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Citizens Financial Group

685 hedge funds and large institutions have $11.6B invested in Citizens Financial Group in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 226 increasing their positions, 285 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
-46
Holders Change %
-6.29%
% of All Funds
10.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
83
Increased
226
Reduced
285
Closed
127
Calls
$116M
Puts
$105M
Net Calls
+$11M
Net Calls Change
-$18.3M
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
751
Raymond James Trust
Florida
-$256K -8,436 Closed
EWM
752
Empirical Wealth Management
Washington
-$255K -8,390 Closed
FFM
753
Forum Financial Management
Illinois
-$231K -7,598 Closed
Lido Advisors
754
Lido Advisors
California
-$230K -7,583 Closed
4WM
755
44 Wealth Management
Oregon
-$230K -7,566 Closed
HWAM
756
Hennion & Walsh Asset Management
New Jersey
-$230K -7,558 Closed
LNWWM
757
Laird Norton Wetherby Wealth Management
California
-$227K -7,481 Closed
DWT
758
Dorsey & Whitney Trust
South Dakota
-$221K -7,273 Closed
MWM
759
Modera Wealth Management
New Jersey
-$219K -7,224 Closed
1IA
760
1620 Investment Advisors
Massachusetts
-$218K -7,192 Closed
IAM
761
Innovis Asset Management
Illinois
-$217K -7,139 Closed
NFG
762
Nations Financial Group
Iowa
-$216K -7,125 Closed
HWM
763
HB Wealth Management
Georgia
-$216K -7,098 Closed
CFS
764
CRA Financial Services
New Jersey
-$214K -7,040 Closed
AWM
765
Apollon Wealth Management
South Carolina
-$210K -6,900 Closed
MAM
766
Montchanin Asset Management
Delaware
-$209K -6,900 Closed
FCB
767
First County Bank
Connecticut
-$207K -6,803 Closed
PBO
768
Peoples Bank (Ohio)
Ohio
-$204K -6,721 Closed
IAA
769
Independent Advisor Alliance
North Carolina
-$204K -6,704 Closed
HA
770
HFG Advisors
Ohio
-$203K -6,680 Closed
KPWS
771
Kestra Private Wealth Services
Texas
-$203K -6,670 Closed
MCC
772
Money Concepts Capital
Florida
-$203K -6,654 Closed
AG
773
AIA Group
Hong Kong
-$195K -6,412 Closed
GEA
774
Glen Eagle Advisors
New Jersey
-$148K -4,886 Closed
BAM
775
Belpointe Asset Management
Nevada
-$140K -4,614 Closed