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Citizens Financial Group

795 hedge funds and large institutions have $17.1B invested in Citizens Financial Group in 2024 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 283 increasing their positions, 302 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 66

45% more call options, than puts

Call options by funds: $210M | Put options by funds: $145M

16% more capital invested

Capital invested by funds: $14.8B → $17.1B (+$2.38B)

5% more funds holding

Funds holding: 758795 (+37)

2.99% more ownership

Funds ownership: 90.11%93.1% (+3%)

6% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 302

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
795
Holders Change
+37
Holders Change %
+4.88%
% of All Funds
11.42%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.13%
New
109
Increased
283
Reduced
302
Closed
66
Calls
$210M
Puts
$145M
Net Calls
+$64.8M
Net Calls Change
+$65.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.13B -$13.2M -327,454 -0.6%
BlackRock
2
BlackRock
New York
$1.98B -$284M -7,039,935 -13%
Capital World Investors
3
Capital World Investors
California
$1.43B +$1.4B +34,755,512 +272,272%
State Street
4
State Street
Massachusetts
$1.06B +$65.3M +1,615,144 +7%
Invesco
5
Invesco
Georgia
$1.03B +$121M +2,986,949 +14%
Amundi
6
Amundi
France
$738M -$3.02M -74,824 -0.4%
Morgan Stanley
7
Morgan Stanley
New York
$446M -$24.6M -609,528 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$442M +$930K +23,007 +0.2%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$378M -$219M -5,419,280 -37%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$340M +$225M +5,579,313 +207%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$329M -$168M -4,163,713 -34%
Charles Schwab
12
Charles Schwab
California
$293M -$6.83M -168,977 -2%
LSV Asset Management
13
LSV Asset Management
Illinois
$254M -$15.8M -391,582 -6%
Bank of America
14
Bank of America
North Carolina
$250M +$56.1M +1,389,377 +30%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$241M +$23.1M +571,392 +11%
AQR Capital Management
16
AQR Capital Management
Connecticut
$190M +$10.3M +255,880 +6%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$189M +$6.62M +163,751 +4%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$171M +$3.95M +97,853 +2%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$164M -$158M -3,907,184 -49%
Northern Trust
20
Northern Trust
Illinois
$162M -$11.1M -274,580 -7%
Norges Bank
21
Norges Bank
Norway
$147M -$2.61M -64,544 -2%
UBS AM
22
UBS AM
Illinois
$129M +$13.5M +334,386 +12%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$119M +$5.64M +139,454 +5%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$119M +$54.4M +1,346,205 +86%
Goldman Sachs
25
Goldman Sachs
New York
$119M +$13.7M +340,153 +13%

CFG Hedge Fund Activity: Q3 2024 in Review

795 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q3 2024, worth a combined $17.1B — up 16% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new CFG positions and 66 closed out — a net gain of 43 holders — while 283 added to existing stakes and 302 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.4B. The largest seller was BlackRock, cutting an estimated $284M.

  • 795 institutional investors held Citizens Financial Group (CFG) as of Q3 2024, up from 758 in Q2 2024.
  • Funds reported $17.1B of Citizens Financial Group stock for Q3 2024, up 16% quarter-over-quarter.
  • 109 funds opened new Citizens Financial Group positions in Q3 2024 and 66 closed out, a net change of +43 holders.
  • The largest Citizens Financial Group buyer in Q3 2024 was Capital World Investors, an estimated $1.4B added.
  • The largest Citizens Financial Group seller in Q3 2024 was BlackRock, an estimated $284M sold.

Based on aggregated 13F filings for Q3 2024.