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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 %
KFC
551
Klingenstein Fields & Co
New York
$278K – – –
PCM
552
Pointe Capital Management
Michigan
$275K – – –
AWA
553
Aaron Wealth Advisors
Illinois
$275K +$51.7K +1,182 +23%
IF
554
Intrua Financial
Texas
$274K -$174K -3,980 -39%
FWCM
555
Ferguson Wellman Capital Management
Oregon
$274K -$34.6K -790 -11%
MCM
556
MAI Capital Management
Ohio
$272K +$30K +685 +12%
HCM
557
Hall Capital Management
Rhode Island
$271K +$271K +6,189 New
HSA
558
HBK Sorce Advisory
Pennsylvania
$270K +$43.3K +989 +19%
CHP
559
Cable Hill Partners
Oregon
$269K – – –
ACM
560
Advisors Capital Management
New Jersey
$269K +$6.52K +149 +2%
CPA
561
Capital Performance Advisors
California
$267K +$62.1K +1,418 +30%
HI
562
Horizon Investments
North Carolina
$267K +$2.65K +61 +1%
CA
563
Crumly & Associates
Illinois
$264K – – –
GC
564
Gilbert & Cook
Iowa
$263K +$4.07K +93 +2%
LNWWM
565
Laird Norton Wetherby Wealth Management
California
$259K -$10.1K -231 -4%
FPAS
566
Focus Partners Advisor Solutions
Missouri
$258K +$258K +5,899 New
DFG
567
Delta Financial Group
New Jersey
$258K +$258K +5,900 New
TAM
568
Trust Asset Management
Texas
$258K – – –
CI
569
CX Institutional
Indiana
$254K -$2.06K -47 -0.8%
GWM
570
Geneos Wealth Management
Colorado
$253K +$22.7K +519 +10%
VanEck Associates
571
VanEck Associates
New York
$249K -$28.3K -647 -10%
SPA
572
Sherbrooke Park Advisers
New York
$243K -$133K -3,030 -35%
S
573
SignatureFD
Georgia
$243K -$17.1K -391 -7%
BPA
574
Beacon Pointe Advisors
California
$241K +$241K +5,502 New
PFS
575
Prospera Financial Services
Texas
$240K -$1.4K -32 -0.6%
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