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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
UBS Group
Switzerland
$254M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$463M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$424M
4
AQR Capital Management
AQR Capital Management
Connecticut
$271M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$51.5M

Top Sellers

1
Amundi
Amundi
France
$626M
2
Bank of America
Bank of America
North Carolina
$134M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Millennium Management
Millennium Management
New York
$31.6M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$37.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCBCO
876
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$244K -5,938 Closed
PRS
877
Pinkerton Retirement Specialists
Idaho
– -$240K -5,851 Closed
CW
878
CreativeOne Wealth
Kansas
– -$227K -5,532 Closed
SMA
879
Sage Mountain Advisors
Georgia
– -$220K -5,359 Closed
RA
880
RFG Advisory
Alabama
– -$216K -5,259 Closed
AC
881
AXQ Capital
New Jersey
– -$215K -5,232 Closed
MIS
882
Morningstar Investment Services
Illinois
– -$213K -5,221 Closed
QL
883
Quarry LP
New York
– -$204K -4,956 Closed
PS
884
Planned Solutions
California
– -$138K -3,353 Closed
OWP
885
ORG Wealth Partners
Texas
– -$83K -2,022 Closed
IIM
886
Intact Investment Management
Quebec, Canada
– -$69.8K -1,700 Closed
FIA
887
FNY Investment Advisers
New York
– -$65K -1,600 Closed
FF
888
Friedenthal Financial
New Jersey
– -$50K -1,218 Closed
NB
889
NBT Bank
New York
– -$45.4K -1,106 Closed
CCA
890
Catalyst Capital Advisors
New York
– -$27.8K -676 Closed
ATS
891
Ashton Thomas Securities
New York
– -$27.5K -669 Closed
PMAM
892
Picton Mahoney Asset Management
Ontario, Canada
– -$21K -509 Closed
HGA
893
Hobbs Group Advisors
South Carolina
– -$18.9K -460 Closed
MWA
894
MFA Wealth Advisors
Pennsylvania
– -$11K -268 Closed
CT
895
Coastline Trust
Rhode Island
– -$8.71K -212 Closed
HI
896
Hoey Investments
Pennsylvania
– -$1.8K -50 Closed
BWP
897
Baldwin Wealth Partners
Massachusetts
– -$2.05K -50 Closed
MIA
898
MeadowBrook Investment Advisors
Michigan
– -$1.56K -38 Closed
VWA
899
Valued Wealth Advisors
Utah
– -$1.03K -25 Closed
CA
900
Claris Advisors
Missouri
– -$575 -14 Closed
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