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Citizens Financial Group

606 hedge funds and large institutions have $14.4B invested in Citizens Financial Group in 2020 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 203 increasing their positions, 227 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+56
Holders Change %
+10.18%
% of All Funds
10.75%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.2%
New
110
Increased
203
Reduced
227
Closed
48
Calls
$61.1M
Puts
$37.5M
Net Calls
+$23.6M
Net Calls Change
+$28.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
501
Whittier Trust
California
$79K +$79K +2,215 New
EFSCE
502
Enterprise Financial Services Corp (EFSC)
Missouri
$59K
Carson Wealth (CWM LLC)
503
Carson Wealth (CWM LLC)
Nebraska
$57K
Loomis, Sayles & Company
504
Loomis, Sayles & Company
Massachusetts
$57K +$15.9K +443 +39%
CLOS
505
Compagnie Lombard Odier SCmA
Switzerland
$54K
AWA
506
Arkadios Wealth Advisors
Georgia
$54K +$640 +18 +1%
NIM
507
NuWave Investment Management
New Jersey
$53K +$49.1K +1,371 +1,269%
CAAS
508
Capital Asset Advisory Services
Michigan
$51K +$51K +1,413 New
DAM
509
Delta Asset Management
Tennessee
$50K
ZB
510
Zions Bancorporation
Utah
$47K -$2.6K -72 -5%
PFBT
511
Parkside Financial Bank & Trust
Missouri
$40K
PWM
512
Perigon Wealth Management
California
$40K +$40K +1,114 New
CIA
513
CSat Investment Advisory
Michigan
$39K -$48.4K -1,363 -55%
HNB
514
Huntington National Bank
Ohio
$39K -$539 -15 -1%
BFEC
515
Benjamin F. Edwards & Company
Missouri
$38K -$39.6K -1,113 -51%
PFGIA
516
Patriot Financial Group Insurance Agency
Massachusetts
$38K +$903 +25 +2%
EP
517
Eudaimonia Partners
Tennessee
$34K
RPWA
518
Regent Peak Wealth Advisors
Georgia
$34K +$34K +957 New
ADIM
519
Alpha DNA Investment Management
Maryland
$31K +$31K +867 New
RA
520
Reby Advisors
Connecticut
$31K +$31K +870 New
HWA
521
HHM Wealth Advisors
Tennessee
$29K
ICP
522
Interchange Capital Partners
Pennsylvania
$29K +$29K +821 New
VCG
523
Vantage Consulting Group
Virginia
$27K +$27K +743 New
CTC
524
Central Trust Company
Missouri
$25K
CWC
525
Carolinas Wealth Consulting
North Carolina
$24K +$5.39K +149 +29%