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Citizens Financial Group
CFG

706 hedge funds and large institutions have $14.8B invested in Citizens Financial Group in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 211 increasing their positions, 293 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 58

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

25% more capital invested

Capital invested by funds: $11.8B → $14.8B (+$2.97B)

9% more funds holding

Funds holding: 646 → 706 (+60)

2.38% more ownership

Funds ownership: 93.46% → 95.84% (+2.4%)

26% less call options, than puts

Call options by funds: $108M | Put options by funds: $146M

28% less repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 293

Holders
706
Holders Change
+60
Holders Change %
+9.29%
% of All Funds
10.29%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
127
Increased
211
Reduced
293
Closed
58
Calls
$108M
Puts
$146M
Net Calls
-$37.7M
Net Calls Change
-$57.6M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$307M
2
State Street
State Street
Massachusetts
+$78M
3
Amundi
Amundi
France
+$45.3M
4
Invesco
Invesco
Georgia
+$41.6M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$33.4M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$70.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$60.4M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$45.7M
4
Holocene Advisors
Holocene Advisors
New York
-$37M
5
SC
Samlyn Capital
New York
-$31.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
676
Transamerica Financial Advisors
Florida
$2K – – –
HWP
677
Highline Wealth Partners
California
$1.92K – – –
SIS
678
Sound Income Strategies
Florida
$1.89K +$1.57K +57 New
GFPC
679
Global Financial Private Client
Florida
$1.86K – – –
EC
680
EntryPoint Capital
New York
$1.86K +$1.54K +56 New
GWM
681
Geneos Wealth Management
Colorado
$1.82K +$661 +24 +77%
MA
682
MCF Advisors
Kentucky
$1.79K -$1.65K -60 -53%
HI
683
Hoey Investments
Pennsylvania
$1.66K – – –
TCA
684
Trifecta Capital Advisors
Illinois
$1.66K – – –
AF
685
Advisornet Financial
Minnesota
$1.46K +$1.21K +44 New
CFFP
686
Center for Financial Planning
Michigan
$1.43K +$1.18K +43 New
DF
687
Dunhill Financial
United Kingdom
$1.33K +$1.1K +40 New
CMA
688
Cedar Mountain Advisors
Oregon
$1.29K +$1.07K +39 New
Kayne Anderson Rudnick Investment Management
689
Kayne Anderson Rudnick Investment Management
California
$1.16K – – –
DPW
690
DiNuzzo Private Wealth
Pennsylvania
$1.09K +$908 +33 New
AWM
691
Abound Wealth Management
Tennessee
$1.04K -$413 -15 -33%
SIC
692
SJS Investment Consulting
Ohio
$1.03K -$248 -9 -23%
AW
693
Avion Wealth
Texas
$1K -$523 -19 -31%
CAM
694
ClariVest Asset Management
California
$940 +$771 +28 New
SSB
695
Sandy Spring Bank
Maryland
$895 -$1.4K -51 -65%
MSG
696
Main Street Group
Virginia
$885 +$716 +26 New
FBC
697
Fairfield, Bush & Co
Connecticut
$862 +$716 +26 New
CTWM
698
Cherry Tree Wealth Management
Minnesota
$580 – – –
TWP
699
TFO Wealth Partners
Ohio
$265 – – –
TCWA
700
Turtle Creek Wealth Advisors
Texas
$265 +$220 +8 New
26 27
28
29 30

CFG Hedge Fund Activity: Q4 2023 in Review

706 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2023, worth a combined $14.8B — up 25% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new CFG positions and 58 closed out — a net gain of 69 holders — while 211 added to existing stakes and 293 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $307M. The largest seller was BlackRock, cutting an estimated $70.5M.

  • 706 institutional investors held Citizens Financial Group (CFG) as of Q4 2023, up from 646 in Q3 2023.
  • Funds reported $14.8B of Citizens Financial Group stock for Q4 2023, up 25% quarter-over-quarter.
  • 127 funds opened new Citizens Financial Group positions in Q4 2023 and 58 closed out, a net change of +69 holders.
  • The largest Citizens Financial Group buyer in Q4 2023 was Morgan Stanley, an estimated $307M added.
  • The largest Citizens Financial Group seller in Q4 2023 was BlackRock, an estimated $70.5M sold.

Based on aggregated 13F filings for Q4 2023.