CFG icon

Citizens Financial Group
CFG

Overview Fund Activity

699 hedge funds and large institutions have $14.8B invested in Citizens Financial Group in 2023 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 209 increasing their positions, 290 reducing their positions, and 58 closing their positions.

Holders
699
Holders Change
+59
Holders Change %
+9.22%
% of All Funds
10.25%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
126
Increased
209
Reduced
290
Closed
58
Calls
$108M
Puts
$146M
Net Calls
-$37.7M
Net Calls Change
-$57.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$805M
2
State Street
2
State Street
Massachusetts
$940M
3
Amundi
3
Amundi
France
$642M
4
Invesco
4
Invesco
Georgia
$574M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$81.9M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.85B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$192M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$529M
4
Holocene Advisors
4
Holocene Advisors
New York
$0
5
SH
5
SeaTown Holdings
Singapore
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
676
Hoey Investments
Pennsylvania
$1.66K – – –
TCA
677
Trifecta Capital Advisors
Illinois
$1.66K – – –
AF
678
Advisornet Financial
Minnesota
$1.46K +$1.46K +44 New
CFFP
679
Center for Financial Planning
Michigan
$1.43K +$1.43K +43 New
DF
680
Dunhill Financial
United Kingdom
$1.33K +$1.33K +40 New
CMA
681
Cedar Mountain Advisors
Oregon
$1.29K +$1.29K +39 New
Kayne Anderson Rudnick Investment Management
682
Kayne Anderson Rudnick Investment Management
California
$1.16K – – –
DPW
683
DiNuzzo Private Wealth
Pennsylvania
$1.09K +$1.09K +33 New
AWM
684
Abound Wealth Management
Tennessee
$1.04K -$503 -15 -33%
SIC
685
SJS Investment Consulting
Ohio
$1.03K -$298 -9 -23%
AW
686
Avion Wealth
Texas
$1K -$442 -19 -31%
CAM
687
ClariVest Asset Management
California
$940 +$940 +28 New
SSB
688
Sandy Spring Bank
Maryland
$895 -$1.69K -51 -65%
MSG
689
Main Street Group
Virginia
$885 +$885 +26 New
FBC
690
Fairfield, Bush & Co
Connecticut
$862 +$862 +26 New
CTWM
691
Cherry Tree Wealth Management
Minnesota
$580 – – –
TWP
692
TFO Wealth Partners
Ohio
$265 – – –
TCWA
693
Turtle Creek Wealth Advisors
Texas
$265 +$265 +8 New
RFG
694
RFP Financial Group
Georgia
$233 -$6.26K -188 -96%
VWA
695
Valued Wealth Advisors
Utah
$161 +$161 +6 New
RS
696
Rakuten Securities
Japan
$66 +$66 +2 New
SWA
697
SOA Wealth Advisors
New York
$37 – – –
GCS
698
Gordian Capital (Singapore)
Singapore
$34 – – –
M
699
MOTCO
Texas
$33 – – –
DWM
700
Dogwood Wealth Management
Kansas
$3 – – –
26 27
28
29 30