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Citizens Financial Group
CFG

Overview Fund Activity

685 hedge funds and large institutions have $11.6B invested in Citizens Financial Group in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 226 increasing their positions, 285 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
-46
Holders Change %
-6.29%
% of All Funds
10.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
83
Increased
226
Reduced
285
Closed
127
Calls
$116M
Puts
$105M
Net Calls
+$11M
Net Calls Change
-$18.3M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$155M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$95.3M
3
Amundi
Amundi
France
+$86.6M
4
BlackRock
BlackRock
New York
+$73M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$63.8M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$189M
2
AAB
ABN AMRO Bank
Netherlands
-$136M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$39.8M
4
Morgan Stanley
Morgan Stanley
New York
-$38.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTWM
676
Cherry Tree Wealth Management
Minnesota
$457 +$457 +18 New
PWMG
677
Prestige Wealth Management Group
New Jersey
$340 -$758 -29 -69%
UFF
678
USA Financial Formulas
Michigan
$261 – – –
TWP
679
TFO Wealth Partners
Ohio
$209 – – –
ECM
680
EMC Capital Management
Texas
$94 – – –
SWA
681
SOA Wealth Advisors
New York
$28 – – –
GCS
682
Gordian Capital (Singapore)
Singapore
$26 +$26 +1 New
SIS
683
Sound Income Strategies
Florida
$20 +$20 +1 New
FGAM
684
Financial Gravity Asset Management
Texas
$8 +$8 +26 New
Capital World Investors
685
Capital World Investors
California
– -$189M -6,218,885 Closed
WCM
686
Wedge Capital Management
North Carolina
– -$27.2M -896,822 Closed
Alyeska Investment Group
687
Alyeska Investment Group
Illinois
– -$26.5M -872,148 Closed
BCM
688
Basswood Capital Management
New York
– -$20.5M -675,454 Closed
SC
689
Sessa Capital
New York
– -$19.7M -648,000 Closed
BSA
690
Braun Stacey Associates
New York
– -$13.9M -458,190 Closed
RP
691
Reinhart Partners
Wisconsin
– -$13.3M -436,708 Closed
NC
692
Nicholas Company
Wisconsin
– -$9.1M -299,747 Closed
FP
693
Foundry Partners
Minnesota
– -$8.78M -289,109 Closed
LA
694
LBP AM
France
– -$7.72M -254,237 Closed
SGI
695
Summit Global Investments
Utah
– -$7.33M -241,220 Closed
JCM
696
Janney Capital Management
Pennsylvania
– -$6.77M -222,881 Closed
P2P
697
Phase 2 Partners
California
– -$5.64M -185,729 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
698
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$5.36M -176,458 Closed
PCH
699
Polar Capital Holdings
United Kingdom
– -$5.17M -170,337 Closed
IIM
700
INTECH Investment Management
Florida
– -$3.15M -103,645 Closed
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