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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 %
RF
701
Robbins Farley
New Hampshire
$4.5K – – –
GGI
702
Godsey & Gibb Inc
Virginia
$4.47K +$4.47K +124 New
VWM
703
Valley Wealth Managers
New Jersey
$4.32K +$4.32K +120 New
JGIA
704
Jackson Grant Investment Advisers
Connecticut
$4.04K – – –
CAL
705
Capital Advisors Ltd
Ohio
$4K -$163 -5 -4%
CPG
706
Cornerstone Planning Group
New Jersey
$3.68K -$192 -5 -5%
LFA
707
Legend Financial Advisors
Pennsylvania
$3.21K +$3.21K +89 New
TSWM
708
Tyler-Stone Wealth Management
Ohio
$3.03K – – –
AW
709
Avion Wealth
Texas
$3K +$837 +29 +39%
PSB
710
Piscataqua Savings Bank
New Hampshire
$2.7K -$1.8K -50 -40%
BIA
711
Bell Investment Advisors
California
$2.56K – – –
ADL
712
Asset Dedication LLC
California
$2.52K – – –
KFI
713
Key Financial Inc
Pennsylvania
$2.41K – – –
BF
714
BOK Financial
Oklahoma
$2.38K – – –
MA
715
MCF Advisors
Kentucky
$2.31K – – –
HWP
716
Highline Wealth Partners
California
$2.09K – – –
GFPC
717
Global Financial Private Client
Florida
$2.02K – – –
TFA
718
Transamerica Financial Advisors
Florida
$2K – – –
GWM
719
Geneos Wealth Management
Colorado
$1.98K – – –
BHWM
720
Beaird Harris Wealth Management
Texas
$1.95K – – –
HI
721
Hoey Investments
Pennsylvania
$1.8K – – –
TCA
722
Trifecta Capital Advisors
Illinois
$1.8K – – –
DF
723
Dunhill Financial
United Kingdom
$1.74K +$36 +1 +2%
JFGIW
724
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.69K -$396 -11 -19%
CWP
725
Concord Wealth Partners
Virginia
$1.69K -$11.5K -320 -87%
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