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Citizens Financial Group
CFG

Overview Fund Activity

709 hedge funds and large institutions have $15.3B invested in Citizens Financial Group in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 244 increasing their positions, 275 reducing their positions, and 73 closing their positions.

Holders
709
Holders Change
+10
Holders Change %
+1.43%
% of All Funds
10.28%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
89
Increased
244
Reduced
275
Closed
73
Calls
$154M
Puts
$171M
Net Calls
-$16.9M
Net Calls Change
+$20.9M

Top Buyers

1
Invesco
1
Invesco
Georgia
$798M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$200M
3
Millennium Management
3
Millennium Management
New York
$181M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$84.9M
5
Capital International Investors
5
Capital International Investors
California
$1.33B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$460M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$105M
3
State Street
3
State Street
Massachusetts
$897M
4
Charles Schwab
4
Charles Schwab
California
$264M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$107M
Name Market Value Shares Shares
Change 		Shares
Change %
HWP
676
Highline Wealth Partners
California
$2.11K 58 – –
TFA
677
Transamerica Financial Advisors
Florida
$2K 29 -2 -6%
GFPC
678
Global Financial Private Client
Florida
$2K 56 – –
GWM
679
Geneos Wealth Management
Colorado
$2K 55 – –
BHWM
680
Beaird Harris Wealth Management
Texas
$1.96K 54 -86 -61%
TCA
681
Trifecta Capital Advisors
Illinois
$1.82K 50 – –
HI
682
Hoey Investments
Pennsylvania
$1.82K 50 – –
WCM
683
Westend Capital Management
California
$1.82K 50 +50 New
DF
684
Dunhill Financial
United Kingdom
$1.72K 47 +7 +18%
FPF
685
First Pacific Financial
Washington
$1.6K 44 +44 New
CFFP
686
Center for Financial Planning
Michigan
$1.56K 43 – –
CTA
687
Colonial Trust Advisors
South Carolina
$1.49K 41 -101 -71%
CMA
688
Cedar Mountain Advisors
Oregon
$1.42K 39 – –
FPFS
689
First Personal Financial Services
North Carolina
$1.36K 38 -50 -57%
TFM
690
TFC Financial Management
Massachusetts
$1.34K 37 +37 New
DPW
691
DiNuzzo Private Wealth
Pennsylvania
$1.31K 36 +3 +9%
SIC
692
SJS Investment Consulting
Ohio
$1.27K 35 +4 +13%
Kayne Anderson Rudnick Investment Management
693
Kayne Anderson Rudnick Investment Management
California
$1.27K 35 – –
AWM
694
Abound Wealth Management
Tennessee
$1.14K 31 – –
CAM
695
ClariVest Asset Management
California
$1K 28 – –
SSB
696
Sandy Spring Bank
Maryland
$980 27 – –
OP
697
ORG Partners
Indiana
$968 27 +27 New
MSG
698
Main Street Group
Virginia
$965 27 +1 +4%
ECM
699
Everence Capital Management
Indiana
$825 22,720 – –
CTWM
700
Cherry Tree Wealth Management
Minnesota
$636 18 – –
26 27
28
29 30