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Citizens Financial Group

731 hedge funds and large institutions have $13.4B invested in Citizens Financial Group in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 272 increasing their positions, 275 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
-37
Holders Change %
-4.82%
% of All Funds
11.7%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
86
Increased
272
Reduced
275
Closed
105
Calls
$131M
Puts
$102M
Net Calls
+$29.2M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
451
Crestwood Advisors Group
Massachusetts
$397K +$397K +13,060 New
AWA
452
Arkadios Wealth Advisors
Georgia
$392K -$2K -66 -0.5%
CAM
453
Cresset Asset Management
Illinois
$386K -$58.3K -1,919 -13%
EF
454
Empirical Finance
Pennsylvania
$386K +$21.1K +695 +6%
SI
455
Stephens Inc
Arkansas
$384K -$170K -5,603 -31%
SXL
456
Summit X LLC
Missouri
$379K -$4.95K -163 -1%
DGAM
457
Desjardins Global Asset Management
Quebec, Canada
$376K -$16.7K -549 -4%
BCM
458
BHZ Capital Management
California
$374K +$374K +12,308 New
LJAC
459
L.J. Altfest & Co
New York
$371K +$76.1K +2,504 +26%
LWAM
460
Legacy Wealth Asset Management
Minnesota
$370K -$1.79K -59 -0.5%
VI
461
Vestcor Inc
New Brunswick, Canada
$370K -$234K -7,727 -39%
SCM
462
Stevens Capital Management
Pennsylvania
$368K +$368K +12,105 New
CA
463
Continuum Advisory
Idaho
$366K -$1.64K -54 -0.4%
PH
464
Pinnacle Holdings
Oklahoma
$365K +$56.6K +1,865 +18%
WFG
465
Wills Financial Group
Virginia
$364K -$367K -12,095 -50%
TPCW
466
TD Private Client Wealth
New York
$362K +$76.7K +2,526 +27%
Carson Wealth (CWM LLC)
467
Carson Wealth (CWM LLC)
Nebraska
$360K +$114K +3,765 +47%
PA
468
Profund Advisors
Maryland
$358K +$72.6K +2,390 +25%
CSPIA
469
Cary Street Partners Investment Advisory
Virginia
$357K -$2.25K -74 -0.6%
WPW
470
Waldron Private Wealth
Pennsylvania
$356K +$31.6K +1,040 +10%
WSTAM
471
Wilbanks Smith & Thomas Asset Management
Virginia
$350K +$42.2K +1,390 +14%
CA
472
Cetera Advisors
Colorado
$342K +$12.3K +404 +4%
BAM
473
Blueshift Asset Management
New Jersey
$339K +$339K +11,164 New
BMSSC
474
B. Metzler seel. Sohn & Co
Germany
$336K +$19.3K +634 +6%
USAA
475
United Services Automobile Association
Texas
$336K -$214K -7,059 -39%