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

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.98B
2
Capital International Investors
2
Capital International Investors
California
$51.6M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$378M
4
Millennium Management
4
Millennium Management
New York
$95.5M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWP
751
Highline Wealth Partners
California
$2.38K – – –
PFP
752
Pinnacle Financial Partners
Tennessee
$2.34K -$555K -13,507 -100%
GFPC
753
Global Financial Private Client
Florida
$2.3K – – –
MA
754
MCF Advisors
Kentucky
$2.22K -$411 -10 -16%
BHWM
755
Beaird Harris Wealth Management
Texas
$2.22K – – –
TCA
756
Trifecta Capital Advisors
Illinois
$2.05K – – –
BWP
757
Baldwin Wealth Partners
Massachusetts
$2.05K +$863 +21 +72%
DF
758
Dunhill Financial
United Kingdom
$2.01K +$41 +1 +2%
FMP
759
Financial Management Professionals
Texas
$2K +$1.23K +29 +161%
DPW
760
DiNuzzo Private Wealth
Pennsylvania
$1.89K +$41 +1 +2%
CAS
761
Coppell Advisory Solutions
Texas
$1.84K +$1.06K +26 +137%
HI
762
Hoey Investments
Pennsylvania
$1.8K – – –
CFFP
763
Center for Financial Planning
Michigan
$1.77K – – –
TFM
764
TFC Financial Management
Massachusetts
$1.6K – – –
SIC
765
SJS Investment Consulting
Ohio
$1.6K +$164 +4 +11%
MIA
766
MeadowBrook Investment Advisors
Michigan
$1.56K +$1.56K +38 New
Kayne Anderson Rudnick Investment Management
767
Kayne Anderson Rudnick Investment Management
California
$1.44K -$370 -9 -20%
MSG
768
Main Street Group
Virginia
$1.14K – – –
SC
769
Swan Capital
Florida
$1.03K – – –
VWA
770
Valued Wealth Advisors
Utah
$1.03K +$1.03K +25 New
TFA
771
Transamerica Financial Advisors
Florida
$1K -$4.8K -24 -83%
OP
772
ORG Partners
Indiana
$993 -$98.1K -2,370 -99%
CAM
773
ClariVest Asset Management
California
$970 – – –
JFG
774
JDM Financial Group
Texas
$945 +$945 +23 New
SIS
775
Sound Income Strategies
Florida
$904 +$781 +19 +633%
29 30
31
32 33