Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Citizens Finl Group Inc (CFG)

1K + Investors. Track Smart Money conviction in CFG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +71
Streak
4Q ▲
Buyers last Q
61%

Smart Money Signals — CFG

Based on 1088 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added CFG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,088 hedge funds hold CFG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +36% more funds vs a year ago

fund count last 6Q
+289 new funds entered over the past year (+36% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

640 buying408 selling
Last quarter: 640 funds were net buyers (165 opened a brand new position + 475 added to an existing one). Only 408 were sellers (314 trimmed + 94 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new CFG position: 148 → 183 → 153 → 165. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 21% medium ■ 23% new
608 out of 1,088 hedge funds have held CFG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +19% but shares only +2% — price-driven

Value
+18%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +19%, but actual share count only changed +2%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~165 new funds/quarter

111 → 148 → 183 → 153 → 165 new funds/Q
New funds entering each quarter: 148 → 183 → 153 → 165. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 26% newcomers

■ 62% veterans ■ 11% 1-2yr ■ 26% new
Entry-cohort mix of 1,120 holders: 699 (62%) are 2+ year veterans, 128 entered 1–2 years ago, and 293 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
66 of 1085 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in CFG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CFG

In 2026 Q2, 640 hedge funds were net buyers of CFG (165 opened a new position, 475 added to an existing one), while 408 reduced or exited (314 trimmed, 94 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 63% of total institutional value in CFG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +71 funds (more new holders than closures). Total institutional holders: 1088.

Hedge Fund Ownership: CFG

How many hedge funds hold CFG — quarterly history vs. share price
Quarterly hedge fund ownership of CFG vs. share price

Market Analysis: CFG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CFG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 4 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: CFG
1K + Investors

Track Smart Money conviction in CFG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1085 1017 6.69%
13F Shares 410M 404M 1.63%
Total Value $27.58B $23.20B 18.87%
New Positions 165 153 +12
Increased Positions 466 428 +38
Closed Positions 94 90 +4
Reduced Positions 307 304 +3
Total Calls 20 23 -13.04%
Total Puts 14 17 -17.65%
PUT/CALL Ratio 0.7 0.74 Neutral

Statistics: CFG

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Financial Highlights

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Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CFG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CFG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ategra Capital Management, LLC 7.84% 248,665 $17.4M
2 Bruni J V & Co /Co 6.13% 957,732 $67.1M
3 Stieven Capital Advisors, L.P. 4.68% 349,780 $24.5M
4 Elizabeth Park Capital Advisors, Ltd. 3.54% 73,130 $5.1M
5 Prana Capital Management, LP 2.52% 1,186,851 $83.2M
6 Buckland Partners Management Co LLC 2.47% 72,000 $5.0M
7 HoldCo Asset Management, LP 2.35% 522,526 $36.6M
8 iSAM Funds (UK) Ltd 2.07% 41,800 $2.9M
9 Axecap Investments, LLC 1.92% 49,663 $3.5M
10 Petiole USA ltd 1.87% 37,217 $2.6M
11 Valley Wealth Managers, INC. 1.82% 449,107 $31.5M
12 Board of the Pension Protection Fund 1.81% 27,200 $1.9M
13 Royal Palms Capital LLC 1.67% 27,082 $1.9M
14 Maltese Capital Management LLC 1.61% 126,300 $8.8M
15 Junto Capital Management LP 1.61% 1,307,340 $91.6M
16 Taikang Asset Management (Hong Kong) Co Ltd 1.52% 238,958 $16.7M
17 Todd Asset Management LLC 1.34% 1,074,863 $75.3M
18 Vista Investment Partners II, LLC 1.25% 45,644 $3.2M
19 Hager Investment Management Services, LLC 1.23% 38,224 $2.7M
20 Ninety One UK Ltd 1.23% 7,851,457 $550.2M
21 Vista Investment Partners LLC 1.23% 69,722 $4.9M
22 Klingman & Associates, LLC 1.22% 409,912 $28.7M
23 Artemis Investment Management LLP 1.21% 1,944,387 $136.2M
24 Trust Investment Advisors 1.14% 33,987 $2.4M
25 Basswood Capital Management, L.L.C. 1.06% 380,337 $26.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Citizens Finl Group Inc (CFG)

What does the Smart Money Trend signal show for CFG?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added CFG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CFG?

More buyers than sellers — 61% buying: Last quarter: 640 funds were net buyers (165 opened a brand new position + 475 added to an existing one). Only 408 were sellers (314 trimmed + 94 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CFG holders?

Elite ownership — 63% AUM from top-100 funds: 66 of 1085 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in CFG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CFG?

56% of holders stayed for 2+ years: 608 out of 1,088 hedge funds have held CFG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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