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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
Axa
351
Axa
France
$1.11M +$570K +16,338 +113%
CFGS
352
Concourse Financial Group Securities
Alabama
$1.1M -$8.37K -240 -0.8%
BIP
353
Brandes Investment Partners
California
$1.1M +$282K +8,078 +36%
AAS
354
Avantax Advisory Services
Texas
$1.09M +$758K +21,731 +257%
IB
355
Intrust Bank
Kansas
$1.08M +$38.9K +1,115 +4%
CC
356
Centiva Capital
New York
$1.06M +$1.03M +29,455 New
HIMCH
357
Hartford Investment Management Co (HIMCO)
Connecticut
$1.05M -$36.2K -1,037 -3%
AG
358
AlTi Global
New York
$1.03M -$9.31K -267 -0.9%
SWM
359
SeaCrest Wealth Management
New York
$1.03M +$16K +460 +2%
WAM
360
Wolverine Asset Management
Illinois
$999K +$967K +27,729 New
MLA
361
My Legacy Advisors
Oregon
$975K +$872 +25 +0.1%
OQS
362
Occudo Quantitative Strategies
Florida
$965K -$393K -11,284 -30%
SGI
363
Summit Global Investments
Utah
$962K +$931K +26,690 New
BLC
364
Brown, Lisle/Cummings
Rhode Island
$958K +$35 +1 +0%
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
$956K -$7.32K -210 -0.8%
SAM
366
Securian Asset Management
Minnesota
$943K -$45.2K -1,296 -5%
BCM
367
Bayesian Capital Management
New York
$928K -$1.78M -50,909 -66%
LSERS
368
Louisiana State Employees Retirement System
Louisiana
$926K -$48.8K -1,400 -5%
RA
369
Ransom Advisory
Rhode Island
$921K -$17.4K -500 -2%
IFG
370
Independent Financial Group
California
$915K -$6.97K -200 -0.8%
M&T Bank
371
M&T Bank
New York
$911K -$73.9K -2,119 -8%
DM
372
Deerfield Management
New York
$896K +$868K +24,879 New
FHB
373
First Hawaiian Bank
Hawaii
$890K -$26K -746 -3%
FCM
374
FJ Capital Management
Virginia
$886K +$858K +24,600 New
Capital Fund Management (CFM)
375
Capital Fund Management (CFM)
France
$857K -$8.49M -243,519 -91%

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.