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Citizens Financial Group
CFG

706 hedge funds and large institutions have $14.8B invested in Citizens Financial Group in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 211 increasing their positions, 293 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 58

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

25% more capital invested

Capital invested by funds: $11.8B → $14.8B (+$2.97B)

9% more funds holding

Funds holding: 646 → 706 (+60)

2.38% more ownership

Funds ownership: 93.46% → 95.84% (+2.4%)

26% less call options, than puts

Call options by funds: $108M | Put options by funds: $146M

28% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 293

Holders
706
Holders Change
+60
Holders Change %
+9.29%
% of All Funds
10.29%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
127
Increased
211
Reduced
293
Closed
58
Calls
$108M
Puts
$146M
Net Calls
-$37.7M
Net Calls Change
-$57.6M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$307M
2
State Street
State Street
Massachusetts
+$78M
3
Amundi
Amundi
France
+$45.3M
4
Invesco
Invesco
Georgia
+$41.6M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$33.4M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$70.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$60.4M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$45.7M
4
Holocene Advisors
Holocene Advisors
New York
-$37M
5
SC
Samlyn Capital
New York
-$31.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
651
Prestige Wealth Management Group
New Jersey
$4.77K +$3.61K +131 +1,008%
CTA
652
Colonial Trust Advisors
South Carolina
$4.71K – – –
EAM
653
Eukles Asset Management
Ohio
$4.64K – – –
BHWM
654
Beaird Harris Wealth Management
Texas
$4.64K +$3.85K +140 New
SIC
655
Salem Investment Counselors
North Carolina
$4.47K – – –
RF
656
Robbins Farley
New Hampshire
$4.14K – – –
BF
657
BOK Financial
Oklahoma
$4.14K +$1.62K +59 +89%
PSB
658
Piscataqua Savings Bank
New Hampshire
$4.14K – – –
JGIA
659
Jackson Grant Investment Advisers
Connecticut
$3.71K – – –
Jones Financial Companies
660
Jones Financial Companies
Missouri
$3.68K +$2.64K +96 +640%
CT
661
Caldwell Trust
Florida
$3.65K – – –
BCMLT
662
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.62K – – –
CAS
663
Coppell Advisory Solutions
Texas
$3.55K +$2.67K +97 +970%
AGWCA
664
Annis Gardner Whiting Capital Advisors
Florida
$3.25K +$743 +27 +38%
CAL
665
Capital Advisors Ltd
Ohio
$3K +$1.95K +71 +222%
FPFS
666
First Personal Financial Services
North Carolina
$2.9K – – –
CPG
667
Cornerstone Planning Group
New Jersey
$2.88K – – –
TSWM
668
Tyler-Stone Wealth Management
Ohio
$2.78K – – –
BWM
669
Baystate Wealth Management
Massachusetts
$2.56K +$28 +1 +1%
TC
670
Truvestments Capital
Florida
$2.49K -$1.9K -69 -48%
BIA
671
Bell Investment Advisors
California
$2.35K -$2.62K -95 -57%
CBT
672
CoreFirst Bank & Trust
Kansas
$2.22K – – –
KFI
673
Key Financial Inc
Pennsylvania
$2.22K – – –
MCM
674
Manchester Capital Management
Vermont
$2.19K +$1.82K +66 New
ADL
675
Asset Dedication LLC
California
$2K -$26.3K -954 -93%
25 26
27
28 29

CFG Hedge Fund Activity: Q4 2023 in Review

706 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2023, worth a combined $14.8B — up 25% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new CFG positions and 58 closed out — a net gain of 69 holders — while 211 added to existing stakes and 293 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $307M. The largest seller was BlackRock, cutting an estimated $70.5M.

  • 706 institutional investors held Citizens Financial Group (CFG) as of Q4 2023, up from 646 in Q3 2023.
  • Funds reported $14.8B of Citizens Financial Group stock for Q4 2023, up 25% quarter-over-quarter.
  • 127 funds opened new Citizens Financial Group positions in Q4 2023 and 58 closed out, a net change of +69 holders.
  • The largest Citizens Financial Group buyer in Q4 2023 was Morgan Stanley, an estimated $307M added.
  • The largest Citizens Financial Group seller in Q4 2023 was BlackRock, an estimated $70.5M sold.

Based on aggregated 13F filings for Q4 2023.