Citizens Financial Group
580 hedge funds and large institutions have $7.65B invested in Citizens Financial Group in 2020 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 223 increasing their positions, 228 reducing their positions, and 163 closing their positions.
0.43% less ownership
Funds ownership: 95.19% → 94.76% (-0.43%)
2% less repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 228
10% less call options, than puts
Call options by funds: $15.9M | Put options by funds: $17.7M
16% less funds holding
Funds holding: 687 → 580 (-107)
54% less capital invested
Capital invested by funds: $16.8B → $7.65B (-$9.16B)
61% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 163
63% less funds holding in top 10
Funds holding in top 10: 19 → 7 (-12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
+$110M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$95.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$67.2M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$50.1M |
| 5 |
JP Morgan Chase
New York
|
+$46.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
-$115M |
| 2 |
Millennium Management
New York
|
-$93.7M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$76.8M |
| 4 |
Goldman Sachs
New York
|
-$75.4M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$61.9M |
CFG Hedge Fund Activity: Q1 2020 in Review
580 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2020, worth a combined $7.65B — down 54% from $16.8B a quarter earlier.
Sellers outnumbered buyers: 163 funds closed out of CFG and 64 opened new positions — a net loss of 99 holders — while 228 trimmed existing stakes and 223 added.
The largest buyer was Adage Capital Partners, adding an estimated $110M. The largest seller was Nuveen, cutting an estimated $115M.
- 580 institutional investors held Citizens Financial Group (CFG) as of Q1 2020, down from 687 in Q4 2019.
- Funds reported $7.65B of Citizens Financial Group stock for Q1 2020, down 54% quarter-over-quarter.
- 64 funds opened new Citizens Financial Group positions in Q1 2020 and 163 closed out, a net change of -99 holders.
- The largest Citizens Financial Group buyer in Q1 2020 was Adage Capital Partners, an estimated $110M added.
- The largest Citizens Financial Group seller in Q1 2020 was Nuveen, an estimated $115M sold.
Based on aggregated 13F filings for Q1 2020.