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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 %
DIA
451
Dana Investment Advisors
Wisconsin
$257K +$23.5K +875 +10%
BPA
452
Beacon Pointe Advisors
California
$253K +$43.3K +1,615 +21%
FP
453
Factorial Partners
New York
$249K -$161K -6,000 -39%
IGAM
454
iA Global Asset Management
Quebec, Canada
$249K -$14.3K -535 -5%
CA
455
Continuum Advisory
Idaho
$247K -$1.85K -69 -0.7%
LOIM
456
Liberty One Investment Management
Illinois
$247K -$18.1K -674 -7%
LW
457
Lauer Wealth
Indiana
$245K -$178K -6,709 -42%
BFEC
458
Benjamin F. Edwards & Company
Missouri
$241K -$190K -7,078 -44%
PA
459
Pinnacle Associates
New York
$240K +$8.6K +321 +4%
VI
460
Vestcor Inc
New Brunswick, Canada
$238K -$88.8K -3,315 -27%
HWM
461
HB Wealth Management
Georgia
$236K +$236K +8,801 New
SIC
462
Sterling Investment Counsel
New York
$234K +$25.2K +940 +12%
FWIA
463
Fort Washington Investment Advisors
Ohio
$232K – – –
PIA
464
Pinion Investment Advisors
Kansas
$231K +$1.93K +72 +0.8%
MAS
465
Meeder Advisory Services
Ohio
$229K +$229K +8,535 New
SGA
466
Seaport Global Advisors
Massachusetts
$218K +$147K +5,479 +206%
PCMC
467
Paragon Capital Management (Colorado)
Colorado
$216K -$22.9K -855 -10%
DWT
468
Dorsey & Whitney Trust
South Dakota
$212K +$212K +7,909 New
FAM
469
Family Asset Management
South Carolina
$209K +$3.06K +114 +1%
KFC
470
Klingenstein Fields & Co
New York
$207K -$1.34K -50 -0.6%
MWM
471
Modera Wealth Management
New Jersey
$205K +$205K +7,641 New
FTDI
472
First Trust Direct Indexing
Massachusetts
$204K +$204K +7,612 New
ACM
473
Advisors Capital Management
New Jersey
$202K -$3.21K -120 -2%
VCM
474
Virtue Capital Management
Tennessee
$201K – – –
PA
475
Parallel Advisors
California
$193K -$4.77K -178 -2%
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