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Citizens Financial Group
CFG

Overview Fund Activity

641 hedge funds and large institutions have $11.8B invested in Citizens Financial Group in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 223 increasing their positions, 268 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
-44
Holders Change %
-6.42%
% of All Funds
10.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
55
Increased
223
Reduced
268
Closed
93
Calls
$86.9M
Puts
$67.1M
Net Calls
+$19.9M
Net Calls Change
+$8.91M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$910M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$214M
3
AQR Capital Management
AQR Capital Management
Connecticut
$100M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$472M
5
Barclays
Barclays
United Kingdom
$66.6M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$146M
2
Invesco
Invesco
Georgia
$423M
3
Ameriprise
Ameriprise
Minnesota
$24.4M
4
BlackRock
BlackRock
New York
$1.56B
5
Amundi
Amundi
France
$453M
Name Holding Trade Value Shares
Change 		Shares
Change %
DGAM
501
Desjardins Global Asset Management
Quebec, Canada
$78.5K -$29K -1,081 -27%
FWA
502
FSC Wealth Advisors
New York
$78.4K +$14.1K +527 +22%
BEI
503
Benjamin Edwards Inc
Missouri
$74K -$3.8K -141 -5%
SIM
504
Sentry Investment Management
Wisconsin
$73K -$17.7K -664 -19%
HCM
505
Highlander Capital Management
New Jersey
$69K +$69K +2,556 New
NA
506
NewEdge Advisors
Louisiana
$66.7K -$9.3K -347 -12%
WT
507
Whittier Trust
California
$64.2K +$2.79K +104 +5%
GI
508
Gradient Investments
Minnesota
$57K -$54.2K -2,023 -49%
CFB
509
Cullen/Frost Bankers
Texas
$55.7K +$53.6K +2,000 +2,500%
Robeco Institutional Asset Management
510
Robeco Institutional Asset Management
Netherlands
$55.7K -$297K -11,075 -84%
JFGIW
511
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$55.5K -$7.4K -276 -12%
FFC
512
First Financial Corp
Indiana
$52.2K +$52.2K +1,950 New
SOW
513
State of Wyoming
Wyoming
$51.4K +$18.8K +702 +58%
AA
514
Alta Advisers
United Kingdom
$50.9K – – –
WT
515
Washington Trust
Rhode Island
$49.6K -$93.8K -3,500 -65%
PAM
516
Paradigm Asset Management
New York
$46.9K – – –
DMBA
517
Deseret Mutual Benefit Administrators
Utah
$46.5K -$2.25K -84 -5%
GRP
518
Global Retirement Partners
California
$43.4K +$33.5K +1,305 +336%
CI Investments Inc
519
CI Investments Inc
Ontario, Canada
$41K +$1.97K +73 +5%
AAG
520
Armstrong Advisory Group
Massachusetts
$40.5K +$9.65K +360 +31%
AWA
521
Authentikos Wealth Advisory
California
$40.4K +$40.4K +1,506 New
PFBT
522
Parkside Financial Bank & Trust
Missouri
$39.1K -$777 -29 -2%
ZB
523
Zions Bancorporation
Utah
$38.1K -$509 -19 -1%
DAM
524
Delta Asset Management
Tennessee
$37.5K – – –
RFA
525
Resurgent Financial Advisors
Georgia
$37.1K +$37.1K +1,383 New
19 20
21
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