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Citizens Financial Group
CFG

Overview Fund Activity

709 hedge funds and large institutions have $15.3B invested in Citizens Financial Group in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 244 increasing their positions, 275 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
709
Holders Change
+10
Holders Change %
+1.43%
% of All Funds
10.28%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
89
Increased
244
Reduced
275
Closed
73
Calls
$154M
Puts
$171M
Net Calls
-$16.9M
Net Calls Change
+$20.9M

Top Buyers

1
Invesco
1
Invesco
Georgia
$798M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$200M
3
Millennium Management
3
Millennium Management
New York
$181M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$84.9M
5
Capital International Investors
5
Capital International Investors
California
$1.33B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$460M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$105M
3
State Street
3
State Street
Massachusetts
$897M
4
Charles Schwab
4
Charles Schwab
California
$264M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTC
601
Riverview Trust Company
Washington
$20.1K +$20.1K +553 New
GWSG
602
GPS Wealth Strategies Group
Colorado
$20K – – –
BONH
603
Bank of New Hampshire
New Hampshire
$20K – – –
PP
604
Pingora Partners
Wyoming
$19.2K +$19.2K +530 New
VWM
605
Venturi Wealth Management
Texas
$18.5K +$5.23K +144 +39%
NC
606
nVerses Capital
Florida
$18.1K +$18.1K +500 New
WOC
607
West Oak Capital
California
$15K – – –
ME
608
McIlrath & Eck
Washington
$14.2K – – –
S
609
Sachetta
Massachusetts
$13.9K – – –
FFA
610
Frazier Financial Advisors
Ohio
$13.7K +$3.88K +107 +40%
GA
611
GoalVest Advisory
New York
$13.4K -$5.81K -160 -30%
CWP
612
Concord Wealth Partners
Virginia
$13.3K +$4.54K +125 +52%
RIL
613
Rothschild Investment LLC
Illinois
$12.8K +$2.9K +80 +29%
BL
614
BFSG LLC
California
$12.7K – – –
HCP
615
Hexagon Capital Partners
Arkansas
$12.3K -$1.74K -48 -12%
GBT
616
Grove Bank & Trust
Florida
$12K – – –
FMII
617
Farmers & Merchants Investments Inc
Nebraska
$11.8K – – –
CNBTD
618
Citizens National Bank Trust Department
Mississippi
$10.9K – – –
WT
619
Washington Trust
Rhode Island
$10.9K -$20.9K -575 -66%
CG
620
Cutler Group
California
$10K -$49.9K -1,498 -83%
BP
621
BNP Paribas
France
$9.87K +$9.87K +272 New
VCM
622
Versant Capital Management
Arizona
$9.36K -$2.36K -65 -20%
PIS
623
POM Investment Strategies
North Carolina
$9.33K +$109 +3 +1%
SFA
624
Semmax Financial Advisors
North Carolina
$9.03K +$109 +3 +1%
AT
625
Arlington Trust
Alabama
$8.86K -$1.74K -48 -16%
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25
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