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Citizens Financial Group
CFG

Overview Fund Activity

697 hedge funds and large institutions have $18.8B invested in Citizens Financial Group in 2021 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 269 increasing their positions, 252 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+6
Holders Change %
+0.87%
% of All Funds
12.24%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
77
Increased
269
Reduced
252
Closed
58
Calls
$137M
Puts
$148M
Net Calls
-$11.5M
Net Calls Change
-$44.7M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$375M
2
Charles Schwab
2
Charles Schwab
California
$520M
3
Capital International Investors
3
Capital International Investors
California
$1.08B
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$447M
5
GT
5
Glenmede Trust
Pennsylvania
$65.9M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$81.2M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$155M
3
CBT
3
Capital Bank & Trust
California
$0
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$54M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
676
HM Payson & Co
Maine
$2K – – –
BWM
677
BerganKDV Wealth Management
Minnesota
$2K – – –
BWL
678
Bogart Wealth LLC
Virginia
$2K – – –
PWMG
679
Prestige Wealth Management Group
New Jersey
$2K – – –
WQ
680
Wealth Quarterback
New Jersey
$2K – – –
CA
681
Centerpoint Advisors
Massachusetts
$2K – – –
SIC
682
Salem Investment Counselors
North Carolina
$2K – – –
FCAS
683
First Command Advisory Services
Texas
$2K +$2K +40 New
SSC
684
Syverson Strege & Co
Iowa
$2K +$2K +48 New
EWM
685
Edge Wealth Management
New York
$2K +$2K +53 New
SIM
686
Sentry Investment Management
Wisconsin
$1K – – –
SWA
687
SOA Wealth Advisors
New York
$1K – – –
RG
688
Retirement Group
California
$1K – – –
CFA
689
Carroll Financial Associates
North Carolina
$1K +$161 +5 +19%
AWM
690
Avior Wealth Management
Nebraska
$1K +$161 +5 +19%
GAM
691
Gemmer Asset Management
California
$1K +$429 +9 +75%
Optiver Holding
692
Optiver Holding
Netherlands
$1K +$1K +19 New
CCM
693
Covington Capital Management
California
$1K +$1K +19 New
CTB
694
Country Trust Bank
Illinois
$1K +$1K +29 New
SWA
695
Sutton Wealth Advisors
Florida
$893 – – –
BBHC
696
Brown Brothers Harriman & Co
New York
$121 – – –
CBT
697
Capital Bank & Trust
California
– -$69.6M -1,517,994 Closed
Holocene Advisors
698
Holocene Advisors
New York
– -$45.9M -1,000,333 Closed
Adage Capital Partners
699
Adage Capital Partners
Massachusetts
– -$21.3M -463,359 Closed
Balyasny Asset Management
700
Balyasny Asset Management
Illinois
– -$17.5M -382,351 Closed
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