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Citigroup
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Overview Fund Activity

1,709 hedge funds and large institutions have $115B invested in Citigroup in 2021 Q1 according to their latest regulatory filings, with 200 funds opening new positions, 696 increasing their positions, 620 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,709
Holders Change
+83
Holders Change %
+5.1%
% of All Funds
30.09%
Holding in Top 10
90
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.11%
% of All Funds
1.58%
New
200
Increased
696
Reduced
620
Closed
99
Calls
$3.82B
Puts
$5.8B
Net Calls
-$1.98B
Net Calls Change
-$326M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$783M
2
Bank of America
Bank of America
North Carolina
+$693M
3
Capital World Investors
Capital World Investors
California
+$398M
4
State Street
State Street
Massachusetts
+$365M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$330M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$494M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$399M
3
VH
ValueAct Holdings
California
-$386M
4
Invesco
Invesco
Georgia
-$338M
5
Aberdeen Group
Aberdeen Group
United Kingdom
-$295M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIMM
751
Stillwater Investment Management (Minnesota)
Minnesota
$2.07M +$15.2K +209 +0.7%
FCBT
752
First Citizens Bank & Trust
North Carolina
$2.07M +$115K +1,577 +6%
ERM
753
Elm Ridge Management
New York
$2.06M -$491K -6,747 -19%
KA
754
Kintegral Advisory
New York
$2.06M – – –
ASN
755
Advisory Services Network
Georgia
$2.02M +$364 +5 +0%
QP
756
Quilter Plc
United Kingdom
$2.01M -$333K -4,581 -14%
IAA
757
Independent Advisor Alliance
North Carolina
$2.01M +$156K +2,140 +8%
IMRF
758
Illinois Municipal Retirement Fund
Illinois
$2M – – –
TCM
759
Tandem Capital Management
New Jersey
$1.99M +$3.64K +50 +0.2%
BAM
760
Boyar Asset Management
New York
$1.97M -$4.37K -60 -0.2%
BCM
761
Bluefin Capital Management
New York
$1.96M -$2.66M -36,511 -58%
SFP
762
Shepherd Financial Partners
Massachusetts
$1.95M +$137K +1,878 +8%
MCM
763
Moore Capital Management
New York
$1.95M -$743K -10,220 -28%
BS
764
Bessemer Securities
New York
$1.93M +$1.01M +13,905 +110%
ST
765
Somerset Trust
Pennsylvania
$1.93M -$13.5K -185 -0.7%
SWP
766
Stratos Wealth Partners
Ohio
$1.93M -$47.7K -656 -2%
4WM
767
44 Wealth Management
Oregon
$1.93M +$293K +4,022 +18%
FA
768
FMA Advisory
Pennsylvania
$1.93M +$37K +509 +2%
Loomis, Sayles & Company
769
Loomis, Sayles & Company
Massachusetts
$1.91M +$103K +1,422 +6%
SACTSONJ
770
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.9M – – –
FTDI
771
First Trust Direct Indexing
Massachusetts
$1.89M +$94.4K +1,297 +5%
IFWM
772
Institute for Wealth Management
Colorado
$1.89M -$54.1K -744 -3%
CCP
773
Corient Capital Partners
California
$1.88M +$1.07M +14,641 +130%
HIM
774
Hotaling Investment Management
Pennsylvania
$1.88M +$645K +8,866 +52%
SWA
775
Stratos Wealth Advisors
Ohio
$1.87M +$1.13M +15,539 +153%
29 30
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