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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
ICA
776
Infrastructure Capital Advisors
New York
-$843K -23,227 Closed
RIG
777
Ramiah Investment Group
Wisconsin
-$783K -21,581 Closed
LNC
778
Lincoln National Corp
Pennsylvania
-$775K -21,358 Closed
PCM
779
PAR Capital Management
Massachusetts
-$726K -20,000 Closed
MLICM
780
Metropolitan Life Insurance Company (MetLife)
New York
-$682K -18,803 Closed
BAMF
781
BI Asset Management Fondsmaeglerselskab
Denmark
-$423K -11,644 Closed
KA
782
Kintegral Advisory
New York
-$375K -10,322 Closed
AWA
783
Arkadios Wealth Advisors
Georgia
-$341K -9,393 Closed
SI
784
Stephens Inc
Arkansas
-$340K -9,369 Closed
DWA
785
Delap Wealth Advisory
Oregon
-$287K -7,899 Closed
MC
786
Moors & Cabot
Massachusetts
-$278K -7,674 Closed
BPA
787
Beacon Pointe Advisors
California
-$261K -7,196 Closed
Capstone Investment Advisors
788
Capstone Investment Advisors
New York
-$246K -7,068 Closed
PIA
789
Pinion Investment Advisors
Kansas
-$229K -6,321 Closed
DFG
790
Delta Financial Group
New Jersey
-$210K -5,777 Closed
OTL
791
Oak Thistle LLC
New York
-$209K -5,761 Closed
PFS
792
Prospera Financial Services
Texas
-$200K -5,514 Closed
SL
793
Salomon & Ludwin
Virginia
-$77.7K -2,140 Closed
GAM
794
Groupama Asset Management
France
-$29.8K -821 Closed
PP
795
Pingora Partners
Wyoming
-$19.2K -530 Closed
NC
796
nVerses Capital
Florida
-$18.1K -500 Closed
GA
797
GoalVest Advisory
New York
-$13.4K -370 Closed
AT
798
Arlington Trust
Alabama
-$8.86K -244 Closed
FSWA
799
Financial Synergies Wealth Advisors
Texas
-$8.13K -224 Closed
PWMG
800
Prestige Wealth Management Group
New Jersey
-$5.23K -144 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.