Citizens Financial Group, Inc. (CFG) Bundle
Who Invests in Citizens Financial Group, Inc. (CFG) and Why?
Investor Profile Analysis for Citizens Financial Group, Inc. (CFG)
Institutional Investor Composition
As of Q4 2023, institutional investors hold 88.4% of total shares outstanding.
| Investor Type | Percentage Ownership |
|---|---|
| Mutual Funds | 42.6% |
| Investment Advisors | 26.3% |
| Hedge Funds | 9.5% |
| Pension Funds | 7.2% |
Top Institutional Investors
- Vanguard Group: 9.72% of shares
- BlackRock Inc.: 8.35% of shares
- State Street Corporation: 5.64% of shares
Investment Motivations
Key investment drivers include:
- Dividend yield: 4.8% as of 2024
- Price-to-earnings ratio: 10.2
- Market capitalization: $14.3 billion
Retail Investor Participation
Retail investors represent 11.6% of total share ownership.
| Trading Platform | Percentage of Retail Investors |
|---|---|
| Robinhood | 3.2% |
| Charles Schwab | 2.7% |
| Fidelity | 2.4% |
Institutional Ownership and Major Shareholders of Citizens Financial Group, Inc. (CFG)
Investor Profile Analysis for Citizens Financial Group, Inc. (CFG)
Institutional Investor Composition
As of Q4 2023, institutional investors hold 88.4% of total shares outstanding.
| Investor Type | Percentage Ownership |
|---|---|
| Mutual Funds | 42.6% |
| Investment Advisors | 26.3% |
| Hedge Funds | 9.5% |
| Pension Funds | 7.2% |
Top Institutional Investors
- Vanguard Group: 9.72% of shares
- BlackRock Inc.: 8.35% of shares
- State Street Corporation: 5.64% of shares
Investment Motivations
Key investment drivers include:
- Dividend yield: 4.8% as of 2024
- Price-to-earnings ratio: 10.2
- Market capitalization: $14.3 billion
Retail Investor Participation
Retail investors represent 11.6% of total share ownership.
| Trading Platform | Percentage of Retail Investors |
|---|---|
| Robinhood | 3.2% |
| Charles Schwab | 2.7% |
| Fidelity | 2.4% |
Key Investors and Their Influence on Citizens Financial Group, Inc. (CFG)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the financial services company stands at 84.7% of total shares outstanding.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 59,234,812 | 9.2% |
| BlackRock Inc. | 52,416,734 | 8.1% |
| State Street Corporation | 41,223,567 | 6.4% |
Institutional Ownership Trends
Recent institutional investment trends reveal significant dynamics:
- Net institutional purchases in last quarter: $412 million
- Institutional investor count: 612 institutional holders
- Quarterly ownership change: +2.3%
Ownership Concentration
Key ownership concentration metrics include:
- Top 10 institutional investors control: 45.6% of total shares
- Insider ownership percentage: 0.8%
- Foreign institutional ownership: 12.4%
Significant Institutional Investors
| Investor | Total Investment | Investment Type |
|---|---|---|
| Dimensional Fund Advisors | $743 million | Passive Index Fund |
| Wellington Management | $621 million | Active Management |
Market Impact and Investor Sentiment of Citizens Financial Group, Inc. (CFG)
Key Investors and Their Strategic Positioning
As of Q4 2023, the key institutional investors for the financial institution include:
| Investor | Shares Owned | Percentage |
|---|---|---|
| Vanguard Group Inc | 62,456,166 | 12.4% |
| BlackRock Inc | 54,321,987 | 10.8% |
| State Street Corporation | 39,876,543 | 7.9% |
Recent significant investor movements include:
- Dimensional Fund Advisors LP increased its position by 3.2% in the last reporting period
- Wellington Management Group LLP acquired an additional 2.1 million shares
- Berkshire Hathaway maintained its existing stake of approximately 19.5 million shares
Institutional ownership stands at 87.6% of total outstanding shares, with top institutional investors demonstrating consistent investment strategies.
| Investor Type | Total Shares | Investment Value |
|---|---|---|
| Mutual Funds | 124,567,890 | $4.2 billion |
| Hedge Funds | 45,678,901 | $1.5 billion |
| Pension Funds | 67,890,123 | $2.3 billion |
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