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Citizens Financial Group

758 hedge funds and large institutions have $14.8B invested in Citizens Financial Group in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 288 increasing their positions, 260 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 55

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

11% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 260

6% more funds holding

Funds holding: 717758 (+41)

1% less call options, than puts

Call options by funds: $140M | Put options by funds: $141M

4% less capital invested

Capital invested by funds: $15.4B → $14.8B (-$607M)

2.78% less ownership

Funds ownership: 92.89%90.11% (-2.8%)

Holders
758
Holders Change
+41
Holders Change %
+5.72%
% of All Funds
10.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
105
Increased
288
Reduced
260
Closed
55
Calls
$140M
Puts
$141M
Net Calls
-$735K
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
626
Manchester Capital Management
Vermont
$50.4K +$40.6K +1,164 +493%
DAM
627
Delta Asset Management
Tennessee
$50.4K
ACA
628
Atlas Capital Advisors
Wyoming
$48.5K +$46.9K +1,345 New
AAP
629
Arax Advisory Partners
Colorado
$48.2K +$40.1K +1,149 +611%
RI
630
Ridgewood Investments
New Jersey
$48K +$46.4K +1,331 New
PTC
631
Private Trust Company
Ohio
$45.5K
LFG
632
Larson Financial Group
Missouri
$44.3K +$7.99K +229 +23%
CFO
633
CVA Family Office
Colorado
$43.6K
NA
634
Nordwand Advisors
Pennsylvania
$42.9K
AAG
635
Armstrong Advisory Group
Massachusetts
$41.5K
SIC
636
Salem Investment Counselors
North Carolina
$40.9K +$34.9K +1,000 +741%
AWM
637
Avior Wealth Management
Nebraska
$40.6K -$8.54K -245 -18%
NB
638
NBT Bank
New York
$39.8K
ZB
639
Zions Bancorporation
Utah
$36.9K -$9.45K -271 -21%
PO
640
Private Ocean
California
$36.4K +$29.2K +838 +484%
VFM
641
Viking Fund Management
North Dakota
$36K +$34.9K +1,000 New
VCM
642
Versant Capital Management
Arizona
$33.7K +$23.6K +678 +263%
BEI
643
Benjamin Edwards Inc
Missouri
$33K -$174 -5 -0.5%
GKIM
644
GW&K Investment Management
Massachusetts
$33K +$872 +25 +3%
CTC
645
Central Trust Company
Missouri
$29.3K
AA
646
AlphaMark Advisors
Kentucky
$28K
GLR
647
Great Lakes Retirement
Ohio
$27.5K +$26.6K +762 New
SWM
648
Spire Wealth Management
Virginia
$27.1K +$4.25K +122 +19%
CH
649
Canton Hathaway
Rhode Island
$26K
IC
650
Innealta Capital
Texas
$25.4K +$24.6K +706 New

CFG Hedge Fund Activity: Q2 2024 in Review

758 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2024, worth a combined $14.8B — down 3.9% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new CFG positions and 55 closed out — a net gain of 50 holders — while 288 added to existing stakes and 260 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $83.5M. The largest seller was Capital International Investors, cutting an estimated $1.04B.

  • 758 institutional investors held Citizens Financial Group (CFG) as of Q2 2024, up from 717 in Q1 2024.
  • Funds reported $14.8B of Citizens Financial Group stock for Q2 2024, down 3.9% quarter-over-quarter.
  • 105 funds opened new Citizens Financial Group positions in Q2 2024 and 55 closed out, a net change of +50 holders.
  • The largest Citizens Financial Group buyer in Q2 2024 was Fidelity Investments, an estimated $83.5M added.
  • The largest Citizens Financial Group seller in Q2 2024 was Capital International Investors, an estimated $1.04B sold.

Based on aggregated 13F filings for Q2 2024.