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Citizens Financial Group

758 hedge funds and large institutions have $14.8B invested in Citizens Financial Group in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 288 increasing their positions, 260 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 55

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

11% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 260

6% more funds holding

Funds holding: 717758 (+41)

1% less call options, than puts

Call options by funds: $140M | Put options by funds: $141M

4% less capital invested

Capital invested by funds: $15.4B → $14.8B (-$607M)

2.78% less ownership

Funds ownership: 92.89%90.11% (-2.8%)

Holders
758
Holders Change
+41
Holders Change %
+5.72%
% of All Funds
10.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
105
Increased
288
Reduced
260
Closed
55
Calls
$140M
Puts
$141M
Net Calls
-$735K
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
501
Lido Advisors
California
$344K +$79.9K +2,290 +32%
LIA
502
Lynx Investment Advisory
District of Columbia
$344K +$333K +9,550 New
C
503
CEDRUS
Colorado
$340K -$19K -544 -5%
MAM
504
Montchanin Asset Management
Delaware
$339K
PA
505
Prossimo Advisors
California
$339K +$328K +9,400 New
TPM
506
Triasima Portfolio Management
Quebec, Canada
$337K +$119K +3,420 +58%
GCM
507
Graham Capital Management
Connecticut
$335K -$384K -11,009 -54%
SF
508
Summit Financial
New Jersey
$334K +$323K +9,272 New
Lazard Asset Management
509
Lazard Asset Management
New York
$334K -$127K -3,655 -28%
SLAM
510
Swiss Life Asset Management
$325K -$105K -3,009 -25%
CA
511
Continuum Advisory
Idaho
$319K
DEA
512
DoubleLine ETF Adviser
Florida
$306K -$15K -430 -5%
BCM
513
Brookstone Capital Management
Illinois
$306K +$3.31K +95 +1%
AAM
514
Advisors Asset Management
Colorado
$306K -$54.7K -1,570 -16%
HCM
515
Hall Capital Management
Rhode Island
$305K -$17.2K -493 -5%
SIC
516
Sterling Investment Counsel
New York
$305K -$50.4K -1,444 -15%
1IA
517
1620 Investment Advisors
Massachusetts
$303K +$35K +1,004 +14%
EMFAT
518
Emerald Mutual Fund Advisers Trust
Pennsylvania
$294K
VI
519
Vestcor Inc
New Brunswick, Canada
$293K -$14.5K -416 -5%
FWCM
520
Ferguson Wellman Capital Management
Oregon
$292K -$4.01K -115 -1%
FWIA
521
Fort Washington Investment Advisors
Ohio
$291K
DWT
522
Dorsey & Whitney Trust
South Dakota
$289K -$628 -18 -0.2%
GI
523
GAMMA Investing
California
$287K +$131K +3,771 +90%
AF
524
Allworth Financial
California
$282K -$2.37K -68 -1%
PCMC
525
Paragon Capital Management (Colorado)
Colorado
$281K +$48.3K +1,385 +22%

CFG Hedge Fund Activity: Q2 2024 in Review

758 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2024, worth a combined $14.8B — down 3.9% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new CFG positions and 55 closed out — a net gain of 50 holders — while 288 added to existing stakes and 260 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $83.5M. The largest seller was Capital International Investors, cutting an estimated $1.04B.

  • 758 institutional investors held Citizens Financial Group (CFG) as of Q2 2024, up from 717 in Q1 2024.
  • Funds reported $14.8B of Citizens Financial Group stock for Q2 2024, down 3.9% quarter-over-quarter.
  • 105 funds opened new Citizens Financial Group positions in Q2 2024 and 55 closed out, a net change of +50 holders.
  • The largest Citizens Financial Group buyer in Q2 2024 was Fidelity Investments, an estimated $83.5M added.
  • The largest Citizens Financial Group seller in Q2 2024 was Capital International Investors, an estimated $1.04B sold.

Based on aggregated 13F filings for Q2 2024.