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Citizens Financial Group
CFG

Overview Fund Activity

680 hedge funds and large institutions have $17.5B invested in Citizens Financial Group in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 232 increasing their positions, 240 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+74
Holders Change %
+12.21%
% of All Funds
11.97%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
123
Increased
232
Reduced
240
Closed
43
Calls
$111M
Puts
$57.1M
Net Calls
+$54.4M
Net Calls Change
+$30.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$456M
2
AAMU
Amundi Asset Management US
Massachusetts
+$188M
3
Morgan Stanley
Morgan Stanley
New York
+$134M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$105M
5
Deutsche Bank
Deutsche Bank
Germany
+$68.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$549M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$236M
3
Lazard Asset Management
Lazard Asset Management
New York
-$102M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$83M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$75.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DZ Bank
551
DZ Bank
Germany
$200K -$1.27M -28,756 -86%
FPS
552
Fieldpoint Private Securities
Connecticut
$199K -$58K -1,316 -23%
M
553
Mirova
France
$175K +$28.2K +641 +19%
VFA
554
Valeo Financial Advisors
Indiana
$158K +$140K +3,172 +764%
Capstone Investment Advisors
555
Capstone Investment Advisors
New York
$158K +$158K +3,574 New
HI
556
Harbour Investments
Wisconsin
$151K +$151K +3,427 New
S
557
SignatureFD
Georgia
$147K +$10.7K +242 +8%
EVM
558
Eaton Vance Management
Massachusetts
$137K +$137K +3,103 New
NIM
559
NuWave Investment Management
New Jersey
$133K +$67.7K +1,535 +104%
PA
560
Parallel Advisors
California
$131K +$11.5K +262 +10%
TPCW
561
TD Private Client Wealth
New York
$129K -$1.11M -25,036 -90%
CA
562
Clearstead Advisors
Ohio
$128K – – –
QCG
563
Quadrant Capital Group
Ohio
$119K +$1.76K +40 +2%
NFG
564
Next Financial Group
Texas
$115K +$114K +2,583 +9,935%
BCA
565
Berman Capital Advisors
Georgia
$107K +$1.5K +34 +1%
IFAM
566
Institutional & Family Asset Management
Colorado
$104K +$2.87K +65 +3%
CWA
567
Carolina Wealth Advisors
South Carolina
$103K +$103K +2,331 New
WT
568
Whittier Trust
California
$98K – – –
WAM
569
Wolverine Asset Management
Illinois
$97K +$97K +2,215 New
HS
570
Horan Securities
United States
$96K +$67.2K +1,518 +233%
FI
571
FormulaFolio Investments
Michigan
$87K +$87K +1,768 New
EFSCE
572
Enterprise Financial Services Corp (EFSC)
Missouri
$73K – – –
Loomis, Sayles & Company
573
Loomis, Sayles & Company
Massachusetts
$71K +$621 +14 +0.9%
CSPIA
574
Cary Street Partners Investment Advisory
Virginia
$70K +$70K +1,590 New
RE
575
RBC Europe
United Kingdom
$67.6K -$40.6K -920 -38%
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