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Citizens Financial Group

626 hedge funds and large institutions have $32B invested in Citizens Financial Group in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 214 increasing their positions, 271 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more capital invested

Capital invested by funds: $18.2B → $32B (+$13.8B)

2% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 54

0.8% less ownership

Funds ownership: 96.7%95.9% (-0.8%)

1% less funds holding

Funds holding: 632626 (-6)

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

21% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 271

51% less call options, than puts

Call options by funds: $13.9M | Put options by funds: $28.4M

Holders
626
Holders Change
-6
Holders Change %
-0.95%
% of All Funds
14.31%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.5%
New
55
Increased
214
Reduced
271
Closed
54
Calls
$13.9M
Puts
$28.4M
Net Calls
-$14.5M
Net Calls Change
+$43.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Aviva
151
Aviva
United Kingdom
$9.08M -$434K -10,770 -4%
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$9.08M -$136K -3,361 -1%
AG
153
Aperio Group
California
$9.07M +$205K +5,094 +2%
VRS
154
Virginia Retirement Systems
Virginia
$8.97M
GI
155
Gradient Investments
Minnesota
$8.92M +$9.32M +231,187 New
RJA
156
Raymond James & Associates
Florida
$8.88M +$421K +10,446 +5%
Treasurer of the State of North Carolina
157
Treasurer of the State of North Carolina
North Carolina
$8.86M +$3.07M +76,024 +49%
FG
158
FSI Group
Ohio
$8.8M +$425K +10,548 +5%
PI
159
PineBridge Investments
New York
$8.53M -$1.1M -27,287 -11%
DCM
160
Dupont Capital Management
Delaware
$8.51M -$165K -4,097 -2%
Retirement Systems of Alabama
161
Retirement Systems of Alabama
Alabama
$8.47M -$315K -7,813 -3%
DZ Bank
162
DZ Bank
Germany
$8.21M +$176K +4,364 +2%
SEI Investments
163
SEI Investments
Pennsylvania
$8.2M -$4.17M -103,318 -33%
JAM
164
Jupiter Asset Management
United Kingdom
$8.16M +$202K +5,000 +2%
AAF
165
Andra AP-fonden
Sweden
$8.05M -$125K -3,100 -1%
AIG
166
American International Group
New York
$8.03M +$330K +8,171 +4%
BCM
167
BlueMar Capital Management
Florida
$7.95M
CS
168
Candriam SCA
Luxembourg
$7.75M +$95.3K +2,362 +1%
PC
169
Polar Capital
United Kingdom
$7.73M +$952K +23,599 +13%
PE
170
Point72 Europe
United Kingdom
$7.69M -$3.48M -86,300 -30%
ProShare Advisors
171
ProShare Advisors
Maryland
$7.68M -$555K -13,755 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
172
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.62M -$819K -20,300 -9%
DnB Asset Management
173
DnB Asset Management
Norway
$7.58M +$860K +21,317 +12%
Ohio Public Employees Retirement System (OPERS)
174
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.53M -$4.55M -112,765 -37%
OAM
175
Oxford Asset Management
United Kingdom
$7.49M +$1.5M +37,214 +24%

CFG Hedge Fund Activity: Q3 2018 in Review

626 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2018, worth a combined $32B — up 76% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new CFG positions and 54 closed out — a net gain of 1 holder — while 214 added to existing stakes and 271 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $88.3M. The largest seller was Victory Capital Management, cutting an estimated $95.2M.

  • 626 institutional investors held Citizens Financial Group (CFG) as of Q3 2018, down from 632 in Q2 2018.
  • Funds reported $32B of Citizens Financial Group stock for Q3 2018, up 76% quarter-over-quarter.
  • 55 funds opened new Citizens Financial Group positions in Q3 2018 and 54 closed out, a net change of +1 holder.
  • The largest Citizens Financial Group buyer in Q3 2018 was JP Morgan Chase, an estimated $88.3M added.
  • The largest Citizens Financial Group seller in Q3 2018 was Victory Capital Management, an estimated $95.2M sold.

Based on aggregated 13F filings for Q3 2018.