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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
TIA
551
Traphagen Investment Advisors
New Jersey
$241K
SFC
552
SYM Financial Corp
Indiana
$240K +$232K +6,654 New
Vontobel Holding
553
Vontobel Holding
Switzerland
$239K -$29.1K -835 -11%
BP
554
Ballentine Partners
Massachusetts
$233K +$26.4K +758 +13%
CA
555
Commerzbank Aktiengesellschaft
Germany
$232K +$3.28K +94 +1%
KFC
556
Klingenstein Fields & Co
New York
$229K
LCC
557
Lincoln Capital Corp
Rhode Island
$228K
IA
558
IFP Advisors
Florida
$224K +$11.9K +341 +6%
SC
559
Sapient Capital
Indiana
$223K -$3.98K -114 -2%
CGPCS
560
Capital Group Private Client Services
California
$223K -$12.3M -352,302 -98%
LNWWM
561
Laird Norton Wetherby Wealth Management
California
$222K -$6.24K -179 -3%
GF
562
Gries Financial
Ohio
$222K +$18.7K +535 +10%
CA
563
Crumly & Associates
Illinois
$217K
SFG
564
SevenBridge Financial Group
Pennsylvania
$216K +$194K +5,555 New
QCG
565
Quadrant Capital Group
Ohio
$215K -$1.12K -32 -0.5%
VanEck Associates
566
VanEck Associates
New York
$215K -$26.5K -761 -11%
RWM
567
Ritholtz Wealth Management
New York
$214K +$208K +5,952 New
MCM
568
MAI Capital Management
Ohio
$214K +$207K +5,948 New
GC
569
Gilbert & Cook
Iowa
$214K -$17.5K -501 -8%
OCBCO
570
Oversea-Chinese Banking Corp (OCBC)
Singapore
$214K +$207K +5,938 New
TAM
571
Trust Asset Management
Texas
$212K
CAM
572
Cidel Asset Management
Ontario, Canada
$212K
FFA
573
Farther Finance Advisors
California
$211K +$131K +3,765 +177%
ACM
574
Advisors Capital Management
New Jersey
$209K +$202K +5,793 New
AWM
575
Accurate Wealth Management
Florida
$208K +$187K +5,373 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.