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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
MA
376
Minerva Advisors
Pennsylvania
$849K
NMERB
377
New Mexico Educational Retirement Board
New Mexico
$847K
BC
378
Bridgefront Capital
Texas
$840K +$813K +23,321 New
GT
379
Glenmede Trust
Pennsylvania
$835K +$12.7K +364 +2%
NDSI
380
Newman Dignan & Sheerar Inc
Rhode Island
$825K -$10K -287 -1%
OC
381
Oppenheimer & Co
New York
$822K -$73.2K -2,099 -8%
Walleye Capital
382
Walleye Capital
New York
$815K -$1.15M -32,864 -59%
SA
383
Strategic Advisors
New York
$800K -$69.7K -2,000 -8%
P
384
Pitcairn
Pennsylvania
$783K -$40.6K -1,164 -5%
EOJOAM
385
E. Ohman J:or Asset Management
Sweden
$778K +$139K +4,000 +23%
Mirae Asset Global Investments
386
Mirae Asset Global Investments
South Korea
$751K -$1.55M -44,411 -67%
Northwestern Mutual Wealth Management
387
Northwestern Mutual Wealth Management
Wisconsin
$729K -$187K -5,358 -21%
CHAM
388
Clear Harbor Asset Management
Connecticut
$729K +$212K +6,085 +43%
GFA
389
Gallagher Fiduciary Advisors
Illinois
$725K -$18.9K -541 -3%
LAM
390
LifePro Asset Management
California
$725K -$425K -12,174 -38%
STA
391
Summit Trail Advisors
New York
$724K +$701K +20,106 New
CAG
392
Csenge Advisory Group
Florida
$711K -$24.4K -700 -3%
KAS
393
Kestra Advisory Services
Texas
$700K +$25.6K +733 +4%
RBC
394
Romano Brothers & Co
Illinois
$690K -$69.7K -2,000 -9%
HAI
395
Hennessy Advisors Inc
California
$685K -$732K -21,000 -53%
ECA
396
Elevated Capital Advisors
Utah
$683K +$661K +18,969 New
MAM
397
Meeder Asset Management
Ohio
$678K -$475K -13,630 -42%
RIM
398
Rakuten Investment Management
Japan
$673K +$240K +6,883 +55%
SFA
399
Sequoia Financial Advisors
Ohio
$671K +$31.9K +916 +5%
IMC Chicago
400
IMC Chicago
Illinois
$667K -$75.6K -2,169 -10%

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.