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Citizens Financial Group

748 hedge funds and large institutions have $15.6B invested in Citizens Financial Group in 2022 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 345 increasing their positions, 217 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 217

10% more call options, than puts

Call options by funds: $80.9M | Put options by funds: $73.6M

3% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 98

1% less funds holding

Funds holding: 759748 (-11)

8.14% less ownership

Funds ownership: 96.29%88.16% (-8.1%)

15% less capital invested

Capital invested by funds: $18.4B → $15.6B (-$2.76B)

56% less funds holding in top 10

Funds holding in top 10: 94 (-5)

Holders
748
Holders Change
-11
Holders Change %
-1.45%
% of All Funds
12.6%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.07%
New
101
Increased
345
Reduced
217
Closed
98
Calls
$80.9M
Puts
$73.6M
Net Calls
+$7.24M
Net Calls Change
+$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.04B +$333M +8,428,185 +17%
BlackRock
2
BlackRock
New York
$1.66B +$230M +5,815,603 +14%
Capital International Investors
3
Capital International Investors
California
$1.13B +$135M +3,408,253 +12%
State Street
4
State Street
Massachusetts
$887M +$43.3M +1,095,695 +5%
Invesco
5
Invesco
Georgia
$631M +$22.2M +562,313 +3%
Capital World Investors
6
Capital World Investors
California
$610M -$74.9M -1,897,096 -10%
Morgan Stanley
7
Morgan Stanley
New York
$529M +$70.7M +1,789,590 +14%
JP Morgan Chase
8
JP Morgan Chase
New York
$466M +$20.6M +521,529 +4%
Charles Schwab
9
Charles Schwab
California
$418M +$20.1M +509,157 +5%
Amundi
10
Amundi
France
$355M +$61.6M +1,558,994 +18%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$346M +$54.6M +1,383,375 +17%
LSV Asset Management
12
LSV Asset Management
Illinois
$300M +$3.78M +95,624 +1%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$261M +$14.9M +378,048 +5%
First Trust Advisors
14
First Trust Advisors
Illinois
$215M +$10.4M +263,380 +5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$210M -$68M -1,722,801 -23%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$201M +$14.3M +362,047 +7%
Northern Trust
17
Northern Trust
Illinois
$195M +$26.1M +660,476 +14%
Bank of America
18
Bank of America
North Carolina
$169M +$27.4M +693,512 +17%
Norges Bank
19
Norges Bank
Norway
$159M -$7.56M -191,478 -4%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$154M +$33.2M +841,905 +24%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$149M +$165M +4,177,123 New
Legal & General Group
22
Legal & General Group
United Kingdom
$141M +$10.5M +265,829 +7%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$141M +$31.1M +787,303 +25%
N
24
Nuveen
North Carolina
$139M +$16.7M +423,015 +12%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$131M -$919K -23,273 -0.6%

CFG Hedge Fund Activity: Q2 2022 in Review

748 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2022, worth a combined $15.6B — down 15% from $18.4B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new CFG positions and 98 closed out — a net gain of 3 holders — while 345 added to existing stakes and 217 trimmed.

The largest buyer was Vanguard Group, adding an estimated $333M. The largest seller was Marshall Wace, cutting an estimated $116M.

  • 748 institutional investors held Citizens Financial Group (CFG) as of Q2 2022, down from 759 in Q1 2022.
  • Funds reported $15.6B of Citizens Financial Group stock for Q2 2022, down 15% quarter-over-quarter.
  • 101 funds opened new Citizens Financial Group positions in Q2 2022 and 98 closed out, a net change of +3 holders.
  • The largest Citizens Financial Group buyer in Q2 2022 was Vanguard Group, an estimated $333M added.
  • The largest Citizens Financial Group seller in Q2 2022 was Marshall Wace, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2022.