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Citizens Financial Group

758 hedge funds and large institutions have $14.8B invested in Citizens Financial Group in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 288 increasing their positions, 260 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 55

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

11% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 260

6% more funds holding

Funds holding: 717758 (+41)

1% less call options, than puts

Call options by funds: $140M | Put options by funds: $141M

4% less capital invested

Capital invested by funds: $15.4B → $14.8B (-$607M)

2.78% less ownership

Funds ownership: 92.89%90.11% (-2.8%)

Holders
758
Holders Change
+41
Holders Change %
+5.72%
% of All Funds
10.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
105
Increased
288
Reduced
260
Closed
55
Calls
$140M
Puts
$141M
Net Calls
-$735K
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
526
COWA LLC
Oklahoma
$276K +$267K +7,648 New
TSS
527
Two Sigma Securities
New York
$273K +$51.9K +1,487 +24%
ASN
528
Advisory Services Network
Georgia
$273K -$16K -459 -6%
IGAM
529
iA Global Asset Management
Quebec, Canada
$270K -$5.44K -156 -2%
ACM
530
AlphaStar Capital Management
North Carolina
$270K +$261K +7,493 New
GL
531
Graypoint LLC
New York
$266K +$13.7K +392 +6%
AWS
532
Atria Wealth Solutions
New York
$265K +$18.6K +533 +8%
EI
533
Ellevest Inc
New York
$264K -$46.5K -1,333 -15%
EIP
534
Epoch Investment Partners
New York
$260K -$23K -660 -8%
WT
535
Whittier Trust
California
$260K -$1.67K -48 -0.7%
RJT
536
Raymond James Trust
Florida
$258K +$3.28K +94 +1%
FAM
537
Family Asset Management
South Carolina
$255K -$33.4K -959 -12%
FCP
538
Fidelis Capital Partners
Florida
$255K +$232K +6,643 New
HS
539
Horan Securities
United States
$255K -$7.64K -219 -3%
LCM
540
Laurion Capital Management
New York
$254K +$245K +7,036 New
LW
541
Lauer Wealth
Indiana
$252K -$199K -5,715 -46%
AG
542
Algert Global
California
$249K +$241K +6,914 New
EF
543
Empowered Funds
Pennsylvania
$249K +$31.8K +912 +15%
UB
544
UMB Bank
Missouri
$249K +$39.1K +1,122 +19%
CFM
545
Catalyst Funds Management
Australia
$249K -$331K -9,500 -58%
BIG
546
Brooklyn Investment Group
New York
$247K
CHP
547
Cable Hill Partners
Oregon
$246K +$238K +6,837 New
EIC
548
Equity Investment Corp
Georgia
$246K +$3.66K +105 +2%
HI
549
Horizon Investments
North Carolina
$242K -$2.72K -78 -1%
GLA
550
Great Lakes Advisors
Illinois
$241K +$233K +6,696 New

CFG Hedge Fund Activity: Q2 2024 in Review

758 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2024, worth a combined $14.8B — down 3.9% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new CFG positions and 55 closed out — a net gain of 50 holders — while 288 added to existing stakes and 260 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $83.5M. The largest seller was Capital International Investors, cutting an estimated $1.04B.

  • 758 institutional investors held Citizens Financial Group (CFG) as of Q2 2024, up from 717 in Q1 2024.
  • Funds reported $14.8B of Citizens Financial Group stock for Q2 2024, down 3.9% quarter-over-quarter.
  • 105 funds opened new Citizens Financial Group positions in Q2 2024 and 55 closed out, a net change of +50 holders.
  • The largest Citizens Financial Group buyer in Q2 2024 was Fidelity Investments, an estimated $83.5M added.
  • The largest Citizens Financial Group seller in Q2 2024 was Capital International Investors, an estimated $1.04B sold.

Based on aggregated 13F filings for Q2 2024.