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Citizens Financial Group

758 hedge funds and large institutions have $14.8B invested in Citizens Financial Group in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 288 increasing their positions, 260 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 55

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

11% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 260

6% more funds holding

Funds holding: 717758 (+41)

1% less call options, than puts

Call options by funds: $140M | Put options by funds: $141M

4% less capital invested

Capital invested by funds: $15.4B → $14.8B (-$607M)

2.78% less ownership

Funds ownership: 92.89%90.11% (-2.8%)

Holders
758
Holders Change
+41
Holders Change %
+5.72%
% 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
0.14%
New
105
Increased
288
Reduced
260
Closed
55
Calls
$140M
Puts
$141M
Net Calls
-$735K
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FNWA
751
Financial Network Wealth Advisors
Utah
$216 +$209 +6 New
CCMI
752
Creative Capital Management Investments
California
$144 +$139 +4 New
SIS
753
Sound Income Strategies
Florida
$108 -$1.99K -57 -95%
WA
754
WestEnd Advisors
North Carolina
$72
SWA
755
SOA Wealth Advisors
New York
$41
RS
756
Rakuten Securities
Japan
$36 -$2.96K -85 -99%
GCS
757
Gordian Capital (Singapore)
Singapore
$36
YDMI
758
Y.D. More Investments
Israel
$24 +$8.61K +247 New
DWM
759
Dogwood Wealth Management
Kansas
$2
CII
760
Capital International Inc
California
-$27.7M -762,644 Closed
AGC
761
Alden Global Capital
Florida
-$6.82M -188,021 Closed
PE
762
Point72 Europe
United Kingdom
-$5.78M -159,200 Closed
AIG
763
American International Group
New York
-$4.42M -121,917 Closed
TPSF
764
Texas Permanent School Fund
Texas
-$3.5M -96,350 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
765
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$3.38M -93,090 Closed
PCA
766
PL Capital Advisors
Florida
-$2.9M -80,000 Closed
RPSA
767
Richard P. Slaughter Associates
Texas
-$1.82M -50,216 Closed
MFS
768
Mirabella Financial Services
United Kingdom
-$1.73M -47,696 Closed
Marshall Wace
769
Marshall Wace
United Kingdom
-$1.68M -46,379 Closed
DA
770
Duality Advisers
Florida
-$1.18M -32,503 Closed
CGIM
771
Capital Group Investment Management
Singapore
-$1.16M -31,957 Closed
BCM
772
BHZ Capital Management
California
-$1.11M -30,610 Closed
UM
773
UniSuper Management
Australia
-$932K -25,692 Closed
LAS
774
Lloyd Advisory Services
Georgia
-$930K -25,620 Closed
Qube Research & Technologies (QRT)
775
Qube Research & Technologies (QRT)
United Kingdom
-$900K -24,805 Closed

CFG Hedge Fund Activity: Q2 2024 in Review

758 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2024, worth a combined $14.8B — down 3.9% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new CFG positions and 55 closed out — a net gain of 50 holders — while 288 added to existing stakes and 260 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $83.5M. The largest seller was Capital International Investors, cutting an estimated $1.04B.

  • 758 institutional investors held Citizens Financial Group (CFG) as of Q2 2024, up from 717 in Q1 2024.
  • Funds reported $14.8B of Citizens Financial Group stock for Q2 2024, down 3.9% quarter-over-quarter.
  • 105 funds opened new Citizens Financial Group positions in Q2 2024 and 55 closed out, a net change of +50 holders.
  • The largest Citizens Financial Group buyer in Q2 2024 was Fidelity Investments, an estimated $83.5M added.
  • The largest Citizens Financial Group seller in Q2 2024 was Capital International Investors, an estimated $1.04B sold.

Based on aggregated 13F filings for Q2 2024.