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Citizens Financial Group
CFG

Overview Fund Activity

710 hedge funds and large institutions have $15.3B invested in Citizens Financial Group in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 244 increasing their positions, 276 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+10
Holders Change %
+1.43%
% of All Funds
10.29%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
89
Increased
244
Reduced
276
Closed
73
Calls
$154M
Puts
$171M
Net Calls
-$16.9M
Net Calls Change
+$20.9M

Top Buyers

1
Invesco
Invesco
Georgia
$798M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$200M
3
Millennium Management
Millennium Management
New York
$181M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$84.9M
5
Capital International Investors
Capital International Investors
California
$1.33B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$460M
2
First Trust Advisors
First Trust Advisors
Illinois
$105M
3
State Street
State Street
Massachusetts
$897M
4
Charles Schwab
Charles Schwab
California
$264M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
626
Arlington Trust
Alabama
$8.86K -$1.74K -48 -16%
WPA
627
West Paces Advisors
Georgia
$8.64K – – –
MCM
628
Manchester Capital Management
Vermont
$8.57K +$6.17K +170 +258%
TWC
629
TD Waterhouse Canada
Ontario, Canada
$8.3K – – –
CT
630
Colonial Trust
South Carolina
$8.17K -$835 -23 -9%
FSWA
631
Financial Synergies Wealth Advisors
Texas
$8.13K +$8.13K +224 New
ETC
632
Exchange Traded Concepts
Oklahoma
$7.98K +$7.98K +220 New
BC
633
Barrett & Company
Rhode Island
$7.91K – – –
BGAI
634
Bruce G. Allen Investments
Colorado
$7.88K -$2.4K -66 -23%
CFD
635
Creative Financial Designs
Indiana
$7.62K – – –
HIA
636
Harbor Investment Advisory
Maryland
$7.59K – – –
NSIM
637
North Star Investment Management
Illinois
$7.26K – – –
AAP
638
Arax Advisory Partners
Colorado
$6.82K – – –
NL
639
NVWM LLC
Pennsylvania
$6.79K -$13.8K -379 -67%
FIM
640
FWL Investment Management
Texas
$6.53K +$6.53K +180 New
PO
641
Private Ocean
California
$6.28K – – –
CA
642
Crewe Advisors
Utah
$6.21K +$6.21K +171 New
RFG
643
REAP Financial Group
Texas
$6.16K -$39.1K -1,081 -86%
JWA
644
JFS Wealth Advisors
Pennsylvania
$6.06K -$653 -18 -10%
POIA
645
Pin Oak Investment Advisors
Texas
$6K – – –
HWA
646
HHM Wealth Advisors
Tennessee
$5.95K – – –
CSC
647
Caldwell Sutter Capital
California
$5.77K – – –
CP
648
Castleview Partners
Texas
$5.3K – – –
FCA
649
FinTrust Capital Advisors
South Carolina
$5.29K – – –
IRC
650
Investors Research Corp
Georgia
$5.26K – – –
24 25
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