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Citizens Financial Group

691 hedge funds and large institutions have $18.2B invested in Citizens Financial Group in 2021 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 285 increasing their positions, 233 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
+11
Holders Change %
+1.62%
% of All Funds
12.06%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.14%
New
75
Increased
285
Reduced
233
Closed
60
Calls
$116M
Puts
$82.6M
Net Calls
+$33.3M
Net Calls Change
-$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
TWA
601
TCI Wealth Advisors
Arizona
$32K +$1.76K +39 +6%
Jones Financial Companies
602
Jones Financial Companies
Missouri
$31K +$5.86K +126 +23%
AF
603
Allworth Financial
California
$30K
RDWM
604
Red Door Wealth Management
Tennessee
$30K +$30K +669 New
LS
605
Leelyn Smith
Illinois
$29K
WAS
606
Winch Advisory Services
Wisconsin
$29K +$228 +5 +0.8%
WOC
607
West Oak Capital
California
$28K
PWA
608
Pinnacle Wealth Advisors
Tennessee
$28K +$28K +600 New
PFP
609
Pinnacle Financial Partners
Tennessee
$28K +$28K +600 New
GWS
610
Glassman Wealth Services
Virginia
$27K +$1.57K +34 +6%
CWC
611
Carolinas Wealth Consulting
North Carolina
$26K
GWSG
612
GPS Wealth Strategies Group
Colorado
$25K
LC
613
Lindbrook Capital
California
$25K
ME
614
McIlrath & Eck
Washington
$24K -$1.8K -39 -7%
TFS
615
TrustCore Financial Services
Tennessee
$24K +$24K +521 New
GI
616
Gradient Investments
Minnesota
$21K +$2.72K +60 +15%
CFO
617
CVA Family Office
Colorado
$19K -$235 -5 -1%
PMFA
618
Plante Moran Financial Advisors
Michigan
$19K +$6.74K +144 +55%
DFCM
619
Dark Forest Capital Management
Puerto Rico
$19K +$19K +412 New
HWA
620
HHM Wealth Advisors
Tennessee
$18K -$18K -400 -50%
PWM
621
Prentice Wealth Management
New York
$18K -$613 -13 -3%
VCM
622
Versant Capital Management
Arizona
$16K -$2.49K -54 -13%
EWA
623
Evolution Wealth Advisors
Florida
$16K
GRP
624
Global Retirement Partners
California
$16K +$9.66K +204 +152%
FHC
625
First Horizon Corporation
Tennessee
$15K