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Citizens Financial Group

641 hedge funds and large institutions have $11.8B invested in Citizens Financial Group in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 223 increasing their positions, 268 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
-44
Holders Change %
-6.42%
% of All Funds
10.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
55
Increased
223
Reduced
268
Closed
93
Calls
$86.9M
Puts
$67.1M
Net Calls
+$19.9M
Net Calls Change
+$8.91M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
601
Steward Financial Group
Texas
$3K +$3K +149 New
KC
602
Kenfarb & Co
Kentucky
$2.68K
FPFS
603
First Personal Financial Services
North Carolina
$2.35K +$2.35K +88 New
CPG
604
Cornerstone Planning Group
New Jersey
$2.33K -$4.83K -180 -67%
GGI
605
Godsey & Gibb Inc
Virginia
$2.12K +$2.12K +79 New
SWA
606
Sutton Wealth Advisors
Florida
$2.12K +$134 +5 +7%
SSB
607
Sandy Spring Bank
Maryland
$2.09K +$2.09K +78 New
MIM
608
Macroview Investment Management
Maryland
$2.09K +$2.09K +78 New
BWM
609
Baystate Wealth Management
Massachusetts
$2.04K +$54 +2 +3%
TSWM
610
Tyler-Stone Wealth Management
Ohio
$2K
AGWCA
611
Annis Gardner Whiting Capital Advisors
Florida
$1.9K +$1.9K +71 New
KFI
612
Key Financial Inc
Pennsylvania
$1.8K
CBT
613
CoreFirst Bank & Trust
Kansas
$1.8K +$1.8K +67 New
HWP
614
Highline Wealth Partners
California
$1.55K
BF
615
BOK Financial
Oklahoma
$1.55K +$1.55K +66 New
GFPC
616
Global Financial Private Client
Florida
$1.45K
TCA
617
Trifecta Capital Advisors
Illinois
$1.34K
HI
618
Hoey Investments
Pennsylvania
$1.34K +$1.34K +50 New
AWM
619
Abound Wealth Management
Tennessee
$1.24K -$189 -7 -13%
SIC
620
SJS Investment Consulting
Ohio
$1.07K +$188 +7 +21%
PCTC
621
Perkins Coie Trust Company
Washington
$1.07K +$1.07K +40 New
SIA
622
SkyView Investment Advisors
New Jersey
$1K -$679 -36 -40%
TFA
623
Transamerica Financial Advisors
Florida
$1K -$613 -19 -38%
CAL
624
Capital Advisors Ltd
Ohio
$1K
CA
625
Centerpoint Advisors
Massachusetts
$1K