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Citizens Financial Group
CFG

Overview Fund Activity

697 hedge funds and large institutions have $18.8B invested in Citizens Financial Group in 2021 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 269 increasing their positions, 252 reducing their positions, and 58 closing their positions.

Holders
697
Holders Change
+6
Holders Change %
+0.87%
% of All Funds
12.24%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
77
Increased
269
Reduced
252
Closed
58
Calls
$137M
Puts
$148M
Net Calls
-$11.5M
Net Calls Change
-$44.7M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$375M
2
Charles Schwab
2
Charles Schwab
California
$520M
3
Capital International Investors
3
Capital International Investors
California
$1.08B
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$447M
5
GT
5
Glenmede Trust
Pennsylvania
$65.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$81.2M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$155M
3
CBT
3
Capital Bank & Trust
California
$0
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$54M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
601
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47K -$4.61K -98 -9%
GWS
602
Glassman Wealth Services
Virginia
$46K +$18.7K +401 +69%
TWA
603
TCI Wealth Advisors
Arizona
$44K +$10.7K +228 +32%
EWM
604
Evermay Wealth Management
Virginia
$42K – – –
ZB
605
Zions Bancorporation
Utah
$40K -$186 -4 -0.5%
CH
606
Canton Hathaway
Rhode Island
$37K +$37K +790 New
BFC
607
Bedel Financial Consulting
Indiana
$33K – – –
CTC
608
Central Trust Company
Missouri
$33K – – –
KPCM
609
Kings Point Capital Management
New York
$33K +$33K +700 New
HFM
610
Harvest Fund Management
China
$32K – – –
Jones Financial Companies
611
Jones Financial Companies
Missouri
$31K – – –
LS
612
Leelyn Smith
Illinois
$30K – – –
WAS
613
Winch Advisory Services
Wisconsin
$30K +$234 +5 +0.8%
Loomis, Sayles & Company
614
Loomis, Sayles & Company
Massachusetts
$28K -$472K -10,162 -94%
WOC
615
West Oak Capital
California
$28K – – –
SWM
616
Spire Wealth Management
Virginia
$28K +$16.7K +360 +149%
CWC
617
Carolinas Wealth Consulting
North Carolina
$27K – – –
GRP
618
Global Retirement Partners
California
$27K +$11.2K +238 +70%
GWSG
619
GPS Wealth Strategies Group
Colorado
$26K – – –
LC
620
Lindbrook Capital
California
$26K +$469 +10 +2%
TFS
621
TrustCore Financial Services
Tennessee
$24K – – –
ME
622
McIlrath & Eck
Washington
$24K – – –
MC
623
Maverick Capital
Texas
$21K +$21K +450 New
DFCM
624
Dark Forest Capital Management
Puerto Rico
$19K -$46 -1 -0.2%
HWA
625
HHM Wealth Advisors
Tennessee
$19K – – –
23 24
25
26 27