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Citizens Financial Group

748 hedge funds and large institutions have $18.8B invested in Citizens Financial Group in 2021 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 256 increasing their positions, 265 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 55

7% more funds holding

Funds holding: 701748 (+47)

0% less capital invested

Capital invested by funds: $18.9B → $18.8B (-$68.3M)

0.53% less ownership

Funds ownership: 94.42%93.89% (-0.53%)

3% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 265

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

26% less call options, than puts

Call options by funds: $112M | Put options by funds: $152M

Holders
748
Holders Change
+47
Holders Change %
+6.7%
% of All Funds
11.51%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
114
Increased
256
Reduced
265
Closed
55
Calls
$112M
Puts
$152M
Net Calls
-$39.9M
Net Calls Change
-$28.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.32B -$31M -644,108 -1%
BlackRock
2
BlackRock
New York
$1.91B -$76.5M -1,587,192 -4%
Capital International Investors
3
Capital International Investors
California
$1.37B +$289M +6,009,500 +26%
State Street
4
State Street
Massachusetts
$1.14B -$958K -19,881 -0.1%
Invesco
5
Invesco
Georgia
$851M -$65.7M -1,363,838 -7%
JP Morgan Chase
6
JP Morgan Chase
New York
$621M -$14.1M -292,358 -2%
Morgan Stanley
7
Morgan Stanley
New York
$546M -$7.52M -156,176 -1%
Charles Schwab
8
Charles Schwab
California
$526M +$3.34M +69,440 +0.6%
Capital World Investors
9
Capital World Investors
California
$510M +$520M +10,798,651 New
Amundi
10
Amundi
France
$495M +$84.7M +1,757,789 +25%
LSV Asset Management
11
LSV Asset Management
Illinois
$411M -$12.4M -258,200 -3%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$394M -$56.1M -1,165,385 -12%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$392M -$14.8M -308,038 -4%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$341M +$34.5M +716,674 +11%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$248M -$104M -2,150,955 -29%
Northern Trust
16
Northern Trust
Illinois
$231M -$3.85M -79,883 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$230M -$35.6M -739,642 -13%
Norges Bank
18
Norges Bank
Norway
$229M -$3.48M -72,330 -1%
Goldman Sachs
19
Goldman Sachs
New York
$229M -$151M -3,135,518 -39%
Bank of America
20
Bank of America
North Carolina
$201M -$3.65M -75,798 -2%
Marshall Wace
21
Marshall Wace
United Kingdom
$183M +$177M +3,666,412 +1,722%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$176M +$49.7M +1,031,132 +38%
Legal & General Group
23
Legal & General Group
United Kingdom
$167M -$8.37M -173,708 -5%
PPA
24
Parametric Portfolio Associates
Washington
$166M +$5.16M +107,207 +3%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$163M -$289K -6,003 -0.2%

CFG Hedge Fund Activity: Q4 2021 in Review

748 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2021, worth a combined $18.8B — down 0.36% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new CFG positions and 55 closed out — a net gain of 59 holders — while 256 added to existing stakes and 265 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $520M. The largest seller was Goldman Sachs, cutting an estimated $151M.

  • 748 institutional investors held Citizens Financial Group (CFG) as of Q4 2021, up from 701 in Q3 2021.
  • Funds reported $18.8B of Citizens Financial Group stock for Q4 2021, down 0.36% quarter-over-quarter.
  • 114 funds opened new Citizens Financial Group positions in Q4 2021 and 55 closed out, a net change of +59 holders.
  • The largest Citizens Financial Group buyer in Q4 2021 was Capital World Investors, an estimated $520M added.
  • The largest Citizens Financial Group seller in Q4 2021 was Goldman Sachs, an estimated $151M sold.

Based on aggregated 13F filings for Q4 2021.