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Citizens Financial Group
CFG

Overview Fund Activity

640 hedge funds and large institutions have $11.8B invested in Citizens Financial Group in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 222 increasing their positions, 268 reducing their positions, and 93 closing their positions.

Holders
640
Holders Change
-44
Holders Change %
-6.43%
% of All Funds
10.21%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
55
Increased
222
Reduced
268
Closed
93
Calls
$86.9M
Puts
$67.1M
Net Calls
+$19.9M
Net Calls Change
+$8.91M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$910M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$214M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$100M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$472M
5
Barclays
5
Barclays
United Kingdom
$66.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$146M
2
Invesco
2
Invesco
Georgia
$423M
3
Ameriprise
3
Ameriprise
Minnesota
$24.4M
4
BlackRock
4
BlackRock
New York
$1.56B
5
Amundi
5
Amundi
France
$453M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.56B 58,368,052 -2,023,267 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.48B 55,077,572 -1,666,744 -3%
Capital International Investors
3
Capital International Investors
California
$910M 33,957,921 +11,787,096 +53%
State Street
4
State Street
Massachusetts
$684M 25,533,385 +342,065 +1%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$472M 17,618,077 +1,559,735 +10%
Amundi
6
Amundi
France
$453M 17,616,025 -2,013,993 -10%
Invesco
7
Invesco
Georgia
$423M 15,795,616 -3,190,286 -17%
Morgan Stanley
8
Morgan Stanley
New York
$353M 13,165,042 -12,365 -0.1%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$311M 11,594,481 +621,715 +6%
Charles Schwab
10
Charles Schwab
California
$282M 10,853,869 -378,016 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$274M 10,249,374 -10,353 -0.1%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$214M 7,978,410 +5,465,824 +218%
First Trust Advisors
13
First Trust Advisors
Illinois
$213M 7,944,142 -13,426 -0.2%
LSV Asset Management
14
LSV Asset Management
Illinois
$172M 6,409,299 -347,135 -5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$148M 5,532,398 +332,222 +6%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$146M 5,448,018 -6,903,951 -56%
Northern Trust
17
Northern Trust
Illinois
$129M 4,825,592 +168,157 +4%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$111M 4,158,720 -173,644 -4%
APG Asset Management
19
APG Asset Management
Netherlands
$110M 4,109,562 +1,133,559 +38%
AQR Capital Management
20
AQR Capital Management
Connecticut
$100M 3,746,064 +3,460,792 +1,213%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$95.3M 3,554,324 -151,972 -4%
Bank of America
22
Bank of America
North Carolina
$95M 3,544,735 -444,936 -11%
Norges Bank
23
Norges Bank
Norway
$93.6M 3,491,644 -1,080,866 -24%
Legal & General Group
24
Legal & General Group
United Kingdom
$84.1M 3,136,918 -127,334 -4%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$81.6M 3,009,883 +191,962 +7%
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