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Citizens Financial Group

641 hedge funds and large institutions have $11.8B invested in Citizens Financial Group in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 223 increasing their positions, 268 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
-44
Holders Change %
-6.42%
% of All Funds
10.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
55
Increased
223
Reduced
268
Closed
93
Calls
$86.9M
Puts
$67.1M
Net Calls
+$19.9M
Net Calls Change
+$8.91M
Name Holding Trade Value Shares
Change
Shares
Change %
AW
626
Avion Wealth
Texas
$1K +$403 +25 +68%
Kayne Anderson Rudnick Investment Management
627
Kayne Anderson Rudnick Investment Management
California
$938
OP
628
ORG Partners
Indiana
$835
GWM
629
Geneos Wealth Management
Colorado
$831 -$590 -22 -42%
ECM
630
Everence Capital Management
Indiana
$609 +$317 +11,820 +108%
LF
631
Lee Financial
Texas
$563
TFM
632
TFC Financial Management
Massachusetts
$536
CTWM
633
Cherry Tree Wealth Management
Minnesota
$469
Jones Financial Companies
634
Jones Financial Companies
Missouri
$402 -$10.1K -375 -96%
CAS
635
Coppell Advisory Solutions
Texas
$394 -$355 -9 -47%
PWMG
636
Prestige Wealth Management Group
New Jersey
$349
GJIA
637
Glass Jacobson Investment Advisors
Maryland
$349 +$349 +13 New
UFF
638
USA Financial Formulas
Michigan
$268
TWP
639
TFO Wealth Partners
Ohio
$209
SWA
640
SOA Wealth Advisors
New York
$29
M
641
MOTCO
Texas
$27 -$1.65K -61 -98%
GCS
642
Gordian Capital (Singapore)
Singapore
$26
Marshall Wace
643
Marshall Wace
United Kingdom
-$17.7M -679,154 Closed
CC
644
Carlson Capital
Texas
-$13.4M -512,300 Closed
FL
645
Fourthstone LLC
Missouri
-$12.7M -486,334 Closed
Adage Capital Partners
646
Adage Capital Partners
Massachusetts
-$12.6M -482,119 Closed
CF
647
Cantor Fitzgerald
New York
-$11.1M -426,714 Closed
Walleye Capital
648
Walleye Capital
New York
-$10.3M -394,110 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
649
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$7.71M -295,501 Closed
MGIM
650
M&G Investment Management
United Kingdom
-$5.92M -227,741 Closed