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Citizens Financial Group

686 hedge funds and large institutions have $16.8B invested in Citizens Financial Group in 2019 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 211 increasing their positions, 292 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 49

13% more capital invested

Capital invested by funds: $14.9B → $16.8B (+$1.91B)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more funds holding

Funds holding: 651686 (+35)

0.75% more ownership

Funds ownership: 94.45%95.2% (+0.75%)

3% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $25.6M

28% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 292

Holders
686
Holders Change
+35
Holders Change %
+5.38%
% of All Funds
13.52%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.37%
New
97
Increased
211
Reduced
292
Closed
49
Calls
$24.7M
Puts
$25.6M
Net Calls
-$838K
Net Calls Change
+$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$16.1M +$215K +5,751 +1%
BGIM
127
Brandywine Global Investment Management
Pennsylvania
$15.7M -$35.3K -943 -0.2%
MSE
128
MUFG Securities EMEA
United Kingdom
$15.2M -$24.3M -649,000 -63%
Chevy Chase Trust
129
Chevy Chase Trust
Maryland
$14.8M -$378K -10,093 -3%
APG Asset Management
130
APG Asset Management
Netherlands
$14.3M +$101K +2,700 +0.7%
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$14M -$1.04M -27,874 -7%
EPCA
132
Elizabeth Park Capital Advisors
Ohio
$13.7M -$2.48M -66,389 -16%
State of Tennessee, Department of Treasury
133
State of Tennessee, Department of Treasury
Tennessee
$13.6M +$1.77M +47,320 +16%
JCM
134
Janney Capital Management
Pennsylvania
$13.4M -$865K -23,100 -7%
JAM
135
Jacobs Asset Management
New York
$13.2M -$936K -25,000 -7%
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$12.9M -$9.15M -244,558 -44%
AFG
137
American Financial Group
Ohio
$12.8M
Impax Asset Management Group
138
Impax Asset Management Group
United Kingdom
$12.6M -$3.81M -101,779 -25%
PC
139
Polar Capital
United Kingdom
$12.1M -$17.9K -479 -0.2%
State of New Jersey Common Pension Fund D
140
State of New Jersey Common Pension Fund D
New Jersey
$12M -$848K -22,654 -7%
Toronto Dominion Bank
141
Toronto Dominion Bank
Ontario, Canada
$12M +$600K +16,022 +6%
Acadian Asset Management
142
Acadian Asset Management
Massachusetts
$11.9M -$27.8M -743,329 -72%
Assenagon Asset Management
143
Assenagon Asset Management
Luxembourg
$11.7M +$9.3M +248,461 +641%
EC
144
EJF Capital
Virginia
$11.5M -$37.8M -1,009,194 -78%
AG
145
Aperio Group
California
$11.3M -$9.54K -255 -0.1%
VOYA Investment Management
146
VOYA Investment Management
Georgia
$10.9M -$952K -25,445 -9%
Asset Management One
147
Asset Management One
Japan
$10.9M -$451K -12,046 -4%
BAPIM
148
British Airways Pensions Investment Management
United Kingdom
$10.8M +$10M +267,139 New
OCM
149
Olstein Capital Management
New York
$10.8M -$2.19M -58,450 -18%
CCMD
150
Cypress Capital Management (Delaware)
Delaware
$10.5M +$144K +3,850 +2%

CFG Hedge Fund Activity: Q4 2019 in Review

686 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2019, worth a combined $16.8B — up 13% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new CFG positions and 49 closed out — a net gain of 48 holders — while 211 added to existing stakes and 292 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $86.7M. The largest seller was Millennium Management, cutting an estimated $69.6M.

  • 686 institutional investors held Citizens Financial Group (CFG) as of Q4 2019, up from 651 in Q3 2019.
  • Funds reported $16.8B of Citizens Financial Group stock for Q4 2019, up 13% quarter-over-quarter.
  • 97 funds opened new Citizens Financial Group positions in Q4 2019 and 49 closed out, a net change of +48 holders.
  • The largest Citizens Financial Group buyer in Q4 2019 was Citadel Advisors, an estimated $86.7M added.
  • The largest Citizens Financial Group seller in Q4 2019 was Millennium Management, an estimated $69.6M sold.

Based on aggregated 13F filings for Q4 2019.