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Citizens Financial Group

758 hedge funds and large institutions have $14.8B invested in Citizens Financial Group in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 288 increasing their positions, 260 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 55

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

11% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 260

6% more funds holding

Funds holding: 717758 (+41)

1% less call options, than puts

Call options by funds: $140M | Put options by funds: $141M

4% less capital invested

Capital invested by funds: $15.4B → $14.8B (-$607M)

2.78% less ownership

Funds ownership: 92.89%90.11% (-2.8%)

Holders
758
Holders Change
+41
Holders Change %
+5.72%
% of All Funds
10.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
105
Increased
288
Reduced
260
Closed
55
Calls
$140M
Puts
$141M
Net Calls
-$735K
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
651
Valley National Advisers
Pennsylvania
$25K -$1.4K -40 -5%
CWC
652
Carolinas Wealth Consulting
North Carolina
$24.8K -$1.05K -30 -4%
CHA
653
Carmichael Hill & Associates
Maryland
$23.7K
PWMG
654
Private Wealth Management Group
New Jersey
$23.1K
ATPW
655
Ashton Thomas Private Wealth
Arizona
$21.9K +$21.2K +607 New
LS
656
Livforsakringsbolaget Skandia
Sweden
$21.6K
RTC
657
Riverview Trust Company
Washington
$19.9K
BONH
658
Bank of New Hampshire
New Hampshire
$19.8K
GWSG
659
GPS Wealth Strategies Group
Colorado
$19.8K
S
660
Sachetta
Massachusetts
$17.1K -$802 -23 -5%
HGA
661
Hobbs Group Advisors
South Carolina
$16.6K +$16K +460 New
WOC
662
West Oak Capital
California
$14.4K
HCP
663
Hexagon Capital Partners
Arkansas
$13.8K +$1.5K +43 +13%
FFA
664
Frazier Financial Advisors
Ohio
$13.2K -$349 -10 -3%
RIL
665
Rothschild Investment LLC
Illinois
$13.2K +$523 +15 +4%
BL
666
BFSG LLC
California
$12.6K
FMII
667
Farmers & Merchants Investments Inc
Nebraska
$11.7K
ME
668
McIlrath & Eck
Washington
$11.1K -$2.89K -83 -21%
CNBTD
669
Citizens National Bank Trust Department
Mississippi
$10.8K
WT
670
Washington Trust
Rhode Island
$10.8K
OWA
671
Opal Wealth Advisors
New York
$10.5K +$10.1K +291 New
GBT
672
Grove Bank & Trust
Florida
$10.4K -$1.4K -40 -12%
SFA
673
Semmax Financial Advisors
North Carolina
$10.1K +$105 +3 +1%
BP
674
BNP Paribas
France
$9.8K
MWA
675
MFA Wealth Advisors
Pennsylvania
$9.66K +$9.35K +268 New

CFG Hedge Fund Activity: Q2 2024 in Review

758 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2024, worth a combined $14.8B — down 3.9% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new CFG positions and 55 closed out — a net gain of 50 holders — while 288 added to existing stakes and 260 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $83.5M. The largest seller was Capital International Investors, cutting an estimated $1.04B.

  • 758 institutional investors held Citizens Financial Group (CFG) as of Q2 2024, up from 717 in Q1 2024.
  • Funds reported $14.8B of Citizens Financial Group stock for Q2 2024, down 3.9% quarter-over-quarter.
  • 105 funds opened new Citizens Financial Group positions in Q2 2024 and 55 closed out, a net change of +50 holders.
  • The largest Citizens Financial Group buyer in Q2 2024 was Fidelity Investments, an estimated $83.5M added.
  • The largest Citizens Financial Group seller in Q2 2024 was Capital International Investors, an estimated $1.04B sold.

Based on aggregated 13F filings for Q2 2024.