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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 %
CMI
776
Clare Market Investments
Texas
$994K -$1.15M -24,491 -54%
MGIA
777
Matthew Goff Investment Advisor
Texas
$990K
DGAM
778
Desjardins Global Asset Management
Quebec, Canada
$986K +$292K +6,238 +42%
GCA
779
Greenwood Capital Associates
South Carolina
$977K +$977K +20,840 New
DIA
780
Dana Investment Advisors
Wisconsin
$974K +$8.44K +180 +0.9%
WAP
781
Wealthcare Advisory Partners
Pennsylvania
$973K -$6K -128 -0.6%
XS
782
XR Securities
Illinois
$971K +$534K +11,396 +122%
SC
783
Savant Capital
Illinois
$969K +$70.6K +1,505 +8%
PWP
784
Pursue Wealth Partners
California
$964K -$120K -2,565 -11%
PCM
785
Parsons Capital Management
Rhode Island
$960K +$557K +11,886 +138%
MC
786
Martin & Co
Tennessee
$958K -$17.9K -382 -2%
BCP
787
Berkeley Capital Partners
Georgia
$953K +$40.2K +858 +4%
CAM
788
Cresset Asset Management
Illinois
$947K -$481K -10,260 -34%
QPWM
789
Quadrant Private Wealth Management
Pennsylvania
$946K -$2.67K -57 -0.3%
ST
790
Somerset Trust
Pennsylvania
$944K -$179K -3,825 -16%
CG
791
Caprock Group
Idaho
$942K +$494K +10,529 +110%
RW
792
RVW Wealth
California
$938K -$9.38K -200 -1%
NW
793
Naviter Wealth
Arkansas
$937K +$58.9K +1,257 +7%
BCM
794
Basswood Capital Management
New York
$934K
PK
795
Pflug Koory
Nebraska
$932K
CA
796
Carson Advisory
Georgia
$928K -$170K -3,620 -15%
IAS
797
Insigneo Advisory Services
Florida
$923K +$85.7K +1,834 +10%
TCA
798
Transcend Capital Advisors
New Jersey
$917K +$45.3K +966 +5%
SAM
799
Secure Asset Management
Michigan
$913K +$35.1K +749 +4%
EWA
800
EP Wealth Advisors
California
$906K -$200K -2,277 -18%