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Citizens Financial Group
CFG

Overview Fund Activity

809 hedge funds and large institutions have $18.1B invested in Citizens Financial Group in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 277 increasing their positions, 297 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
+22
Holders Change %
+2.8%
% of All Funds
10.77%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
136
Increased
277
Reduced
297
Closed
95
Calls
$149M
Puts
$104M
Net Calls
+$44.9M
Net Calls Change
-$20M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$254M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$463M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$424M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$271M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$51.5M

Top Sellers

1
Amundi
1
Amundi
France
$626M
2
Bank of America
2
Bank of America
North Carolina
$134M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Millennium Management
4
Millennium Management
New York
$31.6M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
476
Montchanin Asset Management
Delaware
$466K +$54.7K +1,250 +13%
GAM
477
Gotham Asset Management
New York
$465K -$70.1K -1,602 -13%
ACM
478
Alethea Capital Management
Washington
$461K +$461K +10,536 New
MOS
479
MGO One Seven
Ohio
$451K -$62.8K -1,436 -12%
EFG
480
Everhart Financial Group
Ohio
$447K +$447K +10,214 New
TPM
481
Triasima Portfolio Management
Quebec, Canada
$438K – – –
HAI
482
Hennessy Advisors Inc
California
$438K -$219K -5,000 -33%
SACTSONJ
483
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$438K – – –
Balyasny Asset Management
484
Balyasny Asset Management
Illinois
$437K +$437K +9,977 New
HCM
485
Howard Capital Management
Georgia
$426K +$426K +9,728 New
CL
486
COWA LLC
Oklahoma
$422K +$422K +8,588 New
P
487
&Partners
Tennessee
$422K +$170K +3,824 +68%
IPWA
488
International Private Wealth Advisors
California
$421K -$3.28K -75 -0.8%
LIA
489
Lynx Investment Advisory
District of Columbia
$421K -$831 -19 -0.2%
SW
490
SVB Wealth
Massachusetts
$421K +$421K +9,620 New
PCM
491
Penserra Capital Management
California
$413K -$14.2K -327 -3%
KPWS
492
Kestra Private Wealth Services
Texas
$407K +$407K +9,306 New
BEI
493
Benjamin Edwards Inc
Missouri
$399K +$399K +9,121 New
LCM
494
Landscape Capital Management
New Jersey
$398K +$398K +9,093 New
ACA
495
Atlas Capital Advisors
Wyoming
$398K -$3.94K -90 -1%
CA
496
Continuum Advisory
Idaho
$397K +$35.1K +802 +10%
QCM
497
Qsemble Capital Management
New York
$397K -$5.48M -125,228 -93%
Marshall Wace
498
Marshall Wace
United Kingdom
$395K -$18.2M -416,925 -98%
Lazard Asset Management
499
Lazard Asset Management
New York
$383K -$1.97M -45,171 -84%
IQI
500
Integrated Quantitative Investments
Washington
$381K +$381K +8,700 New
18 19
20
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