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Citizens Financial Group
CFG

Overview Fund Activity

787 hedge funds and large institutions have $17B invested in Citizens Financial Group in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 281 increasing their positions, 297 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+34
Holders Change %
+4.52%
% of All Funds
11.38%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
108
Increased
281
Reduced
297
Closed
67
Calls
$210M
Puts
$145M
Net Calls
+$64.8M
Net Calls Change
+$65.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.43B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$340M
3
Invesco
Invesco
Georgia
$1.03B
4
State Street
State Street
Massachusetts
$1.06B
5
Bank of America
Bank of America
North Carolina
$250M

Top Sellers

1
BlackRock
BlackRock
New York
$1.98B
2
Capital International Investors
Capital International Investors
California
$51.6M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$378M
4
Millennium Management
Millennium Management
New York
$95.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
676
Carolinas Wealth Consulting
North Carolina
$28.7K +$452 +11 +2%
SWM
677
Spire Wealth Management
Virginia
$28K -$2.88K -70 -9%
CCA
678
Catalyst Capital Advisors
New York
$27.8K +$27.8K +676 New
ATS
679
Ashton Thomas Securities
New York
$27.5K +$27.5K +669 New
CHA
680
Carmichael Hill & Associates
Maryland
$27K – – –
PWMG
681
Private Wealth Management Group
New Jersey
$26.5K +$123 +3 +0.5%
CAM
682
Costello Asset Management
Pennsylvania
$24.6K +$24.6K +600 New
VNA
683
Valley National Advisers
Pennsylvania
$24K -$3.57K -90 -13%
RTC
684
Riverview Trust Company
Washington
$22.7K – – –
GWSG
685
GPS Wealth Strategies Group
Colorado
$22.6K – – –
BONH
686
Bank of New Hampshire
New Hampshire
$22.6K – – –
HCP
687
Hexagon Capital Partners
Arkansas
$21.8K +$6.12K +149 +39%
PMAM
688
Picton Mahoney Asset Management
Ontario, Canada
$21K +$21K +509 New
M
689
MOTCO
Texas
$20.1K +$20.1K +490 New
HWM
690
Hemington Wealth Management
Virginia
$20K +$20K +476 New
HGA
691
Hobbs Group Advisors
South Carolina
$18.9K – – –
RIL
692
Rothschild Investment LLC
Illinois
$16.8K +$1.77K +43 +12%
DIP
693
DT Investment Partners
Pennsylvania
$15K +$15K +364 New
BL
694
BFSG LLC
California
$14.4K – – –
FMII
695
Farmers & Merchants Investments Inc
Nebraska
$13.3K – – –
ME
696
McIlrath & Eck
Washington
$12.7K – – –
CNBTD
697
Citizens National Bank Trust Department
Mississippi
$12.3K – – –
GBT
698
Grove Bank & Trust
Florida
$11.9K – – –
SFA
699
Semmax Financial Advisors
North Carolina
$11.9K +$140 +3 +1%
BP
700
BNP Paribas
France
$11.2K – – –
26 27
28
29 30