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Citizens Financial Group
CFG

Overview Fund Activity

786 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, 280 increasing their positions, 297 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
786
Holders Change
+34
Holders Change %
+4.52%
% of All Funds
11.37%
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
280
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 %
PMFA
776
Plante Moran Financial Advisors
Michigan
$657 +$657 +16 New
CA
777
Claris Advisors
Missouri
$575 +$575 +14 New
RWM
778
Reston Wealth Management
Virginia
$329 +$329 +8 New
CCMI
779
Creative Capital Management Investments
California
$164 – – –
WOC
780
West Oak Capital
California
$164 – – –
WBC
781
West Branch Capital
Massachusetts
$124 +$124 +3 New
WA
782
WestEnd Advisors
North Carolina
$123 +$41 +1 +50%
SWA
783
SOA Wealth Advisors
New York
$47 – – –
MFG
784
Mendota Financial Group
Wisconsin
$42 +$42 +1 New
RS
785
Rakuten Securities
Japan
$41 – – –
YDMI
786
Y.D. More Investments
Israel
$29 +$1 +12 +5%
DWM
787
Dogwood Wealth Management
Kansas
$2 -$2 – –
Norges Bank
788
Norges Bank
Norway
– -$131M -3,637,201 Closed
Holocene Advisors
789
Holocene Advisors
New York
– -$60.1M -1,667,256 Closed
Point72 Asset Management
790
Point72 Asset Management
Connecticut
– -$56.4M -1,565,552 Closed
Alyeska Investment Group
791
Alyeska Investment Group
Illinois
– -$42.3M -1,173,426 Closed
Balyasny Asset Management
792
Balyasny Asset Management
Illinois
– -$33M -914,557 Closed
Hudson Bay Capital Management
793
Hudson Bay Capital Management
Connecticut
– -$18M -500,000 Closed
ACL
794
Azora Capital LP
Florida
– -$17.9M -496,541 Closed
CC
795
Carlson Capital
Texas
– -$15.8M -437,647 Closed
CCM
796
Cinctive Capital Management
New York
– -$7.73M -214,467 Closed
SPS
797
Susquehanna Portfolio Strategies
Pennsylvania
– -$5.57M -154,556 Closed
Parallax Volatility Advisers
798
Parallax Volatility Advisers
California
– -$5.39M -149,679 Closed
TPSF
799
Texas Permanent School Fund
Texas
– -$2.67M -74,176 Closed
FRM
800
Fox Run Management
Connecticut
– -$1.58M -43,911 Closed
30 31
32
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