CFG icon

Citizens Financial Group
CFG

Overview Fund Activity

787 hedge funds and large institutions have $17B invested in Citizens Financial Group in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 281 increasing their positions, 297 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+34
Holders Change %
+4.52%
% of All Funds
11.38%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
108
Increased
281
Reduced
297
Closed
67
Calls
$210M
Puts
$145M
Net Calls
+$64.8M
Net Calls Change
+$65.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.43B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$229M
3
Invesco
Invesco
Georgia
+$123M
4
State Street
State Street
Massachusetts
+$66.3M
5
Bank of America
Bank of America
North Carolina
+$57.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$289M
2
Capital International Investors
Capital International Investors
California
-$230M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$223M
4
Millennium Management
Millennium Management
New York
-$175M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
526
Summit Trail Advisors
New York
$310K -$516K -12,567 -63%
BP
527
Ballentine Partners
Massachusetts
$309K +$43.4K +1,057 +16%
HFM
528
Harvest Fund Management
China
$309K +$230K +5,608 +293%
MG
529
Mather Group
Illinois
$308K +$159K +3,868 +107%
EF
530
Empowered Funds
Pennsylvania
$307K +$23.8K +579 +8%
1IA
531
1620 Investment Advisors
Massachusetts
$307K -$38K -925 -11%
EI
532
Ellevest Inc
New York
$302K +$1.31K +32 +0.4%
EIP
533
Epoch Investment Partners
New York
$295K -$1.85K -45 -0.6%
CA
534
Commerzbank Aktiengesellschaft
Germany
$295K +$30.1K +732 +11%
AWM
535
Ariadne Wealth Management
California
$292K +$292K +6,285 New
Robeco Institutional Asset Management
536
Robeco Institutional Asset Management
Netherlands
$292K +$292K +7,108 New
BIG
537
Brooklyn Investment Group
New York
$290K +$5.67K +138 +2%
FWCM
538
Ferguson Wellman Capital Management
Oregon
$289K -$43.5K -1,060 -13%
UB
539
UMB Bank
Missouri
$288K +$4.89K +119 +2%
PCM
540
PAR Capital Management
Massachusetts
$287K +$287K +7,000 New
SFC
541
SYM Financial Corp
Indiana
$287K +$13.2K +322 +5%
PA
542
Pinnacle Associates
New York
$285K -$107K -3,233 -27%
GLA
543
Great Lakes Advisors
Illinois
$283K +$7.8K +190 +3%
HS
544
Horan Securities
United States
$278K -$12.2K -296 -4%
CPIG
545
Chicago Partners Investment Group
Illinois
$275K +$275K +6,634 New
TIA
546
Traphagen Investment Advisors
New Jersey
$275K – – –
ASN
547
Advisory Services Network
Georgia
$273K – – –
LP
548
LMR Partners
United Kingdom
$271K +$271K +6,605 New
LFG
549
Larson Financial Group
Missouri
$269K +$218K +5,318 +433%
FAM
550
Family Asset Management
South Carolina
$266K -$25.1K -612 -9%
20 21
22
23 24