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Citizens Financial Group
CFG

Overview Fund Activity

787 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, 281 increasing their positions, 297 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+34
Holders Change %
+4.52%
% of All Funds
11.38%
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
281
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 %
CGPCS
826
Capital Group Private Client Services
California
– -$223K -6,188 Closed
HR
827
Hardy Reed
Mississippi
– -$202K -5,607 Closed
EC
828
EntryPoint Capital
New York
– -$172K -4,766 Closed
RFA
829
Register Financial Advisors
Georgia
– -$113K -3,136 Closed
GI
830
Gradient Investments
Minnesota
– -$93K -2,581 Closed
AA
831
Alta Advisers
United Kingdom
– -$68.5K -1,900 Closed
BEI
832
Benjamin Edwards Inc
Missouri
– -$33K -918 Closed
AA
833
AlphaMark Advisors
Kentucky
– -$28K -769 Closed
GLR
834
Great Lakes Retirement
Ohio
– -$27.5K -762 Closed
IC
835
Innealta Capital
Texas
– -$25.4K -706 Closed
ATPW
836
Ashton Thomas Private Wealth
Arizona
– -$21.9K -607 Closed
WT
837
Washington Trust
Rhode Island
– -$10.8K -299 Closed
OWA
838
Opal Wealth Advisors
New York
– -$10.5K -291 Closed
CP
839
Castleview Partners
Texas
– -$7.6K -211 Closed
FW
840
Fairway Wealth
Ohio
– -$6.41K -178 Closed
POIA
841
Pin Oak Investment Advisors
Texas
– -$6K -175 Closed
GG
842
Gleason Group
Kentucky
– -$5.66K -157 Closed
RWMG
843
Redwood Wealth Management Group
New Jersey
– -$5.59K -155 Closed
GGI
844
Godsey & Gibb Inc
Virginia
– -$4.47K -124 Closed
LFA
845
Legend Financial Advisors
Pennsylvania
– -$3.21K -89 Closed
TSWM
846
Tyler-Stone Wealth Management
Ohio
– -$3.03K -84 Closed
CWP
847
Concord Wealth Partners
Virginia
– -$1.69K -47 Closed
FPFS
848
First Personal Financial Services
North Carolina
– -$1.35K -38 Closed
AGWCA
849
Annis Gardner Whiting Capital Advisors
Florida
– -$1.23K -34 Closed
SSB
850
Sandy Spring Bank
Maryland
– -$973 -27 Closed
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