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Citizens Financial Group
CFG

Overview Fund Activity

753 hedge funds and large institutions have $14.7B invested in Citizens Financial Group in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 287 increasing their positions, 256 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+43
Holders Change %
+6.06%
% 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
0.15%
New
105
Increased
287
Reduced
256
Closed
53
Calls
$140M
Puts
$141M
Net Calls
-$735K
Net Calls Change
+$16.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$285M
2
AQR Capital Management
AQR Capital Management
Connecticut
$156M
3
Millennium Management
Millennium Management
New York
$237M
4
Holocene Advisors
Holocene Advisors
New York
$60.1M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$42.3M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$247M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$526M
3
BlackRock
BlackRock
New York
$1.99B
4
Morgan Stanley
Morgan Stanley
New York
$413M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.88B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
776
Arkadios Wealth Advisors
Georgia
– -$341K -9,393 Closed
SI
777
Stephens Inc
Arkansas
– -$340K -9,369 Closed
DWA
778
Delap Wealth Advisory
Oregon
– -$287K -7,899 Closed
MC
779
Moors & Cabot
Massachusetts
– -$278K -7,674 Closed
BPA
780
Beacon Pointe Advisors
California
– -$261K -7,196 Closed
Capstone Investment Advisors
781
Capstone Investment Advisors
New York
– -$256K -7,068 Closed
PIA
782
Pinion Investment Advisors
Kansas
– -$229K -6,321 Closed
DFG
783
Delta Financial Group
New Jersey
– -$210K -5,777 Closed
OTL
784
Oak Thistle LLC
New York
– -$209K -5,761 Closed
PFS
785
Prospera Financial Services
Texas
– -$200K -5,514 Closed
SL
786
Salomon & Ludwin
Virginia
– -$77.7K -2,140 Closed
GAM
787
Groupama Asset Management
France
– -$29.8K -821 Closed
PP
788
Pingora Partners
Wyoming
– -$19.2K -530 Closed
NC
789
nVerses Capital
Florida
– -$18.1K -500 Closed
GA
790
GoalVest Advisory
New York
– -$13.4K -370 Closed
AT
791
Arlington Trust
Alabama
– -$8.86K -244 Closed
FSWA
792
Financial Synergies Wealth Advisors
Texas
– -$8.13K -224 Closed
PWMG
793
Prestige Wealth Management Group
New Jersey
– -$5.23K -144 Closed
FFO
794
Fortitude Family Office
Arizona
– -$4.14K -114 Closed
PCWA
795
Pacific Capital Wealth Advisors
California
– -$3.48K -96 Closed
CA
796
CoreCap Advisors
Michigan
– -$2.74K -75 Closed
TC
797
Truvestments Capital
Florida
– -$2.72K -75 Closed
CBT
798
CoreFirst Bank & Trust
Kansas
– -$2.43K -67 Closed
WCM
799
Westend Capital Management
California
– -$1.82K -50 Closed
FPF
800
First Pacific Financial
Washington
– -$1.6K -44 Closed
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