caisse de Depot et Placement du Quebec (CDPQ)
133
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.6M +$11.2M +287,200 +266%
Neuberger Berman Group
134
Neuberger Berman Group
New York
$16.6M +$13.8M +351,974 +831%
IP
135
Interval Partners
New York
$16.5M +$15.4M +393,304 New
Natixis Advisors
136
Natixis Advisors
Massachusetts
$16M +$930K +23,787 +7%
EPCA
137
Elizabeth Park Capital Advisors
Ohio
$15.9M +$3.36M +86,000 +29%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.8M +$4.3M +110,006 +41%
FP
139
Foundry Partners
Minnesota
$15.7M -$748K -19,115 -5%
ASRS
140
Arizona State Retirement System
Arizona
$15.2M +$705K +18,028 +5%
KLWA
141
Kelly Lawrence W & Associates
California
$15.2M +$23.5K +600 +0.2%
CANY
142
Caxton Associates (New York)
New York
$14.7M +$13.2M +337,100 +2,613%
SCA
143
Stieven Capital Advisors
Missouri
$13.9M -$35.2K -900 -0.3%
ACI
144
AMP Capital Investors
Australia
$13.6M -$465K -11,883 -4%
FLPIM
145
F.L. Putnam Investment Management
Massachusetts
$13M -$2.44M -62,432 -17%
RGI
146
River Global Investors
United Kingdom
$12.7M +$1.91M +48,730 +19%
Point72 Asset Management
147
Point72 Asset Management
Connecticut
$12.3M -$8.09M -206,895 -41%
QIM
148
Quantitative Investment Management
Virginia
$12.3M -$5.26M -134,400 -31%
First Manhattan
149
First Manhattan
New York
$12.2M -$26.2K -670 -0.2%
Nordea Investment Management
150
Nordea Investment Management
Sweden
$12.1M +$1.32M +33,674 +13%

CFG Hedge Fund Activity: Q4 2017 in Review

591 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2017, worth a combined $19.9B — up 7.3% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new CFG positions and 41 closed out — a net gain of 48 holders — while 191 added to existing stakes and 250 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $208M. The largest seller was Bank of America, cutting an estimated $400M.

  • 591 institutional investors held Citizens Financial Group (CFG) as of Q4 2017, up from 548 in Q3 2017.
  • Funds reported $19.9B of Citizens Financial Group stock for Q4 2017, up 7.3% quarter-over-quarter.
  • 89 funds opened new Citizens Financial Group positions in Q4 2017 and 41 closed out, a net change of +48 holders.
  • The largest Citizens Financial Group buyer in Q4 2017 was Lazard Asset Management, an estimated $208M added.
  • The largest Citizens Financial Group seller in Q4 2017 was Bank of America, an estimated $400M sold.

Based on aggregated 13F filings for Q4 2017.