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 are based on SEC 13F filings from the investors we track.
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| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK OF AMERICA CORP | 40,570,761 | -$14.48M | 3 | 6 | 6 | 1 | 20 |
| CG | CARLYLE GROUP INC/THE | 25,452,929 | $551.06K | 2 | 0 | 0 | 0 | 2 |
| EQH | EQUITABLE HOLDINGS INC | 24,356,037 | $351.94K | 3 | 0 | 0 | 0 | 3 |
| STT | STATE STREET CORP | 15,942,881 | $711.43K | 2 | 1 | 2 | 0 | 5 |
| SCHW | SCHWAB (CHARLES) CORP | 10,497,977 | -$1.48M | 1 | 9 | 2 | 4 | 12 |
| JPM | JPMORGAN CHASE & CO | 9,515,890 | -$2.96M | 3 | 6 | 8 | 3 | 17 |
| WFC | WELLS FARGO & CO | 8,030,966 | -$11.78M | 2 | 11 | 3 | 2 | 21 |
| V | VISA INC-CLASS A SHARES | 7,673,917 | -$12.66K | 1 | 9 | 13 | 0 | 27 |
| MET | METLIFE INC | 6,374,403 | -$1.01M | 1 | 2 | 0 | 1 | 3 |
| AON | Aon Plc | 6,255,252 | $1.03M | 2 | 0 | 0 | 0 | 2 |
| ALLY | ALLY FINANCIAL INC | 4,955,753 | -$109.63K | 1 | 1 | 1 | 0 | 3 |
| CCAP | CRESCENT CAPITAL BDC INC | 3,796,246 | $36.63K | 1 | 0 | 0 | 0 | 1 |
| COF | CAPITAL ONE FINANCIAL CORP | 3,545,098 | -$2.39M | 1 | 4 | 1 | 1 | 6 |
| FHB | FIRST HAWAIIAN INC | 3,485,974 | $50.97K | 1 | 1 | 0 | 0 | 2 |
| BBVA | BANCO BILBAO VIZCAYA-SP ADR | 3,174,741 | $9.61K | 1 | 0 | 1 | 0 | 2 |
| PGR | PROGRESSIVE CORP | 2,469,156 | $197.26K | 3 | 2 | 4 | 0 | 9 |
| VVR | INVESCO SENIOR INCOME TRUST | 2,433,800 | $7.79K | 1 | 0 | 0 | 0 | 2 |
| C | CITIGROUP INC | 2,058,035 | -$2.90M | 2 | 3 | 5 | 1 | 12 |
| CME | CME GROUP INC | 1,716,450 | $66.93K | 1 | 2 | 2 | 0 | 5 |
| MS | MORGAN STANLEY | 1,708,452 | -$673.96K | 3 | 0 | 5 | 2 | 8 |
| PRI | PRIMERICA INC | 1,679,881 | $110.91K | 3 | 1 | 0 | 0 | 4 |
| ITUB | ITAU UNIBANCO H-SPON PRF ADR | 1,569,877 | -$93.82K | 0 | 2 | 1 | 0 | 3 |
| HSBC | HSBC HOLDINGS PLC-SPONS ADR | 1,510,822 | -$41.58K | 0 | 1 | 1 | 1 | 2 |
| UVSP | UNIVEST FINANCIAL CORP | 1,485,102 | $11.76K | 1 | 1 | 0 | 0 | 2 |
| TFC | TRUIST FINANCIAL CORP | 1,459,168 | -$956.84K | 0 | 2 | 3 | 1 | 5 |
| MCO | MOODY'S CORP | 1,441,855 | -$756.86K | 0 | 7 | 4 | 0 | 15 |
| DFS | DISCOVER FINANCIAL SERVICES | 1,422,959 | $11.63K | 1 | 2 | 0 | 0 | 3 |
| SMFG | SUMITOMO MITSUI-SPONS ADR | 1,364,871 | -$20.45K | 0 | 2 | 0 | 0 | 2 |
| FITB | FIFTH THIRD BANCORP | 1,328,173 | -$77.27K | 0 | 2 | 1 | 1 | 3 |
| CNO | CNO FINANCIAL GROUP INC | 1,299,488 | -$24.07K | 0 | 1 | 0 | 1 | 1 |
| USB | US BANCORP | 1,283,555 | -$3.84M | 2 | 7 | 2 | 2 | 12 |
| RGA | REINSURANCE GROUP OF AMERICA | 1,270,808 | $106.75K | 1 | 1 | 0 | 0 | 2 |
| BEN | FRANKLIN RESOURCES INC | 1,269,895 | -$69.22K | 2 | 0 | 0 | 1 | 3 |
| LC | LENDINGCLUB CORP | 1,219,373 | -$10.85K | 0 | 1 | 0 | 1 | 1 |
| AJG | ARTHUR J GALLAGHER & CO | 1,166,351 | $93.86K | 1 | 1 | 0 | 0 | 2 |
| CACC | CREDIT ACCEPTANCE CORP | 1,154,971 | -$64.34K | 1 | 3 | 2 | 0 | 6 |
| LNC | LINCOLN NATIONAL CORP | 1,137,692 | $24.76K | 1 | 1 | 0 | 1 | 2 |
| BFH | BREAD FINANCIAL HOLDINGS INC | 1,130,892 | -$82.98K | 0 | 2 | 0 | 3 | 2 |
| CFG | CITIZENS FINANCIAL GROUP | 1,129,800 | $14.36K | 0 | 2 | 0 | 0 | 2 |
| TRV | TRAVELERS COS INC/THE | 1,116,720 | -$16.13K | 0 | 3 | 2 | 2 | 7 |
| WT | WISDOMTREE INC | 1,065,690 | -$4.77K | 0 | 1 | 0 | 0 | 1 |
| MC | MOELIS & CO - CLASS A | 1,040,432 | $29.24K | 1 | 0 | 0 | 0 | 1 |
| FNF | FIDELITY NATIONAL FINANCIAL | 848,577 | $9.07K | 0 | 2 | 0 | 0 | 2 |
| ING | ING GROEP N.V.-SPONSORED ADR | 845,846 | -$4.67K | 0 | 1 | 0 | 0 | 1 |
| MTG | MGIC INVESTMENT CORP | 814,967 | -$40.71K | 0 | 2 | 0 | 0 | 2 |
| AXP | AMERICAN EXPRESS CO | 777,978 | -$7.05M | 3 | 5 | 9 | 1 | 18 |
| TW | TRADEWEB MARKETS INC-CLASS A | 777,047 | $32.67K | 1 | 0 | 0 | 0 | 1 |
| VIRT | VIRTU FINANCIAL INC-CLASS A | 747,100 | $15.55K | 1 | 0 | 0 | 0 | 1 |
| TRU | TRANSUNION | 662,758 | $34.79K | 1 | 1 | 1 | 0 | 4 |
| FHI | FEDERATED HERMES INC | 629,300 | $11.99K | 1 | 0 | 0 | 0 | 1 |
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 tracked 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 the managers we track, 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 tracked investors between two consecutive quarterly 13F snapshots (compared to Q4 2019).
Does this include all institutional owners?
These rankings are based on a subset of tracked institutional investors who file SEC 13F reports. While not exhaustive, the dataset includes many of the largest and most influential funds.
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.