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Citizens Financial Group
CFG

Overview Fund Activity

683 hedge funds and large institutions have $16.8B invested in Citizens Financial Group in 2019 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 211 increasing their positions, 291 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
+33
Holders Change %
+5.08%
% of All Funds
13.49%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.38%
New
95
Increased
211
Reduced
291
Closed
49
Calls
$24.7M
Puts
$25.6M
Net Calls
-$838K
Net Calls Change
+$6.65M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$286M
2
Morgan Stanley
Morgan Stanley
New York
$153M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$61.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
$196M
5
Lazard Asset Management
Lazard Asset Management
New York
$76.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
$120M
2
BlackRock
BlackRock
New York
$1.64B
3
Marshall Wace
Marshall Wace
United Kingdom
$48.7M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$64.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$566M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFN
651
Cordasco Financial Network
Florida
$3K – – –
SIS
652
Sound Income Strategies
Florida
$3K – – –
BWM
653
Baystate Wealth Management
Massachusetts
$3K +$47 +1 +2%
WPA
654
West Paces Advisors
Georgia
$2.97K – – –
CA
655
Claar Advisors
New York
$2.29K – – –
PGAM
656
Princeton Global Asset Management
New Jersey
$2.22K +$259 +6,378 +13%
CCM
657
Copeland Capital Management
Pennsylvania
$2K – – –
LF
658
Lee Financial
Texas
$2K – – –
FIB
659
First Interstate Bank
Montana
$2K – – –
WCM
660
Wealthcare Capital Management
Virginia
$2K +$2K +55 New
WQ
661
Wealth Quarterback
New Jersey
$1.14K +$1.14K +28 New
NFG
662
Next Financial Group
Texas
$1K -$1.54K -40 -61%
FPFS
663
First Personal Financial Services
North Carolina
$1K – – –
PWP
664
Personal Wealth Partners
Minnesota
$1K – – –
FANJ
665
Financial Architects (New Jersey)
New Jersey
$1K – – –
BWM
666
BerganKDV Wealth Management
Minnesota
$1K – – –
PFGIA
667
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
GWM
668
Geneos Wealth Management
Colorado
$1K – – –
Fidelity International
669
Fidelity International
Bermuda
$1K +$267 +4 +36%
AWM
670
Atticus Wealth Management
Florida
$1K +$1K +13 New
CA
671
CXI Advisors
Indiana
$1K +$1K +21 New
RG
672
Retirement Group
California
$1K +$1K +22 New
BL
673
Balentine LLC
Georgia
$1K +$1K +28 New
Kayne Anderson Rudnick Investment Management
674
Kayne Anderson Rudnick Investment Management
California
$1K +$1K +31 New
TI
675
tru Independence
Oregon
$1K +$1K +40 New
25 26
27
28 29