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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 %
DPW
776
DiNuzzo Private Wealth
Pennsylvania
$2.28K +$263 +6 +13%
TCA
777
Trifecta Capital Advisors
Illinois
$2.19K – – –
NRG
778
Nemes Rush Group
Michigan
$2.19K +$2.19K +50 New
HNW
779
High Note Wealth
Minnesota
$1.93K +$1.93K +44 New
CFFP
780
Center for Financial Planning
Michigan
$1.88K – – –
SIC
781
SJS Investment Consulting
Ohio
$1.8K +$88 +2 +5%
HPC
782
HM Payson & Co
Maine
$1.66K -$1.09K -25 -40%
BIA
783
Bell Investment Advisors
California
$1.49K -$1.62K -37 -52%
CWM
784
Crowley Wealth Management
Delaware
$1.4K +$1.4K +32 New
PHK
785
Point72 Hong Kong
Hong Kong
$1.36K -$2.93M -66,820 -100%
CSWM
786
Cassady Schiller Wealth Management
Ohio
$1.23K +$1.23K +28 New
MSG
787
Main Street Group
Virginia
$1.22K – – –
SC
788
Swan Capital
Florida
$1.09K – – –
OP
789
ORG Partners
Indiana
$1.06K – – –
JFG
790
JDM Financial Group
Texas
$1.01K – – –
TFA
791
Transamerica Financial Advisors
Florida
$1K – – –
CYG
792
Clean Yield Group
Vermont
$963 – – –
OSNBOA
793
Old Second National Bank of Aurora
Illinois
$831 +$831 +19 New
CAS
794
Coppell Advisory Solutions
Texas
$828 -$1.13K -26 -58%
CIA
795
Cape Investment Advisory
Georgia
$788 +$788 +18 New
PMFA
796
Plante Moran Financial Advisors
Michigan
$700 – – –
RPA
797
Redwood Park Advisors
California
$526 +$526 +12 New
CAWM
798
Capital A Wealth Management
Pennsylvania
$525 +$525 +12 New
PWA
799
Principia Wealth Advisory
Texas
$481 +$481 +11 New
WW
800
Winnow Wealth
Texas
$396 +$396 +10 New
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