We are live on ! Find out more
CFG icon

Citizens Financial Group

758 hedge funds and large institutions have $14.8B invested in Citizens Financial Group in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 288 increasing their positions, 260 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 55

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

11% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 260

6% more funds holding

Funds holding: 717758 (+41)

1% less call options, than puts

Call options by funds: $140M | Put options by funds: $141M

4% less capital invested

Capital invested by funds: $15.4B → $14.8B (-$607M)

2.78% less ownership

Funds ownership: 92.89%90.11% (-2.8%)

Holders
758
Holders Change
+41
Holders Change %
+5.72%
% 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
0.14%
New
105
Increased
288
Reduced
260
Closed
55
Calls
$140M
Puts
$141M
Net Calls
-$735K
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
726
Hoey Investments
Pennsylvania
$1.8K
TCA
727
Trifecta Capital Advisors
Illinois
$1.8K
DF
728
Dunhill Financial
United Kingdom
$1.74K +$35 +1 +2%
JFGIW
729
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.69K -$384 -11 -19%
CWP
730
Concord Wealth Partners
Virginia
$1.69K -$11.2K -320 -87%
DPW
731
DiNuzzo Private Wealth
Pennsylvania
$1.62K +$314 +9 +25%
Kayne Anderson Rudnick Investment Management
732
Kayne Anderson Rudnick Investment Management
California
$1.58K +$314 +9 +26%
CFFP
733
Center for Financial Planning
Michigan
$1.55K
TFM
734
TFC Financial Management
Massachusetts
$1.41K +$70 +2 +5%
FPFS
735
First Personal Financial Services
North Carolina
$1.35K
SIC
736
SJS Investment Consulting
Ohio
$1.26K
AGWCA
737
Annis Gardner Whiting Capital Advisors
Florida
$1.23K -$2.83K -81 -70%
AWM
738
Abound Wealth Management
Tennessee
$1.13K
UWS
739
Unique Wealth Strategies
Illinois
$1.09K +$1.05K +30 New
BWP
740
Baldwin Wealth Partners
Massachusetts
$1.04K +$1.01K +29 New
FMP
741
Financial Management Professionals
Texas
$1K +$628 +18 New
SFCL
742
Strengthening Families & Communities LLC
Massachusetts
$1K +$697 +20 New
MSG
743
Main Street Group
Virginia
$981 +$35 +1 +4%
SSB
744
Sandy Spring Bank
Maryland
$973
CAM
745
ClariVest Asset Management
California
$970
SC
746
Swan Capital
Florida
$901 +$872 +25 New
ECM
747
Everence Capital Management
Indiana
$775
CAS
748
Coppell Advisory Solutions
Texas
$685 +$663 +19 New
RWM
749
Ruedi Wealth Management
Illinois
$649 +$628 +18 New
RFG
750
RFP Financial Group
Georgia
$253

CFG Hedge Fund Activity: Q2 2024 in Review

758 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2024, worth a combined $14.8B — down 3.9% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new CFG positions and 55 closed out — a net gain of 50 holders — while 288 added to existing stakes and 260 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $83.5M. The largest seller was Capital International Investors, cutting an estimated $1.04B.

  • 758 institutional investors held Citizens Financial Group (CFG) as of Q2 2024, up from 717 in Q1 2024.
  • Funds reported $14.8B of Citizens Financial Group stock for Q2 2024, down 3.9% quarter-over-quarter.
  • 105 funds opened new Citizens Financial Group positions in Q2 2024 and 55 closed out, a net change of +50 holders.
  • The largest Citizens Financial Group buyer in Q2 2024 was Fidelity Investments, an estimated $83.5M added.
  • The largest Citizens Financial Group seller in Q2 2024 was Capital International Investors, an estimated $1.04B sold.

Based on aggregated 13F filings for Q2 2024.