Citizens Financial Group
632 hedge funds and large institutions have $13.4B invested in Citizens Financial Group in 2018 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 228 increasing their positions, 249 reducing their positions, and 89 closing their positions.
11% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 89
1% more funds holding
Funds holding: 627 → 632 (+5)
0.57% more ownership
Funds ownership: 95.82% → 96.39% (+0.57%)
8% less repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 249
23% less funds holding in top 10
Funds holding in top 10: 22 → 17 (-5)
24% less capital invested
Capital invested by funds: $17.6B → $13.4B (-$4.18B)
34% less call options, than puts
Call options by funds: $17.3M | Put options by funds: $26.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$214M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$119M |
| 3 |
Millennium Management
New York
|
+$78.4M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$56.6M |
| 5 |
Renaissance Technologies
New York
|
+$50.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$113M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$94.2M |
| 3 |
EC
EJF Capital
Arlington,
Virginia
|
-$65M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$63M |
| 5 |
D.E. Shaw & Co
New York
|
-$62.4M |
CFG Hedge Fund Activity: Q4 2018 in Review
632 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2018, worth a combined $13.4B — down 24% from $17.6B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new CFG positions and 89 closed out — a net gain of 10 holders — while 228 added to existing stakes and 249 trimmed.
The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $214M. The largest seller was Lazard Asset Management, cutting an estimated $113M.
- 632 institutional investors held Citizens Financial Group (CFG) as of Q4 2018, up from 627 in Q3 2018.
- Funds reported $13.4B of Citizens Financial Group stock for Q4 2018, down 24% quarter-over-quarter.
- 99 funds opened new Citizens Financial Group positions in Q4 2018 and 89 closed out, a net change of +10 holders.
- The largest Citizens Financial Group buyer in Q4 2018 was Hotchkis & Wiley Capital Management, an estimated $214M added.
- The largest Citizens Financial Group seller in Q4 2018 was Lazard Asset Management, an estimated $113M sold.
Based on aggregated 13F filings for Q4 2018.