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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
BlackRock
1
BlackRock
New York
$1.99B -$43.9M -1,258,809 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.88B -$27.5M -788,375 -1%
State Street
3
State Street
Massachusetts
$872M -$17.3M -496,499 -2%
Invesco
4
Invesco
Georgia
$796M +$3.68M +105,545 +0.5%
Amundi
5
Amundi
France
$649M -$21.8M -623,772 -3%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$526M -$43.9M -1,259,805 -8%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$439M -$23M -658,298 -5%
Morgan Stanley
8
Morgan Stanley
New York
$413M -$42.1M -1,208,282 -10%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$387M +$871K +24,974 +0.2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$285M +$83.5M +2,393,607 +43%
Charles Schwab
11
Charles Schwab
California
$263M -$6M -172,058 -2%
Capital International Investors
12
Capital International Investors
California
$247M -$1.04B -29,857,053 -81%
Millennium Management
13
Millennium Management
New York
$237M +$55.7M +1,597,330 +32%
LSV Asset Management
14
LSV Asset Management
Illinois
$237M +$3.95M +113,300 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$191M -$2.53M -72,676 -1%
Bank of America
16
Bank of America
North Carolina
$169M +$500K +14,351 +0.3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$160M +$20.5M +587,115 +15%
AQR Capital Management
18
AQR Capital Management
Connecticut
$156M +$58.7M +1,682,886 +61%
JP Morgan Chase
19
JP Morgan Chase
New York
$152M -$13M -372,675 -8%
Northern Trust
20
Northern Trust
Illinois
$152M -$2.93M -84,016 -2%
Nordea Investment Management
21
Nordea Investment Management
Sweden
$146M +$15.5M +445,695 +12%
Norges Bank
22
Norges Bank
Norway
$131M +$33.8M +968,863 +36%
APG Asset Management
23
APG Asset Management
Netherlands
$123M -$2.91M -83,433 -2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$105M -$4.83M -138,556 -5%
First Trust Advisors
25
First Trust Advisors
Illinois
$102M -$2.08M -59,739 -2%

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.