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Citizens Financial Group
CFG

Overview Fund Activity

455 hedge funds and large institutions have $10B invested in Citizens Financial Group in 2016 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 216 increasing their positions, 122 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+31
Holders Change %
+7.31%
% of All Funds
12.16%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.4%
New
76
Increased
216
Reduced
122
Closed
40
Calls
$41.9M
Puts
$12.9M
Net Calls
+$29M
Net Calls Change
+$14.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$322M
2
BIT
2
BlackRock Institutional Trust
California
$328M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$435M
4
Morgan Stanley
4
Morgan Stanley
New York
$110M
5
VFA
5
Virtus Fund Advisers
Connecticut
$44.3M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$50.7M
2
SSM
2
Sound Shore Management
Connecticut
$53.7M
3
MAM
3
Majedie Asset Management
United Kingdom
$32.4M
4
PIM
4
Perkins Investment Management
Illinois
$51.5M
5
APG Asset Management
5
APG Asset Management
Netherlands
$14.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
426
Balentine LLC
Georgia
$6K – – –
FPFS
427
First Personal Financial Services
North Carolina
$6K +$6K +320 New
ZB
428
Zions Bancorporation
Utah
$5K +$3.14K +144 +169%
CA
429
Commerzbank Aktiengesellschaft
Germany
$4.28K -$1.16K -58,036 -21%
VCM
430
Versant Capital Management
Arizona
$4K +$83 +5 +2%
WA
431
Winfield Associates
Ohio
$4K +$4K +184 New
PFBT
432
Parkside Financial Bank & Trust
Missouri
$3K -$4.56K -231 -60%
EWM
433
Evercore Wealth Management
New York
$3K -$4.5K -225 -60%
GAM
434
Gemmer Asset Management
California
$3K – – –
OFS
435
Orrstown Financial Services
Pennsylvania
$3K – – –
MWP
436
MYCIO Wealth Partners
Pennsylvania
$3K +$1.41K +78 +89%
GS
437
GAM Systematic
United Kingdom
$3K +$3K +139 New
GBT
438
Grove Bank & Trust
Florida
$3K +$3K +170 New
CAW
439
Cornerstone Advisors (Washington)
Washington
$2K – – –
MWM
440
MinichMacGregor Wealth Management
New York
$2K +$71 +4 +4%
Creative Planning
441
Creative Planning
Kansas
$2K +$1.08K +56 +117%
PMFA
442
Plante Moran Financial Advisors
Michigan
$2K +$2K +102 New
WEC
443
Winslow Evans & Crocker
Massachusetts
$1.6K – – –
TCOV
444
Trust Company of Vermont
Vermont
$1K – – –
TFA
445
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
HCM
446
Herndon Capital Management
Georgia
$1K +$1K +49 New
DPA
447
Delphi Private Advisors
California
$1K +$1K +56 New
AT
448
Arden Trust
Delaware
$293 +$40 +2,001 +16%
PIA
449
Piedmont Investment Advisors
North Carolina
$159 +$159 +8 New
EC
450
Eminence Capital
New York
– -$44.6M -2,128,839 Closed
16 17
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