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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
USAA
426
United Services Automobile Association
Texas
$559K -$40.6K -1,165 -7%
GT
427
Greenleaf Trust
Michigan
$559K +$8.61K +247 +2%
IC
428
IEQ Capital
California
$552K +$37.9K +1,086 +8%
AWM
429
Apollon Wealth Management
South Carolina
$547K -$112K -3,206 -17%
BA
430
Bluesphere Advisors
Pennsylvania
$546K +$528K +15,146 New
CL
431
CSS LLC
Illinois
$544K +$526K +15,097 New
PCM
432
Prana Capital Management
Connecticut
$538K +$520K +14,922 New
DLP
433
De Lisle Partners
United Kingdom
$535K
William Blair & Company
434
William Blair & Company
Illinois
$534K -$24.8K -710 -5%
LCM
435
Landscape Capital Management
New Jersey
$530K +$513K +14,701 New
KRSITF
436
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$529K -$24.8K -710 -5%
MGP
437
Metis Global Partners
California
$524K -$15.9K -456 -3%
NMIMC
438
Northwestern Mutual Investment Management Company
Wisconsin
$522K -$10.9K -313 -2%
Verition Fund Management
439
Verition Fund Management
Connecticut
$519K -$538K -15,419 -52%
SAG
440
SageView Advisory Group
California
$518K -$264K -7,574 -35%
CWM
441
Compass Wealth Management
Connecticut
$509K
IPW
442
Impact Partnership Wealth
Georgia
$499K +$7.88K +226 +2%
KWA
443
Kingswood Wealth Advisors
California
$499K -$19.9K -570 -4%
NERM
444
New England Research & Management
Illinois
$496K -$12.2K -350 -2%
PFPT
445
Pinnacle Financial Partners (Tennessee)
Tennessee
$492K
AIC
446
Archer Investment Corporation
Indiana
$490K
MFG
447
Merit Financial Group
Georgia
$476K +$245K +7,031 +114%
AIM
448
Aigen Investment Management
New York
$474K +$458K +13,147 New
CB
449
Commerce Bank
Missouri
$466K -$29K -831 -6%
CIM
450
Contravisory Investment Management
Massachusetts
$462K +$447K +12,824 New

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.