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Citizens Financial Group
CFG

Overview Fund Activity

700 hedge funds and large institutions have $14.8B invested in Citizens Financial Group in 2023 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 209 increasing their positions, 291 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+59
Holders Change %
+9.2%
% of All Funds
10.26%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
126
Increased
209
Reduced
291
Closed
58
Calls
$108M
Puts
$146M
Net Calls
-$37.7M
Net Calls Change
-$57.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$805M
2
State Street
State Street
Massachusetts
$940M
3
Amundi
Amundi
France
$642M
4
Invesco
Invesco
Georgia
$574M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$81.9M

Top Sellers

1
BlackRock
BlackRock
New York
$1.85B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$192M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$529M
4
Holocene Advisors
Holocene Advisors
New York
$0
5
SH
SeaTown Holdings
Singapore
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAB
726
ABN AMRO Bank
Netherlands
– -$338K -12,617 Closed
VIM
727
Vinva Investment Management
Australia
– -$331K -12,564 Closed
IIM
728
INTECH Investment Management
Florida
– -$313K -11,679 Closed
CM
729
Crestline Management
Texas
– -$268K -10,000 Closed
SGA
730
Seaport Global Advisors
Massachusetts
– -$218K -8,145 Closed
VCM
731
Virtue Capital Management
Tennessee
– -$201K -7,656 Closed
MWM
732
Modera Wealth Management
New Jersey
– -$205K -7,641 Closed
ACM
733
Advisors Capital Management
New Jersey
– -$202K -7,555 Closed
SIM
734
Sentry Investment Management
Wisconsin
– -$73K -2,742 Closed
SOW
735
State of Wyoming
Wyoming
– -$51.4K -1,919 Closed
AWA
736
Authentikos Wealth Advisory
California
– -$40.4K -1,506 Closed
CLOS
737
Compagnie Lombard Odier SCmA
Switzerland
– -$28.5K -1,065 Closed
BAAM
738
Baker Avenue Asset Management
California
– -$22.6K -845 Closed
AS
739
AM Squared
Hong Kong
– -$21.4K -800 Closed
RTC
740
Riverview Trust Company
Washington
– -$14.8K -553 Closed
NS
741
NBC Securities
Alabama
– -$14K -546 Closed
MA
742
Montag & Associates
Georgia
– -$7.99K -298 Closed
EARNEST Partners
743
EARNEST Partners
Georgia
– -$6.54K -244 Closed
FSWA
744
Financial Synergies Wealth Advisors
Texas
– -$5.83K -217 Closed
CAC
745
Certified Advisory Corp
Florida
– -$5.71K -213 Closed
MFT
746
Moisand Fitzgerald Tamayo
Florida
– -$4.45K -166 Closed
BCWM
747
Bartlett & Co Wealth Management
Ohio
– -$3.97K -148 Closed
BC
748
Bartlett & Co
Ohio
– -$4K -148 Closed
BWP
749
Baldwin Wealth Partners
Massachusetts
– -$3.35K -125 Closed
GGI
750
Godsey & Gibb Inc
Virginia
– -$2.12K -79 Closed
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