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Citizens Financial Group
CFG

Overview Fund Activity

743 hedge funds and large institutions have $18.8B invested in Citizens Financial Group in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 255 increasing their positions, 263 reducing their positions, and 55 closing their positions.

Holders
743
Holders Change
+46
Holders Change %
+6.6%
% of All Funds
11.47%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
113
Increased
255
Reduced
263
Closed
55
Calls
$112M
Puts
$152M
Net Calls
-$39.9M
Net Calls Change
-$28.5M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$510M
2
Capital International Investors
2
Capital International Investors
California
$1.37B
3
Marshall Wace
3
Marshall Wace
United Kingdom
$183M
4
Amundi
4
Amundi
France
$495M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$176M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$229M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$248M
3
BlackRock
3
BlackRock
New York
$1.91B
4
Invesco
4
Invesco
Georgia
$851M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$72.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
776
Belpointe Asset Management
Nevada
– – -2,392 Closed
JCM
777
Jacobi Capital Management
Pennsylvania
– – -2,105 Closed
GRP
778
Global Retirement Partners
California
– – -576 Closed
RTL
779
Red Tortoise LLC
Georgia
– – -521 Closed
MC
780
Maverick Capital
Texas
– – -450 Closed
DFCM
781
Dark Forest Capital Management
Puerto Rico
– – -411 Closed
SMG
782
Spectrum Management Group
Indiana
– – -394 Closed
PWM
783
Prentice Wealth Management
New York
– – -382 Closed
EWA
784
Evolution Wealth Advisors
Florida
– – -348 Closed
RCA
785
Ranch Capital Advisors
Florida
– – -232 Closed
GPA
786
Guidance Point Advisors
Massachusetts
– – -225 Closed
Capstone Investment Advisors
787
Capstone Investment Advisors
New York
– – -196 Closed
RA
788
Resolute Advisors
California
– – -176 Closed
MA
789
MCF Advisors
Kentucky
– – -54 Closed
EBA
790
Eagle Bay Advisors
New York
– – -52 Closed
SSC
791
Syverson Strege & Co
Iowa
– – -48 Closed
FCAS
792
First Command Advisory Services
Texas
– – -40 Closed
APWA
793
Atlas Private Wealth Advisors
New Jersey
– – -34 Closed
CFA
794
Carroll Financial Associates
North Carolina
$0 5 -26 -84%
UFF
795
USA Financial Formulas
Michigan
$0 10 – –
Balyasny Asset Management
796
Balyasny Asset Management
Illinois
– – – –
JWM
797
Janiczek Wealth Management
Colorado
$0 8 – –
MS
798
Maven Securities
Jersey
– – – –
CSWM
799
Cassady Schiller Wealth Management
Ohio
$0 3 +3 New
WFS
800
Widmann Financial Services
Maryland
$0 16 +16 New
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