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Citizens Financial Group

731 hedge funds and large institutions have $13.4B invested in Citizens Financial Group in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 272 increasing their positions, 275 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
-37
Holders Change %
-4.82%
% of All Funds
11.7%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
86
Increased
272
Reduced
275
Closed
105
Calls
$131M
Puts
$102M
Net Calls
+$29.2M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Shares
Change %
FFM
526
Forum Financial Management
Illinois
$231K -$15.1K -496 -6%
Lido Advisors
527
Lido Advisors
California
$230K -$97.3K -3,204 -30%
HWAM
528
Hennion & Walsh Asset Management
New Jersey
$230K -$2.34K -77 -1%
4WM
529
44 Wealth Management
Oregon
$230K +$230K +7,566 New
CWA
530
Centennial Wealth Advisory
Michigan
$229K -$11.1K -365 -5%
LNWWM
531
Laird Norton Wetherby Wealth Management
California
$227K +$13.6K +448 +6%
GCP
532
GSA Capital Partners
United Kingdom
$223K +$223K +7,336 New
HI
533
Horizon Investments
North Carolina
$222K -$41.5K -1,385 -16%
DWT
534
Dorsey & Whitney Trust
South Dakota
$221K -$2.19K -72 -1%
MWM
535
Modera Wealth Management
New Jersey
$219K +$219K +7,224 New
SPIA
536
Steward Partners Investment Advisory
New York
$219K -$65K -2,140 -23%
1IA
537
1620 Investment Advisors
Massachusetts
$218K +$218K +7,192 New
IAM
538
Innovis Asset Management
Illinois
$217K +$10.4K +343 +5%
NFG
539
Nations Financial Group
Iowa
$216K
HWM
540
HB Wealth Management
Georgia
$216K +$216K +7,098 New
CFS
541
CRA Financial Services
New Jersey
$214K +$3.04K +100 +1%
SIC
542
Sterling Investment Counsel
New York
$211K +$456 +15 +0.2%
AWM
543
Apollon Wealth Management
South Carolina
$210K -$11.2K -369 -5%
MAM
544
Montchanin Asset Management
Delaware
$209K
FCB
545
First County Bank
Connecticut
$207K -$3.01K -99 -1%
VCM
546
Virtue Capital Management
Tennessee
$206K +$206K +7,065 New
PBO
547
Peoples Bank (Ohio)
Ohio
$204K
IAA
548
Independent Advisor Alliance
North Carolina
$204K -$263K -8,650 -56%
HA
549
HFG Advisors
Ohio
$203K
MCC
550
Money Concepts Capital
Florida
$203K -$1.01K -33 -0.5%