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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 %
RF
751
Robbins Farley
New Hampshire
$3.94K -$1.53K -35 -28%
LFA
752
Legend Financial Advisors
Pennsylvania
$3.9K +$3.9K +89 New
PPA
753
Painted Porch Advisors
California
$3.81K +$3.81K +87 New
MA
754
MCF Advisors
Kentucky
$3.76K +$1.4K +32 +59%
JFGIW
755
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.67K -$1.24K -26 -25%
BWL
756
Bogart Wealth LLC
Virginia
$3.63K +$3.63K +83 New
CPL
757
Capital & Planning LLC
Georgia
$3.5K +$3.5K +80 New
DF
758
Dunhill Financial
United Kingdom
$3.45K +$1.31K +30 +61%
MSWM
759
Mowery & Schoenfeld Wealth Management
Illinois
$3.41K +$3.41K +78 New
HWP
760
Highline Wealth Partners
California
$3.39K +$870 +20 +34%
TC
761
Truvestments Capital
Florida
$3.28K -$2.67K -61 -45%
PSB
762
Piscataqua Savings Bank
New Hampshire
$3.28K – – –
GFPC
763
Global Financial Private Client
Florida
$3.19K +$744 +17 +30%
AWM
764
Abound Wealth Management
Tennessee
$3.11K -$1.18K -27 -28%
Kayne Anderson Rudnick Investment Management
765
Kayne Anderson Rudnick Investment Management
California
$3.1K +$1.55K +35 +100%
ADL
766
Asset Dedication LLC
California
$3.06K – – –
AF
767
Advisornet Financial
Minnesota
$3.02K -$2.71K -62 -47%
FIM
768
FWL Investment Management
Texas
$2.84K -$5.03K -115 -64%
S
769
Sachetta
Massachusetts
$2.63K -$5.96K -136 -69%
FLP
770
Financial Life Planners
Arizona
$2.63K +$2.63K +60 New
TFM
771
TFC Financial Management
Massachusetts
$2.54K +$832 +19 +49%
AGWCA
772
Annis Gardner Whiting Capital Advisors
Florida
$2.54K +$2.54K +58 New
BF
773
BOK Financial
Oklahoma
$2.38K -$476 -11 -17%
BHWM
774
Beaird Harris Wealth Management
Texas
$2.36K – – –
PFP
775
Pinnacle Financial Partners
Tennessee
$2.34K – – –
29 30
31
32 33