CFG icon

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 %
FWCM
426
Ferguson Wellman Capital Management
Oregon
$323K -$38.2K -1,426 -11%
PH
427
Pinnacle Holdings
Oklahoma
$322K – – –
KWA
428
Kingswood Wealth Advisors
California
$318K +$318K +11,872 New
IIM
429
INTECH Investment Management
Florida
$313K +$313K +11,679 New
TPCW
430
TD Private Client Wealth
New York
$313K -$4.69K -175 -1%
SI
431
Stephens Inc
Arkansas
$309K -$35.5K -1,326 -10%
PIM
432
Penobscot Investment Management
Massachusetts
$297K +$297K +11,100 New
GIA
433
Gladstone Institutional Advisory
Florida
$295K +$53.8K +2,007 +22%
EIP
434
Epoch Investment Partners
New York
$291K -$46.9K -1,750 -14%
SS
435
Simplicity Solutions
Minnesota
$290K -$34.8K -1,299 -11%
BFG
436
Bleakley Financial Group
New Jersey
$290K -$34.8K -1,299 -11%
VSQM
437
V-Square Quantitative Management
Illinois
$289K +$186K +6,938 +180%
WANY
438
Wealthspire Advisors (New York)
New York
$285K +$15.4K +573 +6%
CWA
439
Centennial Wealth Advisory
Michigan
$282K -$13.7K -510 -5%
KA
440
Kintegral Advisory
New York
$279K -$161 -6 -0.1%
IC
441
IEQ Capital
California
$279K +$279K +10,407 New
PA
442
Profund Advisors
Maryland
$274K -$24.1K -898 -8%
CCA
443
Cobblestone Capital Advisors
New York
$274K +$590 +22 +0.2%
Wolverine Trading
444
Wolverine Trading
Illinois
$273K +$273K +10,181 New
AWA
445
Arkadios Wealth Advisors
Georgia
$272K -$55.9K -2,085 -17%
SACTSONJ
446
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$268K – – –
CM
447
Crestline Management
Texas
$268K +$268K +10,000 New
IA
448
IFG Advisory
Georgia
$267K -$7.8K -291 -3%
CHAM
449
Clear Harbor Asset Management
Connecticut
$264K +$26.8K +1,000 +11%
AA
450
Ancora Advisors
Ohio
$258K +$44.4K +1,655 +21%
16 17
18
19 20