CFG icon

Citizens Financial Group
CFG

Overview Fund Activity

809 hedge funds and large institutions have $18.1B invested in Citizens Financial Group in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 277 increasing their positions, 297 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
+22
Holders Change %
+2.8%
% of All Funds
10.77%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
136
Increased
277
Reduced
297
Closed
95
Calls
$149M
Puts
$104M
Net Calls
+$44.9M
Net Calls Change
-$20M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$254M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$463M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$424M
4
AQR Capital Management
AQR Capital Management
Connecticut
$271M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$51.5M

Top Sellers

1
Amundi
Amundi
France
$626M
2
Bank of America
Bank of America
North Carolina
$134M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Millennium Management
Millennium Management
New York
$31.6M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
601
Check Capital Management
California
$206K +$206K +4,700 New
CI
602
Cigna Investments
Connecticut
$205K +$205K +4,693 New
EIC
603
Equity Investment Corp
Georgia
$204K +$204K +4,662 New
OL
604
Optas LLC
Texas
$204K +$204K +4,659 New
SFG
605
SevenBridge Financial Group
Pennsylvania
$204K -$58.5K -1,240 -22%
IIM
606
Ipswich Investment Management
Massachusetts
$202K +$202K +4,624 New
AFW
607
Avantra Family Wealth
Pennsylvania
$201K +$201K +4,595 New
Brown Advisory
608
Brown Advisory
Maryland
$201K +$201K +4,593 New
CFO
609
Callan Family Office
Pennsylvania
$200K +$200K +4,573 New
RFS
610
Richardson Financial Services
Massachusetts
$200K -$24.5K -562 -11%
AIP
611
Ameritas Investment Partners
Nebraska
$199K -$11.2K -255 -5%
FFA
612
Farther Finance Advisors
California
$198K -$567K -12,954 -74%
HI
613
Harbour Investments
Wisconsin
$189K -$44 -1 -0%
WOC
614
West Oak Capital
California
$175K – – –
EWA
615
EverSource Wealth Advisors
Alabama
$159K +$15.9K +364 +11%
FHA
616
First Horizon Advisors
Tennessee
$159K -$1.66K -38 -1%
RCM
617
Raleigh Capital Management
North Carolina
$154K -$1.44K -33 -0.9%
LS
618
Livforsakringsbolaget Skandia
Sweden
$153K – – –
VWM
619
Venturi Wealth Management
Texas
$153K -$25.8K -589 -14%
AAM
620
Advisors Asset Management
Colorado
$153K -$34.5K -788 -18%
RS
621
R Squared
Hong Kong
$145K +$145K +3,320 New
LI
622
LRI Investments
Florida
$141K -$16.5K -377 -10%
UB
623
UMB Bank
Missouri
$139K -$168K -3,839 -55%
OAM
624
Ostrum Asset Management
France
$139K -$5.78K -132 -4%
QC
625
Quent Capital
New York
$139K +$3.37K +77 +2%
23 24
25
26 27