Citizens Financial Group
691 hedge funds and large institutions have $11.6B invested in Citizens Financial Group in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 228 increasing their positions, 288 reducing their positions, and 127 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
10% more call options, than puts
Call options by funds: $116M | Put options by funds: $105M
0.08% less ownership
Funds ownership: 91.57% → 91.49% (-0.08%)
6% less funds holding
Funds holding: 738 → 691 (-47)
14% less capital invested
Capital invested by funds: $13.5B → $11.6B (-$1.89B)
21% less repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 288
35% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 127
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$164M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$101M |
| 3 |
Amundi
Paris,
France
|
+$90M |
| 4 |
BlackRock
New York
|
+$77.1M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$67.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$189M |
| 2 |
AAB
ABN AMRO Bank
Amsterdam,
Netherlands
|
-$144M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$42.1M |
| 4 |
Morgan Stanley
New York
|
-$41M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$37.8M |
CFG Hedge Fund Activity: Q2 2023 in Review
691 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2023, worth a combined $11.6B — down 14% from $13.5B a quarter earlier.
Sellers outnumbered buyers: 127 funds closed out of CFG and 82 opened new positions — a net loss of 45 holders — while 288 trimmed existing stakes and 228 added.
The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $164M. The largest seller was Capital World Investors, exiting entirely with an estimated $189M sold.
- 691 institutional investors held Citizens Financial Group (CFG) as of Q2 2023, down from 738 in Q1 2023.
- Funds reported $11.6B of Citizens Financial Group stock for Q2 2023, down 14% quarter-over-quarter.
- 82 funds opened new Citizens Financial Group positions in Q2 2023 and 127 closed out, a net change of -45 holders.
- The largest Citizens Financial Group buyer in Q2 2023 was Hotchkis & Wiley Capital Management, an estimated $164M added.
- The largest Citizens Financial Group seller in Q2 2023 was Capital World Investors, an estimated $189M sold.
Based on aggregated 13F filings for Q2 2023.