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Citizens Financial Group
CFG

Overview Fund Activity

755 hedge funds and large institutions have $18.4B invested in Citizens Financial Group in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 292 increasing their positions, 258 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+12
Holders Change %
+1.62%
% of All Funds
11.95%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
95
Increased
292
Reduced
258
Closed
73
Calls
$144M
Puts
$152M
Net Calls
-$7.65M
Net Calls Change
+$32.3M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$861M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$262M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$270M
4
Morgan Stanley
4
Morgan Stanley
New York
$590M
5
SI
5
Scout Investments
Missouri
$52.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$75.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$122M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$314M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$33.3M
5
Invesco
5
Invesco
Georgia
$776M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFC
576
Western Financial Corp
California
$227K -$48.1K -1,061 -17%
AIM
577
Axiom Investment Management
New York
$227K +$227K +5,000 New
WA
578
WestEnd Advisors
North Carolina
$226K -$236 -5 Closed
FNBT
579
FineMark National Bank & Trust
Florida
$225K -$9.29K -205 -4%
SWP
580
Stratos Wealth Partners
Ohio
$224K -$12K -264 -5%
DAS
581
Dynamic Advisor Solutions
Arizona
$221K +$221K +4,873 New
BFPW
582
BOK Financial Private Wealth
Colorado
$220K +$220K +4,854 New
CCM
583
Check Capital Management
California
$213K – – –
CI
584
Conning Inc
Connecticut
$212K +$212K +4,675 New
FPS
585
Fieldpoint Private Securities
Connecticut
$210K – – –
GIA
586
Gladstone Institutional Advisory
Florida
$210K +$10.2K +226 +5%
CFS
587
CRA Financial Services
New Jersey
$208K +$9.06K +200 +5%
P
588
Pitcairn
Pennsylvania
$207K -$33.1K -729 -14%
SSCA
589
South Shore Capital Advisors
Massachusetts
$207K -$5.84K -129 -3%
GIA
590
Gateway Investment Advisers
Ohio
$207K +$499 +11 +0.2%
RFC
591
Regions Financial Corp
Alabama
$207K +$998 +22 +0.5%
PCMC
592
Paragon Capital Management (Colorado)
Colorado
$203K +$6.65K +147 +3%
BP
593
Ballentine Partners
Massachusetts
$203K +$203K +4,461 New
SM
594
Sciencast Management
New Jersey
$202K +$202K +4,737 New
MFW
595
Meristem Family Wealth
Minnesota
$201K -$772 -17 -0.4%
SFI
596
Siemens Fonds Invest
Germany
$201K – – –
BBHC
597
Brown Brothers Harriman & Co
New York
$179K +$62.3K +1,378 +53%
AG
598
AIA Group
Hong Kong
$177K +$67.5K +1,489 +62%
Carson Wealth (CWM LLC)
599
Carson Wealth (CWM LLC)
Nebraska
$171K +$89.5K +1,976 +110%
AF
600
Allworth Financial
California
$170K +$14.9K +329 +10%
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