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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 %
GAM
576
Groupama Asset Management
France
$239K +$239K +5,484 New
SAM
577
Smartleaf Asset Management
Massachusetts
$238K +$36.5K +838 +18%
BAM
578
Belpointe Asset Management
Nevada
$238K +$238K +5,536 New
SC
579
Syon Capital
California
$238K +$238K +5,438 New
HIMS
580
Hager Investment Management Services
New Hampshire
$237K +$237K +5,415 New
AWM
581
Accurate Wealth Management
Florida
$236K +$12K +278 +5%
MFG
582
MidWestOne Financial Group
Iowa
$235K – – –
NP
583
NorthRock Partners
Minnesota
$235K +$8.45K +193 +4%
SFI
584
Siemens Fonds Invest
Germany
$230K – – –
PCS
585
Personal CFO Solutions
New Jersey
$228K +$2.63K +60 +1%
CB
586
Cadence Bank
Mississippi
$227K -$3.03M -69,339 -93%
OIA
587
OneDigital Investment Advisors
Kansas
$226K -$20.7K -473 -8%
SQA
588
Simon Quick Advisors
New Jersey
$224K +$224K +5,118 New
DADC
589
D.A. Davidson & Co
Montana
$223K +$175 +4 +0.1%
MC
590
Moors & Cabot
Massachusetts
$223K -$4.29K -98 -2%
Robeco Institutional Asset Management
591
Robeco Institutional Asset Management
Netherlands
$217K -$93.7K -2,142 -30%
PIA
592
Pinion Investment Advisors
Kansas
$217K +$217K +4,963 New
PA
593
Parallel Advisors
California
$215K +$25.3K +578 +13%
CAM
594
Cidel Asset Management
Ontario, Canada
$215K -$20.2K -461 -9%
WIA
595
Wealthedge Investment Advisors
New York
$214K +$214K +4,901 New
DAS
596
Diversify Advisory Services
Utah
$214K +$214K +4,951 New
CPCPP
597
Canada Post Corporation Pension Plan
Canada
$213K +$213K +4,866 New
BIAS
598
Beacon Investment Advisory Services
New Jersey
$212K -$653K -14,924 -75%
BFS
599
Bradley Foster & Sargent
Connecticut
$210K +$210K +4,797 New
DW30
600
Drucker Wealth 3.0
New Jersey
$206K +$206K +4,704 New
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