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
↑ +61
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — CFG

Based on 1014 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
1,014 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 — +24% more funds vs a year ago

fund count last 6Q
+196 new funds entered over the past year (+24% 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.
🟡

Slight buying edge — 59% buying

587 buying404 selling
Last quarter: 587 funds bought or added vs 404 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-31 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 110 → 148 → 183 → 152. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 20% medium ■ 24% new
575 out of 1,014 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.
📈

Growing discovery — still being found

124 → 110 → 148 → 183 → 152 new funds/Q
New funds entering each quarter: 110 → 148 → 183 → 152. A growing number of institutions are discovering CFG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 26% newcomers

■ 64% veterans ■ 10% 1-2yr ■ 26% new
Entry-cohort mix of 1,047 holders: 669 (64%) are 2+ year veterans, 106 entered 1–2 years ago, and 272 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
62 of 1007 holders are among the 100 largest funds by AUM, controlling 52% 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 Q1, 587 hedge funds were net buyers of CFG (152 opened a new position, 435 added to an existing one), while 404 reduced or exited (313 trimmed, 91 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 52% of total institutional value in CFG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +61 funds (more new holders than closures). Total institutional holders: 1014.

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.

Is It Too Late to Buy Citizens Finl Group Inc (CFG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CFG has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
CFG
nan%
XLF
+9.5%

CFG outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
CFG
nan%
XLF
+5.8%

Since the filing became public, CFG outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

59 top-rated funds 5 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
3.8
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 1006 953 5.56%
13F Shares 398M 414M -3.87%
Total Value $22.96B $24.05B -4.54%
New Positions 148 183 -35
Increased Positions 424 355 +69
Closed Positions 95 80 +15
Reduced Positions 302 291 +11
Total Calls 23 21 9.52%
Total Puts 17 17 -
PUT/CALL Ratio 0.74 0.81 Neutral

Statistics: CFG

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Soapstone Management L.P. 9.61% 225,000 $13.5M
2 Strategic Value Bank Partners LLC 8.88% 275,500 $16.5M
3 Ategra Capital Management, LLC 7.41% 248,665 $14.9M
4 Bruni J V & Co /Co 6.08% 971,020 $58.2M
5 Stieven Capital Advisors, L.P. 4.79% 373,880 $22.4M
6 Algebris (uk) Ltd 4.02% 928,970 $55.6M
7 Elizabeth Park Capital Advisors, Ltd. 3.38% 73,130 $4.4M
8 Factorial Partners, LLC 2.70% 62,000 $3.7M
9 Buckland Partners Management Co LLC 2.62% 72,000 $4.3M
10 Petiole USA ltd 2.39% 57,054 $3.4M
11 HoldCo Asset Management, LP 2.33% 522,526 $31.3M
12 Valley Wealth Managers, INC. 1.82% 472,584 $28.3M
13 Longaeva Partners L.P. 1.75% 785,893 $47.1M
14 Junto Capital Management LP 1.60% 1,265,092 $75.9M
15 Royal Palms Capital LLC 1.52% 25,615 $1.5M
16 Basswood Capital Management, L.L.C. 1.52% 536,209 $32.2M
17 Siena Capital Partners GP, LLC 1.44% 92,831 $5.6M
18 Taikang Asset Management (Hong Kong) Co Ltd 1.42% 238,340 $14.3M
19 Klingman & Associates, LLC 1.31% 456,878 $27.4M
20 Maltese Capital Management LLC 1.27% 107,779 $6.5M
21 Vista Investment Partners II, LLC 1.23% 45,840 $2.7M
22 Artemis Investment Management LLP 1.21% 1,899,294 $113.9M
23 Hager Investment Management Services, LLC 1.20% 36,469 $2.2M
24 Trust Investment Advisors 1.20% 34,066 $2.0M
25 Todd Asset Management LLC 1.14% 974,278 $58.4M
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 — 3 quarters in a row: For 3 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?

Slight buying edge — 59% buying: Last quarter: 587 funds bought or added vs 404 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CFG holders?

Elite ownership — 52% AUM from top-100 funds: 62 of 1007 holders are among the 100 largest funds by AUM, controlling 52% 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?

57% of holders stayed for 2+ years: 575 out of 1,014 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.

Is it too late to buy Citizens Finl Group Inc (CFG) following the 2026 Q1 hedge fund 13F filings?

As of today, CFG has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), CFG has gained nan% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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