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Citizens Financial Group
CFG

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$805M
2
State Street
2
State Street
Massachusetts
$940M
3
Amundi
3
Amundi
France
$642M
4
Invesco
4
Invesco
Georgia
$574M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$81.9M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.85B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$192M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$529M
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
SH
5
SeaTown Holdings
Singapore
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONB
476
Old National Bancorp
Indiana
$286K +$286K +8,632 New
PA
477
Pinnacle Associates
New York
$285K -$11.3K -340 -4%
HWM
478
HB Wealth Management
Georgia
$285K -$6.3K -190 -2%
P
479
Pitcairn
Pennsylvania
$284K +$284K +8,558 New
EF
480
Empowered Funds
Pennsylvania
$278K +$278K +8,395 New
FWIA
481
Fort Washington Investment Advisors
Ohio
$268K -$18.7K -564 -7%
SPA
482
Sherbrooke Park Advisers
New York
$263K +$263K +7,947 New
FAM
483
Family Asset Management
South Carolina
$262K +$4.01K +121 +2%
DEA
484
DoubleLine ETF Adviser
Florida
$259K +$259K +7,825 New
ASN
485
Advisory Services Network
Georgia
$259K -$150K -4,520 -37%
DWT
486
Dorsey & Whitney Trust
South Dakota
$257K -$5.57K -168 -2%
KFC
487
Klingenstein Fields & Co
New York
$255K – – –
SC
488
Sapient Capital
Indiana
$255K +$255K +7,681 New
DFG
489
Delta Financial Group
New Jersey
$248K +$248K +7,471 New
DS
490
DRW Securities
Illinois
$247K +$247K +7,464 New
BPA
491
Beacon Pointe Advisors
California
$243K -$69.6K -2,101 -22%
Lido Advisors
492
Lido Advisors
California
$242K +$242K +7,315 New
1IA
493
1620 Investment Advisors
Massachusetts
$242K +$242K +7,311 New
BCM
494
Brookstone Capital Management
Illinois
$241K +$241K +7,279 New
HS
495
Horan Securities
United States
$241K +$241K +7,272 New
HI
496
Horizon Investments
North Carolina
$241K +$19.2K +587 +9%
CWM
497
Connecticut Wealth Management
Connecticut
$241K +$241K +7,260 New
WT
498
Whittier Trust
California
$240K +$161K +4,864 +203%
BFEC
499
Benjamin F. Edwards & Company
Missouri
$236K -$61.6K -1,860 -21%
EIC
500
Equity Investment Corp
Georgia
$233K +$233K +7,022 New
18 19
20
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