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Citizens Financial Group

686 hedge funds and large institutions have $16.8B invested in Citizens Financial Group in 2019 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 211 increasing their positions, 292 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 49

13% more capital invested

Capital invested by funds: $14.9B → $16.8B (+$1.91B)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

5% more funds holding

Funds holding: 651686 (+35)

0.75% more ownership

Funds ownership: 94.45%95.2% (+0.75%)

3% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $25.6M

28% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 292

Holders
686
Holders Change
+35
Holders Change %
+5.38%
% of All Funds
13.52%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.37%
New
97
Increased
211
Reduced
292
Closed
49
Calls
$24.7M
Puts
$25.6M
Net Calls
-$838K
Net Calls Change
+$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.12B -$1.37M -36,504 -0.1%
BlackRock
2
BlackRock
New York
$1.64B -$52.8M -1,410,923 -3%
State Street
3
State Street
Massachusetts
$882M -$15.7M -419,552 -2%
Invesco
4
Invesco
Georgia
$808M -$115K -3,084 -0%
Franklin Resources
5
Franklin Resources
California
$603M -$23.8M -634,690 -4%
JP Morgan Chase
6
JP Morgan Chase
New York
$566M -$40.1M -1,070,378 -7%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$500M +$4.01M +107,252 +0.9%
LSV Asset Management
8
LSV Asset Management
Illinois
$379M -$3.02M -80,568 -0.9%
Goldman Sachs
9
Goldman Sachs
New York
$335M -$17M -452,993 -5%
N
10
Nuveen
North Carolina
$335M -$11.4M -303,542 -4%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$304M +$2.54M +67,786 +0.9%
Citadel Advisors
12
Citadel Advisors
Florida
$286M +$86.7M +2,315,020 +49%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$285M +$237K +6,326 +0.1%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$228M -$11.6M -309,200 -5%
Northern Trust
15
Northern Trust
Illinois
$206M -$2.1M -56,007 -1%
Norges Bank
16
Norges Bank
Norway
$200M -$36.9M -984,610 -17%
AQR Capital Management
17
AQR Capital Management
Connecticut
$196M +$50.7M +1,353,217 +39%
Ameriprise
18
Ameriprise
Minnesota
$178M +$34.2M +913,890 +26%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$164M -$8.86M -236,726 -6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$153M +$11.3M +301,804 +9%
Morgan Stanley
21
Morgan Stanley
New York
$153M +$66.7M +1,781,130 +89%
EC
22
Eminence Capital
New York
$149M -$7.14M -190,673 -5%
Bank of America
23
Bank of America
North Carolina
$143M +$1.46M +39,120 +1%
AL
24
AJO LP
Pennsylvania
$137M -$21.7M -578,621 -15%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$128M -$67K -1,789 -0.1%

CFG Hedge Fund Activity: Q4 2019 in Review

686 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2019, worth a combined $16.8B — up 13% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new CFG positions and 49 closed out — a net gain of 48 holders — while 211 added to existing stakes and 292 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $86.7M. The largest seller was Millennium Management, cutting an estimated $69.6M.

  • 686 institutional investors held Citizens Financial Group (CFG) as of Q4 2019, up from 651 in Q3 2019.
  • Funds reported $16.8B of Citizens Financial Group stock for Q4 2019, up 13% quarter-over-quarter.
  • 97 funds opened new Citizens Financial Group positions in Q4 2019 and 49 closed out, a net change of +48 holders.
  • The largest Citizens Financial Group buyer in Q4 2019 was Citadel Advisors, an estimated $86.7M added.
  • The largest Citizens Financial Group seller in Q4 2019 was Millennium Management, an estimated $69.6M sold.

Based on aggregated 13F filings for Q4 2019.