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Citizens Financial Group
CFG

Overview Fund Activity

729 hedge funds and large institutions have $15.1B invested in Citizens Financial Group in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 305 increasing their positions, 244 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
729
Holders Change
-15
Holders Change %
-2.02%
% of All Funds
12.61%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
69
Increased
305
Reduced
244
Closed
78
Calls
$106M
Puts
$84.1M
Net Calls
+$21.9M
Net Calls Change
+$14.7M

Top Buyers

1
Amundi
Amundi
France
+$127M
2
Man Group
Man Group
United Kingdom
+$101M
3
EVM
Eaton Vance Management
Massachusetts
+$71.7M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$60.6M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$55.5M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$267M
2
Capital World Investors
Capital World Investors
California
-$214M
3
Deutsche Bank
Deutsche Bank
Germany
-$48.4M
4
Holocene Advisors
Holocene Advisors
New York
-$32.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
501
Orion Portfolio Solutions
Nebraska
$317K +$31.5K +917 +11%
Koshinski Asset Management
502
Koshinski Asset Management
Illinois
$315K +$315K +9,172 New
CTA
503
Chesley Taft & Associates
Illinois
$313K +$4.13K +120 +1%
BLC
504
Brown, Lisle/Cummings
Rhode Island
$310K +$11.2K +326 +4%
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$310K +$88K +2,562 +40%
AWCI
506
Alpine Woods Capital Investors
New York
$309K -$20.1K -585 -6%
BDF
507
Balasa Dinverno & Foltz
$309K -$3.4K -99 -1%
PA
508
Profund Advisors
Maryland
$305K -$6.87K -200 -2%
ECM
509
Evergreen Capital Management
Washington
$305K +$305K +8,873 New
WT
510
Washington Trust
Rhode Island
$304K -$11.3K -328 -4%
PCM
511
Penserra Capital Management
California
$303K -$33K -962 -10%
APP
512
Alpha Paradigm Partners
Illinois
$303K +$26.9K +785 +10%
SPIA
513
Steward Partners Investment Advisory
New York
$302K -$407K -11,851 -57%
WS
514
Wedbush Securities
California
$301K +$32.3K +940 +12%
PWS
515
Precision Wealth Strategies
Missouri
$300K -$36.6K -927 -11%
TMAM
516
Tokio Marine Asset Management
Japan
$300K +$6.66K +194 +2%
DWT
517
Dorsey & Whitney Trust
South Dakota
$300K +$9.44K +276 +3%
WANY
518
Wealthspire Advisors (New York)
New York
$295K +$2.96K +86 +1%
SP
519
Symmetry Partners
Connecticut
$293K – – –
VVP
520
Venture Visionary Partners
Ohio
$293K +$25.5K +745 +10%
EWM
521
Empirical Wealth Management
Washington
$291K -$48K -1,396 -14%
UB
522
UMB Bank
Missouri
$280K -$293K -8,557 -51%
PCM
523
Parsons Capital Management
Rhode Island
$280K -$37.9K -1,101 -12%
FFM
524
Forum Financial Management
Illinois
$278K -$131K -3,825 -32%
Lido Advisors
525
Lido Advisors
California
$275K +$12.7K +369 +5%
19 20
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