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Citigroup

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
Name Holding Trade Value Shares
Change
Shares
Change %
TFS
726
Thoroughbred Financial Services
Tennessee
$1.21M -$23.7K -506 -2%
FNT
727
First National Trust
Pennsylvania
$1.2M +$28.5K +608 +2%
APWA
728
Atlas Private Wealth Advisors
New Jersey
$1.2M +$380K +8,109 +47%
SWM
729
Sendero Wealth Management
Texas
$1.19M +$196K +4,188 +20%
SWM
730
Spire Wealth Management
Virginia
$1.19M +$456K +9,723 +63%
SIM
731
Sterling Investment Management
Arizona
$1.18M -$20.2K -431 -2%
MIH
732
Meitav Investment House
Israel
$1.18M +$33.6K +711 +3%
WANY
733
Wealthspire Advisors (New York)
New York
$1.18M -$211K -4,507 -15%
4WM
734
44 Wealth Management
Oregon
$1.17M +$30.6K +653 +3%
WSC
735
Wellington Shields & Co
New York
$1.16M +$9.38K +200 +0.8%
EIM
736
Essex Investment Management
Massachusetts
$1.16M +$537K +11,446 +87%
KCM
737
Kornitzer Capital Management
Kansas
$1.15M
MAM
738
Mystic Asset Management
Rhode Island
$1.14M -$153K -3,263 -12%
SIMM
739
Stillwater Investment Management (Minnesota)
Minnesota
$1.14M -$90.1K -1,921 -7%
AIIMS
740
Analyst IMS Investment Management Services
Israel
$1.14M -$215K -4,670 -16%
MC
741
Moors & Cabot
Massachusetts
$1.13M -$95.8K -2,044 -8%
CWA
742
Consilium Wealth Advisory
Texas
$1.13M -$51.2K -1,091 -4%
SA
743
SRN Advisors
Pennsylvania
$1.13M -$225K -4,880 -17%
CNBT
744
Canandaigua National Bank & Trust
New York
$1.13M +$1.13M +24,088 New
Verition Fund Management
745
Verition Fund Management
Connecticut
$1.12M -$1.52M -32,412 -57%
LFG
746
Larson Financial Group
Missouri
$1.12M +$38.6K +823 +4%
FFM
747
Forum Financial Management
Illinois
$1.12M +$11.3K +240 +1%
HNB
748
Huntington National Bank
Ohio
$1.12M -$126K -2,684 -10%
IIL
749
Insight Inv LLC
California
$1.12M +$130K +2,775 +13%
AIP
750
Ameritas Investment Partners
Nebraska
$1.11M -$1.27K -27 -0.1%