Most bought financial services stocks in Q1 2020
See which Financial Services stocks institutional investors increased the most in Q1 2020, measured as net growth in reported share positions from Q4 2019 into Q1 2020. Notable additions at the top of this list include BANK OF AMERICA CORP (BAC), CARLYLE GROUP INC/THE (CG), EQUITABLE HOLDINGS INC (EQH), STATE STREET CORP (STT). These rankings aggregate SEC 13F filings from all institutional investors in our database.
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| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK OF AMERICA CORP | 43,045,946 | -$14.28B | 5 | 7 | 7 | 2 | 24 |
| CG | CARLYLE GROUP INC/THE | 25,452,929 | $551.06M | 2 | 0 | 0 | 0 | 2 |
| EQH | EQUITABLE HOLDINGS INC | 24,487,152 | $353.84M | 4 | 0 | 0 | 0 | 4 |
| STT | STATE STREET CORP | 16,116,777 | $720.54M | 3 | 2 | 2 | 0 | 7 |
| SCHW | SCHWAB (CHARLES) CORP | 10,845,753 | -$1.47B | 2 | 10 | 2 | 5 | 14 |
| V | VISA INC-CLASS A SHARES | 8,342,504 | $88.00M | 4 | 10 | 15 | 0 | 34 |
| JPM | JPMORGAN CHASE & CO | 7,890,769 | -$3.35B | 4 | 10 | 9 | 5 | 24 |
| WFC | WELLS FARGO & CO | 7,490,496 | -$11.82B | 4 | 11 | 4 | 3 | 24 |
| MET | METLIFE INC | 6,558,098 | -$1.02B | 1 | 2 | 1 | 1 | 4 |
| AON | Aon Plc | 6,255,252 | $1.03B | 2 | 0 | 0 | 0 | 2 |
| ALLY | ALLY FINANCIAL INC | 5,824,867 | -$97.09M | 2 | 1 | 1 | 0 | 4 |
| CCAP | CRESCENT CAPITAL BDC INC | 3,796,246 | $36.63M | 1 | 0 | 0 | 0 | 1 |
| COF | CAPITAL ONE FINANCIAL CORP | 3,646,463 | -$2.39B | 1 | 4 | 2 | 1 | 8 |
| FHB | FIRST HAWAIIAN INC | 3,485,974 | $50.97M | 1 | 1 | 0 | 0 | 2 |
| ITUB | ITAU UNIBANCO H-SPON PRF ADR | 3,331,020 | -$85.91M | 1 | 2 | 1 | 0 | 4 |
| BBVA | BANCO BILBAO VIZCAYA-SP ADR | 3,181,276 | $9.63M | 2 | 0 | 1 | 0 | 3 |
| C | CITIGROUP INC | 3,051,464 | -$2.97B | 4 | 3 | 6 | 2 | 15 |
| PGR | PROGRESSIVE CORP | 2,717,018 | $215.56M | 4 | 2 | 4 | 0 | 10 |
| VVR | INVESCO SENIOR INCOME TRUST | 2,433,800 | $7.79M | 1 | 0 | 0 | 0 | 2 |
| MS | MORGAN STANLEY | 2,189,186 | -$657.82M | 4 | 0 | 5 | 3 | 9 |
| TFC | TRUIST FINANCIAL CORP | 2,031,610 | -$939.60M | 1 | 2 | 4 | 1 | 7 |
| CME | CME GROUP INC | 1,882,272 | $95.55M | 2 | 2 | 2 | 0 | 7 |
| USB | US BANCORP | 1,873,651 | -$3.83B | 3 | 9 | 2 | 2 | 16 |
| FITB | FIFTH THIRD BANCORP | 1,601,190 | -$73.21M | 2 | 2 | 1 | 1 | 5 |
| DFS | DISCOVER FINANCIAL SERVICES | 1,539,409 | $15.78M | 2 | 2 | 0 | 0 | 4 |
| CFG | CITIZENS FINANCIAL GROUP | 1,537,550 | $21.79M | 1 | 3 | 0 | 0 | 4 |
| HSBC | HSBC HOLDINGS PLC-SPONS ADR | 1,510,822 | -$41.58M | 0 | 1 | 1 | 1 | 2 |
| MCO | MOODY'S CORP | 1,494,475 | -$748.35M | 1 | 7 | 5 | 0 | 17 |
| UVSP | UNIVEST FINANCIAL CORP | 1,485,102 | $11.76M | 1 | 1 | 0 | 0 | 2 |
