CFG icon

Citizens Financial Group

731 hedge funds and large institutions have $13.4B invested in Citizens Financial Group in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 272 increasing their positions, 275 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
-37
Holders Change %
-4.82%
% of All Funds
11.7%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
86
Increased
272
Reduced
275
Closed
105
Calls
$131M
Puts
$102M
Net Calls
+$29.2M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Shares
Change %
DAM
601
Delta Asset Management
Tennessee
$42.5K
UID
602
Union Investments & Development
Israel
$41K
CFO
603
CVA Family Office
Colorado
$40.4K +$23.8K +785 +144%
CI Investments Inc
604
CI Investments Inc
Ontario, Canada
$40K -$2.16K -71 -5%
EI
605
Ellevest Inc
New York
$40K -$44.2K -1,454 -52%
BAAM
606
Baker Avenue Asset Management
California
$39.6K +$1.25K +41 +3%
RFA
607
Resurgent Financial Advisors
Georgia
$38.1K +$16.6K +546 +77%
NA
608
Nordwand Advisors
Pennsylvania
$36.1K -$762K -25,091 -95%
SWM
609
Spire Wealth Management
Virginia
$32.5K +$2K +66 +7%
CLOS
610
Compagnie Lombard Odier SCmA
Switzerland
$32.3K
IGWM
611
ICA Group Wealth Management
Colorado
$32.3K
RTC
612
Riverview Trust Company
Washington
$31.8K
HCP
613
Hexagon Capital Partners
Arkansas
$30.1K -$42.2K -1,388 -58%
ZB
614
Zions Bancorporation
Utah
$29.4K -$1.15K -38 -4%
SSG
615
Summit Securities Group
New York
$29K +$14K +466 +94%
SOW
616
State of Wyoming
Wyoming
$27.6K +$2.22K +73 +9%
ST
617
Sageworth Trust
Pennsylvania
$27.4K
GFWA
618
Grey Fox Wealth Advisors
Delaware
$26.6K
CWC
619
Carolinas Wealth Consulting
North Carolina
$25.2K
SIC
620
Salem Investment Counselors
North Carolina
$25.1K
ADL
621
Asset Dedication LLC
California
$25K +$15.2K +492 +155%
CH
622
Canton Hathaway
Rhode Island
$24K
GWM
623
Geneos Wealth Management
Colorado
$22K -$4.56K -150 -17%
CTC
624
Central Trust Company
Missouri
$21.3K
CHA
625
Carmichael Hill & Associates
Maryland
$20K +$13.4K +440 +203%