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Citizens Financial Group
CFG

Overview Fund Activity

641 hedge funds and large institutions have $11.8B invested in Citizens Financial Group in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 223 increasing their positions, 268 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
641
Holders Change
-44
Holders Change %
-6.42%
% of All Funds
10.22%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
55
Increased
223
Reduced
268
Closed
93
Calls
$86.9M
Puts
$67.1M
Net Calls
+$19.9M
Net Calls Change
+$8.91M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$910M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$214M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$100M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$472M
5
Barclays
5
Barclays
United Kingdom
$66.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$146M
2
Invesco
2
Invesco
Georgia
$423M
3
Ameriprise
3
Ameriprise
Minnesota
$24.4M
4
BlackRock
4
BlackRock
New York
$1.56B
5
Amundi
5
Amundi
France
$453M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
701
TD Ameritrade Investment Management
Nebraska
– -$172K -6,592 Closed
MSFP
702
Mark Sheptoff Financial Planning
Connecticut
– -$170K -6,500 Closed
MIH
703
Meitav Investment House
Israel
– -$117K -4,506 Closed
NICM
704
Neo Ivy Capital Management
New York
– -$78K -2,997 Closed
IUHSA
705
Itau Unibanco Holding S.A.
Brazil
– -$67K -2,568 Closed
SDIC
706
South Dakota Investment Council
South Dakota
– -$63K -2,400 Closed
EC
707
Elequin Capital
New York
– -$39K -1,495 Closed
AF
708
Advisornet Financial
Minnesota
– -$38.5K -1,477 Closed
FA
709
Fiduciary Alliance
South Carolina
– -$25.7K -985 Closed
SSG
710
Summit Securities Group
New York
– -$17K -633 Closed
ICM
711
Islay Capital Management
Texas
– -$16.3K -626 Closed
CT
712
Cambridge Trust
Massachusetts
– -$15.6K -600 Closed
CWA
713
Clearview Wealth Advisors
Oregon
– -$13.4K -515 Closed
WP
714
WealthPLAN Partners
Nebraska
– -$8.48K -325 Closed
AAP
715
Arax Advisory Partners
Colorado
– -$8.45K -324 Closed
WAM
716
Worth Asset Management
Texas
– -$7.96K -305 Closed
HWA
717
Heritage Wealth Advisors
Virginia
– -$7.49K -287 Closed
AP
718
Arlington Partners
Alabama
– -$6.36K -244 Closed
PPC
719
Park Place Capital
Alabama
– -$6.18K -237 Closed
ACA
720
Atlas Capital Advisors
Wyoming
– -$5.22K -200 Closed
VFM
721
Viking Fund Management
North Dakota
– -$4.69K -180 Closed
WWP
722
WR Wealth Planners
Missouri
– -$3.13K -120 Closed
SCA
723
Stonebridge Capital Advisors
Minnesota
– -$3K -115 Closed
LFG
724
Larson Financial Group
Missouri
– -$1.9K -73 Closed
IGWM
725
ICA Group Wealth Management
Colorado
– -$1.67K -64 Closed
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