We are live on ! Find out more
CFG icon

Citizens Financial Group

758 hedge funds and large institutions have $14.8B invested in Citizens Financial Group in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 288 increasing their positions, 260 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 55

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

11% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 260

6% more funds holding

Funds holding: 717758 (+41)

1% less call options, than puts

Call options by funds: $140M | Put options by funds: $141M

4% less capital invested

Capital invested by funds: $15.4B → $14.8B (-$607M)

2.78% less ownership

Funds ownership: 92.89%90.11% (-2.8%)

Holders
758
Holders Change
+41
Holders Change %
+5.72%
% of All Funds
10.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
105
Increased
288
Reduced
260
Closed
55
Calls
$140M
Puts
$141M
Net Calls
-$735K
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
451
V-Square Quantitative Management
Illinois
$460K -$7.74K -222 -2%
Capital World Investors
452
Capital World Investors
California
$460K +$445K +12,765 New
AFCM
453
Applied Finance Capital Management
Puerto Rico
$458K +$443K +12,713 New
HWM
454
HB Wealth Management
Georgia
$458K +$54.7K +1,568 +14%
TMAM
455
Tokio Marine Asset Management
Japan
$457K
LSA
456
Leonteq Securities AG
Switzerland
$452K +$146K +4,175 +50%
Envestnet Portfolio Solutions
457
Envestnet Portfolio Solutions
Illinois
$452K -$351K -10,067 -45%
MAS
458
Meeder Advisory Services
Ohio
$451K +$108K +3,100 +33%
DT
459
Diversified Trust
Tennessee
$449K +$67.3K +1,931 +18%
FTDI
460
First Trust Direct Indexing
Massachusetts
$448K +$84.2K +2,416 +24%
I
461
InceptionR
California
$448K -$558K -16,006 -56%
Squarepoint
462
Squarepoint
New York
$444K -$1.68M -48,054 -80%
TPCW
463
TD Private Client Wealth
New York
$443K -$22K -631 -5%
ONB
464
Old National Bancorp
Indiana
$437K +$29.2K +838 +7%
PCA
465
Pallas Capital Advisors
Massachusetts
$437K +$374K +10,724 New
HWAM
466
Hennion & Walsh Asset Management
New Jersey
$431K +$17.2K +494 +4%
GAM
467
Gotham Asset Management
New York
$427K -$151K -4,319 -27%
IF
468
Intrua Financial
Texas
$427K -$17K -488 -4%
PA
469
Pinnacle Associates
New York
$427K +$108K +3,087 +35%
PH
470
Pinnacle Holdings
Oklahoma
$425K -$3.77K -108 -0.9%
RAM
471
Readystate Asset Management
Illinois
$424K +$410K +11,762 New
GIA
472
Gladstone Institutional Advisory
Florida
$416K +$1.74K +50 +0.4%
Federated Hermes
473
Federated Hermes
Pennsylvania
$412K -$477K -13,669 -54%
PAM
474
Panagora Asset Management
Massachusetts
$412K -$224K -6,428 -36%
CWA
475
Centennial Wealth Advisory
Michigan
$410K +$69.2K +1,984 +21%

CFG Hedge Fund Activity: Q2 2024 in Review

758 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2024, worth a combined $14.8B — down 3.9% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new CFG positions and 55 closed out — a net gain of 50 holders — while 288 added to existing stakes and 260 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $83.5M. The largest seller was Capital International Investors, cutting an estimated $1.04B.

  • 758 institutional investors held Citizens Financial Group (CFG) as of Q2 2024, up from 717 in Q1 2024.
  • Funds reported $14.8B of Citizens Financial Group stock for Q2 2024, down 3.9% quarter-over-quarter.
  • 105 funds opened new Citizens Financial Group positions in Q2 2024 and 55 closed out, a net change of +50 holders.
  • The largest Citizens Financial Group buyer in Q2 2024 was Fidelity Investments, an estimated $83.5M added.
  • The largest Citizens Financial Group seller in Q2 2024 was Capital International Investors, an estimated $1.04B sold.

Based on aggregated 13F filings for Q2 2024.