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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
CI
576
CX Institutional
Indiana
$207K +$201K +5,753 New
BSW
577
Buckingham Strategic Wealth
Missouri
$207K +$200K +5,745 New
LA
578
Legacy Advisors
Pennsylvania
$206K +$199K +5,721 New
SPIA
579
Steward Partners Investment Advisory
New York
$206K -$1.12K -32 -0.6%
ECM
580
Evergreen Capital Management
Washington
$205K +$199K +5,693 New
BFEC
581
Benjamin F. Edwards & Company
Missouri
$203K
HR
582
Hardy Reed
Mississippi
$202K +$196K +5,607 New
FHA
583
First Horizon Advisors
Tennessee
$200K -$139 -4 -0.1%
S
584
SignatureFD
Georgia
$199K +$25.2K +724 +15%
AA
585
Ancora Advisors
Ohio
$188K -$17.4K -500 -9%
RFS
586
Richardson Financial Services
Massachusetts
$186K -$20.2K -580 -10%
BTI
587
Blue Trust Inc
Georgia
$182K +$67K +1,920 +62%
AIP
588
Ameritas Investment Partners
Nebraska
$182K
EC
589
EntryPoint Capital
New York
$172K +$166K +4,766 New
PS
590
Principal Securities
Iowa
$165K +$1.85K +53 +1%
HI
591
Harbour Investments
Wisconsin
$163K +$70 +2 +0%
EWA
592
EverSource Wealth Advisors
Alabama
$161K -$23.3K -667 -15%
RCM
593
Raleigh Capital Management
North Carolina
$155K -$36.6K -1,051 -20%
LI
594
LRI Investments
Florida
$139K +$135K +3,860 New
MG
595
Mather Group
Illinois
$132K +$54.6K +1,565 +76%
PA
596
Parallel Advisors
California
$131K -$6.24K -179 -5%
CIBC Private Wealth Group
597
CIBC Private Wealth Group
Georgia
$127K +$9.24K +265 +8%
OAM
598
Ostrum Asset Management
France
$118K -$360K -10,317 -76%
AFWM
599
Abich Financial Wealth Management
Virginia
$117K +$11.6K +334 +11%
C
600
Covestor
United Kingdom
$115K -$42K -1,204 -27%

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.