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Citizens Financial Group
CFG

Overview Fund Activity

809 hedge funds and large institutions have $18.1B invested in Citizens Financial Group in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 277 increasing their positions, 297 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
+22
Holders Change %
+2.8%
% of All Funds
10.77%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
136
Increased
277
Reduced
297
Closed
95
Calls
$149M
Puts
$104M
Net Calls
+$44.9M
Net Calls Change
-$20M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$254M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$463M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$424M
4
AQR Capital Management
AQR Capital Management
Connecticut
$271M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$51.5M

Top Sellers

1
Amundi
Amundi
France
$626M
2
Bank of America
Bank of America
North Carolina
$134M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Millennium Management
Millennium Management
New York
$31.6M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
401
CSS LLC
Illinois
$767K -$91K -2,080 -11%
DILIC
402
Dai-ichi Life Insurance Company
Japan
$762K – – –
CIM
403
Cambria Investment Management
California
$762K +$168K +3,845 +28%
CPSC
404
Carl P. Sherr & Co
Massachusetts
$761K +$38.2K +872 +5%
GFA
405
Gallagher Fiduciary Advisors
Illinois
$761K +$14.3K +327 +2%
MAS
406
Meeder Advisory Services
Ohio
$748K +$143K +3,266 +24%
Envestnet Portfolio Solutions
407
Envestnet Portfolio Solutions
Illinois
$742K +$106K +2,415 +17%
VCA
408
Verdence Capital Advisors
Maryland
$720K +$145K +3,319 +25%
GLA
409
Great Lakes Advisors
Illinois
$720K +$419K +9,564 +139%
HWM
410
HB Wealth Management
Georgia
$714K +$48.6K +1,110 +7%
Harris Associates
411
Harris Associates
Illinois
$701K -$48.4K -1,105 -6%
GT
412
Greenleaf Trust
Michigan
$699K +$16.9K +386 +2%
1C
413
111 Capital
France
$695K +$695K +15,873 New
LJAC
414
L.J. Altfest & Co
New York
$694K +$5.78K +132 +0.8%
EF
415
Empirical Finance
Pennsylvania
$694K -$9.76K -223 -1%
MYAM
416
Meiji Yasuda Asset Management
Japan
$675K -$3.33K -76 -0.5%
BA
417
Bluesphere Advisors
Pennsylvania
$663K – – –
Lido Advisors
418
Lido Advisors
California
$658K +$62.1K +1,418 +10%
William Blair & Company
419
William Blair & Company
Illinois
$657K +$24.7K +564 +4%
PCM
420
PAR Capital Management
Massachusetts
$656K +$350K +8,000 +114%
MGP
421
Metis Global Partners
California
$656K +$21.1K +482 +3%
Los Angeles Capital Management
422
Los Angeles Capital Management
California
$654K -$1.81M -41,290 -73%
DLP
423
De Lisle Partners
United Kingdom
$651K – – –
PHS
424
Pekin Hardy Strauss
Illinois
$647K -$24.1K -550 -4%
KOCAA
425
Knights of Columbus Asset Advisors
Connecticut
$646K -$39.7K -907 -6%
15 16
17
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