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Citizens Financial Group
CFG

Overview Fund Activity

685 hedge funds and large institutions have $11.6B invested in Citizens Financial Group in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 226 increasing their positions, 285 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
-46
Holders Change %
-6.29%
% of All Funds
10.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
83
Increased
226
Reduced
285
Closed
127
Calls
$116M
Puts
$105M
Net Calls
+$11M
Net Calls Change
-$18.3M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$155M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$95.3M
3
Amundi
Amundi
France
+$86.6M
4
BlackRock
BlackRock
New York
+$73M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$63.8M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$189M
2
AAB
ABN AMRO Bank
Netherlands
-$136M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$39.8M
4
Morgan Stanley
Morgan Stanley
New York
-$38.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
476
ALPS Advisors
Colorado
$240K +$1.83K +70 +0.8%
BPWM
477
Badgley Phelps Wealth Managers
Washington
$240K +$240K +9,213 New
CCIA
478
Campbell & Co Investment Adviser
Maryland
$238K +$238K +9,126 New
GIA
479
Gladstone Institutional Advisory
Florida
$234K +$15.4K +590 +7%
PCMC
480
Paragon Capital Management (Colorado)
Colorado
$232K +$232K +8,899 New
CHAM
481
Clear Harbor Asset Management
Connecticut
$231K – – –
DIA
482
Dana Investment Advisors
Wisconsin
$227K +$227K +8,703 New
DWM
483
Dakota Wealth Management
Florida
$226K – – –
FWIA
484
Fort Washington Investment Advisors
Ohio
$226K -$16.8K -646 -7%
PA
485
Pinnacle Associates
New York
$225K +$6.29K +241 +3%
PIA
486
Pinion Investment Advisors
Kansas
$223K +$223K +8,561 New
SP
487
Symmetry Partners
Connecticut
$223K – – –
Two Sigma Investments
488
Two Sigma Investments
New York
$222K +$222K +8,499 New
O
489
Ossiam
France
$221K -$976K -37,412 -82%
C
490
CEDRUS
Colorado
$214K -$35.2K -1,350 -14%
WAM
491
Watershed Asset Management
California
$212K – – –
TRCT
492
Tower Research Capital (TRC)
New York
$210K -$836K -32,070 -80%
AA
493
Ancora Advisors
Ohio
$208K -$1.68M -64,478 -89%
ASN
494
Advisory Services Network
Georgia
$205K -$142K -5,438 -41%
BPA
495
Beacon Pointe Advisors
California
$204K -$145K -5,544 -42%
SIC
496
Sterling Investment Counsel
New York
$204K +$22.6K +865 +12%
KFC
497
Klingenstein Fields & Co
New York
$202K +$202K +7,757 New
VCM
498
Virtue Capital Management
Tennessee
$201K +$15.5K +591 +8%
FAM
499
Family Asset Management
South Carolina
$200K +$200K +7,684 New
ACM
500
Advisors Capital Management
New Jersey
$200K -$43.1K -1,653 -18%
18 19
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