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Citizens Financial Group
CFG

Overview Fund Activity

685 hedge funds and large institutions have $11.6B invested in Citizens Financial Group in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 226 increasing their positions, 285 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
-46
Holders Change %
-6.29%
% of All Funds
10.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
83
Increased
226
Reduced
285
Closed
127
Calls
$116M
Puts
$105M
Net Calls
+$11M
Net Calls Change
-$18.3M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$155M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$95.3M
3
Amundi
Amundi
France
+$86.6M
4
BlackRock
BlackRock
New York
+$73M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$63.8M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$189M
2
AAB
ABN AMRO Bank
Netherlands
-$136M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$39.8M
4
Morgan Stanley
Morgan Stanley
New York
-$38.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
651
Larson Financial Group
Missouri
$1.9K -$1.31M -50,191 -100%
KFI
652
Key Financial Inc
Pennsylvania
$1.75K – – –
IGWM
653
ICA Group Wealth Management
Colorado
$1.67K -$26.1K -1,000 -94%
M
654
MOTCO
Texas
$1.62K +$1.62K +62 New
HWP
655
Highline Wealth Partners
California
$1.51K – – –
GFPC
656
Global Financial Private Client
Florida
$1.49K -$13.7K -515 -90%
GWM
657
Geneos Wealth Management
Colorado
$1.38K -$17.5K -672 -93%
AWM
658
Abound Wealth Management
Tennessee
$1.37K +$570 +22 +71%
TCA
659
Trifecta Capital Advisors
Illinois
$1.3K -$26 -1 -2%
BWM
660
BerganKDV Wealth Management
Minnesota
$1.3K – – –
DI
661
Disciplined Investments
Oklahoma
$1.1K -$183 -7 -14%
FMP
662
Financial Management Professionals
Texas
$1K – – –
CA
663
Centerpoint Advisors
Massachusetts
$1K – – –
CAL
664
Capital Advisors Ltd
Ohio
$1K +$531 +17 +113%
OP
665
ORG Partners
Indiana
$1K +$1K +31 New
BG
666
Bollard Group
Massachusetts
$1K +$1K +50 New
Kayne Anderson Rudnick Investment Management
667
Kayne Anderson Rudnick Investment Management
California
$913 +$913 +35 New
SIC
668
SJS Investment Consulting
Ohio
$861 +$652 +25 +313%
FBC
669
Fairfield, Bush & Co
Connecticut
$678 +$678 +26 New
Comerica Bank
670
Comerica Bank
Texas
$654 +$654 +803,087 New
NC
671
NewSquare Capital
Pennsylvania
$652 -$10K -384 -94%
CCM
672
Chilton Capital Management
Texas
$626 +$626 +24 New
LF
673
Lee Financial
Texas
$548 -$2.22K -85 -80%
TFM
674
TFC Financial Management
Massachusetts
$522 +$522 +20 New
CAS
675
Coppell Advisory Solutions
Texas
$493 +$493 +19 New
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