Citizens Financial Group
717 hedge funds and large institutions have $15.4B invested in Citizens Financial Group in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 245 increasing their positions, 280 reducing their positions, and 75 closing their positions.
21% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 75
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
2% more funds holding
Funds holding: 706 → 717 (+11)
4% more capital invested
Capital invested by funds: $14.8B → $15.4B (+$576M)
10% less call options, than puts
Call options by funds: $154M | Put options by funds: $171M
2.95% less ownership
Funds ownership: 95.84% → 92.89% (-2.9%)
13% less repeat investments, than reductions
Existing positions increased: 245 | Existing positions reduced: 280
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$153M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$111M |
| 3 |
Millennium Management
New York
|
+$108M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$75.3M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$50.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$382M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$146M |
| 3 |
State Street
Boston,
Massachusetts
|
-$120M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$98.4M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$92.9M |
CFG Hedge Fund Activity: Q1 2024 in Review
717 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2024, worth a combined $15.4B — up 3.9% from $14.8B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new CFG positions and 75 closed out — a net gain of 16 holders — while 245 added to existing stakes and 280 trimmed.
The largest buyer was Invesco, adding an estimated $153M. The largest seller was Morgan Stanley, cutting an estimated $382M.
- 717 institutional investors held Citizens Financial Group (CFG) as of Q1 2024, up from 706 in Q4 2023.
- Funds reported $15.4B of Citizens Financial Group stock for Q1 2024, up 3.9% quarter-over-quarter.
- 91 funds opened new Citizens Financial Group positions in Q1 2024 and 75 closed out, a net change of +16 holders.
- The largest Citizens Financial Group buyer in Q1 2024 was Invesco, an estimated $153M added.
- The largest Citizens Financial Group seller in Q1 2024 was Morgan Stanley, an estimated $382M sold.
Based on aggregated 13F filings for Q1 2024.