CFG icon

Citizens Financial Group
CFG

Overview Fund Activity

550 hedge funds and large institutions have $10.1B invested in Citizens Financial Group in 2020 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 186 increasing their positions, 234 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
550
Holders Change
-16
Holders Change %
-2.83%
% of All Funds
11.13%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.16%
New
61
Increased
186
Reduced
234
Closed
71
Calls
$36M
Puts
$40.8M
Net Calls
-$4.82M
Net Calls Change
-$9.34M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$610M
2
Ameriprise
2
Ameriprise
Minnesota
$279M
3
PP
3
Prudential plc
United Kingdom
$81.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$204M
5
CBT
5
Capital Bank & Trust
California
$48.7M

Top Sellers

1
EC
1
Eminence Capital
New York
$0
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$37.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.16M
4
Goldman Sachs
4
Goldman Sachs
New York
$44.1M
5
Invesco
5
Invesco
Georgia
$541M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCG
526
Weaver Consulting Group
California
$3K – – –
PFP
527
Pinnacle Financial Partners
Tennessee
$3K – – –
JCM
528
Jacobi Capital Management
Pennsylvania
$3K – – –
NNP
529
Nachman Norwood & Parrott
South Carolina
$3K +$3K +114 New
TFO
530
Tarbox Family Office
California
$2K – – –
FBT
531
First Bank & Trust
South Dakota
$2K – – –
HR
532
Howe & Rusling
New York
$2K – – –
ADL
533
Asset Dedication LLC
California
$2K – – –
CFN
534
Cordasco Financial Network
Florida
$2K – – –
BWM
535
Baystate Wealth Management
Massachusetts
$2K +$30 +1 +2%
AA
536
Advisory Alpha
Michigan
$2K +$2K +80 New
GWM
537
Geneos Wealth Management
Colorado
$1K -$11.7K -515 -92%
ST
538
Smithfield Trust
Pennsylvania
$1K -$455 -25 -31%
BWM
539
BerganKDV Wealth Management
Minnesota
$1K – – –
SIC
540
Salem Investment Counselors
North Carolina
$1K – – –
APWA
541
Atlas Private Wealth Advisors
New Jersey
$1K – – –
RG
542
Retirement Group
California
$1K – – –
PK
543
Pflug Koory
Nebraska
$1K – – –
NFG
544
Next Financial Group
Texas
$1K +$1K +26 New
SSB
545
Sandy Spring Bank
Maryland
$1K +$1K +46 New
FHA
546
Flagship Harbor Advisors
Massachusetts
$1K +$1K +50 New
SWA
547
Sutton Wealth Advisors
Florida
$480 – – –
FCA
548
FinTrust Capital Advisors
South Carolina
$6 +$2 +91 +69%
EC
549
Eminence Capital
New York
– -$114M -4,536,320 Closed
Marshall Wace
550
Marshall Wace
United Kingdom
– -$22.4M -888,087 Closed
20 21
22
23 24