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Citizens Financial Group
CFG

Overview Fund Activity

753 hedge funds and large institutions have $14.7B invested in Citizens Financial Group in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 287 increasing their positions, 256 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+43
Holders Change %
+6.06%
% 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
0.15%
New
105
Increased
287
Reduced
256
Closed
53
Calls
$140M
Puts
$141M
Net Calls
-$735K
Net Calls Change
+$16.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$285M
2
AQR Capital Management
AQR Capital Management
Connecticut
$156M
3
Millennium Management
Millennium Management
New York
$237M
4
Holocene Advisors
Holocene Advisors
New York
$60.1M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$42.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$247M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$526M
3
BlackRock
BlackRock
New York
$1.99B
4
Morgan Stanley
Morgan Stanley
New York
$413M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.88B
Name Holding Trade Value Shares
Change 		Shares
Change %
DPW
726
DiNuzzo Private Wealth
Pennsylvania
$1.62K +$324 +9 +25%
Kayne Anderson Rudnick Investment Management
727
Kayne Anderson Rudnick Investment Management
California
$1.59K +$324 +9 +26%
CFFP
728
Center for Financial Planning
Michigan
$1.55K – – –
TFM
729
TFC Financial Management
Massachusetts
$1.41K +$72 +2 +5%
FPFS
730
First Personal Financial Services
North Carolina
$1.35K – – –
SIC
731
SJS Investment Consulting
Ohio
$1.26K – – –
AGWCA
732
Annis Gardner Whiting Capital Advisors
Florida
$1.23K -$2.92K -81 -70%
AWM
733
Abound Wealth Management
Tennessee
$1.13K – – –
UWS
734
Unique Wealth Strategies
Illinois
$1.09K +$1.09K +30 New
BWP
735
Baldwin Wealth Partners
Massachusetts
$1.05K +$1.05K +29 New
FMP
736
Financial Management Professionals
Texas
$1K +$1K +18 New
SFCL
737
Strengthening Families & Communities LLC
Massachusetts
$1K +$1K +20 New
MSG
738
Main Street Group
Virginia
$981 +$35 +1 +4%
SSB
739
Sandy Spring Bank
Maryland
$973 – – –
CAM
740
ClariVest Asset Management
California
$970 – – –
SC
741
Swan Capital
Florida
$901 +$901 +25 New
ECM
742
Everence Capital Management
Indiana
$775 – – –
CAS
743
Coppell Advisory Solutions
Texas
$685 +$685 +19 New
RWM
744
Ruedi Wealth Management
Illinois
$649 +$649 +18 New
RFG
745
RFP Financial Group
Georgia
$253 – – –
FNWA
746
Financial Network Wealth Advisors
Utah
$216 +$216 +6 New
CCMI
747
Creative Capital Management Investments
California
$144 +$144 +4 New
SIS
748
Sound Income Strategies
Florida
$108 -$2.05K -57 -95%
WA
749
WestEnd Advisors
North Carolina
$72 – – –
SWA
750
SOA Wealth Advisors
New York
$41 – – –
28 29
30
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