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Citizens Financial Group
CFG

Overview Fund Activity

787 hedge funds and large institutions have $17B invested in Citizens Financial Group in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 281 increasing their positions, 297 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+34
Holders Change %
+4.52%
% of All Funds
11.38%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
108
Increased
281
Reduced
297
Closed
67
Calls
$210M
Puts
$145M
Net Calls
+$64.8M
Net Calls Change
+$65.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.43B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$340M
3
Invesco
Invesco
Georgia
$1.03B
4
State Street
State Street
Massachusetts
$1.06B
5
Bank of America
Bank of America
North Carolina
$250M

Top Sellers

1
BlackRock
BlackRock
New York
$1.98B
2
Capital International Investors
Capital International Investors
California
$51.6M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$378M
4
Millennium Management
Millennium Management
New York
$95.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
576
IFP Advisors
Florida
$237K -$19.1K -466 -7%
LA
577
Legacy Advisors
Pennsylvania
$236K +$575 +14 +0.2%
BCM
578
Brookstone Capital Management
Illinois
$235K -$71.4K -1,739 -23%
SPIA
579
Steward Partners Investment Advisory
New York
$235K +$657 +16 +0.3%
P
580
&Partners
Tennessee
$232K +$232K +5,652 New
OIA
581
OneDigital Investment Advisors
Kansas
$232K +$232K +5,642 New
C
582
CEDRUS
Colorado
$231K -$156K -3,797 -40%
AFG
583
Atomi Financial Group
New York
$231K +$231K +5,625 New
SC
584
Sapient Capital
Indiana
$228K -$26.7K -650 -10%
CW
585
CreativeOne Wealth
Kansas
$227K +$227K +5,532 New
MCM
586
MAI Capital Management
Ohio
$227K -$17.5K -426 -7%
PFS
587
Prospera Financial Services
Texas
$227K +$227K +5,514 New
AWM
588
Accurate Wealth Management
Florida
$225K -$8.52K -196 -4%
VT
589
Vise Technologies
New York
$224K +$224K +5,455 New
Capstone Investment Advisors
590
Capstone Investment Advisors
New York
$222K +$222K +5,399 New
CAM
591
Cidel Asset Management
Ontario, Canada
$221K -$20.6K -502 -9%
MFG
592
MidWestOne Financial Group
Iowa
$221K +$221K +5,374 New
SMA
593
Sage Mountain Advisors
Georgia
$220K +$220K +5,359 New
PS
594
Principal Securities
Iowa
$218K +$29.8K +725 +16%
SFI
595
Siemens Fonds Invest
Germany
$217K +$217K +5,282 New
AWS
596
Atria Wealth Solutions
New York
$217K -$85.3K -2,077 -28%
GWM
597
Geneos Wealth Management
Colorado
$216K +$214K +5,208 +9,469%
RA
598
RFG Advisory
Alabama
$216K +$216K +5,259 New
AC
599
AXQ Capital
New Jersey
$215K +$215K +5,232 New
HSA
600
HBK Sorce Advisory
Pennsylvania
$213K +$213K +5,190 New
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