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Citizens Financial Group

758 hedge funds and large institutions have $14.8B invested in Citizens Financial Group in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 288 increasing their positions, 260 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 55

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

11% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 260

6% more funds holding

Funds holding: 717758 (+41)

1% less call options, than puts

Call options by funds: $140M | Put options by funds: $141M

4% less capital invested

Capital invested by funds: $15.4B → $14.8B (-$607M)

2.78% less ownership

Funds ownership: 92.89%90.11% (-2.8%)

Holders
758
Holders Change
+41
Holders Change %
+5.72%
% 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
0.14%
New
105
Increased
288
Reduced
260
Closed
55
Calls
$140M
Puts
$141M
Net Calls
-$735K
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
676
CBIZ Investment Advisory Services
Ohio
$9.51K +$9.21K +264 New
PIS
677
POM Investment Strategies
North Carolina
$9.37K +$105 +3 +1%
ETC
678
Exchange Traded Concepts
Oklahoma
$9.37K +$1.4K +40 +18%
WTC
679
WhitTier Trust Company
Nevada
$9.22K -$61.3K -1,758 -87%
BGAI
680
Bruce G. Allen Investments
Colorado
$8.72K +$872 +25 +12%
WPA
681
West Paces Advisors
Georgia
$8.57K
HIA
682
Harbor Investment Advisory
Maryland
$7.89K +$349 +10 +5%
BC
683
Barrett & Company
Rhode Island
$7.86K
CP
684
Castleview Partners
Texas
$7.6K +$2.27K +65 +45%
CFD
685
Creative Financial Designs
Indiana
$7.57K
NSIM
686
North Star Investment Management
Illinois
$7.21K
CTWM
687
Cherry Tree Wealth Management
Minnesota
$7.12K +$6.28K +180 +1,000%
FIM
688
FWL Investment Management
Texas
$6.49K
FW
689
Fairway Wealth
Ohio
$6.41K +$6.21K +178 New
WWP
690
WR Wealth Planners
Missouri
$6.38K +$2.41K +69 +64%
CT
691
Colonial Trust
South Carolina
$6.3K -$1.5K -43 -19%
CA
692
Crewe Advisors
Utah
$6.16K
POIA
693
Pin Oak Investment Advisors
Texas
$6K
HWA
694
HHM Wealth Advisors
Tennessee
$5.91K
CSC
695
Caldwell Sutter Capital
California
$5.73K
GG
696
Gleason Group
Kentucky
$5.66K +$5.47K +157 New
JWA
697
JFS Wealth Advisors
Pennsylvania
$5.58K -$418 -12 -7%
RWMG
698
Redwood Wealth Management Group
New Jersey
$5.58K +$5.41K +155 New
TWC
699
TD Waterhouse Canada
Ontario, Canada
$5.55K -$2.86K -82 -35%
FCA
700
FinTrust Capital Advisors
South Carolina
$5.25K

CFG Hedge Fund Activity: Q2 2024 in Review

758 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2024, worth a combined $14.8B — down 3.9% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new CFG positions and 55 closed out — a net gain of 50 holders — while 288 added to existing stakes and 260 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $83.5M. The largest seller was Capital International Investors, cutting an estimated $1.04B.

  • 758 institutional investors held Citizens Financial Group (CFG) as of Q2 2024, up from 717 in Q1 2024.
  • Funds reported $14.8B of Citizens Financial Group stock for Q2 2024, down 3.9% quarter-over-quarter.
  • 105 funds opened new Citizens Financial Group positions in Q2 2024 and 55 closed out, a net change of +50 holders.
  • The largest Citizens Financial Group buyer in Q2 2024 was Fidelity Investments, an estimated $83.5M added.
  • The largest Citizens Financial Group seller in Q2 2024 was Capital International Investors, an estimated $1.04B sold.

Based on aggregated 13F filings for Q2 2024.