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Citizens Financial Group
CFG

Overview Fund Activity

787 hedge funds and large institutions have $17B invested in Citizens Financial Group in 2024 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 281 increasing their positions, 297 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+34
Holders Change %
+4.52%
% of All Funds
11.38%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
108
Increased
281
Reduced
297
Closed
67
Calls
$210M
Puts
$145M
Net Calls
+$64.8M
Net Calls Change
+$65.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.43B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$340M
3
Invesco
Invesco
Georgia
$1.03B
4
State Street
State Street
Massachusetts
$1.06B
5
Bank of America
Bank of America
North Carolina
$250M

Top Sellers

1
BlackRock
BlackRock
New York
$1.98B
2
Capital International Investors
Capital International Investors
California
$51.6M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$378M
4
Millennium Management
Millennium Management
New York
$95.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
726
Prestige Wealth Management Group
New Jersey
$5.92K +$5.92K +144 New
NL
727
NVWM LLC
Pennsylvania
$5.67K +$41 +1 +0.7%
TC
728
Truvestments Capital
Florida
$5.59K +$5.59K +136 New
FFO
729
Fortitude Family Office
Arizona
$5.5K +$5.5K +134 New
AF
730
Advisornet Financial
Minnesota
$5.38K – – –
RFG
731
REAP Financial Group
Texas
$5.38K -$82 -2 -2%
JWA
732
JFS Wealth Advisors
Pennsylvania
$5.26K -$1.11K -27 -17%
RF
733
Robbins Farley
New Hampshire
$5.13K – – –
CAL
734
Capital Advisors Ltd
Ohio
$5K – – –
VWM
735
Valley Wealth Managers
New Jersey
$4.93K – – –
CT
736
Colonial Trust
South Carolina
$4.69K -$2.73K -67 -37%
CPG
737
Cornerstone Planning Group
New Jersey
$4.65K +$591 +14 +15%
JGIA
738
Jackson Grant Investment Advisers
Connecticut
$4.6K – – –
BFPW
739
BOK Financial Private Wealth
Colorado
$4.44K +$4.44K +108 New
JFGIW
740
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.23K +$2.3K +56 +119%
AWM
741
Abound Wealth Management
Tennessee
$4.04K +$2.76K +67 +216%
AW
742
Avion Wealth
Texas
$4K – – –
KFI
743
Key Financial Inc
Pennsylvania
$3.74K +$986 +24 +36%
HWA
744
Heritage Wealth Advisors
Virginia
$3.7K +$3.7K +90 New
PFG
745
Peterson Financial Group
Iowa
$3.19K +$3.19K +78 New
PSB
746
Piscataqua Savings Bank
New Hampshire
$3.08K – – –
BIA
747
Bell Investment Advisors
California
$2.92K – – –
ADL
748
Asset Dedication LLC
California
$2.88K – – –
BF
749
BOK Financial
Oklahoma
$2.64K – – –
HPC
750
HM Payson & Co
Maine
$2.59K +$2.59K +63 New
28 29
30
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