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Citizens Financial Group

651 hedge funds and large institutions have $14.9B invested in Citizens Financial Group in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 210 increasing their positions, 300 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 59

0% more funds holding

Funds holding: 651651 (0)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

4% less capital invested

Capital invested by funds: $15.5B → $14.9B (-$561M)

1.31% less ownership

Funds ownership: 95.76%94.45% (-1.3%)

21% less call options, than puts

Call options by funds: $28.8M | Put options by funds: $36.3M

30% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 300

Holders
651
Holders Change
Holders Change %
0%
% of All Funds
14.28%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
60
Increased
210
Reduced
300
Closed
59
Calls
$28.8M
Puts
$36.3M
Net Calls
-$7.49M
Net Calls Change
-$5.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.85B +$33.5M +959,679 +2%
BlackRock
2
BlackRock
New York
$1.48B -$60.2M -1,724,428 -4%
State Street
3
State Street
Massachusetts
$783M -$27.2M -780,864 -3%
Invesco
4
Invesco
Georgia
$704M -$60.5M -1,733,592 -8%
Franklin Resources
5
Franklin Resources
California
$548M -$172M -4,938,766 -24%
JP Morgan Chase
6
JP Morgan Chase
New York
$531M -$15.3M -439,216 -3%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$432M -$15.3M -439,020 -3%
LSV Asset Management
8
LSV Asset Management
Illinois
$333M +$4.98M +142,661 +2%
Goldman Sachs
9
Goldman Sachs
New York
$308M +$53.3M +1,526,105 +21%
N
10
Nuveen
North Carolina
$302M +$3.14M +89,974 +1%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$263M +$77.7M +2,227,477 +43%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$248M +$9.86M +282,438 +4%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$210M -$59.4M -1,701,377 -22%
Norges Bank
14
Norges Bank
Norway
$209M +$12.5M +358,203 +6%
Northern Trust
15
Northern Trust
Illinois
$181M -$11.7M -335,685 -6%
Millennium Management
16
Millennium Management
New York
$170M +$113M +3,247,108 +209%
Citadel Advisors
17
Citadel Advisors
Florida
$167M -$23.4M -669,590 -12%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$151M -$10.9M -313,329 -7%
AL
19
AJO LP
Pennsylvania
$140M -$33.5M -961,372 -20%
EC
20
Eminence Capital
New York
$137M +$48.6M +1,392,361 +56%
Bank of America
21
Bank of America
North Carolina
$123M -$9.14M -261,878 -7%
Ameriprise
22
Ameriprise
Minnesota
$123M +$27.8M +796,289 +30%
AQR Capital Management
23
AQR Capital Management
Connecticut
$123M +$72.3M +2,070,479 +148%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$123M -$985K -28,221 -0.8%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$112M +$34.5K +990 +0%

CFG Hedge Fund Activity: Q3 2019 in Review

651 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2019, worth a combined $14.9B — down 3.6% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new CFG positions and 59 closed out — a net gain of 1 holder — while 210 added to existing stakes and 300 trimmed.

The largest buyer was Millennium Management, adding an estimated $113M. The largest seller was Lazard Asset Management, cutting an estimated $187M.

  • 651 institutional investors held Citizens Financial Group (CFG) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $14.9B of Citizens Financial Group stock for Q3 2019, down 3.6% quarter-over-quarter.
  • 60 funds opened new Citizens Financial Group positions in Q3 2019 and 59 closed out, a net change of +1 holder.
  • The largest Citizens Financial Group buyer in Q3 2019 was Millennium Management, an estimated $113M added.
  • The largest Citizens Financial Group seller in Q3 2019 was Lazard Asset Management, an estimated $187M sold.

Based on aggregated 13F filings for Q3 2019.