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Citizens Financial Group
CFG

Overview Fund Activity

685 hedge funds and large institutions have $11.6B invested in Citizens Financial Group in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 226 increasing their positions, 285 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
-46
Holders Change %
-6.29%
% of All Funds
10.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
83
Increased
226
Reduced
285
Closed
127
Calls
$116M
Puts
$105M
Net Calls
+$11M
Net Calls Change
-$18.3M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$155M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$95.3M
3
Amundi
Amundi
France
+$86.6M
4
BlackRock
BlackRock
New York
+$73M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$63.8M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$189M
2
AAB
ABN AMRO Bank
Netherlands
-$136M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$39.8M
4
Morgan Stanley
Morgan Stanley
New York
-$38.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
451
Cary Street Partners Investment Advisory
Virginia
$284K -$22.3K -856 -7%
TMAM
452
Tokio Marine Asset Management
Japan
$284K +$27.4K +1,051 +11%
ECM
453
Everence Capital Management
Indiana
$281K – – –
TYCC
454
Texas Yale Capital Corp
Florida
$279K – – –
LCGC
455
Legacy Capital Group California
California
$277K +$10.2K +392 +4%
KA
456
Kintegral Advisory
New York
$272K – – –
RI
457
Ridgewood Investments
New Jersey
$272K -$7.82K -300 -3%
HCA
458
Harbour Capital Advisors
Virginia
$272K +$272K +10,240 New
AAS
459
Avantax Advisory Services
Texas
$271K +$43.4K +1,663 +19%
WSTAM
460
Wilbanks Smith & Thomas Asset Management
Virginia
$269K -$31.9K -1,225 -11%
IA
461
IFG Advisory
Georgia
$267K +$24K +919 +10%
CCA
462
Cobblestone Capital Advisors
New York
$266K +$12K +461 +5%
DS
463
DRW Securities
Illinois
$263K -$224K -8,595 -46%
WANY
464
Wealthspire Advisors (New York)
New York
$262K +$3.03K +116 +1%
AG
465
Artal Group
Luxembourg
$261K +$131K +5,000 +100%
LCC
466
Lincoln Capital Corp
Rhode Island
$261K -$20.8K -796 -7%
SACTSONJ
467
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$261K – – –
CL
468
CSS LLC
Illinois
$261K +$261K +10,000 New
LOIM
469
Liberty One Investment Management
Illinois
$258K +$88.1K +3,377 +52%
BAMF
470
BI Asset Management Fondsmaeglerselskab
Denmark
$256K -$652K -25,032 -72%
IGAM
471
iA Global Asset Management
Quebec, Canada
$256K +$256K +9,835 New
VP
472
Verum Partners
North Carolina
$255K +$255K +9,768 New
AWS
473
Atria Wealth Solutions
New York
$245K +$20.8K +796 +9%
PCM
474
Prelude Capital Management
New York
$245K -$154K -5,900 -39%
CA
475
Continuum Advisory
Idaho
$243K -$71.6K -2,747 -23%
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