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Citizens Financial Group
CFG

Overview Fund Activity

809 hedge funds and large institutions have $18.1B invested in Citizens Financial Group in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 277 increasing their positions, 297 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
+22
Holders Change %
+2.8%
% of All Funds
10.77%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
136
Increased
277
Reduced
297
Closed
95
Calls
$149M
Puts
$104M
Net Calls
+$44.9M
Net Calls Change
-$20M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$254M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$463M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$424M
4
AQR Capital Management
AQR Capital Management
Connecticut
$271M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$51.5M

Top Sellers

1
Amundi
Amundi
France
$626M
2
Bank of America
Bank of America
North Carolina
$134M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Millennium Management
Millennium Management
New York
$31.6M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
526
Brookstone Capital Management
Illinois
$322K +$70.8K +1,619 +28%
BIG
527
Brooklyn Investment Group
New York
$320K +$10.2K +233 +3%
MSA
528
MUFG Securities Americas
New York
$319K +$319K +7,301 New
PS
529
Principal Securities
Iowa
$318K +$85.7K +1,959 +37%
PAG
530
Poinciana Advisors Group
Florida
$310K +$310K +7,093 New
SC
531
Sapient Capital
Indiana
$307K +$64.5K +1,474 +27%
AWM
532
Ariadne Wealth Management
California
$303K +$2.34K +49 +0.8%
FWIA
533
Fort Washington Investment Advisors
Ohio
$301K -$45.6K -1,043 -13%
BTI
534
Blue Trust Inc
Georgia
$299K -$148K -3,373 -33%
AFGAS
535
Allegiance Financial Group Advisory Services
Virginia
$297K +$297K +6,789 New
LA
536
Legacy Advisors
Pennsylvania
$296K +$44.8K +1,023 +18%
FCP
537
Fidelis Capital Partners
Florida
$296K +$9.6K +207 +3%
WAM
538
Weiss Asset Management
Massachusetts
$295K +$295K +6,752 New
QCG
539
Quadrant Capital Group
Ohio
$293K +$30.4K +694 +12%
HS
540
Horan Securities
United States
$293K -$3.41K -78 -1%
LF
541
Lansforsakringar Fondforvaltning
Sweden
$292K +$292K +6,675 New
VV
542
Verity & Verity
South Carolina
$292K +$292K +6,670 New
AFG
543
Atomi Financial Group
New York
$285K +$39.2K +896 +16%
LFG
544
Larson Financial Group
Missouri
$285K -$1.18K -27 -0.4%
ECM
545
Evergreen Capital Management
Washington
$284K +$4.51K +103 +2%
Vontobel Holding
546
Vontobel Holding
Switzerland
$284K -$368K -8,417 -57%
WT
547
Whittier Trust
California
$281K – – –
MAM
548
Mystic Asset Management
Rhode Island
$280K +$280K +6,400 New
LCC
549
Lincoln Capital Corp
Rhode Island
$280K +$2.45K +56 +0.9%
DWT
550
Dorsey & Whitney Trust
South Dakota
$279K -$55.1K -1,259 -16%
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