We are live on ! Find out more
CFG icon

Citizens Financial Group

632 hedge funds and large institutions have $19.7B invested in Citizens Financial Group in 2018 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 208 increasing their positions, 263 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 51

71% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $21.4M

7% more funds holding

Funds holding: 591632 (+41)

0.21% less ownership

Funds ownership: 96.38%96.17% (-0.21%)

1% less capital invested

Capital invested by funds: $19.9B → $19.7B (-$220M)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

21% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 263

Holders
632
Holders Change
+41
Holders Change %
+6.94%
% of All Funds
14.48%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.48%
New
98
Increased
208
Reduced
263
Closed
51
Calls
$36.6M
Puts
$21.4M
Net Calls
+$15.3M
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.19B -$15M -333,285 -0.6%
BlackRock
2
BlackRock
New York
$1.77B -$128M -2,840,125 -6%
State Street
3
State Street
Massachusetts
$1.08B -$44.1M -982,304 -4%
Invesco
4
Invesco
Georgia
$921M -$53.6M -1,193,835 -5%
Franklin Resources
5
Franklin Resources
California
$917M -$14.7M -326,548 -1%
JP Morgan Chase
6
JP Morgan Chase
New York
$552M -$223M -4,972,019 -27%
Goldman Sachs
7
Goldman Sachs
New York
$497M +$53.4M +1,189,284 +11%
Lazard Asset Management
8
Lazard Asset Management
New York
$401M +$25.4M +565,661 +6%
Citadel Advisors
9
Citadel Advisors
Florida
$333M +$49M +1,091,740 +16%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$320M -$82.7M -1,841,738 -19%
TCIM
11
TIAA CREF Investment Management
New York
$285M +$14.3M +318,409 +5%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$278M -$10M -223,483 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$240M +$9.25M +206,078 +4%
Norges Bank
14
Norges Bank
Norway
$240M +$10.5M +233,200 +4%
Northern Trust
15
Northern Trust
Illinois
$237M -$5.25M -116,981 -2%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$225M +$146M +3,245,958 +154%
Victory Capital Management
17
Victory Capital Management
Texas
$223M -$67.9M -1,511,928 -22%
Ameriprise
18
Ameriprise
Minnesota
$222M +$13.1M +292,424 +6%
Allianz Asset Management
19
Allianz Asset Management
Germany
$210M +$17.2M +382,249 +8%
LSV Asset Management
20
LSV Asset Management
Illinois
$208M +$68.8M +1,531,800 +45%
AL
21
AJO LP
Pennsylvania
$204M -$20.6M -457,871 -9%
PC
22
PointState Capital
New York
$174M +$94.5M +2,105,951 +103%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$170M +$32.4M +722,576 +22%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$168M -$13.3M -297,160 -7%
PAM
25
Panagora Asset Management
Massachusetts
$164M +$64.6M +1,438,512 +58%

CFG Hedge Fund Activity: Q1 2018 in Review

632 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2018, worth a combined $19.7B — down 1.1% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new CFG positions and 51 closed out — a net gain of 47 holders — while 208 added to existing stakes and 263 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $146M. The largest seller was Artisan Partners, cutting an estimated $257M.

  • 632 institutional investors held Citizens Financial Group (CFG) as of Q1 2018, up from 591 in Q4 2017.
  • Funds reported $19.7B of Citizens Financial Group stock for Q1 2018, down 1.1% quarter-over-quarter.
  • 98 funds opened new Citizens Financial Group positions in Q1 2018 and 51 closed out, a net change of +47 holders.
  • The largest Citizens Financial Group buyer in Q1 2018 was Wellington Management Group, an estimated $146M added.
  • The largest Citizens Financial Group seller in Q1 2018 was Artisan Partners, an estimated $257M sold.

Based on aggregated 13F filings for Q1 2018.