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Citigroup
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Overview Fund Activity

1,597 hedge funds and large institutions have $63.5B invested in Citigroup in 2023 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 601 increasing their positions, 633 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,597
Holders Change
+35
Holders Change %
+2.24%
% of All Funds
25.19%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.69%
New
143
Increased
601
Reduced
633
Closed
101
Calls
$3.85B
Puts
$5.28B
Net Calls
-$1.43B
Net Calls Change
+$417M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$275M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$184M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$182M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$158M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$151M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$371M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$290M
3
Citadel Advisors
Citadel Advisors
Florida
-$268M
4
Bank of America
Bank of America
North Carolina
-$239M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
826
Prime Capital Investment Advisors
Kansas
$804K +$301K +6,533 +60%
BA
827
Bristlecone Advisors
Washington
$799K +$799K +17,350 New
CT
828
Columbia Trust
Oregon
$793K -$13.9K -301 -2%
BCWM
829
Bartlett & Co Wealth Management
Ohio
$792K +$656K +14,250 +483%
RMC
830
Resources Management Corp
Connecticut
$792K -$764K -16,587 -49%
BC
831
Bartlett & Co
Ohio
$792K +$656K +14,250 +483%
I
832
INVST
Indiana
$792K -$38.7K -840 -5%
TSWM
833
Triangle Securities Wealth Management
North Carolina
$791K -$9.9K -215 -1%
OC
834
Oarsman Capital
Wisconsin
$791K -$232K -5,044 -23%
CGL
835
Clarius Group LLC
Washington
$787K +$5.3K +115 +0.7%
VCA
836
Verdence Capital Advisors
Maryland
$785K -$711K -15,435 -48%
CAMV
837
Concord Asset Management (Virginia)
Virginia
$784K +$174K +3,772 +28%
RCAG
838
Rehmann Capital Advisory Group
Michigan
$781K +$58.3K +1,267 +8%
GAM
839
Griffin Asset Management
New York
$779K +$37.4K +812 +5%
CP
840
Camelot Portfolios
Ohio
$774K -$15.4K -334 -2%
IFWM
841
Institute for Wealth Management
Colorado
$771K +$3.41K +74 +0.4%
SOAMC
842
Spirit of America Management Corp
New York
$769K -$23K -500 -3%
JFGIW
843
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$768K +$25.5K +554 +3%
WJWM
844
Williams Jones Wealth Management
New York
$768K -$253K -5,500 -25%
RSWM
845
Robertson Stephens Wealth Management
California
$767K +$90.4K +1,964 +13%
SWM
846
Spire Wealth Management
Virginia
$763K -$400K -8,696 -34%
EFS
847
Essex Financial Services
Connecticut
$763K -$5.11K -111 -0.7%
MIM
848
Marco Investment Management
Georgia
$753K -$18K -390 -2%
TCBWMS
849
Texas Capital Bank Wealth Management Services
Texas
$748K +$37.9K +824 +5%
MP
850
McDonald Partners
Ohio
$748K +$10.4K +225 +1%
32 33
34
35 36