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Citizens Financial Group
CFG

Overview Fund Activity

787 hedge funds and large institutions have $17B invested in Citizens Financial Group in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 281 increasing their positions, 297 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+34
Holders Change %
+4.52%
% of All Funds
11.38%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
108
Increased
281
Reduced
297
Closed
67
Calls
$210M
Puts
$145M
Net Calls
+$64.8M
Net Calls Change
+$65.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.43B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$340M
3
Invesco
Invesco
Georgia
$1.03B
4
State Street
State Street
Massachusetts
$1.06B
5
Bank of America
Bank of America
North Carolina
$250M

Top Sellers

1
BlackRock
BlackRock
New York
$1.98B
2
Capital International Investors
Capital International Investors
California
$51.6M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$378M
4
Millennium Management
Millennium Management
New York
$95.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
601
Moors & Cabot
Massachusetts
$213K +$213K +5,189 New
MIS
602
Morningstar Investment Services
Illinois
$213K +$213K +5,221 New
NP
603
NorthRock Partners
Minnesota
$213K +$213K +5,178 New
PCS
604
Personal CFO Solutions
New Jersey
$212K +$212K +5,155 New
Jones Financial Companies
605
Jones Financial Companies
Missouri
$210K +$145K +3,551 +224%
AWA
606
Aaron Wealth Advisors
Illinois
$210K +$210K +5,102 New
DADC
607
D.A. Davidson & Co
Montana
$209K +$209K +5,093 New
IWC
608
Integrated Wealth Concepts
Massachusetts
$204K +$204K +4,975 New
QL
609
Quarry LP
New York
$204K +$120K +2,921 +144%
AIP
610
Ameritas Investment Partners
Nebraska
$197K -$9.65K -235 -5%
CPA
611
Capital Performance Advisors
California
$192K +$192K +4,675 New
SAM
612
Smartleaf Asset Management
Massachusetts
$189K +$54K +1,323 +40%
RFS
613
Richardson Financial Services
Massachusetts
$186K – – –
PA
614
Parallel Advisors
California
$178K +$29.2K +710 +20%
HI
615
Harbour Investments
Wisconsin
$177K -$8.09K -197 -4%
AAM
616
Advisors Asset Management
Colorado
$176K -$173K -4,208 -50%
CIBC Private Wealth Group
617
CIBC Private Wealth Group
Georgia
$174K +$27.7K +675 +19%
LI
618
LRI Investments
Florida
$168K -$11.8K -253 -7%
VWM
619
Venturi Wealth Management
Texas
$167K +$106K +2,593 +175%
FHA
620
First Horizon Advisors
Tennessee
$151K -$77.3K -1,881 -34%
RCM
621
Raleigh Capital Management
North Carolina
$146K -$30.8K -751 -17%
LS
622
Livforsakringsbolaget Skandia
Sweden
$144K +$119K +2,900 +483%
PS
623
Planned Solutions
California
$138K +$138K +3,353 New
GM
624
GeoWealth Management
Illinois
$137K +$137K +3,326 New
OAM
625
Ostrum Asset Management
France
$136K +$1.68K +41 +1%
23 24
25
26 27