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Citizens Financial Group
CFG

Overview Fund Activity

697 hedge funds and large institutions have $18.8B invested in Citizens Financial Group in 2021 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 269 increasing their positions, 252 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+6
Holders Change %
+0.87%
% of All Funds
12.24%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
77
Increased
269
Reduced
252
Closed
58
Calls
$137M
Puts
$148M
Net Calls
-$11.5M
Net Calls Change
-$44.7M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$375M
2
Charles Schwab
2
Charles Schwab
California
$520M
3
Capital International Investors
3
Capital International Investors
California
$1.08B
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$447M
5
GT
5
Glenmede Trust
Pennsylvania
$65.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$81.2M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$155M
3
CBT
3
Capital Bank & Trust
California
$0
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$54M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMG
626
Spectrum Management Group
Indiana
$19K +$19K +394 New
PWM
627
Prentice Wealth Management
New York
$18K – – –
RTL
628
Red Tortoise LLC
Georgia
$18K +$18K +521 New
EWA
629
Evolution Wealth Advisors
Florida
$16K -$46 -1 -0.3%
PCH
630
Polar Capital Holdings
United Kingdom
$15.2K +$628 +13,370 +4%
LCM
631
Logan Capital Management
Pennsylvania
$15K – – –
HWMA
632
Heritage Wealth Management (Arizona)
Arizona
$15K – – –
MA
633
Montag & Associates
Georgia
$14K – – –
EW
634
Evoke Wealth
California
$14K – – –
HCP
635
Hexagon Capital Partners
Arkansas
$14K +$1.75K +37 +14%
HWA
636
Heritage Wealth Advisors
Virginia
$13.5K – – –
VCM
637
Vigilant Capital Management
Maine
$13K +$13K +269 New
ST
638
Smithfield Trust
Pennsylvania
$12K – – –
WPA
639
West Paces Advisors
Georgia
$11.2K +$11.2K +238 New
VCM
640
Versant Capital Management
Arizona
$11K -$5.89K -121 -35%
EARNEST Partners
641
EARNEST Partners
Georgia
$11K – – –
FMII
642
Farmers & Merchants Investments Inc
Nebraska
$11K – – –
RCA
643
Ranch Capital Advisors
Florida
$11K +$11K +232 New
CHA
644
Carmichael Hill & Associates
Maryland
$10K – – –
FCA
645
FinTrust Capital Advisors
South Carolina
$10K +$1.27K +28 +15%
GPA
646
Guidance Point Advisors
Massachusetts
$10K +$10K +225 New
TSW
647
Thompson Siegel & Walmsley
Virginia
$9K – – –
GWMIA
648
Global Wealth Management Investment Advisory
Florida
$9K – – –
NSIM
649
North Star Investment Management
Illinois
$9K – – –
Capstone Investment Advisors
650
Capstone Investment Advisors
New York
$9K +$9K +196 New
24 25
26
27 28