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Citizens Financial Group
CFG

Overview Fund Activity

709 hedge funds and large institutions have $15.3B invested in Citizens Financial Group in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 244 increasing their positions, 275 reducing their positions, and 73 closing their positions.

Holders
709
Holders Change
+10
Holders Change %
+1.43%
% of All Funds
10.28%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
89
Increased
244
Reduced
275
Closed
73
Calls
$154M
Puts
$171M
Net Calls
-$16.9M
Net Calls Change
+$20.9M

Top Buyers

1
Invesco
1
Invesco
Georgia
$798M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$200M
3
Millennium Management
3
Millennium Management
New York
$181M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$84.9M
5
Capital International Investors
5
Capital International Investors
California
$1.33B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$460M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$105M
3
State Street
3
State Street
Massachusetts
$897M
4
Charles Schwab
4
Charles Schwab
California
$264M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$107M
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
651
Capital Advisors Ltd
Ohio
$5K 128 +25 +24%
SIC
652
Salem Investment Counselors
North Carolina
$4.9K 135 – –
BCMLT
653
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.9K 135 – –
RF
654
Robbins Farley
New Hampshire
$4.54K 125 – –
PSB
655
Piscataqua Savings Bank
New Hampshire
$4.54K 125 – –
AGWCA
656
Annis Gardner Whiting Capital Advisors
Florida
$4.17K 115 +17 +17%
FFO
657
Fortitude Family Office
Arizona
$4.14K 114 +114 New
JGIA
658
Jackson Grant Investment Advisers
Connecticut
$4.06K 112 – –
WWP
659
WR Wealth Planners
Missouri
$3.92K 108 +108 New
CPG
660
Cornerstone Planning Group
New Jersey
$3.58K 101 +14 +16%
PCWA
661
Pacific Capital Wealth Advisors
California
$3.48K 96 +96 New
AF
662
Advisornet Financial
Minnesota
$3.12K 86 +42 +95%
RS
663
Rakuten Securities
Japan
$3.12K 86 +84 +4,200%
TSWM
664
Tyler-Stone Wealth Management
Ohio
$3.05K 84 – –
ADL
665
Asset Dedication LLC
California
$3K 70 – –
AW
666
Avion Wealth
Texas
$3K 75 +32 +74%
CA
667
CoreCap Advisors
Michigan
$2.74K 75 +75 New
TC
668
Truvestments Capital
Florida
$2.72K 75 – –
BIA
669
Bell Investment Advisors
California
$2.58K 71 – –
KFI
670
Key Financial Inc
Pennsylvania
$2.43K 67 – –
CBT
671
CoreFirst Bank & Trust
Kansas
$2.43K 67 – –
BF
672
BOK Financial
Oklahoma
$2.35K 66 -59 -47%
MA
673
MCF Advisors
Kentucky
$2.32K 64 +10 +19%
SIS
674
Sound Income Strategies
Florida
$2.18K 60 +3 +5%
JFGIW
675
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.11K 58 -2,000 -97%
25 26
27
28 29