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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 %
GWMIA
576
Global Wealth Management Investment Advisory
Florida
$2.37M -$967K -20,631 -29%
ASN
577
Advisory Services Network
Georgia
$2.36M +$199K +4,240 +9%
CC
578
Centiva Capital
New York
$2.36M +$2.28M +48,687 +3,030%
SIA
579
SeaBridge Investment Advisors
New Jersey
$2.35M -$58.6K -1,249 -2%
SW
580
SVB Wealth
Massachusetts
$2.35M +$105K +2,237 +5%
WCM
581
Wisconsin Capital Management
Wisconsin
$2.33M -$7.03K -150 -0.3%
TI
582
Tidal Investments
Wisconsin
$2.32M +$428K +9,117 +23%
CK
583
Cohen Klingenstein
New York
$2.31M – – –
CIBC Private Wealth Group
584
CIBC Private Wealth Group
Georgia
$2.31M -$70.2K -1,498 -3%
RWM
585
Ritholtz Wealth Management
New York
$2.3M +$429K +9,140 +23%
RBC
586
Romano Brothers & Co
Illinois
$2.29M -$6.98K -150 -0.3%
IAA
587
Independent Advisor Alliance
North Carolina
$2.28M -$114K -2,425 -5%
LNWWM
588
Laird Norton Wetherby Wealth Management
California
$2.27M +$366K +7,805 +19%
MMA
589
Miracle Mile Advisors
California
$2.25M -$1.5K -32 -0.1%
PL
590
Perpetual Ltd
Australia
$2.25M +$2.25M +48,042 New
JHCP
591
Jackson Hole Capital Partners
Oklahoma
$2.25M -$6.14K -131 -0.3%
CA
592
Cetera Advisors
Colorado
$2.24M -$320K -6,832 -12%
1WM
593
1900 Wealth Management
Texas
$2.22M – – –
LM
594
Lincluden Management
Ontario, Canada
$2.22M -$47.2K -1,007 -2%
BAM
595
Belpointe Asset Management
Nevada
$2.21M +$1.47M +85,502 +196%
BIC
596
Beach Investment Counsel
Pennsylvania
$2.21M – – –
FWM
597
Focused Wealth Management
New York
$2.2M +$167K +3,554 +8%
RAM
598
Roanoke Asset Management
New Jersey
$2.19M -$469 -10 -0%
SC
599
Shay Capital
New York
$2.16M +$755K +16,100 +54%
HPC
600
HM Payson & Co
Maine
$2.16M -$23.4K -500 -1%
22 23
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