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Citizens Financial Group

610 hedge funds and large institutions have $14.4B invested in Citizens Financial Group in 2020 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 204 increasing their positions, 228 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 48

63% more call options, than puts

Call options by funds: $61.1M | Put options by funds: $37.5M

42% more capital invested

Capital invested by funds: $10.1B → $14.4B (+$4.3B)

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

11% more funds holding

Funds holding: 552610 (+58)

0.84% less ownership

Funds ownership: 94.02%93.18% (-0.84%)

11% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 228

Holders
610
Holders Change
+58
Holders Change %
+10.51%
% of All Funds
10.79%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
112
Increased
204
Reduced
228
Closed
48
Calls
$61.1M
Puts
$37.5M
Net Calls
+$23.6M
Net Calls Change
+$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.75B -$18.6M -591,902 -1%
BlackRock
2
BlackRock
New York
$1.45B -$71.7M -2,284,637 -5%
Capital International Investors
3
Capital International Investors
California
$1.17B +$268M +8,540,732 +35%
State Street
4
State Street
Massachusetts
$843M +$22.5M +717,027 +3%
Invesco
5
Invesco
Georgia
$768M +$2.05M +65,294 +0.3%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$530M -$4.88M -155,400 -1%
JP Morgan Chase
7
JP Morgan Chase
New York
$502M -$95.1M -3,030,866 -18%
Morgan Stanley
8
Morgan Stanley
New York
$335M +$40.6M +1,292,344 +16%
LSV Asset Management
9
LSV Asset Management
Illinois
$320M -$14.3M -457,287 -5%
Ameriprise
10
Ameriprise
Minnesota
$283M -$98M -3,121,978 -28%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$267M -$3.41M -108,734 -1%
KBC Group
12
KBC Group
Belgium
$220M +$26.4M +841,138 +301%
N
13
Nuveen
North Carolina
$202M +$12.5M +397,463 +8%
Northern Trust
14
Northern Trust
Illinois
$188M +$1.15M +36,720 +0.7%
Norges Bank
15
Norges Bank
Norway
$166M +$610K +19,424 +0.4%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$150M -$16.3M -518,319 -12%
Bank of America
17
Bank of America
North Carolina
$135M -$17.4M -555,336 -13%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$130M +$2.78M +88,685 +2%
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$122M +$442K +14,087 +0.4%
PPA
20
Parametric Portfolio Associates
Washington
$121M -$2.76M -87,946 -3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$112M -$4.39M -139,913 -4%
Legal & General Group
22
Legal & General Group
United Kingdom
$107M -$818K -26,082 -0.9%
Lazard Asset Management
23
Lazard Asset Management
New York
$105M -$16.9M -538,207 -15%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$104M +$33M +1,052,330 +57%
UBS AM
25
UBS AM
Illinois
$97.5M +$36.7M +1,170,998 +75%

CFG Hedge Fund Activity: Q4 2020 in Review

610 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2020, worth a combined $14.4B — up 42% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new CFG positions and 48 closed out — a net gain of 64 holders — while 204 added to existing stakes and 228 trimmed.

The largest buyer was Capital International Investors, adding an estimated $268M. The largest seller was Ameriprise, cutting an estimated $98M.

  • 610 institutional investors held Citizens Financial Group (CFG) as of Q4 2020, up from 552 in Q3 2020.
  • Funds reported $14.4B of Citizens Financial Group stock for Q4 2020, up 42% quarter-over-quarter.
  • 112 funds opened new Citizens Financial Group positions in Q4 2020 and 48 closed out, a net change of +64 holders.
  • The largest Citizens Financial Group buyer in Q4 2020 was Capital International Investors, an estimated $268M added.
  • The largest Citizens Financial Group seller in Q4 2020 was Ameriprise, an estimated $98M sold.

Based on aggregated 13F filings for Q4 2020.