Citizens Financial Group
710 hedge funds and large institutions have $14.4B invested in Citizens Financial Group in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 213 increasing their positions, 292 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)
22% more capital invested
Capital invested by funds: $11.8B → $14.4B (+$2.56B)
9% more funds holding
Funds holding: 650 → 710 (+60)
0.22% less ownership
Funds ownership: 93.47% → 93.25% (-0.22%)
26% less call options, than puts
Call options by funds: $108M | Put options by funds: $146M
27% less repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 292
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$78M |
| 2 |
Amundi
Paris,
France
|
+$45.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$41.6M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$33.4M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$33M |
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
710 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2023, worth a combined $14.4B — up 22% 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 213 added to existing stakes and 292 trimmed.
The largest buyer was State Street, adding an estimated $78M. The largest seller was BlackRock, cutting an estimated $70.5M.
- 710 institutional investors held Citizens Financial Group (CFG) as of Q4 2023, up from 650 in Q3 2023.
- Funds reported $14.4B of Citizens Financial Group stock for Q4 2023, up 22% 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 State Street, an estimated $78M 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.