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Citizens Financial Group

700 hedge funds and large institutions have $14.8B invested in Citizens Financial Group in 2023 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 209 increasing their positions, 291 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+59
Holders Change %
+9.2%
% of All Funds
10.26%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
126
Increased
209
Reduced
291
Closed
58
Calls
$108M
Puts
$146M
Net Calls
-$37.7M
Net Calls Change
-$57.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TI
501
Truepoint Inc
Ohio
$231K +$231K +6,969 New
BIG
502
Brooklyn Investment Group
New York
$230K +$230K +6,945 New
AF
503
Allworth Financial
California
$228K +$79.4K +2,395 +53%
RJT
504
Raymond James Trust
Florida
$228K +$228K +6,874 New
FSA
505
Fort Sheridan Advisors
Illinois
$227K -$398K -12,000 -64%
SP
506
Symmetry Partners
Connecticut
$224K +$224K +6,664 New
TIA
507
Traphagen Investment Advisors
New Jersey
$222K +$222K +6,686 New
NIM
508
NEOS Investment Management
Connecticut
$219K +$219K +6,622 New
MIH
509
Meitav Investment House
Israel
$219K +$219K +6,529 New
Verition Fund Management
510
Verition Fund Management
Connecticut
$219K -$1.27M -38,205 -85%
AWA
511
Arete Wealth Advisors
Illinois
$219K +$219K +6,594 New
VWM
512
VCI Wealth Management
Missouri
$216K +$216K +6,510 New
VanEck Associates
513
VanEck Associates
New York
$214K +$85.6K +2,587 +67%
GC
514
Gilbert & Cook
Iowa
$214K +$214K +6,455 New
AI
515
Atom Investors
Texas
$211K +$211K +6,369 New
LNWWM
516
Laird Norton Wetherby Wealth Management
California
$211K +$211K +6,364 New
PCMC
517
Paragon Capital Management (Colorado)
Colorado
$210K -$56.1K -1,693 -21%
LCC
518
Lincoln Capital Corp
Rhode Island
$210K +$210K +6,340 New
DIA
519
Dana Investment Advisors
Wisconsin
$210K -$108K -3,244 -34%
C
520
Covestor
United Kingdom
$209K -$20K -605 -9%
PIA
521
Pinion Investment Advisors
Kansas
$209K -$77.1K -2,327 -27%
HAG
522
HighPoint Advisor Group
Illinois
$208K +$208K +5,891 New
QCG
523
Quadrant Capital Group
Ohio
$208K +$25.1K +756 +14%
WPC
524
Wedmont Private Capital
Pennsylvania
$206K +$206K +6,124 New
AWS
525
Atria Wealth Solutions
New York
$204K +$204K +6,169 New