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Citizens Financial Group

758 hedge funds and large institutions have $14.8B invested in Citizens Financial Group in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 288 increasing their positions, 260 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 55

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

11% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 260

6% more funds holding

Funds holding: 717758 (+41)

1% less call options, than puts

Call options by funds: $140M | Put options by funds: $141M

4% less capital invested

Capital invested by funds: $15.4B → $14.8B (-$607M)

2.78% less ownership

Funds ownership: 92.89%90.11% (-2.8%)

Holders
758
Holders Change
+41
Holders Change %
+5.72%
% of All Funds
10.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
105
Increased
288
Reduced
260
Closed
55
Calls
$140M
Puts
$141M
Net Calls
-$735K
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
601
Smartleaf Asset Management
Massachusetts
$115K +$16.4K +470 +17%
RFA
602
Register Financial Advisors
Georgia
$113K -$453 -13 -0.4%
QC
603
Quent Capital
New York
$109K +$35 +1 +0%
FWA
604
FSC Wealth Advisors
New York
$107K
MPWT
605
MassMutual Private Wealth & Trust
Connecticut
$107K +$44.6K +1,278 +76%
GI
606
Gradient Investments
Minnesota
$93K +$70.1K +2,011 +353%
GRP
607
Global Retirement Partners
California
$90K +$11K +316 +14%
CI Investments Inc
608
CI Investments Inc
Ontario, Canada
$89K +$3.98K +114 +5%
OP
609
ORG Partners
Indiana
$85.8K +$82.5K +2,367 +8,767%
CFB
610
Cullen/Frost Bankers
Texas
$84.5K +$9.21K +264 +13%
CA
611
Clearstead Advisors
Ohio
$73.9K
QL
612
Quarry LP
New York
$73.3K +$47.3K +1,357 +200%
FFC
613
First Financial Corp
Indiana
$70.2K
HFM
614
Harvest Fund Management
China
$69K
GWP
615
Gen-Wealth Partners
Michigan
$68.6K +$25.8K +740 +64%
AA
616
Alta Advisers
United Kingdom
$68.5K
HNB
617
Huntington National Bank
Ohio
$66.7K +$279 +8 +0.4%
PFBT
618
Parkside Financial Bank & Trust
Missouri
$63.8K +$1.78K +51 +3%
PAM
619
Paradigm Asset Management
New York
$63K
Jones Financial Companies
620
Jones Financial Companies
Missouri
$57K +$29.9K +856 +118%
DMBA
621
Deseret Mutual Benefit Administrators
Utah
$55.7K
VWM
622
Venturi Wealth Management
Texas
$53.4K +$34K +974 +191%
LC
623
Lindbrook Capital
California
$51.7K +$17.6K +506 +55%
CH
624
Cromwell Holdings
Wyoming
$51.5K +$49.8K +1,428 New
WBC
625
Westpac Banking Corp
Australia
$50.7K

CFG Hedge Fund Activity: Q2 2024 in Review

758 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2024, worth a combined $14.8B — down 3.9% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new CFG positions and 55 closed out — a net gain of 50 holders — while 288 added to existing stakes and 260 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $83.5M. The largest seller was Capital International Investors, cutting an estimated $1.04B.

  • 758 institutional investors held Citizens Financial Group (CFG) as of Q2 2024, up from 717 in Q1 2024.
  • Funds reported $14.8B of Citizens Financial Group stock for Q2 2024, down 3.9% quarter-over-quarter.
  • 105 funds opened new Citizens Financial Group positions in Q2 2024 and 55 closed out, a net change of +50 holders.
  • The largest Citizens Financial Group buyer in Q2 2024 was Fidelity Investments, an estimated $83.5M added.
  • The largest Citizens Financial Group seller in Q2 2024 was Capital International Investors, an estimated $1.04B sold.

Based on aggregated 13F filings for Q2 2024.