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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
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$15M +$7.22M +207,052 +98%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$14.5M +$2.02M +57,957 +17%
IP
103
Interval Partners
New York
$14.5M +$5.05M +144,849 +57%
SCA
104
Stieven Capital Advisors
Missouri
$14M +$7.41M +212,500 +120%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
105
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.9M +$12.9M +369,134 +2,109%
Tudor Investment Corp
106
Tudor Investment Corp
Connecticut
$13.6M +$9.87M +282,921 +299%
RJA
107
Raymond James & Associates
Florida
$13.5M -$1.25M -35,746 -9%
Allspring Global Investments
108
Allspring Global Investments
North Carolina
$13.3M -$48.6K -1,395 -0.4%
TC
109
TwinBeech Capital
New York
$13.1M -$6.04M -173,191 -32%
DZ Bank
110
DZ Bank
Germany
$12.9M +$461K +13,227 +4%
Ensign Peak Advisors
111
Ensign Peak Advisors
Utah
$12.7M -$646K -18,525 -5%
Swedbank
112
Swedbank
Sweden
$12.2M
Treasurer of the State of North Carolina
113
Treasurer of the State of North Carolina
North Carolina
$12M +$1.46M +41,960 +14%
LPL Financial
114
LPL Financial
California
$12M +$386K +11,062 +3%
Aviva
115
Aviva
United Kingdom
$12M +$4.31M +123,705 +59%
FCM
116
Frontier Capital Management
Massachusetts
$11.8M +$427K +12,235 +4%
Stifel Financial
117
Stifel Financial
Missouri
$11.7M +$322K +9,240 +3%
HP
118
Hosking Partners
United Kingdom
$11.4M -$1.71M -48,961 -13%
SSA
119
Schonfeld Strategic Advisors
New York
$11.3M +$8.02M +230,049 +274%
AAF
120
Andra AP-fonden
Sweden
$11.1M +$3.54M +101,500 +49%
Macquarie Group
121
Macquarie Group
Australia
$11.1M +$3.49M +100,104 +48%
Cerity Partners
122
Cerity Partners
New York
$11M +$61.5K +1,765 +0.6%
TI
123
Trexquant Investment
Connecticut
$11M +$10.7M +305,646 New
OCM
124
Olstein Capital Management
New York
$10.8M -$907K -26,000 -8%
CSS
125
Cubist Systematic Strategies
Connecticut
$10.6M +$10.1M +288,531 +5,068%

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.