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Citizens Financial Group
CFG

Overview Fund Activity

697 hedge funds and large institutions have $18.8B invested in Citizens Financial Group in 2021 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 269 increasing their positions, 252 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+6
Holders Change %
+0.87%
% of All Funds
12.24%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
77
Increased
269
Reduced
252
Closed
58
Calls
$137M
Puts
$148M
Net Calls
-$11.5M
Net Calls Change
-$44.7M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$375M
2
Charles Schwab
2
Charles Schwab
California
$520M
3
Capital International Investors
3
Capital International Investors
California
$1.08B
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$447M
5
GT
5
Glenmede Trust
Pennsylvania
$65.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$81.2M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$155M
3
CBT
3
Capital Bank & Trust
California
$0
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$54M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
451
Beacon Pointe Advisors
California
$484K +$132K +2,806 +37%
CTA
452
Chesley Taft & Associates
Illinois
$482K +$18.8K +400 +4%
BAM
453
Berkshire Asset Management
Pennsylvania
$477K +$94.4K +2,012 +25%
TSS
454
Two Sigma Securities
New York
$475K +$475K +10,110 New
NA
455
NewEdge Advisors
Louisiana
$474K -$601K -12,778 -56%
KeyBank National Association
456
KeyBank National Association
Ohio
$474K -$281K -5,984 -37%
VIA
457
Vident Investment Advisory
Georgia
$474K +$230K +4,889 +94%
Cetera Investment Advisers
458
Cetera Investment Advisers
Illinois
$473K +$15.6K +333 +3%
SACTSONJ
459
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$470K – – –
WPW
460
Waldron Private Wealth
Pennsylvania
$465K +$986 +21 +0.2%
WSTAM
461
Wilbanks Smith & Thomas Asset Management
Virginia
$461K +$57.5K +1,225 +14%
IC
462
IEQ Capital
California
$451K +$16.1K +343 +4%
Verition Fund Management
463
Verition Fund Management
Connecticut
$448K -$1.61M -34,373 -78%
SXL
464
Summit X LLC
Missouri
$443K +$137K +2,900 +45%
RIM
465
Redpoint Investment Management
Australia
$441K – – –
PFA
466
Peak Financial Advisors
Colorado
$441K +$125K +2,667 +40%
PFS
467
Prospera Financial Services
Texas
$440K -$2.58K -55 -0.6%
PWS
468
Precision Wealth Strategies
Missouri
$440K +$206K +4,397 +88%
GT
469
Greenleaf Trust
Michigan
$439K -$21.5K -457 -5%
MIP
470
Marietta Investment Partners
Wisconsin
$436K – – –
LG
471
Leuthold Group
Minnesota
$431K – – –
VHAM
472
Van Hulzen Asset Management
California
$430K – – –
RJFSA
473
Raymond James Financial Services Advisors
Florida
$427K -$56K -1,192 -12%
Northwestern Mutual Wealth Management
474
Northwestern Mutual Wealth Management
Wisconsin
$420K +$83.7K +1,784 +25%
LNC
475
Lincoln National Corp
Pennsylvania
$420K +$420K +8,928 New
17 18
19
20 21