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Citizens Financial Group
CFG

Overview Fund Activity

685 hedge funds and large institutions have $11.6B invested in Citizens Financial Group in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 226 increasing their positions, 285 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
-46
Holders Change %
-6.29%
% of All Funds
10.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
83
Increased
226
Reduced
285
Closed
127
Calls
$116M
Puts
$105M
Net Calls
+$11M
Net Calls Change
-$18.3M

Top Buyers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$155M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$95.3M
3
Amundi
Amundi
France
+$86.6M
4
BlackRock
BlackRock
New York
+$73M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$63.8M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$189M
2
AAB
ABN AMRO Bank
Netherlands
-$136M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$39.8M
4
Morgan Stanley
Morgan Stanley
New York
-$38.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
726
AXQ Capital
New Jersey
– -$525K -17,300 Closed
CT
727
Coastline Trust
Rhode Island
– -$516K -16,988 Closed
TWI
728
Thomas White International
Illinois
– -$504K -16,595 Closed
VIM
729
Vinva Investment Management
Australia
– -$508K -16,514 Closed
MC
730
Machina Capital
France
– -$450K -14,815 Closed
IC
731
IEQ Capital
California
– -$446K -14,691 Closed
WCM
732
Washington Capital Management
Washington
– -$440K -14,475 Closed
CG
733
CFO4Life Group
Texas
– -$431K -14,181 Closed
PI
734
PGGM Investments
Netherlands
– -$418K -13,770 Closed
CAG
735
Crestwood Advisors Group
Massachusetts
– -$397K -13,060 Closed
LWAM
736
Legacy Wealth Asset Management
Minnesota
– -$370K -12,197 Closed
WPW
737
Waldron Private Wealth
Pennsylvania
– -$356K -11,724 Closed
BAM
738
Blueshift Asset Management
New Jersey
– -$339K -11,164 Closed
V
739
Veritable
Delaware
– -$328K -10,803 Closed
FT
740
Fiduciary Trust
Massachusetts
– -$312K -10,264 Closed
AWA
741
Arete Wealth Advisors
Illinois
– -$308K -10,155 Closed
MWPCG
742
Measured Wealth Private Client Group
New Hampshire
– -$294K -9,666 Closed
CTA
743
Chesley Taft & Associates
Illinois
– -$292K -9,625 Closed
MAS
744
Meeder Advisory Services
Ohio
– -$287K -9,445 Closed
IAIM
745
Industrial Alliance Investment Management
Quebec, Canada
– -$284K -9,363 Closed
BL
746
Balentine LLC
Georgia
– -$283K -9,322 Closed
CM
747
Caption Management
Oklahoma
– -$273K -9,000 Closed
Koshinski Asset Management
748
Koshinski Asset Management
Illinois
– -$273K -8,982 Closed
JFG
749
Jefferies Financial Group
New York
– -$271K -8,916 Closed
Vontobel Holding
750
Vontobel Holding
Switzerland
– -$257K -8,464 Closed
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