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Citizens Financial Group
CFG

Overview Fund Activity

680 hedge funds and large institutions have $17.5B invested in Citizens Financial Group in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 232 increasing their positions, 240 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+74
Holders Change %
+12.21%
% of All Funds
11.97%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
123
Increased
232
Reduced
240
Closed
43
Calls
$111M
Puts
$57.1M
Net Calls
+$54.4M
Net Calls Change
+$30.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$456M
2
AAMU
Amundi Asset Management US
Massachusetts
+$188M
3
Morgan Stanley
Morgan Stanley
New York
+$134M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$105M
5
Deutsche Bank
Deutsche Bank
Germany
+$68.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$549M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$236M
3
Lazard Asset Management
Lazard Asset Management
New York
-$102M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$83M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$75.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
601
Carolinas Wealth Consulting
North Carolina
$25K -$4.49K -101 -15%
ME
602
McIlrath & Eck
Washington
$25K +$1.75K +39 +8%
GWS
603
Glassman Wealth Services
Virginia
$24K -$1K -23 -4%
LC
604
Lindbrook Capital
California
$24K – – –
IAIM
605
International Assets Investment Management
Florida
$24K – – –
Jones Financial Companies
606
Jones Financial Companies
Missouri
$24K +$8.7K +196 +57%
GWSG
607
GPS Wealth Strategies Group
Colorado
$24K +$24K +550 New
EW
608
Evoke Wealth
California
$20K +$5.34K +119 +36%
GI
609
Gradient Investments
Minnesota
$18K -$4.32K -97 -19%
VCM
610
Versant Capital Management
Arizona
$18K -$584 -13 -3%
CFO
611
CVA Family Office
Colorado
$18K +$18K +410 New
PWM
612
Prentice Wealth Management
New York
$17K +$17K +395 New
SL
613
Savior LLC
Massachusetts
$16K – – –
EWA
614
Evolution Wealth Advisors
Florida
$15K – – –
FHC
615
First Horizon Corporation
Tennessee
$15K +$1.45K +33 +11%
CHA
616
Carmichael Hill & Associates
Maryland
$14K +$5.06K +115 +57%
SWM
617
Spire Wealth Management
Virginia
$14K +$14K +308 New
SCA
618
Stonebridge Capital Advisors
Minnesota
$14K +$14K +321 New
MA
619
Montag & Associates
Georgia
$13K – – –
HWA
620
Heritage Wealth Advisors
Virginia
$12.7K – – –
PMFA
621
Plante Moran Financial Advisors
Michigan
$12K – – –
CA
622
Crewe Advisors
Utah
$12K – – –
SLF
623
Sun Life Financial
Ontario, Canada
$11K -$177 -4 -2%
EARNEST Partners
624
EARNEST Partners
Georgia
$11K – – –
FMII
625
Farmers & Merchants Investments Inc
Nebraska
$10K -$217 -5 -2%
23 24
25
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