Citizens Financial Group
706 hedge funds and large institutions have $14.8B invested in Citizens Financial Group in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 211 increasing their positions, 293 reducing their positions, and 58 closing their positions.
119% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 58
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
25% more capital invested
Capital invested by funds: $11.8B → $14.8B (+$2.97B)
9% more funds holding
Funds holding: 646 → 706 (+60)
2.38% more ownership
Funds ownership: 93.46% → 95.84% (+2.4%)
26% less call options, than puts
Call options by funds: $108M | Put options by funds: $146M
28% less repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 293
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$307M |
| 2 |
State Street
Boston,
Massachusetts
|
+$78M |
| 3 |
Amundi
Paris,
France
|
+$45.3M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$41.6M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$33.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$70.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$60.4M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$45.7M |
| 4 |
Holocene Advisors
New York
|
-$37M |
| 5 |
SC
Samlyn Capital
New York
|
-$31.1M |
CFG Hedge Fund Activity: Q4 2023 in Review
706 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2023, worth a combined $14.8B — up 25% from $11.8B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new CFG positions and 58 closed out — a net gain of 69 holders — while 211 added to existing stakes and 293 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $307M. The largest seller was BlackRock, cutting an estimated $70.5M.
- 706 institutional investors held Citizens Financial Group (CFG) as of Q4 2023, up from 646 in Q3 2023.
- Funds reported $14.8B of Citizens Financial Group stock for Q4 2023, up 25% quarter-over-quarter.
- 127 funds opened new Citizens Financial Group positions in Q4 2023 and 58 closed out, a net change of +69 holders.
- The largest Citizens Financial Group buyer in Q4 2023 was Morgan Stanley, an estimated $307M added.
- The largest Citizens Financial Group seller in Q4 2023 was BlackRock, an estimated $70.5M sold.
Based on aggregated 13F filings for Q4 2023.