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Citizens Financial Group
CFG

548 hedge funds and large institutions have $18.5B invested in Citizens Financial Group in 2017 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 225 increasing their positions, 212 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding in top 10

Funds holding in top 10: 16 → 23 (+7)

6% more capital invested

Capital invested by funds: $17.5B → $18.5B (+$1.07B)

1.16% more ownership

Funds ownership: 96.76% → 97.92% (+1.2%)

6% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 212

4% less funds holding

Funds holding: 568 → 548 (-20)

18% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 61

24% less call options, than puts

Call options by funds: $17.9M | Put options by funds: $23.6M

Holders
548
Holders Change
-20
Holders Change %
-3.52%
% of All Funds
13.66%
Holding in Top 10
23
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+43.75%
% of All Funds
0.57%
New
50
Increased
225
Reduced
212
Closed
61
Calls
$17.9M
Puts
$23.6M
Net Calls
-$5.76M
Net Calls Change
-$14.9M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$304M
2
Goldman Sachs
Goldman Sachs
New York
+$126M
3
LSV Asset Management
LSV Asset Management
Illinois
+$64.3M
4
Ameriprise
Ameriprise
Minnesota
+$51.2M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$49.1M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$354M
2
HCM
Highline Capital Management
New York
-$96.5M
3
American Century Companies
American Century Companies
Missouri
-$52.6M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$39.2M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$38.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.01B -$3.96M -113,076 -0.2%
BlackRock
2
BlackRock
New York
$1.72B +$9.9M +282,910 +0.6%
State Street
3
State Street
Massachusetts
$1.03B +$11.7M +334,996 +1%
Invesco
4
Invesco
Georgia
$892M -$13.5M -387,168 -2%
Franklin Resources
5
Franklin Resources
California
$856M -$11.6M -330,980 -1%
JP Morgan Chase
6
JP Morgan Chase
New York
$640M -$5.16M -147,621 -0.8%
Bank of America
7
Bank of America
North Carolina
$539M +$40.9M +1,170,578 +9%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$434M +$49.1M +1,404,300 +14%
Goldman Sachs
9
Goldman Sachs
New York
$434M +$126M +3,603,147 +46%
Citadel Advisors
10
Citadel Advisors
Florida
$375M +$304M +8,695,729 +718%
Artisan Partners
11
Artisan Partners
Wisconsin
$347M -$4.84M -138,264 -1%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$294M -$39.2M -1,121,836 -13%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$288M -$18.3M -523,077 -6%
Victory Capital Management
14
Victory Capital Management
Texas
$263M +$22.5M +643,044 +10%
TCIM
15
TIAA CREF Investment Management
New York
$241M -$25.4M -724,757 -10%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$239M -$1.88M -53,735 -0.8%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$222M +$20M +572,958 +11%
Northern Trust
18
Northern Trust
Illinois
$220M +$12.4M +354,995 +6%
AL
19
AJO LP
Pennsylvania
$209M -$38.7M -1,105,867 -17%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$208M +$1.29M +36,895 +0.7%
Norges Bank
21
Norges Bank
Norway
$208M – – –
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$202M -$354M -10,119,574 -66%
EIP
23
Epoch Investment Partners
New York
$142M -$6.66M -190,487 -5%
Lazard Asset Management
24
Lazard Asset Management
New York
$139M +$32.5M +928,594 +34%
TA
25
Teachers Advisors
New York
$134M -$28.4M -813,144 -19%
1
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CFG Hedge Fund Activity: Q3 2017 in Review

548 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2017, worth a combined $18.5B — up 6.1% from $17.5B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of CFG and 50 opened new positions — a net loss of 11 holders — while 212 trimmed existing stakes and 225 added.

The largest buyer was Citadel Advisors, adding an estimated $304M. The largest seller was T. Rowe Price Associates, cutting an estimated $354M.

  • 548 institutional investors held Citizens Financial Group (CFG) as of Q3 2017, down from 568 in Q2 2017.
  • Funds reported $18.5B of Citizens Financial Group stock for Q3 2017, up 6.1% quarter-over-quarter.
  • 50 funds opened new Citizens Financial Group positions in Q3 2017 and 61 closed out, a net change of -11 holders.
  • The largest Citizens Financial Group buyer in Q3 2017 was Citadel Advisors, an estimated $304M added.
  • The largest Citizens Financial Group seller in Q3 2017 was T. Rowe Price Associates, an estimated $354M sold.

Based on aggregated 13F filings for Q3 2017.