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Citizens Financial Group
CFG

Overview Fund Activity

699 hedge funds and large institutions have $14.8B invested in Citizens Financial Group in 2023 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 209 increasing their positions, 290 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
+59
Holders Change %
+9.22%
% of All Funds
10.25%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
126
Increased
209
Reduced
290
Closed
58
Calls
$108M
Puts
$146M
Net Calls
-$37.7M
Net Calls Change
-$57.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$805M
2
State Street
2
State Street
Massachusetts
$940M
3
Amundi
3
Amundi
France
$642M
4
Invesco
4
Invesco
Georgia
$574M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$81.9M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.85B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$192M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$529M
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
SH
5
SeaTown Holdings
Singapore
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
526
IFP Advisors
Florida
$197K +$42.1K +1,270 +27%
RFS
527
Richardson Financial Services
Massachusetts
$194K +$194K +5,855 New
PIM
528
Penobscot Investment Management
Massachusetts
$188K -$180K -5,425 -49%
LIM
529
Longfellow Investment Management
Massachusetts
$183K -$1.3M -39,145 -88%
AIP
530
Ameritas Investment Partners
Nebraska
$181K – – –
SPIA
531
Steward Partners Investment Advisory
New York
$176K +$58.5K +1,766 +50%
KOCAA
532
Knights of Columbus Asset Advisors
Connecticut
$169K +$3.71K +112 +2%
RCM
533
Raleigh Capital Management
North Carolina
$167K -$3.28K -99 -2%
S
534
SignatureFD
Georgia
$165K -$49.2K -1,486 -23%
FDCDDQ
535
Federation des caisses Desjardins du Quebec
Quebec, Canada
$160K – – –
EWA
536
EverSource Wealth Advisors
Alabama
$159K +$28.1K +847 +21%
FHA
537
First Horizon Advisors
Tennessee
$158K +$38.2K +1,153 +32%
HI
538
Harbour Investments
Wisconsin
$146K +$1.99K +60 +1%
PS
539
Principal Securities
Iowa
$139K +$139K +4,205 New
SAI
540
Systematic Alpha Investments
New Jersey
$128K – – –
PA
541
Parallel Advisors
California
$127K -$112K -3,379 -47%
GI
542
GAMMA Investing
California
$122K +$122K +3,730 New
PE
543
Point72 Europe
United Kingdom
$121K +$121K +3,646 New
ECM
544
EMC Capital Management
Texas
$119K – – –
PS
545
Planned Solutions
California
$111K +$111K +3,353 New
HCM
546
Highlander Capital Management
New Jersey
$101K +$16.6K +500 +20%
NA
547
NewEdge Advisors
Louisiana
$101K +$18.4K +555 +22%
QC
548
Quent Capital
New York
$100K -$3.98K -120 -4%
FWA
549
FSC Wealth Advisors
New York
$98.1K +$1.06K +32 +1%
CA
550
Clearstead Advisors
Ohio
$96.2K -$96.2K -2,902 -50%
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