CFG icon

Citizens Financial Group

700 hedge funds and large institutions have $14.8B invested in Citizens Financial Group in 2023 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 209 increasing their positions, 291 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+59
Holders Change %
+9.2%
% of All Funds
10.26%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
126
Increased
209
Reduced
291
Closed
58
Calls
$108M
Puts
$146M
Net Calls
-$37.7M
Net Calls Change
-$57.6M
Name Holding Trade Value Shares
Change
Shares
Change %
O
451
Ossiam
France
$355K -$338K -10,187 -49%
IA
452
IFG Advisory
Georgia
$353K +$23.2K +699 +7%
SS
453
Simplicity Solutions
Minnesota
$353K -$6.13K -185 -2%
BFG
454
Bleakley Financial Group
New Jersey
$353K -$6.13K -185 -2%
HCM
455
Hall Capital Management
Rhode Island
$348K -$51.3K -1,549 -13%
KA
456
Kintegral Advisory
New York
$343K -$2.19K -66 -0.6%
BFM
457
Boothbay Fund Management
New York
$335K +$335K +10,119 New
CCA
458
Cobblestone Capital Advisors
New York
$332K -$6.3K -190 -2%
SACTSONJ
459
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$331K
DT
460
Diversified Trust
Tennessee
$330K +$330K +9,962 New
CWA
461
Centennial Wealth Advisory
Michigan
$322K -$26.4K -797 -8%
SI
462
Stephens Inc
Arkansas
$318K -$64.5K -1,947 -17%
AWM
463
Apollon Wealth Management
South Carolina
$316K +$316K +9,524 New
HWAM
464
Hennion & Walsh Asset Management
New Jersey
$314K +$314K +9,469 New
AWA
465
Arkadios Wealth Advisors
Georgia
$312K -$24.1K -726 -7%
MAS
466
Meeder Advisory Services
Ohio
$309K +$25.9K +781 +9%
AA
467
Ancora Advisors
Ohio
$308K -$11.1K -334 -3%
SIC
468
Sterling Investment Counsel
New York
$307K +$17.7K +535 +6%
FWCM
469
Ferguson Wellman Capital Management
Oregon
$303K -$96.9K -2,924 -24%
LOIM
470
Liberty One Investment Management
Illinois
$302K -$3.41K -103 -1%
EIP
471
Epoch Investment Partners
New York
$297K -$62.9K -1,897 -17%
JF
472
Jump Financial
Illinois
$297K +$297K +8,970 New
AAS
473
Avantax Advisory Services
Texas
$295K -$129K -3,878 -30%
FTDI
474
First Trust Direct Indexing
Massachusetts
$291K +$38.9K +1,173 +15%
VI
475
Vestcor Inc
New Brunswick, Canada
$288K -$6.03K -182 -2%