We are live on ! Find out more
CFG icon

Citizens Financial Group

591 hedge funds and large institutions have $19.9B invested in Citizens Financial Group in 2017 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 191 increasing their positions, 250 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 41

92% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $13.7M

8% more funds holding

Funds holding: 548591 (+43)

7% more capital invested

Capital invested by funds: $18.5B → $19.9B (+$1.35B)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

1.54% less ownership

Funds ownership: 97.92%96.38% (-1.5%)

24% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 250

Holders
591
Holders Change
+43
Holders Change %
+7.85%
% of All Funds
13.4%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.52%
New
89
Increased
191
Reduced
250
Closed
41
Calls
$26.3M
Puts
$13.7M
Net Calls
+$12.6M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.2B -$21.7M -554,279 -1%
BlackRock
2
BlackRock
New York
$1.89B -$13.7M -349,757 -0.8%
State Street
3
State Street
Massachusetts
$1.12B -$21.4M -546,492 -2%
Invesco
4
Invesco
Georgia
$971M -$16.4M -420,466 -2%
Franklin Resources
5
Franklin Resources
California
$931M -$16.6M -423,694 -2%
JP Morgan Chase
6
JP Morgan Chase
New York
$761M +$33.6M +858,385 +5%
Goldman Sachs
7
Goldman Sachs
New York
$447M -$31.1M -794,171 -7%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$398M -$78.1M -1,996,852 -17%
Lazard Asset Management
9
Lazard Asset Management
New York
$377M +$208M +5,323,456 +145%
Artisan Partners
10
Artisan Partners
Wisconsin
$354M -$28.5M -729,732 -8%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$288M -$35.3M -902,598 -12%
Citadel Advisors
12
Citadel Advisors
Florida
$287M -$120M -3,070,442 -31%
Victory Capital Management
13
Victory Capital Management
Texas
$286M -$5.15M -131,816 -2%
TCIM
14
TIAA CREF Investment Management
New York
$272M +$4.24M +108,354 +2%
Northern Trust
15
Northern Trust
Illinois
$241M -$2.57M -65,833 -1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$232M +$465K +11,889 +0.2%
Norges Bank
17
Norges Bank
Norway
$230M
AL
18
AJO LP
Pennsylvania
$223M -$7.6M -194,266 -4%
Ameriprise
19
Ameriprise
Minnesota
$210M +$72.5M +1,852,644 +59%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$197M -$114M -2,916,095 -38%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$196M -$46.6M -1,191,448 -20%
Allianz Asset Management
22
Allianz Asset Management
Germany
$194M +$107M +2,725,722 +143%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$180M -$78.9M -2,016,689 -32%
Bank of America
24
Bank of America
North Carolina
$168M -$400M -10,219,569 -72%
TA
25
Teachers Advisors
New York
$158M +$9.11M +232,942 +7%

CFG Hedge Fund Activity: Q4 2017 in Review

591 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2017, worth a combined $19.9B — up 7.3% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new CFG positions and 41 closed out — a net gain of 48 holders — while 191 added to existing stakes and 250 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $208M. The largest seller was Bank of America, cutting an estimated $400M.

  • 591 institutional investors held Citizens Financial Group (CFG) as of Q4 2017, up from 548 in Q3 2017.
  • Funds reported $19.9B of Citizens Financial Group stock for Q4 2017, up 7.3% quarter-over-quarter.
  • 89 funds opened new Citizens Financial Group positions in Q4 2017 and 41 closed out, a net change of +48 holders.
  • The largest Citizens Financial Group buyer in Q4 2017 was Lazard Asset Management, an estimated $208M added.
  • The largest Citizens Financial Group seller in Q4 2017 was Bank of America, an estimated $400M sold.

Based on aggregated 13F filings for Q4 2017.