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Citizens Financial Group
CFG

Overview Fund Activity

787 hedge funds and large institutions have $17B invested in Citizens Financial Group in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 281 increasing their positions, 297 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+34
Holders Change %
+4.52%
% of All Funds
11.38%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
108
Increased
281
Reduced
297
Closed
67
Calls
$210M
Puts
$145M
Net Calls
+$64.8M
Net Calls Change
+$65.6M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.43B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$340M
3
Invesco
3
Invesco
Georgia
$1.03B
4
State Street
4
State Street
Massachusetts
$1.06B
5
Bank of America
5
Bank of America
North Carolina
$250M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.98B
2
Capital International Investors
2
Capital International Investors
California
$51.6M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$378M
4
Millennium Management
4
Millennium Management
New York
$95.5M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
651
Allworth Financial
California
$66.8K -$216K -5,248 -76%
FIA
652
FNY Investment Advisers
New York
$65K +$65K +1,600 New
DMBA
653
Deseret Mutual Benefit Administrators
Utah
$63.5K – – –
LC
654
Lindbrook Capital
California
$61.3K +$2.38K +58 +4%
MCM
655
Manchester Capital Management
Vermont
$60.4K +$2.92K +71 +5%
VCM
656
Versant Capital Management
Arizona
$58.9K +$20.5K +499 +53%
CH
657
Cromwell Holdings
Wyoming
$58.6K – – –
DAM
658
Delta Asset Management
Tennessee
$57.4K – – –
RI
659
Ridgewood Investments
New Jersey
$54.7K – – –
LIS
660
Legacy Investment Solutions
Idaho
$54.2K +$54.2K +1,167 New
LWMI
661
Legacy Wealth Management (Idaho)
Idaho
$54.2K +$54.2K +1,167 New
CFO
662
CVA Family Office
Colorado
$50.8K +$1.07K +26 +2%
FF
663
Friedenthal Financial
New Jersey
$50K +$50K +1,218 New
NA
664
Nordwand Advisors
Pennsylvania
$48.9K – – –
AFWM
665
Abich Financial Wealth Management
Virginia
$48.2K -$85.3K -2,076 -64%
TWC
666
TD Waterhouse Canada
Ontario, Canada
$47.9K +$41.7K +1,046 +675%
AAG
667
Armstrong Advisory Group
Massachusetts
$47.3K – – –
SIC
668
Salem Investment Counselors
North Carolina
$46.6K – – –
AWM
669
Avior Wealth Management
Nebraska
$46.2K – – –
NB
670
NBT Bank
New York
$45.4K – – –
GKIM
671
GW&K Investment Management
Massachusetts
$41K +$2.89K +70 +8%
ZB
672
Zions Bancorporation
Utah
$39.9K -$2.18K -53 -5%
OC
673
Oarsman Capital
Wisconsin
$35.8K +$35.8K +871 New
CTC
674
Central Trust Company
Missouri
$34.6K +$1.27K +31 +4%
CH
675
Canton Hathaway
Rhode Island
$30K – – –
25 26
27
28 29