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Citizens Financial Group

818 hedge funds and large institutions have $18.1B invested in Citizens Financial Group in 2024 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 281 increasing their positions, 300 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 95

43% more call options, than puts

Call options by funds: $149M | Put options by funds: $104M

6% more capital invested

Capital invested by funds: $17.1B → $18.1B (+$985M)

3% more funds holding

Funds holding: 795818 (+23)

0.84% more ownership

Funds ownership: 93.1%93.94% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

6% less repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 300

Holders
818
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
10.77%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
137
Increased
281
Reduced
300
Closed
95
Calls
$149M
Puts
$104M
Net Calls
+$44.9M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.26B -$13.9M -314,400 -0.6%
BlackRock
2
BlackRock
New York
$2.15B +$34.4M +777,251 +2%
Capital World Investors
3
Capital World Investors
California
$1.57B +$50M +1,131,838 +3%
State Street
4
State Street
Massachusetts
$1.17B +$40.9M +925,305 +4%
Invesco
5
Invesco
Georgia
$1.06B -$38.6M -873,828 -3%
Amundi
6
Amundi
France
$626M -$173M -3,921,931 -22%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$477M +$5.52M +124,860 +1%
Morgan Stanley
8
Morgan Stanley
New York
$465M -$9.87M -223,161 -2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$463M +$102M +2,298,040 +28%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$424M +$73.9M +1,672,204 +21%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$384M -$18.9M -427,792 -5%
Charles Schwab
12
Charles Schwab
California
$307M -$5.6M -126,597 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$273M +$16.6M +374,850 +6%
AQR Capital Management
14
AQR Capital Management
Connecticut
$271M +$66.7M +1,507,536 +32%
LSV Asset Management
15
LSV Asset Management
Illinois
$258M -$13M -293,126 -5%
UBS Group
16
UBS Group
Switzerland
$254M +$195M +4,408,798 +314%
Norges Bank
17
Norges Bank
Norway
$243M +$88M +1,990,220 +56%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$218M +$35.6M +805,758 +19%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$205M +$4.25M +96,067 +2%
Northern Trust
20
Northern Trust
Illinois
$202M +$30.2M +684,039 +17%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$155M +$37.1M +839,041 +31%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$153M -$22.6M -510,937 -13%
UBS AM
23
UBS AM
Illinois
$148M +$10.3M +233,997 +7%
First Trust Advisors
24
First Trust Advisors
Illinois
$144M +$20.8M +469,629 +17%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$138M +$11.4M +257,410 +9%

CFG Hedge Fund Activity: Q4 2024 in Review

818 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q4 2024, worth a combined $18.1B — up 5.7% from $17.1B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new CFG positions and 95 closed out — a net gain of 42 holders — while 281 added to existing stakes and 300 trimmed.

The largest buyer was UBS Group, adding an estimated $195M. The largest seller was Amundi, cutting an estimated $173M.

  • 818 institutional investors held Citizens Financial Group (CFG) as of Q4 2024, up from 795 in Q3 2024.
  • Funds reported $18.1B of Citizens Financial Group stock for Q4 2024, up 5.7% quarter-over-quarter.
  • 137 funds opened new Citizens Financial Group positions in Q4 2024 and 95 closed out, a net change of +42 holders.
  • The largest Citizens Financial Group buyer in Q4 2024 was UBS Group, an estimated $195M added.
  • The largest Citizens Financial Group seller in Q4 2024 was Amundi, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2024.