CFG icon

Citizens Financial Group
CFG

Overview Fund Activity

755 hedge funds and large institutions have $18.4B invested in Citizens Financial Group in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 292 increasing their positions, 258 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+12
Holders Change %
+1.62%
% of All Funds
11.95%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
95
Increased
292
Reduced
258
Closed
73
Calls
$144M
Puts
$152M
Net Calls
-$7.65M
Net Calls Change
+$32.3M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$861M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$262M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$270M
4
Morgan Stanley
4
Morgan Stanley
New York
$590M
5
SI
5
Scout Investments
Missouri
$52.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$75.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$122M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$314M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$33.3M
5
Invesco
5
Invesco
Georgia
$776M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
726
Pinnacle Financial Partners
Tennessee
$3K +$3K +57 New
CI
727
Cordant Inc
Oregon
$3K +$3K +63 New
SWA
728
Sutton Wealth Advisors
Florida
$2.77K +$1.9K +42 +221%
GFPC
729
Global Financial Private Client
Florida
$2.48K – – –
CI Investments Inc
730
CI Investments Inc
Ontario, Canada
$2K -$34.7M -900,906 -100%
EWM
731
Evermay Wealth Management
Virginia
$2K -$30K -720 -94%
CA
732
Centerpoint Advisors
Massachusetts
$2K – – –
SC
733
Sierra Capital
Florida
$2K – – –
BWL
734
Bogart Wealth LLC
Virginia
$2K – – –
SIC
735
Salem Investment Counselors
North Carolina
$2K – – –
HPC
736
HM Payson & Co
Maine
$2K – – –
FMP
737
Financial Management Professionals
Texas
$2K +$2K +53 New
GKIM
738
GW&K Investment Management
Massachusetts
$2K +$2K +53 New
MPWT
739
MassMutual Private Wealth & Trust
Connecticut
$1K -$2.29K -32 -70%
ACK
740
Andrew C. Karlinski
$1K -$615 -8 -38%
SWA
741
SOA Wealth Advisors
New York
$1K – – –
CCM
742
Covington Capital Management
California
$1K – – –
AA
743
Addison Advisors
Vermont
$1K – – –
CTB
744
Country Trust Bank
Illinois
$1K – – –
AWM
745
Avior Wealth Management
Nebraska
$1K – – –
AF
746
Advisornet Financial
Minnesota
$1K +$167 +5 +20%
JFA
747
JNBA Financial Advisors
Minnesota
$1K +$1K +29 New
DI
748
Disciplined Investments
Oklahoma
$1K +$1K +33 New
NDSI
749
Newman Dignan & Sheerar Inc
Rhode Island
$477 -$45 -1,000 -9%
EAM
750
Eagle Asset Management
Florida
– -$13.5M -285,609 Closed
28 29
30
31 32