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Citizens Financial Group
CFG

Overview Fund Activity

641 hedge funds and large institutions have $11.8B invested in Citizens Financial Group in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 223 increasing their positions, 268 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
-44
Holders Change %
-6.42%
% of All Funds
10.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
55
Increased
223
Reduced
268
Closed
93
Calls
$86.9M
Puts
$67.1M
Net Calls
+$19.9M
Net Calls Change
+$8.91M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$316M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$146M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$92.7M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$41.8M
5
Barclays
Barclays
United Kingdom
+$32.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$185M
2
Invesco
Invesco
Georgia
-$85.5M
3
Ameriprise
Ameriprise
Minnesota
-$62.5M
4
BlackRock
BlackRock
New York
-$54.2M
5
Amundi
Amundi
France
-$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
376
McRae Capital Management
New Jersey
$527K +$527K +19,681 New
MLICM
377
Metropolitan Life Insurance Company (MetLife)
New York
$524K -$41.6K -1,551 -7%
KAS
378
Kestra Advisory Services
Texas
$514K +$128K +4,765 +33%
SW
379
SVB Wealth
Massachusetts
$506K -$91.3K -3,408 -15%
FSA
380
Fort Sheridan Advisors
Illinois
$505K – – –
CAG
381
Csenge Advisory Group
Florida
$499K +$69.5K +2,595 +16%
WI
382
WBI Investments
New Jersey
$492K +$53.5K +1,995 +12%
NB
383
Norinchukin Bank
Japan
$487K -$546K -20,358 -53%
GT
384
Glenmede Trust
Pennsylvania
$486K -$11M -409,341 -96%
BAMF
385
BI Asset Management Fondsmaeglerselskab
Denmark
$480K +$216K +8,064 +82%
SAG
386
SageView Advisory Group
California
$475K +$56K +2,091 +13%
MGP
387
Metis Global Partners
California
$465K +$69.7K +2,602 +18%
Carson Wealth (CWM LLC)
388
Carson Wealth (CWM LLC)
Nebraska
$463K +$102K +3,815 +28%
KeyBank National Association
389
KeyBank National Association
Ohio
$457K +$87K +3,248 +24%
SM
390
Salzhauer Michael
$453K -$8.04K -300 -2%
COI
391
Connable Office Inc
Michigan
$452K +$31K +1,158 +7%
LCGC
392
Legacy Capital Group California
California
$448K +$163K +6,083 +57%
KRSITF
393
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$447K -$18.2K -679 -4%
CA
394
Cetera Advisors
Colorado
$442K +$86.5K +3,228 +24%
AAM
395
Advisors Asset Management
Colorado
$431K -$105K -3,923 -20%
EF
396
Empirical Finance
Pennsylvania
$430K +$46K +1,718 +12%
SFM
397
Signet Financial Management
New Jersey
$423K -$54.5K -2,032 -11%
PCM
398
Pointe Capital Management
Michigan
$414K -$15.7K -587 -4%
Lazard Asset Management
399
Lazard Asset Management
New York
$406K -$34.1K -1,276 -8%
GT
400
Greenleaf Trust
Michigan
$403K +$5.04K +188 +1%
14 15
16
17 18