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Citizens Financial Group

758 hedge funds and large institutions have $14.8B invested in Citizens Financial Group in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 288 increasing their positions, 260 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 55

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

11% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 260

6% more funds holding

Funds holding: 717758 (+41)

1% less call options, than puts

Call options by funds: $140M | Put options by funds: $141M

4% less capital invested

Capital invested by funds: $15.4B → $14.8B (-$607M)

2.78% less ownership

Funds ownership: 92.89%90.11% (-2.8%)

Holders
758
Holders Change
+41
Holders Change %
+5.72%
% of All Funds
10.95%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
105
Increased
288
Reduced
260
Closed
55
Calls
$140M
Puts
$141M
Net Calls
-$735K
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
76
Scout Investments
Missouri
$23M -$1.57M -45,046 -7%
Franklin Resources
77
Franklin Resources
California
$22.5M -$18.2M -521,987 -45%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$21.8M +$619K +17,755 +3%
Citadel Advisors
79
Citadel Advisors
Florida
$21.6M +$13.4M +384,019 +177%
Mitsubishi UFJ Asset Management
80
Mitsubishi UFJ Asset Management
Japan
$21.3M
ZIM
81
Zacks Investment Management
Illinois
$21.1M +$615K +17,633 +3%
TRSOTSOK
82
Teachers Retirement System of the State of Kentucky
Kentucky
$19.9M -$38K -1,090 -0.2%
Rafferty Asset Management
83
Rafferty Asset Management
New York
$19.6M +$472K +13,543 +3%
Victory Capital Management
84
Victory Capital Management
Texas
$19.5M +$81.3K +2,332 +0.4%
KCM
85
Kornitzer Capital Management
Kansas
$19.3M -$423K -12,125 -2%
Principal Financial Group
86
Principal Financial Group
Iowa
$19M -$810K -23,240 -4%
Hudson Bay Capital Management
87
Hudson Bay Capital Management
Connecticut
$18M +$17.4M +500,000 New
ACL
88
Azora Capital LP
Florida
$17.9M +$17.3M +496,541 New
CFG
89
Citizens Financial Group
Rhode Island
$17.3M +$88.4K +2,536 +0.5%
Schroder Investment Management Group
90
Schroder Investment Management Group
United Kingdom
$16.8M +$1.88M +54,017 +13%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$16.5M -$1.37M -39,345 -8%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$16.2M -$1.2M -34,428 -7%
CC
93
Carlson Capital
Texas
$15.8M +$6.44M +184,781 +73%
AU
94
Algebris (UK)
United Kingdom
$15.7M +$10.7M +306,008 +189%
New York State Common Retirement Fund
95
New York State Common Retirement Fund
New York
$15.7M +$174K +4,997 +1%
NIG
96
NFJ Investment Group
Texas
$15.6M -$1.09M -31,254 -7%
Canada Life
97
Canada Life
Manitoba, Canada
$15.6M +$893K +25,608 +6%
Teacher Retirement System of Texas
98
Teacher Retirement System of Texas
Texas
$15.3M +$14.4M +412,024 +3,474%
KA
99
Klingman & Associates
New York
$15.2M +$1.4K +40 +0%
AWM
100
AE Wealth Management
Kansas
$15.1M +$1.85M +53,062 +15%

CFG Hedge Fund Activity: Q2 2024 in Review

758 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q2 2024, worth a combined $14.8B — down 3.9% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new CFG positions and 55 closed out — a net gain of 50 holders — while 288 added to existing stakes and 260 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $83.5M. The largest seller was Capital International Investors, cutting an estimated $1.04B.

  • 758 institutional investors held Citizens Financial Group (CFG) as of Q2 2024, up from 717 in Q1 2024.
  • Funds reported $14.8B of Citizens Financial Group stock for Q2 2024, down 3.9% quarter-over-quarter.
  • 105 funds opened new Citizens Financial Group positions in Q2 2024 and 55 closed out, a net change of +50 holders.
  • The largest Citizens Financial Group buyer in Q2 2024 was Fidelity Investments, an estimated $83.5M added.
  • The largest Citizens Financial Group seller in Q2 2024 was Capital International Investors, an estimated $1.04B sold.

Based on aggregated 13F filings for Q2 2024.