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Citizens Financial Group
CFG

Overview Fund Activity

710 hedge funds and large institutions have $15.3B invested in Citizens Financial Group in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 244 increasing their positions, 276 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+10
Holders Change %
+1.43%
% of All Funds
10.29%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
89
Increased
244
Reduced
276
Closed
73
Calls
$154M
Puts
$171M
Net Calls
-$16.9M
Net Calls Change
+$20.9M

Top Buyers

1
Invesco
1
Invesco
Georgia
$798M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$200M
3
Millennium Management
3
Millennium Management
New York
$181M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$84.9M
5
Capital International Investors
5
Capital International Investors
California
$1.33B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$460M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$105M
3
State Street
3
State Street
Massachusetts
$897M
4
Charles Schwab
4
Charles Schwab
California
$264M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
526
UMB Bank
Missouri
$210K -$7.26K -200 -3%
OTL
527
Oak Thistle LLC
New York
$209K -$1.14M -31,435 -85%
SPIA
528
Steward Partners Investment Advisory
New York
$208K +$16K +440 +8%
RFS
529
Richardson Financial Services
Massachusetts
$208K -$4.54K -125 -2%
AA
530
Ancora Advisors
Ohio
$208K -$130K -3,571 -38%
BP
531
Ballentine Partners
Massachusetts
$207K +$207K +5,715 New
CSS
532
Cubist Systematic Strategies
Connecticut
$207K -$6.27M -172,687 -97%
GF
533
Gries Financial
Ohio
$204K +$204K +5,623 New
BFEC
534
Benjamin F. Edwards & Company
Missouri
$204K -$54.4K -1,500 -21%
FHA
535
First Horizon Advisors
Tennessee
$202K +$28.4K +783 +16%
IIM
536
INTECH Investment Management
Florida
$201K +$201K +5,544 New
PFS
537
Prospera Financial Services
Texas
$200K +$200K +5,514 New
RCM
538
Raleigh Capital Management
North Carolina
$194K +$11.3K +312 +6%
AIP
539
Ameritas Investment Partners
Nebraska
$183K -$14.8K -408 -7%
S
540
SignatureFD
Georgia
$174K -$6.42K -177 -4%
PS
541
Principal Securities
Iowa
$164K +$11.5K +318 +8%
HI
542
Harbour Investments
Wisconsin
$164K +$4.5K +124 +3%
C
543
Covestor
United Kingdom
$160K -$68.5K -1,891 -30%
GI
544
GAMMA Investing
California
$153K +$17.2K +475 +13%
EWA
545
EverSource Wealth Advisors
Alabama
$151K -$12K -352 -7%
PA
546
Parallel Advisors
California
$138K -$218 -6 -0.2%
PHK
547
Point72 Hong Kong
Hong Kong
$129K -$383K -10,549 -75%
CIBC Private Wealth Group
548
CIBC Private Wealth Group
Georgia
$118K +$118K +3,307 New
RFA
549
Register Financial Advisors
Georgia
$114K +$114K +3,149 New
BTI
550
Blue Trust Inc
Georgia
$112K +$64.5K +1,777 +135%
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