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Citizens Financial Group
CFG

706 hedge funds and large institutions have $14.8B invested in Citizens Financial Group in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 211 increasing their positions, 293 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 58

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

25% more capital invested

Capital invested by funds: $11.8B → $14.8B (+$2.97B)

9% more funds holding

Funds holding: 646 → 706 (+60)

2.38% more ownership

Funds ownership: 93.46% → 95.84% (+2.4%)

26% less call options, than puts

Call options by funds: $108M | Put options by funds: $146M

28% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 293

Holders
706
Holders Change
+60
Holders Change %
+9.29%
% of All Funds
10.29%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
127
Increased
211
Reduced
293
Closed
58
Calls
$108M
Puts
$146M
Net Calls
-$37.7M
Net Calls Change
-$57.6M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$307M
2
State Street
State Street
Massachusetts
+$78M
3
Amundi
Amundi
France
+$45.3M
4
Invesco
Invesco
Georgia
+$41.6M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$33.4M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$70.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$60.4M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$45.7M
4
Holocene Advisors
Holocene Advisors
New York
-$37M
5
SC
Samlyn Capital
New York
-$31.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
EP
226
Edgestream Partners
New Jersey
$2.43M +$2.02M +73,416 New
NYLIM
227
New York Life Investment Management
New York
$2.43M -$10.1K -366 -0.5%
RPSA
228
Richard P. Slaughter Associates
Texas
$2.42M -$16K -583 -0.8%
YCM
229
Yousif Capital Management
Michigan
$2.42M -$68.2K -2,476 -3%
Allianz Asset Management
230
Allianz Asset Management
Germany
$2.41M -$442K -16,076 -18%
MCM
231
Maltese Capital Management
New York
$2.35M -$182K -6,600 -9%
Corient Private Wealth
232
Corient Private Wealth
Florida
$2.32M +$215K +7,800 +13%
SFA
233
Sequoia Financial Advisors
Ohio
$2.32M +$1.59M +57,604 +462%
RG
234
Richelieu Gestion
France
$2.26M +$1.88M +68,323 New
First Manhattan
235
First Manhattan
New York
$2.25M -$108K -3,941 -5%
Janus Henderson Group
236
Janus Henderson Group
United Kingdom
$2.19M -$118K -4,300 -6%
TRCT
237
Tower Research Capital (TRC)
New York
$2.17M +$1.1M +39,831 +155%
CIBC Asset Management
238
CIBC Asset Management
Ontario, Canada
$2.16M -$488K -17,713 -21%
AG
239
Ascent Group
Virginia
$2.11M +$163K +5,939 +10%
MIM
240
Morningstar Investment Management
Illinois
$2.11M +$1.75M +63,748 New
PU
241
Petiole USA
New York
$2.1M – – –
SFM
242
Systematic Financial Management
New Jersey
$2.1M +$211K +7,660 +14%
PAG
243
Private Advisor Group
New Jersey
$2.09M +$212K +7,694 +14%
MOACM
244
Mutual of America Capital Management
New York
$2.07M -$102K -3,695 -6%
MML Investors Services
245
MML Investors Services
Massachusetts
$2.02M +$195K +7,078 +13%
X
246
Xponance
Pennsylvania
$2.02M -$154K -5,590 -8%
CS
247
Candriam SCA
Luxembourg
$1.99M -$164K -5,951 -9%
IG
248
ING Group
Netherlands
$1.97M -$15.1K -548 -0.9%
AAIS
249
ABN AMRO Investment Solutions
$1.96M -$62.6K -2,276 -4%
MAM
250
Meeder Asset Management
Ohio
$1.96M +$1.63M +59,104 New
8 9
10
11 12

CFG Hedge Fund Activity: Q4 2023 in Review

706 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2023, worth a combined $14.8B — up 25% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new CFG positions and 58 closed out — a net gain of 69 holders — while 211 added to existing stakes and 293 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $307M. The largest seller was BlackRock, cutting an estimated $70.5M.

  • 706 institutional investors held Citizens Financial Group (CFG) as of Q4 2023, up from 646 in Q3 2023.
  • Funds reported $14.8B of Citizens Financial Group stock for Q4 2023, up 25% quarter-over-quarter.
  • 127 funds opened new Citizens Financial Group positions in Q4 2023 and 58 closed out, a net change of +69 holders.
  • The largest Citizens Financial Group buyer in Q4 2023 was Morgan Stanley, an estimated $307M added.
  • The largest Citizens Financial Group seller in Q4 2023 was BlackRock, an estimated $70.5M sold.

Based on aggregated 13F filings for Q4 2023.