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Citizens Financial Group
CFG

Overview Fund Activity

709 hedge funds and large institutions have $15.3B invested in Citizens Financial Group in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 244 increasing their positions, 275 reducing their positions, and 73 closing their positions.

Holders
709
Holders Change
+10
Holders Change %
+1.43%
% of All Funds
10.28%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
89
Increased
244
Reduced
275
Closed
73
Calls
$154M
Puts
$171M
Net Calls
-$16.9M
Net Calls Change
+$20.9M

Top Buyers

1
Invesco
1
Invesco
Georgia
$798M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$200M
3
Millennium Management
3
Millennium Management
New York
$181M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$84.9M
5
Capital International Investors
5
Capital International Investors
California
$1.33B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$460M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$105M
3
State Street
3
State Street
Massachusetts
$897M
4
Charles Schwab
4
Charles Schwab
California
$264M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$107M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
751
McRae Capital Management
New Jersey
– – -11,145 Closed
OR
752
Olympiad Research
Connecticut
– – -11,044 Closed
IA
753
IFG Advisory
Georgia
– – -10,662 Closed
LOIM
754
Liberty One Investment Management
Illinois
– – -9,106 Closed
DS
755
DRW Securities
Illinois
– – -7,464 Closed
CWM
756
Connecticut Wealth Management
Connecticut
– – -7,260 Closed
TI
757
Truepoint Inc
Ohio
– – -6,969 Closed
FSA
758
Fort Sheridan Advisors
Illinois
– – -6,846 Closed
AWA
759
Arete Wealth Advisors
Illinois
– – -6,594 Closed
MIH
760
Meitav Investment House
Israel
– – -6,529 Closed
VWM
761
VCI Wealth Management
Missouri
– – -6,510 Closed
AI
762
Atom Investors
Texas
– – -6,369 Closed
DIA
763
Dana Investment Advisors
Wisconsin
– – -6,334 Closed
HAG
764
HighPoint Advisor Group
Illinois
– – -5,891 Closed
PIM
765
Penobscot Investment Management
Massachusetts
– – -5,675 Closed
LIM
766
Longfellow Investment Management
Massachusetts
– – -5,514 Closed
SAI
767
Systematic Alpha Investments
New Jersey
– – -3,860 Closed
ECM
768
EMC Capital Management
Texas
– – -3,591 Closed
PS
769
Planned Solutions
California
– – -3,353 Closed
MSWM
770
McGlone Suttner Wealth Management
Wisconsin
– – -2,838 Closed
Robeco Institutional Asset Management
771
Robeco Institutional Asset Management
Netherlands
– – -2,079 Closed
UID
772
Union Investments & Development
Israel
– – -1,350 Closed
RFA
773
Resurgent Financial Advisors
Georgia
– – -1,262 Closed
GWS
774
Glassman Wealth Services
Virginia
– – -910 Closed
Loomis, Sayles & Company
775
Loomis, Sayles & Company
Massachusetts
– – -419 Closed
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