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Citizens Financial Group
CFG

Overview Fund Activity

680 hedge funds and large institutions have $17.5B invested in Citizens Financial Group in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 232 increasing their positions, 240 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+74
Holders Change %
+12.21%
% of All Funds
11.97%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
123
Increased
232
Reduced
240
Closed
43
Calls
$111M
Puts
$57.1M
Net Calls
+$54.4M
Net Calls Change
+$30.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$456M
2
AAMU
Amundi Asset Management US
Massachusetts
+$188M
3
Morgan Stanley
Morgan Stanley
New York
+$134M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$105M
5
Deutsche Bank
Deutsche Bank
Germany
+$68.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$549M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$236M
3
Lazard Asset Management
Lazard Asset Management
New York
-$102M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$83M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$75.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
501
Advisory Services Network
Georgia
$292K +$71.8K +1,628 +33%
TAIM
502
TD Ameritrade Investment Management
Nebraska
$290K – – –
IC
503
IEQ Capital
California
$290K +$290K +6,558 New
NFG
504
Nations Financial Group
Iowa
$287K +$287K +6,500 New
RJT
505
Raymond James Trust
Florida
$286K +$286K +6,474 New
RC
506
RegentAtlantic Capital
New Jersey
$283K +$283K +6,400 New
FHA
507
First Horizon Advisors
Tennessee
$279K +$52.5K +1,191 +23%
PRC
508
Pearl River Capital
Michigan
$276K +$276K +6,249 New
CI
509
CX Institutional
Indiana
$274K -$2.48M -56,201 -90%
V
510
Veritable
Delaware
$273K +$1.63K +37 +0.6%
JSC
511
Jackson Square Capital
California
$271K +$271K +6,134 New
FMT
512
First Mercantile Trust
Tennessee
$270K -$22.3K -506 -8%
APA
513
American Portfolios Advisors
New York
$270K +$16.4K +372 +6%
CA
514
Crumly & Associates
Illinois
$266K – – –
WPP
515
Whalerock Point Partners
Rhode Island
$265K – – –
Northwestern Mutual Wealth Management
516
Northwestern Mutual Wealth Management
Wisconsin
$261K -$17.8K -404 -6%
FB
517
Fulton Bank
Pennsylvania
$259K +$259K +5,856 New
PIA
518
Pinion Investment Advisors
Kansas
$257K +$257K +5,827 New
BBNA
519
Bremer Bank National Association
Minnesota
$256K -$33K -748 -11%
DADC
520
D.A. Davidson & Co
Montana
$256K +$256K +5,800 New
SM
521
Salzhauer Michael
$256K +$256K +5,801 New
PFA
522
Peak Financial Advisors
Colorado
$251K +$251K +5,682 New
FHC
523
First Heartland Consultants
Missouri
$250K +$250K +5,658 New
CI
524
Conning Inc
Connecticut
$246K -$25.2K -570 -9%
CCIA
525
Campbell & Co Investment Adviser
Maryland
$246K +$246K +5,563 New
19 20
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