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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
DFCM
401
Dark Forest Capital Management
Puerto Rico
$662K +$641K +18,371 New
UCFA
402
United Capital Financial Advisors
Texas
$659K +$43K +1,234 +7%
CCM
403
Coldstream Capital Management
Washington
$649K +$6.45K +185 +1%
KeyBank National Association
404
KeyBank National Association
Ohio
$647K +$42.3K +1,214 +7%
TI
405
Tidal Investments
Wisconsin
$642K -$42.2K -1,210 -6%
PCM
406
Prelude Capital Management
New York
$623K +$603K +17,285 New
PL
407
Perpetual Ltd
Australia
$622K +$602K +17,272 New
Harris Associates
408
Harris Associates
Illinois
$617K -$479K -13,743 -45%
SW
409
SVB Wealth
Massachusetts
$609K -$155K -4,436 -21%
PHS
410
Pekin Hardy Strauss
Illinois
$604K -$872 -25 -0.1%
VIM
411
Vinva Investment Management
Australia
$603K +$134K +3,857 +28%
CPSC
412
Carl P. Sherr & Co
Massachusetts
$599K -$20.9K -600 -3%
TC
413
TownSquare Capital
Utah
$586K +$97.4K +2,794 +21%
COI
414
Connable Office Inc
Michigan
$586K -$74K -2,121 -12%
OAC
415
OMERS Administration Corp
Ontario, Canada
$584K +$565K +16,213 New
NB
416
Norinchukin Bank
Japan
$584K +$1.57K +45 +0.3%
NIM
417
NEOS Investment Management
Connecticut
$583K +$174K +4,980 +44%
SM
418
Salzhauer Michael
$569K
MYAM
419
Meiji Yasuda Asset Management
Japan
$568K +$16K +458 +3%
EF
420
Empirical Finance
Pennsylvania
$567K -$34.6K -993 -6%
CG
421
Caprock Group
Idaho
$567K +$300K +8,599 +120%
LJAC
422
L.J. Altfest & Co
New York
$566K +$17.1K +491 +3%
OTPPB
423
Ontario Teachers' Pension Plan Board
Ontario, Canada
$563K -$651K -18,668 -54%
KOCAA
424
Knights of Columbus Asset Advisors
Connecticut
$563K -$4.01K -115 -0.7%
PCM
425
Pointe Capital Management
Michigan
$561K -$488 -14 -0.1%

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.