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Citigroup
C

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 %
CWM
951
Circle Wealth Management
New Jersey
$930K -$1.58M -21,730 -63%
III
952
Independent Investors Inc
New York
$929K – – –
IA
953
IFP Advisors
Florida
$927K -$13.7K -188 -1%
EP
954
Edgestream Partners
New Jersey
$927K +$592K +8,145 +177%
LBD
955
Landsberg Bennett & Dubbaneh
Florida
$925K +$237K +3,234 +34%
PTC
956
Private Trust Company
Ohio
$921K +$55K +756 +6%
LWAM
957
Legacy Wealth Asset Management
Minnesota
$920K +$10.6K +146 +1%
RWA
958
Redhawk Wealth Advisors
Minnesota
$919K +$6.76K +93 +0.7%
FC
959
FORA Capital
Florida
$917K +$917K +12,610 New
FHB
960
First Hawaiian Bank
Hawaii
$909K -$198K -2,724 -18%
CBTWT
961
Community Bank & Trust (Waco, Texas)
Texas
$905K +$50.3K +692 +6%
CASB
962
Cape Ann Savings Bank
Massachusetts
$903K +$1.38K +19 +0.2%
HI
963
Horizon Investments
North Carolina
$903K +$903K +12,417 New
WAM
964
Wakefield Asset Management
Colorado
$901K +$25.5K +350 +3%
KWA
965
KCS Wealth Advisory
California
$900K +$5.82K +80 +0.7%
HAG
966
HighPoint Advisor Group
Illinois
$896K +$95K +1,311 +12%
KLCM
967
KG&L Capital Management
Louisiana
$895K -$90.8K -1,248 -9%
DLG
968
Daniel L. Goodwin
$895K – – –
IC
969
Intersect Capital
California
$891K +$60.8K +835 +7%
PAS
970
Park Avenue Securities
New York
$891K +$129K +1,776 +17%
FAM
971
Fulcrum Asset Management
United Kingdom
$884K – – –
EWM
972
Evercore Wealth Management
New York
$884K +$21.5K +295 +2%
SFG
973
SevenBridge Financial Group
Pennsylvania
$882K -$1.31K -18 -0.1%
PPSG
974
Princeton Portfolio Strategies Group
New Jersey
$882K +$37.5K +515 +4%
SWM
975
SeaCrest Wealth Management
New York
$877K -$379K -5,212 -30%
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