CFG icon

Citizens Financial Group
CFG

Overview Fund Activity

753 hedge funds and large institutions have $14.7B invested in Citizens Financial Group in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 287 increasing their positions, 256 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+43
Holders Change %
+6.06%
% of All Funds
10.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
105
Increased
287
Reduced
256
Closed
53
Calls
$140M
Puts
$141M
Net Calls
-$735K
Net Calls Change
+$16.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$285M
2
AQR Capital Management
AQR Capital Management
Connecticut
$156M
3
Millennium Management
Millennium Management
New York
$237M
4
Holocene Advisors
Holocene Advisors
New York
$60.1M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$42.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$247M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$526M
3
BlackRock
BlackRock
New York
$1.99B
4
Morgan Stanley
Morgan Stanley
New York
$413M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.88B
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
676
West Paces Advisors
Georgia
$8.58K – – –
HIA
677
Harbor Investment Advisory
Maryland
$7.89K +$360 +10 +5%
BC
678
Barrett & Company
Rhode Island
$7.86K – – –
CP
679
Castleview Partners
Texas
$7.6K +$2.34K +65 +45%
CFD
680
Creative Financial Designs
Indiana
$7.57K – – –
NSIM
681
North Star Investment Management
Illinois
$7.21K – – –
CTWM
682
Cherry Tree Wealth Management
Minnesota
$7.12K +$6.47K +180 +1,000%
FIM
683
FWL Investment Management
Texas
$6.49K – – –
FW
684
Fairway Wealth
Ohio
$6.41K +$6.41K +178 New
WWP
685
WR Wealth Planners
Missouri
$6.38K +$2.49K +69 +64%
CT
686
Colonial Trust
South Carolina
$6.3K -$1.49K -43 -19%
CA
687
Crewe Advisors
Utah
$6.16K – – –
POIA
688
Pin Oak Investment Advisors
Texas
$6K – – –
HWA
689
HHM Wealth Advisors
Tennessee
$5.91K – – –
CSC
690
Caldwell Sutter Capital
California
$5.73K – – –
GG
691
Gleason Group
Kentucky
$5.66K +$5.66K +157 New
JWA
692
JFS Wealth Advisors
Pennsylvania
$5.59K -$432 -12 -7%
RWMG
693
Redwood Wealth Management Group
New Jersey
$5.59K +$5.59K +155 New
TWC
694
TD Waterhouse Canada
Ontario, Canada
$5.56K -$2.94K -82 -35%
FCA
695
FinTrust Capital Advisors
South Carolina
$5.25K – – –
IRC
696
Investors Research Corp
Georgia
$5.22K – – –
NL
697
NVWM LLC
Pennsylvania
$4.96K -$1.81K -50 -27%
BCMLT
698
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.86K – – –
RFG
699
REAP Financial Group
Texas
$4.81K -$1.34K -37 -22%
AF
700
Advisornet Financial
Minnesota
$4.72K +$1.62K +45 +52%
26 27
28
29 30