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Citizens

58 hedge funds and large institutions have $73.5M invested in Citizens in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

6% more capital invested

Capital invested by funds: $69.2M → $73.5M (+$4.31M)

5% more funds holding

Funds holding: 5558 (+3)

0.62% more ownership

Funds ownership: 23.79%24.42% (+0.62%)

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
21
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$21.2M +$988K +164,254 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.7M +$952K +158,362 +7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$7.29M -$95.7K -15,919 -1%
State Street
4
State Street
Massachusetts
$5.73M -$66.4K -11,048 -1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.99M +$13.5K +2,241 +0.3%
Northern Trust
6
Northern Trust
Illinois
$3.18M -$175K -29,082 -5%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.98M -$209K -34,800 -9%
Charles Schwab
8
Charles Schwab
California
$1.79M -$35.4K -5,892 -2%
AIA
9
Avalon Investment & Advisory
Texas
$1.59M -$198K -32,995 -11%
N
10
Nuveen
North Carolina
$1.3M -$7.24K -1,204 -0.5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.07M -$19.1K -3,182 -2%
BCM
12
Bridgeway Capital Management
Texas
$977K
JP Morgan Chase
13
JP Morgan Chase
New York
$926K +$710K +118,066 +272%
Wells Fargo
14
Wells Fargo
California
$652K +$1.33K +221 +0.2%
Swiss National Bank
15
Swiss National Bank
Switzerland
$646K +$39.1K +6,500 +6%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$634K -$12.6K -2,100 -2%
RhumbLine Advisers
17
RhumbLine Advisers
Massachusetts
$485K +$62.1K +10,337 +14%
California State Teachers Retirement System (CalSTRS)
18
California State Teachers Retirement System (CalSTRS)
California
$435K
UBS AM
19
UBS AM
Illinois
$381K
AllianceBernstein
20
AllianceBernstein
Tennessee
$365K -$12.6K -2,100 -3%
CS
21
Credit Suisse
Switzerland
$315K +$129K +21,384 +64%
Deutsche Bank
22
Deutsche Bank
Germany
$275K +$60K +9,981 +26%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$254K -$1.8K -300 -0.7%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$235K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$219K -$201K -33,463 -47%

CIA Hedge Fund Activity: Q4 2020 in Review

58 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Citizens (CIA) for Q4 2020, worth a combined $73.5M — up 6.2% from $69.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CIA positions and 2 closed out — a net gain of 3 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, adding an estimated $988K. The largest seller was Tower Research Capital (TRC), cutting an estimated $218K.

  • 58 institutional investors held Citizens (CIA) as of Q4 2020, up from 55 in Q3 2020.
  • Funds reported $73.5M of Citizens stock for Q4 2020, up 6.2% quarter-over-quarter.
  • 5 funds opened new Citizens positions in Q4 2020 and 2 closed out, a net change of +3 holders.
  • The largest Citizens buyer in Q4 2020 was BlackRock, an estimated $988K added.
  • The largest Citizens seller in Q4 2020 was Tower Research Capital (TRC), an estimated $218K sold.

Based on aggregated 13F filings for Q4 2020.