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Citizens Financial Group
CFG

Overview Fund Activity

691 hedge funds and large institutions have $18.2B invested in Citizens Financial Group in 2021 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 285 increasing their positions, 233 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
+11
Holders Change %
+1.62%
% of All Funds
12.06%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.14%
New
75
Increased
285
Reduced
233
Closed
60
Calls
$116M
Puts
$82.6M
Net Calls
+$33.3M
Net Calls Change
-$21.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$323M
2
Charles Schwab
Charles Schwab
California
$306M
3
BlackRock
BlackRock
New York
$1.91B
4
Holocene Advisors
Holocene Advisors
New York
$45.9M
5
LSV Asset Management
LSV Asset Management
Illinois
$423M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$350M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$280M
3
BCM
Basswood Capital Management
New York
$24M
4
Invesco
Invesco
Georgia
$861M
5
UBS AM
UBS AM
Illinois
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
GBT
501
Grove Bank & Trust
Florida
$315K -$504 -11 -0.2%
CB
502
Commerce Bank
Missouri
$311K +$2.34K +51 +0.8%
RC
503
RegentAtlantic Capital
New Jersey
$311K +$17.8K +389 +6%
LNWWM
504
Laird Norton Wetherby Wealth Management
California
$309K +$321 +7 +0.1%
PFA
505
Peak Financial Advisors
Colorado
$309K +$48.1K +1,047 +18%
FHA
506
First Horizon Advisors
Tennessee
$306K +$15.8K +345 +5%
Cerity Partners
507
Cerity Partners
New York
$305K -$4.17K -91 -1%
RJT
508
Raymond James Trust
Florida
$305K +$7.76K +169 +3%
QTM
509
qPULA Trading Management
New York
$303K +$303K +6,600 New
PAMP
510
Polar Asset Management Partners
Ontario, Canada
$301K -$17K -371 -5%
NFG
511
Nations Financial Group
Iowa
$298K – – –
SXL
512
Summit X LLC
Missouri
$296K +$75.1K +1,640 +34%
FB
513
Fulton Bank
Pennsylvania
$289K +$21K +460 +8%
BNP Paribas Asset Management
514
BNP Paribas Asset Management
France
$286K -$335K -7,302 -54%
RB
515
Renasant Bank
Mississippi
$283K +$283K +6,167 New
V
516
Veritable
Delaware
$282K -$1.38K -30 -0.5%
AssetMark Inc
517
AssetMark Inc
California
$281K +$34.8K +758 +14%
CA
518
Crumly & Associates
Illinois
$277K – – –
WPP
519
Whalerock Point Partners
Rhode Island
$275K – – –
ACM
520
Advisors Capital Management
New Jersey
$272K -$34.9K -762 -11%
AIC
521
Argus Investors Counsel
New York
$270K +$270K +5,886 New
AIP
522
Ameritas Investment Partners
Nebraska
$267K -$1.69M -36,830 -86%
DADC
523
D.A. Davidson & Co
Montana
$266K – – –
SWP
524
Stratos Wealth Partners
Ohio
$264K +$264K +5,754 New
OPS
525
Orion Portfolio Solutions
Nebraska
$263K +$48.3K +1,051 +22%
19 20
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