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Citizens Financial Group
CFG

706 hedge funds and large institutions have $14.8B invested in Citizens Financial Group in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 211 increasing their positions, 293 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 58

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

25% more capital invested

Capital invested by funds: $11.8B → $14.8B (+$2.97B)

9% more funds holding

Funds holding: 646 → 706 (+60)

2.38% more ownership

Funds ownership: 93.46% → 95.84% (+2.4%)

26% less call options, than puts

Call options by funds: $108M | Put options by funds: $146M

28% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 293

Holders
706
Holders Change
+60
Holders Change %
+9.29%
% of All Funds
10.29%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
127
Increased
211
Reduced
293
Closed
58
Calls
$108M
Puts
$146M
Net Calls
-$37.7M
Net Calls Change
-$57.6M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$307M
2
State Street
State Street
Massachusetts
+$78M
3
Amundi
Amundi
France
+$45.3M
4
Invesco
Invesco
Georgia
+$41.6M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$33.4M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$70.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$60.4M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$45.7M
4
Holocene Advisors
Holocene Advisors
New York
-$37M
5
SC
Samlyn Capital
New York
-$31.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
451
Wealthspire Advisors (New York)
New York
$367K +$12.1K +439 +4%
OR
452
Olympiad Research
Connecticut
$366K +$304K +11,044 New
IMCOOI
453
Investment Management Corp of Ontario (IMCO)
Canada
$365K +$303K +11,003 New
FP
454
Factorial Partners
New York
$365K +$46.8K +1,700 +18%
O
455
Ossiam
France
$355K -$280K -10,187 -49%
IA
456
IFG Advisory
Georgia
$353K +$19.2K +699 +7%
BFG
457
Bleakley Financial Group
New Jersey
$353K -$5.09K -185 -2%
SS
458
Simplicity Solutions
Minnesota
$353K -$5.09K -185 -2%
HCM
459
Hall Capital Management
Rhode Island
$348K -$42.6K -1,549 -13%
KA
460
Kintegral Advisory
New York
$343K -$1.82K -66 -0.6%
BFM
461
Boothbay Fund Management
New York
$335K +$279K +10,119 New
CCA
462
Cobblestone Capital Advisors
New York
$332K -$5.23K -190 -2%
SACTSONJ
463
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$331K – – –
DT
464
Diversified Trust
Tennessee
$330K +$274K +9,962 New
CWA
465
Centennial Wealth Advisory
Michigan
$322K -$21.9K -797 -8%
SI
466
Stephens Inc
Arkansas
$318K -$53.6K -1,947 -17%
AWM
467
Apollon Wealth Management
South Carolina
$316K +$262K +9,524 New
HWAM
468
Hennion & Walsh Asset Management
New Jersey
$314K +$261K +9,469 New
AWA
469
Arkadios Wealth Advisors
Georgia
$312K -$20K -726 -7%
MAS
470
Meeder Advisory Services
Ohio
$309K +$21.5K +781 +9%
AA
471
Ancora Advisors
Ohio
$308K -$9.19K -334 -3%
SIC
472
Sterling Investment Counsel
New York
$307K +$14.7K +535 +6%
FWCM
473
Ferguson Wellman Capital Management
Oregon
$303K -$80.5K -2,924 -24%
LOIM
474
Liberty One Investment Management
Illinois
$302K -$2.83K -103 -1%
EIP
475
Epoch Investment Partners
New York
$297K -$52.2K -1,897 -17%
17 18
19
20 21

CFG Hedge Fund Activity: Q4 2023 in Review

706 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2023, worth a combined $14.8B — up 25% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new CFG positions and 58 closed out — a net gain of 69 holders — while 211 added to existing stakes and 293 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $307M. The largest seller was BlackRock, cutting an estimated $70.5M.

  • 706 institutional investors held Citizens Financial Group (CFG) as of Q4 2023, up from 646 in Q3 2023.
  • Funds reported $14.8B of Citizens Financial Group stock for Q4 2023, up 25% quarter-over-quarter.
  • 127 funds opened new Citizens Financial Group positions in Q4 2023 and 58 closed out, a net change of +69 holders.
  • The largest Citizens Financial Group buyer in Q4 2023 was Morgan Stanley, an estimated $307M added.
  • The largest Citizens Financial Group seller in Q4 2023 was BlackRock, an estimated $70.5M sold.

Based on aggregated 13F filings for Q4 2023.