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Citizens Financial Group
CFG

Overview Fund Activity

809 hedge funds and large institutions have $18.1B invested in Citizens Financial Group in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 277 increasing their positions, 297 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
+22
Holders Change %
+2.8%
% of All Funds
10.77%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
136
Increased
277
Reduced
297
Closed
95
Calls
$149M
Puts
$104M
Net Calls
+$44.9M
Net Calls Change
-$20M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$254M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$463M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$424M
4
AQR Capital Management
AQR Capital Management
Connecticut
$271M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$51.5M

Top Sellers

1
Amundi
Amundi
France
$626M
2
Bank of America
Bank of America
North Carolina
$134M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Millennium Management
Millennium Management
New York
$31.6M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GL
501
Graypoint LLC
New York
$378K +$17.7K +404 +5%
MG
502
Mather Group
Illinois
$378K +$49.8K +1,138 +15%
LI
503
LifeWealth Investments
Florida
$377K +$377K +8,618 New
MC
504
Machina Capital
France
$376K -$1.15M -26,166 -75%
SF
505
Summit Financial
New Jersey
$369K +$3.76K +86 +1%
BC
506
Bridgefront Capital
Texas
$369K -$765K -17,472 -67%
SIC
507
Sterling Investment Counsel
New York
$368K -$2.84K -65 -0.8%
EF
508
Empowered Funds
Pennsylvania
$363K +$34.9K +797 +11%
CCM
509
Cinctive Capital Management
New York
$362K +$362K +8,281 New
SFC
510
SYM Financial Corp
Indiana
$362K +$56.4K +1,290 +18%
IWC
511
Integrated Wealth Concepts
Massachusetts
$357K +$139K +3,176 +64%
VI
512
Vestcor Inc
New Brunswick, Canada
$355K -$787 -18 -0.2%
IA
513
IFG Advisory
Georgia
$350K +$350K +7,995 New
IA
514
IFP Advisors
Florida
$349K +$96.7K +2,210 +38%
PCMC
515
Paragon Capital Management (Colorado)
Colorado
$340K -$4.95K -113 -1%
BP
516
Ballentine Partners
Massachusetts
$340K +$10.8K +247 +3%
GF
517
Gries Financial
Ohio
$339K +$64.2K +1,466 +23%
AAIS
518
ABN AMRO Investment Solutions
$339K -$1.15M -26,228 -77%
PAM
519
Panagora Asset Management
Massachusetts
$338K -$162K -3,702 -32%
MIM
520
Morningstar Investment Management
Illinois
$338K -$1.03M -23,654 -75%
1IA
521
1620 Investment Advisors
Massachusetts
$338K +$10.4K +238 +3%
CA
522
Commerzbank Aktiengesellschaft
Germany
$333K +$20.7K +474 +7%
ASN
523
Advisory Services Network
Georgia
$326K -$5.65K -129 -2%
QC
524
Quantessence Capital
New York
$324K +$324K +7,415 New
VCM
525
Voleon Capital Management
California
$323K +$323K +7,382 New
19 20
21
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