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Citizens Financial Group
CFG

Overview Fund Activity

809 hedge funds and large institutions have $18.1B invested in Citizens Financial Group in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 277 increasing their positions, 297 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
+22
Holders Change %
+2.8%
% of All Funds
10.77%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
136
Increased
277
Reduced
297
Closed
95
Calls
$149M
Puts
$104M
Net Calls
+$44.9M
Net Calls Change
-$20M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$254M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$463M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$424M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$271M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$51.5M

Top Sellers

1
Amundi
1
Amundi
France
$626M
2
Bank of America
2
Bank of America
North Carolina
$134M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Millennium Management
4
Millennium Management
New York
$31.6M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTWM
726
Cherry Tree Wealth Management
Minnesota
$8.64K – – –
BCMLT
727
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.49K – – –
WA
728
Whipplewood Advisors
Colorado
$8.05K +$8.05K +184 New
JWA
729
JFS Wealth Advisors
Pennsylvania
$8.01K +$2.41K +55 +43%
CFD
730
Creative Financial Designs
Indiana
$7.48K -$788 -18 -10%
HWA
731
HHM Wealth Advisors
Tennessee
$7.4K +$219 +5 +3%
CA
732
Crewe Advisors
Utah
$7K -$481 -11 -6%
CSC
733
Caldwell Sutter Capital
California
$6.96K – – –
GIA
734
GHP Investment Advisors
Colorado
$6.35K -$3.02K -69 -32%
IRC
735
Investors Research Corp
Georgia
$6.35K – – –
PWMG
736
Prestige Wealth Management Group
New Jersey
$6.3K – – –
LCM
737
Logan Capital Management
Pennsylvania
$6.18K +$6.18K +141 New
NL
738
NVWM LLC
Pennsylvania
$6.05K – – –
VWM
739
Valley Wealth Managers
New Jersey
$5.25K – – –
CAL
740
Capital Advisors Ltd
Ohio
$5K – – –
FFO
741
Fortitude Family Office
Arizona
$4.99K -$875 -20 -15%
JGIA
742
Jackson Grant Investment Advisers
Connecticut
$4.9K – – –
CPG
743
Cornerstone Planning Group
New Jersey
$4.9K -$333 -7 -6%
HWA
744
Heritage Wealth Advisors
Virginia
$4.77K +$831 +19 +21%
BFPW
745
BOK Financial Private Wealth
Colorado
$4.73K – – –
TH
746
TCTC Holdings
Texas
$4.68K +$4.68K +107 New
FMP
747
Financial Management Professionals
Texas
$4.11K +$2.06K +47 +100%
AW
748
Avion Wealth
Texas
$4K – – –
KFI
749
Key Financial Inc
Pennsylvania
$3.98K – – –
WA
750
WPG Advisers
Maryland
$3.98K +$3.98K +91 New
28 29
30
31 32