We are live on ! Find out more
CFG icon

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
SBIA
201
Sheaff Brock Investment Advisors
Indiana
$6.24M -$316K -8,435 -5%
SOADOR
202
State of Alaska Department of Revenue
Alaska
$6.22M -$568K -15,175 -9%
Public Sector Pension Investment Board (PSP Investments)
203
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.18M +$866K +23,140 +18%
PCM
204
Palouse Capital Management
Washington
$6.14M -$301K -8,040 -5%
FP
205
Factorial Partners
New York
$6.12M +$3.01M +80,500 +100%
GIM
206
Goelzer Investment Management
Indiana
$5.96M -$245K -6,558 -4%
KCM
207
Kennedy Capital Management
Missouri
$5.91M -$306K -8,184 -5%
AAF
208
Andra AP-fonden
Sweden
$5.89M -$124K -3,300 -2%
OPERF
209
Oregon Public Employees Retirement Fund
Oregon
$5.85M +$252K +6,741 +5%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$5.59M +$5.09M +135,924 +11,558%
MOACM
211
Mutual of America Capital Management
New York
$5.54M +$2.42M +64,686 +90%
AIM
212
Achmea Investment Management
Netherlands
$5.53M -$1.07M -28,547 -17%
KOCAA
213
Knights of Columbus Asset Advisors
Connecticut
$5.52M +$5.09M +135,861 New
MI
214
M3F Inc
Utah
$5.44M -$2.18M -58,200 -30%
PP
215
Paloma Partners
Connecticut
$5.23M -$4.68M -125,010 -49%
IA
216
IndexIQ Advisors
New York
$5.22M +$1.04M +27,834 +28%
IIM
217
Intact Investment Management
Quebec, Canada
$5.09M +$292K +7,800 +7%
AC
218
Allstate Corporation
Illinois
$5.04M
CIC
219
Cornercap Investment Counsel
Georgia
$5.03M -$174K -4,646 -4%
FAT
220
First American Trust
California
$4.98M +$1.24M +33,017 +37%
HI
221
Horizon Investments
North Carolina
$4.92M +$1.52M +40,730 +51%
JG
222
Jefferies Group
New York
$4.91M -$2.09M -55,857 -32%
FAF
223
Fjarde Ap-fonden
Sweden
$4.87M +$925K +24,700 +26%
SFM
224
Signet Financial Management
New Jersey
$4.7M -$29.2K -781 -0.7%
MIM
225
MetLife Investment Management
New Jersey
$4.69M -$232K -6,186 -5%

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.