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Citizens Financial Group

771 hedge funds and large institutions have $17.1B invested in Citizens Financial Group in 2022 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 282 increasing their positions, 268 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 59

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

32% more call options, than puts

Call options by funds: $110M | Put options by funds: $83.2M

14% more capital invested

Capital invested by funds: $15.1B → $17.1B (+$2.05B)

5% more funds holding

Funds holding: 732771 (+39)

5% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 268

0.47% more ownership

Funds ownership: 88.83%89.3% (+0.47%)

Holders
771
Holders Change
+39
Holders Change %
+5.33%
% of All Funds
12.39%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
115
Increased
282
Reduced
268
Closed
59
Calls
$110M
Puts
$83.2M
Net Calls
+$26.9M
Net Calls Change
+$4.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.29B +$15.9M +408,044 +0.7%
BlackRock
2
BlackRock
New York
$2.17B +$298M +7,620,545 +16%
State Street
3
State Street
Massachusetts
$997M -$29.5M -754,253 -3%
Capital International Investors
4
Capital International Investors
California
$890M -$49.6M -1,270,320 -5%
Morgan Stanley
5
Morgan Stanley
New York
$720M +$109M +2,785,751 +18%
Invesco
6
Invesco
Georgia
$702M +$8.59M +219,969 +1%
Amundi
7
Amundi
France
$606M +$35.9M +918,694 +7%
JP Morgan Chase
8
JP Morgan Chase
New York
$497M -$7.26M -185,820 -1%
Charles Schwab
9
Charles Schwab
California
$425M -$4.89M -125,157 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$396M +$2.25M +57,749 +0.6%
Capital World Investors
11
Capital World Investors
California
$342M -$86.6M -2,217,250 -20%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$338M -$18.6M -475,491 -5%
LSV Asset Management
13
LSV Asset Management
Illinois
$284M -$30M -768,682 -10%
First Trust Advisors
14
First Trust Advisors
Illinois
$230M -$3.06M -78,479 -1%
Bank of America
15
Bank of America
North Carolina
$228M +$27.7M +710,079 +14%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$227M +$11.1M +285,230 +5%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$216M -$3.28M -83,877 -2%
Northern Trust
18
Northern Trust
Illinois
$215M +$372K +9,533 +0.2%
Norges Bank
19
Norges Bank
Norway
$193M +$10.5M +269,943 +6%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$184M +$6.37M +163,245 +4%
Ameriprise
21
Ameriprise
Minnesota
$162M +$42.1M +1,077,013 +35%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$158M +$5.24M +134,247 +3%
N
23
Nuveen
North Carolina
$154M -$6.44M -164,978 -4%
Legal & General Group
24
Legal & General Group
United Kingdom
$145M -$2.36M -60,546 -2%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$138M +$482K +12,348 +0.4%

CFG Hedge Fund Activity: Q4 2022 in Review

771 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2022, worth a combined $17.1B — up 14% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new CFG positions and 59 closed out — a net gain of 56 holders — while 282 added to existing stakes and 268 trimmed.

The largest buyer was BlackRock, adding an estimated $298M. The largest seller was Capital World Investors, cutting an estimated $86.6M.

  • 771 institutional investors held Citizens Financial Group (CFG) as of Q4 2022, up from 732 in Q3 2022.
  • Funds reported $17.1B of Citizens Financial Group stock for Q4 2022, up 14% quarter-over-quarter.
  • 115 funds opened new Citizens Financial Group positions in Q4 2022 and 59 closed out, a net change of +56 holders.
  • The largest Citizens Financial Group buyer in Q4 2022 was BlackRock, an estimated $298M added.
  • The largest Citizens Financial Group seller in Q4 2022 was Capital World Investors, an estimated $86.6M sold.

Based on aggregated 13F filings for Q4 2022.