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Citizens Financial Group
CFG

Overview Fund Activity

680 hedge funds and large institutions have $17.5B invested in Citizens Financial Group in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 232 increasing their positions, 240 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+74
Holders Change %
+12.21%
% of All Funds
11.97%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
123
Increased
232
Reduced
240
Closed
43
Calls
$111M
Puts
$57.1M
Net Calls
+$54.4M
Net Calls Change
+$30.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$456M
2
AAMU
Amundi Asset Management US
Massachusetts
+$188M
3
Morgan Stanley
Morgan Stanley
New York
+$134M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$105M
5
Deutsche Bank
Deutsche Bank
Germany
+$68.7M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$549M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$236M
3
Lazard Asset Management
Lazard Asset Management
New York
-$102M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$83M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$75.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
651
Baystate Wealth Management
Massachusetts
$3K – – –
ADL
652
Asset Dedication LLC
California
$3K – – –
CFN
653
Cordasco Financial Network
Florida
$3K – – –
TFO
654
Tarbox Family Office
California
$3K – – –
SN
655
Sittner & Nelson
Oregon
$3K – – –
WCM
656
Wealthcare Capital Management
Virginia
$3K +$3K +66 New
SIAP
657
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3K +$3K +75 New
Nisa Investment Advisors
658
Nisa Investment Advisors
Missouri
$2.75K -$221 -5,000 -7%
GFPC
659
Global Financial Private Client
Florida
$2.52K – – –
PK
660
Pflug Koory
Nebraska
$2K – – –
APWA
661
Atlas Private Wealth Advisors
New Jersey
$2K – – –
SFO
662
Standard Family Office
South Dakota
$2K – – –
SIC
663
Salem Investment Counselors
North Carolina
$2K – – –
BWM
664
BerganKDV Wealth Management
Minnesota
$2K – – –
BWL
665
Bogart Wealth LLC
Virginia
$2K – – –
PWMG
666
Prestige Wealth Management Group
New Jersey
$2K – – –
HPC
667
HM Payson & Co
Maine
$2K +$2K +40 New
MPWT
668
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +46 New
CA
669
Centerpoint Advisors
Massachusetts
$2K +$2K +50 New
ADIM
670
Alpha DNA Investment Management
Maryland
$1K -$31.1K -840 -97%
AWM
671
Avior Wealth Management
Nebraska
$1K -$3.46K -90 -78%
MLFP
672
MPS Loria Financial Planners
Illinois
$1K – – –
RG
673
Retirement Group
California
$1K – – –
SWA
674
SOA Wealth Advisors
New York
$1K +$216 +8 +28%
TSW
675
Thompson Siegel & Walmsley
Virginia
$1K +$1K +15 New
25 26
27
28 29