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Citigroup
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Overview Fund Activity

1,562 hedge funds and large institutions have $65.3B invested in Citigroup in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 694 increasing their positions, 547 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,562
Holders Change
-33
Holders Change %
-2.07%
% of All Funds
25%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.64%
New
124
Increased
694
Reduced
547
Closed
123
Calls
$3.98B
Puts
$5.83B
Net Calls
-$1.85B
Net Calls Change
-$852M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$1.11B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$535M
3
Norges Bank
Norges Bank
Norway
+$345M
4
Bank of America
Bank of America
North Carolina
+$281M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$259M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$433M
2
CWM
CIBC World Markets
New York
-$336M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$305M
4
Barclays
Barclays
United Kingdom
-$287M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$255M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
551
Prospera Financial Services
Texas
$2.57M +$2.12M +45,309 +476%
SIC
552
Salem Investment Counselors
North Carolina
$2.54M -$973K -20,740 -28%
SSI
553
Scott & Selber Inc
Texas
$2.52M +$5.91K +126 +0.2%
PCM
554
Poehling Capital Management
Wisconsin
$2.52M +$8.35K +178 +0.3%
ECM
555
Elgethun Capital Management
South Dakota
$2.5M +$5.07K +107 +0.2%
HFS
556
Hantz Financial Services
Michigan
$2.49M +$77.9K +1,662 +3%
AAS
557
Avantax Advisory Services
Texas
$2.49M +$96.8K +2,064 +4%
BTWM
558
Baker Tilly Wealth Management
Wisconsin
$2.48M +$78.9K +1,682 +3%
EIA
559
Edgemoor Investment Advisors
Maryland
$2.48M +$157K +3,354 +7%
FT
560
Fiduciary Trust
Massachusetts
$2.48M -$112K -2,381 -4%
SSB
561
Sandy Spring Bank
Maryland
$2.46M +$134K +2,856 +6%
ATPW
562
Ashton Thomas Private Wealth
Arizona
$2.45M +$239K +5,094 +11%
MP
563
MSD Partners
New York
$2.44M – – –
USAA
564
United Services Automobile Association
Texas
$2.43M -$1.42M -30,193 -37%
SCA
565
Stonebridge Capital Advisors
Minnesota
$2.43M -$17.9K -382 -0.7%
ATC
566
Argent Trust Co
Tennessee
$2.43M +$85.2K +1,817 +4%
KPWS
567
Kestra Private Wealth Services
Texas
$2.42M +$417K +8,896 +21%
YIA
568
YHB Investment Advisors
Connecticut
$2.4M +$865K +18,454 +56%
B
569
Bailard
California
$2.4M +$328 +7 +0%
BBNA
570
Bremer Bank National Association
Minnesota
$2.39M -$50.1K -1,069 -2%
TPM
571
Triasima Portfolio Management
Quebec, Canada
$2.39M +$2.39M +50,950 New
SS
572
Simplicity Solutions
Minnesota
$2.38M +$1.32M +28,130 +124%
CSPAM
573
Cary Street Partners Asset Management
Virginia
$2.38M +$41.5K +885 +2%
RFC
574
Regions Financial Corp
Alabama
$2.38M -$46.3K -988 -2%
FMII
575
Farmers & Merchants Investments Inc
Nebraska
$2.37M +$1.95M +41,594 +464%
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