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Citizens Financial Group
CFG

Overview Fund Activity

697 hedge funds and large institutions have $18.8B invested in Citizens Financial Group in 2021 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 269 increasing their positions, 252 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+6
Holders Change %
+0.87%
% of All Funds
12.24%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
77
Increased
269
Reduced
252
Closed
58
Calls
$137M
Puts
$148M
Net Calls
-$11.5M
Net Calls Change
-$44.7M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$375M
2
Charles Schwab
2
Charles Schwab
California
$520M
3
Capital International Investors
3
Capital International Investors
California
$1.08B
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$447M
5
GT
5
Glenmede Trust
Pennsylvania
$65.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$81.2M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$155M
3
CBT
3
Capital Bank & Trust
California
$0
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$54M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWWM
501
Laird Norton Wetherby Wealth Management
California
$339K +$22.9K +487 +7%
JC
502
JB Capital
Connecticut
$338K +$338K +7,199 New
HNB
503
Huntington National Bank
Ohio
$337K -$28.4K -605 -8%
VVP
504
Venture Visionary Partners
Ohio
$336K +$336K +7,104 New
OPS
505
Orion Portfolio Solutions
Nebraska
$335K +$65.7K +1,398 +24%
FHA
506
First Horizon Advisors
Tennessee
$333K +$19.9K +424 +6%
GBT
507
Grove Bank & Trust
Florida
$323K – – –
PSUF
508
People's United Financial
Connecticut
$322K -$14.5K -308 -4%
RC
509
RegentAtlantic Capital
New Jersey
$321K +$1.6K +34 +0.5%
Cerity Partners
510
Cerity Partners
New York
$318K +$5.08K +108 +2%
AssetMark Inc
511
AssetMark Inc
California
$309K +$21.6K +459 +8%
APA
512
American Portfolios Advisors
New York
$305K -$165K -3,504 -35%
NFG
513
Nations Financial Group
Iowa
$305K – – –
V
514
Veritable
Delaware
$291K +$1.88K +40 +0.7%
CCM
515
Compton Capital Management
Rhode Island
$291K +$291K +6,200 New
RJT
516
Raymond James Trust
Florida
$289K -$23.4K -497 -7%
DADC
517
D.A. Davidson & Co
Montana
$288K +$15.3K +325 +6%
CGL
518
Clarius Group LLC
Washington
$284K +$34.4K +733 +14%
CA
519
Crumly & Associates
Illinois
$283K – – –
WPP
520
Whalerock Point Partners
Rhode Island
$282K – – –
BNP Paribas Asset Management
521
BNP Paribas Asset Management
France
$281K -$11.6K -247 -4%
HSA
522
HBK Sorce Advisory
Pennsylvania
$274K +$274K +5,823 New
LS
523
Livforsakringsbolaget Skandia
Sweden
$272K -$103K -2,200 -28%
FM
524
Foster & Motley
Ohio
$272K +$272K +5,797 New
ASN
525
Advisory Services Network
Georgia
$271K -$169K -3,588 -38%
19 20
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