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Citizens Financial Group
CFG

Overview Fund Activity

809 hedge funds and large institutions have $18.1B invested in Citizens Financial Group in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 277 increasing their positions, 297 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
+22
Holders Change %
+2.8%
% of All Funds
10.77%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
136
Increased
277
Reduced
297
Closed
95
Calls
$149M
Puts
$104M
Net Calls
+$44.9M
Net Calls Change
-$20M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$254M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$463M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$424M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$271M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$51.5M

Top Sellers

1
Amundi
1
Amundi
France
$626M
2
Bank of America
2
Bank of America
North Carolina
$134M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Millennium Management
4
Millennium Management
New York
$31.6M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
701
BFSG LLC
California
$15.3K – – –
GBT
702
Grove Bank & Trust
Florida
$15.1K +$2.36K +54 +19%
FMII
703
Farmers & Merchants Investments Inc
Nebraska
$14.2K – – –
CIAS
704
CBIZ Investment Advisory Services
Ohio
$13.9K +$2.32K +53 +20%
M
705
MOTCO
Texas
$13.5K -$7.92K -181 -37%
ME
706
McIlrath & Eck
Washington
$13.5K – – –
Q1WB
707
Quest 10 Wealth Builders
Virginia
$13.5K +$13.5K +309 New
CNBTD
708
Citizens National Bank Trust Department
Mississippi
$13.1K – – –
PSFG
709
Park Square Financial Group
Georgia
$13.1K +$13.1K +300 New
SAS
710
Spurstone Advisory Services
Connecticut
$13.1K +$13.1K +300 New
FFA
711
Frazier Financial Advisors
Ohio
$12K +$261 +6 +2%
SFA
712
Semmax Financial Advisors
North Carolina
$11.9K +$93 +2 +0.8%
BP
713
BNP Paribas
France
$11.9K – – –
PIS
714
POM Investment Strategies
North Carolina
$11.6K +$88 +2 +0.8%
RFG
715
REAP Financial Group
Texas
$11.4K +$5.72K +131 +100%
WTC
716
WhitTier Trust Company
Nevada
$11.2K – – –
RWS
717
Retirement Wealth Solutions
Wisconsin
$10.8K +$10.8K +250 New
BGAI
718
Bruce G. Allen Investments
Colorado
$10.6K – – –
WPA
719
West Paces Advisors
Georgia
$10.4K – – –
TCOV
720
Trust Company of Vermont
Vermont
$10.1K – – –
BC
721
Barrett & Company
Rhode Island
$9.54K – – –
HIA
722
Harbor Investment Advisory
Maryland
$9.15K – – –
DRP
723
Decker Retirement Planning
Utah
$8.97K +$8.97K +205 New
NSIM
724
North Star Investment Management
Illinois
$8.75K – – –
LWANC
725
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.75K – – –
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29
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