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Citizens Financial Group

146 hedge funds and large institutions have $4.08B invested in Citizens Financial Group in 2014 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,940% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $10K

233% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 21

84% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 25

78% more funds holding in top 10

Funds holding in top 10: 916 (+7)

47% more funds holding

Funds holding: 99146 (+47)

17% more capital invested

Capital invested by funds: $3.49B → $4.08B (+$593M)

3.29% more ownership

Funds ownership: 33.77%37.06% (+3.3%)

Holders
146
Holders Change
+47
Holders Change %
+47.47%
% of All Funds
3.89%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.43%
New
70
Increased
46
Reduced
25
Closed
21
Calls
$1.6M
Puts
$10K
Net Calls
+$1.59M
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$550M +$14.8M +622,304 +3%
GC
2
Greenlight Capital
New York
$251M +$50M +2,100,000 +26%
JP Morgan Chase
3
JP Morgan Chase
New York
$211M -$14.9M -626,257 -7%
Franklin Resources
4
Franklin Resources
California
$209M -$11.9M -499,170 -6%
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$198M +$2.85M +119,380 +2%
Invesco
6
Invesco
Georgia
$177M +$38.2M +1,600,985 +29%
Artisan Partners
7
Artisan Partners
Wisconsin
$176M +$2.19M +91,809 +1%
SSM
8
Sound Shore Management
Connecticut
$164M +$33.3M +1,395,628 +27%
DSA
9
Davis Selected Advisers
Arizona
$155M +$4.06M +170,400 +3%
SC
10
Samlyn Capital
New York
$129M +$4.32M +181,408 +4%
Citadel Advisors
11
Citadel Advisors
Florida
$124M +$20.1M +844,491 +20%
CI
12
Cambiar Investors
Colorado
$107M +$43M +1,804,919 +72%
Canada Pension Plan Investment Board
13
Canada Pension Plan Investment Board
Ontario, Canada
$99.4M
Goldman Sachs
14
Goldman Sachs
New York
$85.8M -$5.47M -229,685 -6%
ACG
15
Anchorage Capital Group
New York
$71.4M -$3.07M -129,000 -4%
CLM
16
ClearBridge LLC (Maryland)
Maryland
$67.4M +$4.32M +181,330 +7%
TIM
17
Thornburg Investment Management
New Mexico
$66.5M +$7M +293,670 +12%
MAM
18
Majedie Asset Management
United Kingdom
$65.9M +$63.2M +2,652,424 New
GCM
19
Glenview Capital Management
New York
$64.4M -$26.4M -1,106,250 -30%
LCM
20
Lakewood Capital Management
New York
$62.7M +$7.03M +295,000 +13%
Pzena Investment Management
21
Pzena Investment Management
New York
$62.1M
BIT
22
BlackRock Institutional Trust
California
$56.5M +$53.4M +2,238,690 +6,593%
RIM
23
RS Investment Management
California
$50M +$19.3M +809,400 +67%
GCM
24
Gruss Capital Management
New York
$49.7M +$47.7M +2,000,000 New
Marshall Wace
25
Marshall Wace
United Kingdom
$47.6M -$11.1M -467,200 -20%

CFG Hedge Fund Activity: Q4 2014 in Review

146 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2014, worth a combined $4.08B — up 17% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new CFG positions and 21 closed out — a net gain of 49 holders — while 46 added to existing stakes and 25 trimmed.

The largest buyer was Majedie Asset Management, opening a new position worth an estimated $63.2M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $55M sold.

  • 146 institutional investors held Citizens Financial Group (CFG) as of Q4 2014, up from 99 in Q3 2014.
  • Funds reported $4.08B of Citizens Financial Group stock for Q4 2014, up 17% quarter-over-quarter.
  • 70 funds opened new Citizens Financial Group positions in Q4 2014 and 21 closed out, a net change of +49 holders.
  • The largest Citizens Financial Group buyer in Q4 2014 was Majedie Asset Management, an estimated $63.2M added.
  • The largest Citizens Financial Group seller in Q4 2014 was Discovery Capital Management, an estimated $55M sold.

Based on aggregated 13F filings for Q4 2014.