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Citizens Financial Group

758 hedge funds and large institutions have $14.8B invested in Citizens Financial Group in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 288 increasing their positions, 260 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 55

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

11% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 260

6% more funds holding

Funds holding: 717758 (+41)

1% less call options, than puts

Call options by funds: $140M | Put options by funds: $141M

4% less capital invested

Capital invested by funds: $15.4B → $14.8B (-$607M)

2.78% less ownership

Funds ownership: 92.89%90.11% (-2.8%)

Holders
758
Holders Change
+41
Holders Change %
+5.72%
% of All Funds
10.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
105
Increased
288
Reduced
260
Closed
55
Calls
$140M
Puts
$141M
Net Calls
-$735K
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BOSSRA
301
B.O.S.S. Retirement Advisors
Utah
$1.6M +$124K +3,553 +9%
Public Employees Retirement Association of Colorado
302
Public Employees Retirement Association of Colorado
Colorado
$1.59M -$43K -1,232 -3%
WSCM
303
Wellington Shields Capital Management
New York
$1.59M
FRM
304
Fox Run Management
Connecticut
$1.58M +$366K +10,505 +31%
CGH
305
Crossmark Global Holdings
Texas
$1.58M +$568K +16,284 +59%
VA
306
Vident Advisory
Georgia
$1.54M +$89.3K +2,562 +6%
TAM
307
Tealwood Asset Management
Minnesota
$1.54M -$6.8K -195 -0.5%
GVAG
308
Great Valley Advisor Group
Delaware
$1.53M +$162K +4,642 +12%
FAFTFSNP
309
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$1.5M +$1.46M +41,784 New
SAM
310
Storebrand Asset Management
Norway
$1.5M -$3.1M -88,825 -68%
BHCM
311
Brevan Howard Capital Management
Jersey
$1.49M +$577K +16,554 +66%
PU
312
Petiole USA
New York
$1.49M
PAS
313
Point72 Asia (Singapore)
Singapore
$1.49M +$832K +23,849 +135%
TPA
314
Trivium Point Advisory
Connecticut
$1.49M -$71.7K -2,055 -5%
TIA
315
Trust Investment Advisors
Indiana
$1.48M -$9.62K -276 -0.7%
Carson Wealth (CWM LLC)
316
Carson Wealth (CWM LLC)
Nebraska
$1.47M +$618K +17,718 +77%
VVP
317
Venture Visionary Partners
Ohio
$1.46M -$21.7K -621 -2%
ET
318
Entropy Technologies
New York
$1.45M +$1.4M +40,112 New
GIBU
319
Gulf International Bank (UK)
United Kingdom
$1.44M
AI
320
Atria Investments
North Carolina
$1.43M +$73.4K +2,106 +6%
SA
321
Sanctuary Advisors
Indiana
$1.43M +$1.42M +40,662 New
EMPI
322
Elo Mutual Pension Insurance
Finland
$1.42M +$1.38M +39,539 New
IFU
323
iSAM Funds (UK)
United Kingdom
$1.42M +$527K +15,126 +62%
QC
324
Quadrature Capital
United Kingdom
$1.41M +$1.15M +32,845 +511%
OPERF
325
Oregon Public Employees Retirement Fund
Oregon
$1.41M -$27.5K -790 -2%

CFG Hedge Fund Activity: Q2 2024 in Review

758 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2024, worth a combined $14.8B — down 3.9% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new CFG positions and 55 closed out — a net gain of 50 holders — while 288 added to existing stakes and 260 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $83.5M. The largest seller was Capital International Investors, cutting an estimated $1.04B.

  • 758 institutional investors held Citizens Financial Group (CFG) as of Q2 2024, up from 717 in Q1 2024.
  • Funds reported $14.8B of Citizens Financial Group stock for Q2 2024, down 3.9% quarter-over-quarter.
  • 105 funds opened new Citizens Financial Group positions in Q2 2024 and 55 closed out, a net change of +50 holders.
  • The largest Citizens Financial Group buyer in Q2 2024 was Fidelity Investments, an estimated $83.5M added.
  • The largest Citizens Financial Group seller in Q2 2024 was Capital International Investors, an estimated $1.04B sold.

Based on aggregated 13F filings for Q2 2024.