CFG icon

Citizens Financial Group
CFG

Overview Fund Activity

755 hedge funds and large institutions have $18.4B invested in Citizens Financial Group in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 292 increasing their positions, 258 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+12
Holders Change %
+1.62%
% of All Funds
11.95%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
95
Increased
292
Reduced
258
Closed
73
Calls
$144M
Puts
$152M
Net Calls
-$7.65M
Net Calls Change
+$32.3M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$861M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$262M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$270M
4
Morgan Stanley
4
Morgan Stanley
New York
$590M
5
SI
5
Scout Investments
Missouri
$52.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$75.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$122M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$314M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$33.3M
5
Invesco
5
Invesco
Georgia
$776M
Name Holding Trade Value Shares
Change 		Shares
Change %
PH
476
Pinnacle Holdings
Oklahoma
$477K – – –
BDF
477
Balasa Dinverno & Foltz
$473K -$22K -486 -4%
SXL
478
Summit X LLC
Missouri
$472K +$45.9K +1,010 +11%
AFWM
479
AMJ Financial Wealth Management
Virginia
$453K -$270K -5,968 -37%
SACTSONJ
480
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$453K – – –
WPW
481
Waldron Private Wealth
Pennsylvania
$448K – – –
CTA
482
Chesley Taft & Associates
Illinois
$447K +$13.5K +330 +3%
LNC
483
Lincoln National Corp
Pennsylvania
$442K +$5.49K +121 +1%
IF
484
Intrua Financial
Texas
$440K -$45.8K -1,010 -9%
FFM
485
Forum Financial Management
Illinois
$439K – – –
DADC
486
D.A. Davidson & Co
Montana
$439K +$140K +3,093 +47%
RIM
487
Redpoint Investment Management
Australia
$425K – – –
CA
488
Continuum Advisory
Idaho
$424K +$168K +4,260 +66%
AIC
489
Argus Investors Counsel
New York
$422K +$37.4K +825 +10%
EI
490
Ellevest Inc
New York
$419K +$15.7K +346 +4%
WT
491
Washington Trust
Rhode Island
$416K – – –
MIP
492
Marietta Investment Partners
Wisconsin
$416K – – –
GIM
493
Groesbeck Investment Management
New Jersey
$416K +$416K +9,183 New
PCM
494
Parsons Capital Management
Rhode Island
$414K +$63.8K +1,409 +18%
LG
495
Leuthold Group
Minnesota
$411K – – –
PIA
496
Pinion Investment Advisors
Kansas
$404K +$39.1K +863 +11%
IAA
497
Independent Advisor Alliance
North Carolina
$404K +$404K +8,905 New
BAM
498
Berkshire Asset Management
Pennsylvania
$402K – – –
RC
499
RegentAtlantic Capital
New Jersey
$402K +$26.1K +575 +7%
WWM
500
Windsor Wealth Management
Indiana
$401K +$877 +21 +0.2%
18 19
20
21 22