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Citizens Financial Group
CFG

Overview Fund Activity

641 hedge funds and large institutions have $11.8B invested in Citizens Financial Group in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 223 increasing their positions, 268 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
-44
Holders Change %
-6.42%
% of All Funds
10.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
55
Increased
223
Reduced
268
Closed
93
Calls
$86.9M
Puts
$67.1M
Net Calls
+$19.9M
Net Calls Change
+$8.91M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$316M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$146M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$92.7M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$41.8M
5
Barclays
Barclays
United Kingdom
+$32.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$185M
2
Invesco
Invesco
Georgia
-$85.5M
3
Ameriprise
Ameriprise
Minnesota
-$62.5M
4
BlackRock
BlackRock
New York
-$54.2M
5
Amundi
Amundi
France
-$51.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
UID
526
Union Investments & Development
Israel
$36.2K – – –
PTC
527
Private Trust Company
Ohio
$33.7K -$1.34K -50 -4%
NA
528
Nordwand Advisors
Pennsylvania
$31.9K – – –
MPWT
529
MassMutual Private Wealth & Trust
Connecticut
$31.3K +$4.93K +184 +19%
FFA
530
Farther Finance Advisors
California
$28.9K +$7.94K +296 +38%
CLOS
531
Compagnie Lombard Odier SCmA
Switzerland
$28.5K – – –
ADL
532
Asset Dedication LLC
California
$28K +$383 +14 +1%
GWS
533
Glassman Wealth Services
Virginia
$26.6K -$509 -19 -2%
LC
534
Lindbrook Capital
California
$26.5K +$13.3K +496 +101%
ICA
535
Infrastructure Capital Advisors
New York
$24.9K +$887 +819 +4%
BAAM
536
Baker Avenue Asset Management
California
$22.6K +$2.25K +84 +11%
AS
537
AM Squared
Hong Kong
$21.4K -$129K -4,800 -86%
Loomis, Sayles & Company
538
Loomis, Sayles & Company
Massachusetts
$19K -$8.06K -294 -30%
BTI
539
Blue Trust Inc
Georgia
$19K +$14.3K +558 +307%
CWC
540
Carolinas Wealth Consulting
North Carolina
$18.8K -$983 -42 -5%
CTC
541
Central Trust Company
Missouri
$18.8K – – –
BBHC
542
Brown Brothers Harriman & Co
New York
$18.3K +$2.12K +79 +13%
CHA
543
Carmichael Hill & Associates
Maryland
$17.6K – – –
AA
544
AlphaMark Advisors
Kentucky
$17K -$1.33K -49 -7%
SWM
545
Spire Wealth Management
Virginia
$16.2K +$670 +25 +4%
LS
546
Livforsakringsbolaget Skandia
Sweden
$16.1K – – –
VNA
547
Valley National Advisers
Pennsylvania
$16K -$293 -11 -2%
NL
548
NVWM LLC
Pennsylvania
$15.1K +$27 +1 +0.2%
RTC
549
Riverview Trust Company
Washington
$14.8K – – –
GWSG
550
GPS Wealth Strategies Group
Colorado
$14.7K – – –
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