CFG icon

Citizens Financial Group
CFG

Overview Fund Activity

631 hedge funds and large institutions have $13.3B invested in Citizens Financial Group in 2018 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 228 increasing their positions, 249 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+6
Holders Change %
+0.96%
% of All Funds
14.08%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.38%
New
99
Increased
228
Reduced
249
Closed
88
Calls
$17.3M
Puts
$26.4M
Net Calls
-$9.05M
Net Calls Change
+$5.45M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$181M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$101M
3
Millennium Management
Millennium Management
New York
+$66.5M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$48M
5
Renaissance Technologies
Renaissance Technologies
New York
+$42.6M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$96.1M
2
Victory Capital Management
Victory Capital Management
Texas
-$79.9M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$63M
4
EC
EJF Capital
Virginia
-$55.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
526
Legacy Financial Advisors
Kentucky
$47K -$95.7K -3,195 -67%
EFSCE
527
Enterprise Financial Services Corp (EFSC)
Missouri
$47K +$2.14K +72 +5%
JA
528
JOYN Advisors
Georgia
$47K +$18.5K +619 +65%
HWA
529
Heritage Wealth Advisors
Virginia
$46K – – –
Carson Wealth (CWM LLC)
530
Carson Wealth (CWM LLC)
Nebraska
$46K +$10.4K +348 +29%
CFG
531
Citizens Financial Group
Rhode Island
$44K -$73.2K -2,438 -62%
EAM
532
Exane Asset Management
France
$42.3K +$42.3K +1,423 New
PA
533
Parallel Advisors
California
$40K -$25.3K -857 -39%
GLI
534
Guardian Life Insurance
New York
$40K – – –
GT
535
Glenmede Trust
Pennsylvania
$39K -$7.76K -260,843 -17%
SLF
536
Sun Life Financial
Ontario, Canada
$39K +$30 +1 +0.1%
KA
537
Kaizen Advisory
Illinois
$36K -$1.3K -44 -3%
CFGS
538
Concourse Financial Group Securities
Alabama
$36K +$28K +962 +350%
ST
539
Smithfield Trust
Pennsylvania
$35K -$9.64K -325 -22%
ASN
540
Advisory Services Network
Georgia
$34K – – –
PWM
541
PRW Wealth Management
Massachusetts
$32K +$32K +1,088 New
RCAG
542
Rehmann Capital Advisory Group
Michigan
$31.3K -$15.7K -528 -33%
FANJ
543
Financial Architects (New Jersey)
New Jersey
$31K +$507 +17 +2%
AIM
544
Advantage Investment Management
Iowa
$31K +$31K +1,057 New
BHWM
545
Bay Harbor Wealth Management
Maryland
$30K +$30K +1,003 New
SFA
546
Semmax Financial Advisors
North Carolina
$26K +$26K +869 New
SWM
547
SeaCrest Wealth Management
New York
$25K -$18.1K -600 -42%
LWCFA
548
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K +$24K +825 New
PCG
549
Private Capital Group
Connecticut
$23K +$329 +11 +1%
PCIA
550
Prime Capital Investment Advisors
Kansas
$23K +$19.6K +667 +580%
20 21
22
23 24