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Citizens Financial Group

683 hedge funds and large institutions have $17.5B invested in Citizens Financial Group in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 234 increasing their positions, 241 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 44

95% more call options, than puts

Call options by funds: $111M | Put options by funds: $57.1M

21% more capital invested

Capital invested by funds: $14.4B → $17.5B (+$3.09B)

12% more funds holding

Funds holding: 610683 (+73)

0.24% more ownership

Funds ownership: 93.18%93.42% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

3% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 241

Holders
683
Holders Change
+73
Holders Change %
+11.97%
% of All Funds
11.99%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
123
Increased
234
Reduced
241
Closed
44
Calls
$111M
Puts
$57.1M
Net Calls
+$54.4M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.15B -$9.52M -228,861 -0.5%
BlackRock
2
BlackRock
New York
$1.74B -$47.3M -1,135,697 -3%
State Street
3
State Street
Massachusetts
$1.07B +$25M +601,060 +3%
Capital International Investors
4
Capital International Investors
California
$893M -$518M -12,436,459 -38%
Invesco
5
Invesco
Georgia
$878M -$66.3M -1,593,674 -7%
JP Morgan Chase
6
JP Morgan Chase
New York
$602M -$17.8M -427,195 -3%
Morgan Stanley
7
Morgan Stanley
New York
$547M +$126M +3,038,621 +32%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$488M +$430M +10,334,260 +1,425%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$419M -$223M -5,346,400 -36%
LSV Asset Management
10
LSV Asset Management
Illinois
$368M -$25.6M -614,724 -7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$361M +$29.8M +716,986 +10%
Ameriprise
12
Ameriprise
Minnesota
$295M -$51.9M -1,247,518 -16%
AAMU
13
Amundi Asset Management US
Massachusetts
$241M +$177M +4,261,604 +358%
Northern Trust
14
Northern Trust
Illinois
$226M -$5.7M -137,055 -3%
N
15
Nuveen
North Carolina
$214M -$33.5M -805,096 -14%
Norges Bank
16
Norges Bank
Norway
$204M -$1.24M -29,863 -0.6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$202M +$99.3M +2,385,667 +109%
Bank of America
18
Bank of America
North Carolina
$184M +$16.9M +405,569 +11%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$169M +$28.7M +690,742 +22%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$161M +$9.29M +223,325 +7%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$155M -$5.33M -128,179 -4%
PPA
22
Parametric Portfolio Associates
Washington
$145M -$4.42M -106,142 -3%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$137M -$28.8M -691,459 -18%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$136M +$6.85M +164,500 +6%
UBS AM
25
UBS AM
Illinois
$135M +$21.6M +519,956 +19%

CFG Hedge Fund Activity: Q1 2021 in Review

683 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2021, worth a combined $17.5B — up 21% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new CFG positions and 44 closed out — a net gain of 79 holders — while 234 added to existing stakes and 241 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $430M. The largest seller was Capital International Investors, cutting an estimated $518M.

  • 683 institutional investors held Citizens Financial Group (CFG) as of Q1 2021, up from 610 in Q4 2020.
  • Funds reported $17.5B of Citizens Financial Group stock for Q1 2021, up 21% quarter-over-quarter.
  • 123 funds opened new Citizens Financial Group positions in Q1 2021 and 44 closed out, a net change of +79 holders.
  • The largest Citizens Financial Group buyer in Q1 2021 was T. Rowe Price Associates, an estimated $430M added.
  • The largest Citizens Financial Group seller in Q1 2021 was Capital International Investors, an estimated $518M sold.

Based on aggregated 13F filings for Q1 2021.