| BBD | BANCO BRADESCO-ADR | 1,391,175 | -$22.55M | 1 | 1 | 0 | 0 | 2 |
| BEN | FRANKLIN RESOURCES INC | 1,388,514 | -$67.24M | 4 | 0 | 0 | 1 | 5 |
| SMFG | SUMITOMO MITSUI-SPONS ADR | 1,364,871 | -$20.45M | 0 | 2 | 0 | 0 | 2 |
| LNC | LINCOLN NATIONAL CORP | 1,345,960 | $30.11M | 2 | 1 | 0 | 2 | 3 |
| RGA | REINSURANCE GROUP OF AMERICA | 1,328,306 | $111.59M | 2 | 1 | 0 | 0 | 3 |
| TRV | TRAVELERS COS INC/THE | 1,320,121 | $4.01M | 1 | 3 | 2 | 3 | 8 |
| CNO | CNO FINANCIAL GROUP INC | 1,299,488 | -$24.07M | 0 | 1 | 0 | 1 | 1 |
| LC | LENDINGCLUB CORP | 1,219,373 | -$10.85M | 0 | 1 | 0 | 1 | 1 |
| BFH | BREAD FINANCIAL HOLDINGS INC | 1,207,307 | -$80.41M | 1 | 2 | 0 | 3 | 3 |
| AJG | ARTHUR J GALLAGHER & CO | 1,180,957 | $95.06M | 3 | 1 | 0 | 0 | 4 |
| CACC | CREDIT ACCEPTANCE CORP | 1,154,971 | -$64.34M | 1 | 3 | 2 | 0 | 6 |
| AXP | AMERICAN EXPRESS CO | 1,086,191 | -$7.03B | 5 | 6 | 9 | 1 | 21 |
| WT | WISDOMTREE INC | 1,065,690 | -$4.77M | 0 | 1 | 0 | 0 | 1 |
| MC | MOELIS & CO - CLASS A | 1,040,432 | $29.24M | 1 | 0 | 0 | 0 | 1 |
| PRI | PRIMERICA INC | 965,763 | $17.67M | 2 | 2 | 0 | 0 | 4 |
| FNF | FIDELITY NATIONAL FINANCIAL | 938,226 | $11.30M | 1 | 2 | 0 | 0 | 3 |
| ING | ING GROEP N.V.-SPONSORED ADR | 845,846 | -$4.67M | 0 | 1 | 0 | 0 | 1 |
| MTG | MGIC INVESTMENT CORP | 814,967 | -$40.71M | 0 | 2 | 0 | 0 | 2 |
| TW | TRADEWEB MARKETS INC-CLASS A | 777,047 | $32.67M | 1 | 0 | 0 | 0 | 1 |
| UNM | UNUM GROUP | 770,477 | -$70.14M | 1 | 1 | 0 | 1 | 2 |
| TRU | TRANSUNION | 752,643 | $40.74M | 2 | 1 | 1 | 0 | 5 |
Frequently asked questions about Most bought financial services stocks in Q1 2020
What are the most bought Financial Services stocks in Q1 2020?
The most bought financial services stocks in Q1 2020 are those with the largest increase in reported share counts across institutional investors compared to Q4 2019, based on SEC 13F filings.
Which financial services stocks did institutional investors added to the most in Q1 2020?
Among filers in this sector, net additions were largest in companies such as BANK OF AMERICA CORP (BAC), CARLYLE GROUP INC/THE (CG), EQUITABLE HOLDINGS INC (EQH), based on aggregated 13F data.
How is institutional buying calculated?
Buying is calculated by summing the net increase in shares reported by institutional investors between two consecutive quarterly 13F snapshots (compared to Q4 2019).
Does this include all institutional owners?
Yes. These rankings aggregate SEC 13F filings from all institutional investors in our database, not only the investors we track individually.
Are these trades real-time?
No. 13F filings are reported quarterly and may be delayed by up to 45 days. The data reflects positions at the end of the reporting period, not real-time trading activity.