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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 %
CLOS
576
Compagnie Lombard Odier SCmA
Switzerland
$67K – – –
AWA
577
Arkadios Wealth Advisors
Georgia
$67K +$612 +14 +0.9%
GWM
578
Geneos Wealth Management
Colorado
$62K – – –
DAM
579
Delta Asset Management
Tennessee
$62K – – –
HNB
580
Huntington National Bank
Ohio
$62K +$14K +317 +29%
PFGIA
581
Patriot Financial Group Insurance Agency
Massachusetts
$62K +$15.5K +351 +33%
Carson Wealth (CWM LLC)
582
Carson Wealth (CWM LLC)
Nebraska
$57K – – –
SIM
583
Sonora Investment Management
Arizona
$53K +$53K +1,200 New
CWP
584
Concord Wealth Partners
Virginia
$51K +$50.1K +1,127 +5,367%
PFBT
585
Parkside Financial Bank & Trust
Missouri
$49K +$87 +2 +0.2%
BFEC
586
Benjamin F. Edwards & Company
Missouri
$47K – – –
EP
587
Eudaimonia Partners
Tennessee
$42K – – –
CIA
588
CSat Investment Advisory
Michigan
$41K -$6.99K -160 -15%
ZB
589
Zions Bancorporation
Utah
$38K -$19.6K -443 -34%
RWM
590
RBA Wealth Management
California
$37.7K +$37.7K +855 New
HI
591
Human Investing
Oregon
$37K -$82K -1,861 -69%
HWA
592
HHM Wealth Advisors
Tennessee
$35K – – –
CTC
593
Central Trust Company
Missouri
$31K – – –
TWA
594
TCI Wealth Advisors
Arizona
$30K +$4.89K +109 +19%
HFM
595
Harvest Fund Management
China
$30K +$30K +699 New
AF
596
Allworth Financial
California
$29K – – –
WAS
597
Winch Advisory Services
Wisconsin
$28K +$266 +6 +1%
LS
598
Leelyn Smith
Illinois
$28K +$28K +630 New
WOC
599
West Oak Capital
California
$26K +$8.67K +200 +50%
KPCM
600
Kings Point Capital Management
New York
$26K +$26K +600 New
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