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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
SFI
126
Susquehanna Fundamental Investments
Pennsylvania
$15.3M +$509K +12,220 +4%
SGAM
127
Smith Group Asset Management
Texas
$15.3M +$14.4M +345,739 New
Ensign Peak Advisors
128
Ensign Peak Advisors
Utah
$14.8M -$3.63M -87,328 -21%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
129
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.4M +$2.47M +59,239 +22%
AQR Capital Management
130
AQR Capital Management
Connecticut
$14.2M +$4.15M +99,610 +45%
AIM
131
Artemis Investment Management
United Kingdom
$13.6M -$1.93M -46,493 -13%
HF
132
HRT Financial
New York
$13.5M +$12.7M +306,325 New
PCA
133
PL Capital Advisors
Florida
$13.4M -$3.12M -75,000 -20%
AR
134
Advisory Research
Illinois
$13.4M +$643K +15,448 +5%
KA
135
Klingman & Associates
New York
$12.6M +$5.84M +140,427 +96%
Chevy Chase Trust
136
Chevy Chase Trust
Maryland
$12.6M -$921K -22,119 -7%
KCM
137
Kornitzer Capital Management
Kansas
$12.4M +$1.21M +29,180 +12%
TD Asset Management
138
TD Asset Management
Ontario, Canada
$12.4M -$2.03M -48,785 -15%
CA
139
Capitolis Advisors
New York
$12M +$909K +21,835 +9%
VOYA Investment Management
140
VOYA Investment Management
Georgia
$11.7M +$1.37M +33,027 +14%
WBC
141
Westpac Banking Corp
Australia
$11.6M -$125K -3,000 -1%
Toronto Dominion Bank
142
Toronto Dominion Bank
Ontario, Canada
$11.5M -$177K -4,265 -2%
Ohio Public Employees Retirement System (OPERS)
143
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.5M +$510K +12,257 +5%
PP
144
Prudential plc
United Kingdom
$11.1M -$70.5M -1,693,000 -87%
CIS
145
Capital International Sarl
California
$10.8M -$969K -23,293 -9%
GIM
146
Goelzer Investment Management
Indiana
$10.8M -$258K -6,203 -2%
Axa
147
Axa
France
$10.6M -$1.17M -28,127 -10%
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$10.6M +$444K +10,665 +5%
EPCA
149
Elizabeth Park Capital Advisors
Ohio
$10.5M +$1.02M +24,495 +12%
RIP
150
Rhino Investment Partners
Pennsylvania
$10.5M +$2.85M +68,600 +41%

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.