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Citizens Financial Group
CFG

Overview Fund Activity

641 hedge funds and large institutions have $11.8B invested in Citizens Financial Group in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 223 increasing their positions, 268 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
-44
Holders Change %
-6.42%
% of All Funds
10.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
55
Increased
223
Reduced
268
Closed
93
Calls
$86.9M
Puts
$67.1M
Net Calls
+$19.9M
Net Calls Change
+$8.91M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$910M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$214M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$100M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$472M
5
Barclays
5
Barclays
United Kingdom
$66.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$146M
2
Invesco
2
Invesco
Georgia
$423M
3
Ameriprise
3
Ameriprise
Minnesota
$24.4M
4
BlackRock
4
BlackRock
New York
$1.56B
5
Amundi
5
Amundi
France
$453M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
676
Stevens Capital Management
Pennsylvania
– -$448K -17,161 Closed
SC
677
Scotia Capital
Ontario, Canada
– -$414K -15,885 Closed
QT
678
Quantamental Technologies
New York
– -$401K -15,359 Closed
BFM
679
Boothbay Fund Management
New York
– -$391K -15,000 Closed
UH
680
Unigestion Holding
Switzerland
– -$352K -13,588 Closed
SXL
681
Summit X LLC
Missouri
– -$322K -12,353 Closed
WFG
682
Wills Financial Group
Virginia
– -$303K -11,620 Closed
VAS
683
Vestmark Advisory Solutions
Massachusetts
– -$285K -10,924 Closed
TYCC
684
Texas Yale Capital Corp
Florida
– -$279K -10,692 Closed
RI
685
Ridgewood Investments
New Jersey
– -$272K -10,419 Closed
WSTAM
686
Wilbanks Smith & Thomas Asset Management
Virginia
– -$269K -10,298 Closed
HCA
687
Harbour Capital Advisors
Virginia
– -$272K -10,240 Closed
DS
688
DRW Securities
Illinois
– -$263K -10,100 Closed
LCC
689
Lincoln Capital Corp
Rhode Island
– -$261K -10,000 Closed
AG
690
Artal Group
Luxembourg
– -$261K -10,000 Closed
VP
691
Verum Partners
North Carolina
– -$255K -9,768 Closed
AWS
692
Atria Wealth Solutions
New York
– -$245K -9,398 Closed
PCM
693
Prelude Capital Management
New York
– -$245K -9,390 Closed
BPWM
694
Badgley Phelps Wealth Managers
Washington
– -$240K -9,213 Closed
CCIA
695
Campbell & Co Investment Adviser
Maryland
– -$238K -9,126 Closed
DWM
696
Dakota Wealth Management
Florida
– -$226K -8,666 Closed
SP
697
Symmetry Partners
Connecticut
– -$223K -8,536 Closed
Two Sigma Investments
698
Two Sigma Investments
New York
– -$222K -8,499 Closed
WAM
699
Watershed Asset Management
California
– -$212K -8,113 Closed
HS
700
Horan Securities
United States
– -$178K -6,842 Closed
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