Citizens Financial Group
650 hedge funds and large institutions have $11.8B invested in Citizens Financial Group in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 222 increasing their positions, 273 reducing their positions, and 92 closing their positions.
30% more call options, than puts
Call options by funds: $86.9M | Put options by funds: $67.1M
1.99% more ownership
Funds ownership: 91.49% → 93.47% (+2%)
2% more capital invested
Capital invested by funds: $11.6B → $11.8B (+$256M)
6% less funds holding
Funds holding: 691 → 650 (-41)
19% less repeat investments, than reductions
Existing positions increased: 222 | Existing positions reduced: 273
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
38% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 92
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$337M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$156M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$99M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$44.6M |
| 5 |
Barclays
London,
United Kingdom
|
+$34.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$197M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$91.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$66.6M |
| 4 |
BlackRock
New York
|
-$57.8M |
| 5 |
Amundi
Paris,
France
|
-$57.6M |
CFG Hedge Fund Activity: Q3 2023 in Review
650 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2023, worth a combined $11.8B — up 2.2% from $11.6B a quarter earlier.
Sellers outnumbered buyers: 92 funds closed out of CFG and 57 opened new positions — a net loss of 35 holders — while 273 trimmed existing stakes and 222 added.
The largest buyer was Capital International Investors, adding an estimated $337M. The largest seller was JP Morgan Chase, cutting an estimated $197M.
- 650 institutional investors held Citizens Financial Group (CFG) as of Q3 2023, down from 691 in Q2 2023.
- Funds reported $11.8B of Citizens Financial Group stock for Q3 2023, up 2.2% quarter-over-quarter.
- 57 funds opened new Citizens Financial Group positions in Q3 2023 and 92 closed out, a net change of -35 holders.
- The largest Citizens Financial Group buyer in Q3 2023 was Capital International Investors, an estimated $337M added.
- The largest Citizens Financial Group seller in Q3 2023 was JP Morgan Chase, an estimated $197M sold.
Based on aggregated 13F filings for Q3 2023.