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Citizens Financial Group
CFG

Overview Fund Activity

685 hedge funds and large institutions have $11.6B invested in Citizens Financial Group in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 226 increasing their positions, 285 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
-46
Holders Change %
-6.29%
% of All Funds
10.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
83
Increased
226
Reduced
285
Closed
127
Calls
$116M
Puts
$105M
Net Calls
+$11M
Net Calls Change
-$18.3M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$155M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$95.3M
3
Amundi
Amundi
France
+$86.6M
4
BlackRock
BlackRock
New York
+$73M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$63.8M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$189M
2
AAB
ABN AMRO Bank
Netherlands
-$136M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$39.8M
4
Morgan Stanley
Morgan Stanley
New York
-$38.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
626
Colonial Trust Advisors
South Carolina
$3.96K – – –
BCWM
627
Bartlett & Co Wealth Management
Ohio
$3.86K – – –
CP
628
Castleview Partners
Texas
$3.81K – – –
IRC
629
Investors Research Corp
Georgia
$3.78K – – –
TC
630
Truvestments Capital
Florida
$3.76K +$1.8K +69 +92%
EAM
631
Eukles Asset Management
Ohio
$3.65K – – –
SIC
632
Salem Investment Counselors
North Carolina
$3.52K -$18.1K -693 -84%
BCMLT
633
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.52K – – –
BWP
634
Baldwin Wealth Partners
Massachusetts
$3.26K – – –
RF
635
Robbins Farley
New Hampshire
$3.26K – – –
PSB
636
Piscataqua Savings Bank
New Hampshire
$3.26K – – –
WWP
637
WR Wealth Planners
Missouri
$3.13K -$756 -29 -19%
SCA
638
Stonebridge Capital Advisors
Minnesota
$3K +$3K +115 New
MA
639
MCF Advisors
Kentucky
$2.97K +$1.57K +60 +111%
JGIA
640
Jackson Grant Investment Advisers
Connecticut
$2.92K – – –
BIA
641
Bell Investment Advisors
California
$2.9K +$1.83K +70 +171%
IPW
642
Impact Partnership Wealth
Georgia
$2.79K +$2.79K +107 New
KC
643
Kenfarb & Co
Kentucky
$2.61K – – –
CFB
644
Cullen/Frost Bankers
Texas
$2.09K -$11.8K -451 -85%
TFA
645
Transamerica Financial Advisors
Florida
$2K -$881K -22,032 -100%
SIA
646
SkyView Investment Advisors
New Jersey
$2K +$944 +42 +89%
PVH
647
Psagot Value Holdings
Israel
$2K +$2K +60 New
TSWM
648
Tyler-Stone Wealth Management
Ohio
$2K +$2K +84 New
BWM
649
Baystate Wealth Management
Massachusetts
$1.93K +$52 +2 +3%
SWA
650
Sutton Wealth Advisors
Florida
$1.93K +$782 +30 +68%
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