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Citizens Financial Group

569 hedge funds and large institutions have $10.1B invested in Citizens Financial Group in 2020 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 191 increasing their positions, 238 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

32% more capital invested

Capital invested by funds: $7.64B → $10.1B (+$2.47B)

14% more call options, than puts

Call options by funds: $37.2M | Put options by funds: $32.6M

0.75% less ownership

Funds ownership: 94.88%94.12% (-0.75%)

2% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 88

2% less funds holding

Funds holding: 579569 (-10)

20% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 238

Holders
569
Holders Change
-10
Holders Change %
-1.73%
% of All Funds
11.67%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.27%
New
86
Increased
191
Reduced
238
Closed
88
Calls
$37.2M
Puts
$32.6M
Net Calls
+$4.52M
Net Calls Change
+$6.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.29B -$58.5M -2,576,220 -5%
BlackRock
2
BlackRock
New York
$1.12B +$100M +4,419,429 +11%
Invesco
3
Invesco
Georgia
$586M +$28.5M +1,258,094 +6%
State Street
4
State Street
Massachusetts
$533M +$240K +10,589 +0.1%
JP Morgan Chase
5
JP Morgan Chase
New York
$415M +$24.5M +1,079,980 +7%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$402M +$15.4M +680,486 +4%
LSV Asset Management
7
LSV Asset Management
Illinois
$240M +$6.42M +282,730 +3%
Ameriprise
8
Ameriprise
Minnesota
$189M +$50.7M +2,235,189 +43%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$177M -$397K -17,499 -0.2%
Norges Bank
10
Norges Bank
Norway
$161M +$41M +1,805,140 +40%
Morgan Stanley
11
Morgan Stanley
New York
$154M +$96.2M +4,238,700 +225%
N
12
Nuveen
North Carolina
$148M +$25.5M +1,122,518 +24%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$133M -$14.4M -633,047 -11%
Northern Trust
14
Northern Trust
Illinois
$132M +$3.15M +138,609 +3%
Nordea Investment Management
15
Nordea Investment Management
Sweden
$131M +$72M +3,172,336 +148%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$125M +$55.9M +2,464,823 +100%
Goldman Sachs
17
Goldman Sachs
New York
$116M -$30.8M -1,356,799 -23%
EC
18
Eminence Capital
New York
$114M -$5.32M -234,359 -5%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$106M -$14.4M -636,556 -12%
Citadel Advisors
20
Citadel Advisors
Florida
$88.4M -$79M -3,482,248 -50%
PPA
21
Parametric Portfolio Associates
Washington
$87.8M +$25.6M +1,126,741 +48%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$85.8M +$111K +4,905 +0.1%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$83.5M -$7.34M -323,427 -9%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$80.9M -$9.79M -431,418 -12%
Adage Capital Partners
25
Adage Capital Partners
Massachusetts
$80.7M -$36.7M -1,617,035 -34%

CFG Hedge Fund Activity: Q2 2020 in Review

569 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2020, worth a combined $10.1B — up 32% from $7.64B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of CFG and 86 opened new positions — a net loss of 2 holders — while 238 trimmed existing stakes and 191 added.

The largest buyer was BlackRock, adding an estimated $100M. The largest seller was Franklin Resources, cutting an estimated $268M.

  • 569 institutional investors held Citizens Financial Group (CFG) as of Q2 2020, down from 579 in Q1 2020.
  • Funds reported $10.1B of Citizens Financial Group stock for Q2 2020, up 32% quarter-over-quarter.
  • 86 funds opened new Citizens Financial Group positions in Q2 2020 and 88 closed out, a net change of -2 holders.
  • The largest Citizens Financial Group buyer in Q2 2020 was BlackRock, an estimated $100M added.
  • The largest Citizens Financial Group seller in Q2 2020 was Franklin Resources, an estimated $268M sold.

Based on aggregated 13F filings for Q2 2020.