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Citizens Financial Group
CFG

735 hedge funds and large institutions have $13.5B invested in Citizens Financial Group in 2023 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 274 increasing their positions, 276 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $131M | Put options by funds: $102M

2.26% more ownership

Funds ownership: 89.3% → 91.56% (+2.3%)

1% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 276

5% less funds holding

Funds holding: 771 → 735 (-36)

17% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 104

22% less capital invested

Capital invested by funds: $17.1B → $13.5B (-$3.69B)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
735
Holders Change
-36
Holders Change %
-4.67%
% of All Funds
11.71%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
86
Increased
274
Reduced
276
Closed
104
Calls
$131M
Puts
$102M
Net Calls
+$29.2M
Net Calls Change
+$2.38M

Top Buyers

Rank Fund Capital Flow
1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$103M
2
BlackRock
BlackRock
New York
+$99.5M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$83M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$72.7M
5
Amundi
Amundi
France
+$68.8M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$142M
2
Capital World Investors
Capital World Investors
California
-$96.2M
3
Millennium Management
Millennium Management
New York
-$74.2M
4
Marshall Wace
Marshall Wace
United Kingdom
-$54.6M
5
SSA
Schonfeld Strategic Advisors
New York
-$51.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
826
Beaird Harris Wealth Management
Texas
– -$2.87K -73 Closed
ANBT
827
American National Bank & Trust
Texas
– -$3K -71 Closed
WTC
828
WhitTier Trust Company
Nevada
– -$2.71K -69 Closed
SC
829
Sierra Capital
Florida
– -$2K -53 Closed
EWM
830
Evermay Wealth Management
Virginia
– -$1.89K -48 Closed
HPC
831
HM Payson & Co
Maine
– -$1.57K -40 Closed
FGAM
832
Financial Gravity Asset Management
Texas
– -$13 -39 Closed
MPCL
833
My Personal CFO LLC
Washington
– -$1.06K -27 Closed
NMG
834
New Millennium Group
Utah
– -$827 -21 Closed
AA
835
Addison Advisors
Vermont
– -$630 -16 Closed
CAS
836
Coppell Advisory Solutions
Texas
– -$394 -10 Closed
CASC
837
Coppell Advisory Solutions Corp
Texas
– -$394 -10 Closed
JWM
838
Janiczek Wealth Management
Colorado
– -$335 -8 Closed
EE
839
EWG Elevate
California
– -$276 -7 Closed
AW
840
Avion Wealth
Texas
– +$196 +5 New
30 31 32 33
34

CFG Hedge Fund Activity: Q1 2023 in Review

735 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2023, worth a combined $13.5B — down 22% from $17.1B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of CFG and 86 opened new positions — a net loss of 18 holders — while 276 trimmed existing stakes and 274 added.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $103M. The largest seller was Morgan Stanley, cutting an estimated $142M.

  • 735 institutional investors held Citizens Financial Group (CFG) as of Q1 2023, down from 771 in Q4 2022.
  • Funds reported $13.5B of Citizens Financial Group stock for Q1 2023, down 22% quarter-over-quarter.
  • 86 funds opened new Citizens Financial Group positions in Q1 2023 and 104 closed out, a net change of -18 holders.
  • The largest Citizens Financial Group buyer in Q1 2023 was Fuller & Thaler Asset Management, an estimated $103M added.
  • The largest Citizens Financial Group seller in Q1 2023 was Morgan Stanley, an estimated $142M sold.

Based on aggregated 13F filings for Q1 2023.