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Citizens Financial Group
CFG

Overview Fund Activity

631 hedge funds and large institutions have $13.3B invested in Citizens Financial Group in 2018 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 228 increasing their positions, 249 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+6
Holders Change %
+0.96%
% of All Funds
14.08%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.38%
New
99
Increased
228
Reduced
249
Closed
88
Calls
$17.3M
Puts
$26.4M
Net Calls
-$9.05M
Net Calls Change
+$5.45M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$181M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$101M
3
Millennium Management
Millennium Management
New York
+$66.5M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$48M
5
Renaissance Technologies
Renaissance Technologies
New York
+$42.6M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$96.1M
2
Victory Capital Management
Victory Capital Management
Texas
-$79.9M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$63M
4
EC
EJF Capital
Virginia
-$55.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
601
Global Retirement Partners
California
$4K -$9.22K -309 -70%
LNB
602
Ledyard National Bank
$4K – – –
OC
603
Oakworth Capital
Alabama
$4K – – –
OFW
604
Omnia Family Wealth
Florida
$4K – – –
SMFS
605
Squar Milner Financial Services
California
$4K +$4K +120 New
CCM
606
Cribstone Capital Management
Maine
$3K -$2.93K -85 -49%
LWM
607
Lenox Wealth Management
Ohio
$3K – – –
GWS
608
Glassman Wealth Services
Virginia
$3K +$1.57K +60 +109%
TFO
609
Tarbox Family Office
California
$3K +$2.01K +71 +203%
PWMG
610
Prestige Wealth Management Group
New Jersey
$3K +$3K +97 New
MPWT
611
MassMutual Private Wealth & Trust
Connecticut
$2.74K – – –
NIM
612
NuWave Investment Management
New Jersey
$2K -$262K -7,338 -99%
RA
613
Rational Advisors
New York
$2K -$69.7K -1,951 -97%
CFD
614
Creative Financial Designs
Indiana
$2K -$78 -2 -4%
CFN
615
Cordasco Financial Network
Florida
$2K – – –
VCM
616
Versant Capital Management
Arizona
$2K – – –
BWM
617
Baystate Wealth Management
Massachusetts
$2K +$33 +1 +2%
CIAS
618
Capital Investment Advisory Services
North Carolina
$2K +$2K +81 New
TWA
619
TCI Wealth Advisors
Arizona
$1K -$895 -34 -47%
FC
620
Ferris Capital
Massachusetts
$1K -$400 -18 -29%
CFA
621
Carroll Financial Associates
North Carolina
$1K – – –
AssetMark Inc
622
AssetMark Inc
California
$1K +$1K +28 New
BWM
623
BerganKDV Wealth Management
Minnesota
$1K +$1K +34 New
CCM
624
Copeland Capital Management
Pennsylvania
$1K +$1K +34 New
Massachusetts Financial Services
625
Massachusetts Financial Services
Massachusetts
– -$63M -1,633,997 Closed
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