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Citizens Financial Group
CFG

Overview Fund Activity

731 hedge funds and large institutions have $13.4B invested in Citizens Financial Group in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 272 increasing their positions, 275 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
-37
Holders Change %
-4.82%
% of All Funds
11.7%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
86
Increased
272
Reduced
275
Closed
105
Calls
$131M
Puts
$102M
Net Calls
+$29.2M
Net Calls Change
+$2.38M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$80.2M
2
BlackRock
BlackRock
New York
+$77.2M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$64.4M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$56.4M
5
Amundi
Amundi
France
+$50.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$110M
2
Capital World Investors
Capital World Investors
California
-$74.6M
3
Millennium Management
Millennium Management
New York
-$57.5M
4
Man Group
Man Group
United Kingdom
-$47.4M
5
Marshall Wace
Marshall Wace
United Kingdom
-$42.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
501
IFG Advisory
Georgia
$284K +$76.1K +2,504 +37%
BL
502
Balentine LLC
Georgia
$283K -$446K -14,674 -61%
ACM
503
Advisors Capital Management
New Jersey
$283K +$273 +9 +0.1%
FWIA
504
Fort Washington Investment Advisors
Ohio
$282K – – –
Lazard Asset Management
505
Lazard Asset Management
New York
$281K -$1.97M -65,025 -88%
AA
506
ALPS Advisors
Colorado
$278K +$278K +9,150 New
CM
507
Caption Management
Oklahoma
$273K +$273K +9,000 New
COI
508
Connable Office Inc
Michigan
$273K +$54.9K +1,809 +25%
Koshinski Asset Management
509
Koshinski Asset Management
Illinois
$273K -$7.5K -247 -3%
PA
510
Parallel Advisors
California
$273K -$47.2K -1,554 -15%
JFG
511
Jefferies Financial Group
New York
$271K +$271K +8,916 New
CHAM
512
Clear Harbor Asset Management
Connecticut
$269K +$50.6K +1,665 +23%
AAS
513
Avantax Advisory Services
Texas
$265K +$63.6K +2,095 +32%
DWM
514
Dakota Wealth Management
Florida
$263K -$47.1K -1,552 -15%
AWS
515
Atria Wealth Solutions
New York
$261K +$102K +3,365 +64%
SP
516
Symmetry Partners
Connecticut
$259K – – –
Vontobel Holding
517
Vontobel Holding
Switzerland
$257K -$6.8K -224 -3%
RJT
518
Raymond James Trust
Florida
$256K +$55.7K +1,836 +28%
GIA
519
Gladstone Institutional Advisory
Florida
$255K +$13.5K +446 +6%
PA
520
Pinnacle Associates
New York
$255K +$38.5K +1,268 +18%
EWM
521
Empirical Wealth Management
Washington
$255K -$10.2K -337 -4%
AS
522
AM Squared
Hong Kong
$249K +$12.1K +400 +5%
WAM
523
Watershed Asset Management
California
$246K +$43.8K +1,441 +22%
ESCM
524
Echo Street Capital Management
New York
$233K +$233K +7,658 New
PCM
525
Penserra Capital Management
California
$232K -$3.94K -131 -2%
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