Citizens Financial Group
721 hedge funds and large institutions have $15.4B invested in Citizens Financial Group in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 247 increasing their positions, 281 reducing their positions, and 75 closing their positions.
21% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 75
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
7% more capital invested
Capital invested by funds: $14.4B → $15.4B (+$979M)
2% more funds holding
Funds holding: 710 → 721 (+11)
0.35% less ownership
Funds ownership: 93.25% → 92.91% (-0.35%)
10% less call options, than puts
Call options by funds: $154M | Put options by funds: $171M
12% less repeat investments, than reductions
Existing positions increased: 247 | Existing positions reduced: 281
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$153M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$111M |
| 3 |
Millennium Management
New York
|
+$108M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$75.3M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$50.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$146M |
| 2 |
State Street
Boston,
Massachusetts
|
-$120M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$98.4M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$92.9M |
| 5 |
A
AustralianSuper
Melbourne,
Australia
|
-$62.2M |
CFG Hedge Fund Activity: Q1 2024 in Review
721 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2024, worth a combined $15.4B — up 6.8% from $14.4B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new CFG positions and 75 closed out — a net gain of 16 holders — while 247 added to existing stakes and 281 trimmed.
The largest buyer was Invesco, adding an estimated $153M. The largest seller was First Trust Advisors, cutting an estimated $146M.
- 721 institutional investors held Citizens Financial Group (CFG) as of Q1 2024, up from 710 in Q4 2023.
- Funds reported $15.4B of Citizens Financial Group stock for Q1 2024, up 6.8% quarter-over-quarter.
- 91 funds opened new Citizens Financial Group positions in Q1 2024 and 75 closed out, a net change of +16 holders.
- The largest Citizens Financial Group buyer in Q1 2024 was Invesco, an estimated $153M added.
- The largest Citizens Financial Group seller in Q1 2024 was First Trust Advisors, an estimated $146M sold.
Based on aggregated 13F filings for Q1 2024.