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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 %
RIL
1001
Rothschild Investment LLC
Illinois
$781K -$7.64K -105 -1%
CAC
1002
Cowen and Company
New York
$780K +$249K +3,426 +47%
BAIA
1003
Bel Air Investment Advisors
California
$780K +$780K +10,723 New
CPO
1004
Cerity Partners OCIO
New York
$778K -$3.06M -42,037 -80%
1WA
1005
180 Wealth Advisors
Washington
$777K +$9.87K +127 +1%
TWM
1006
Tradition Wealth Management
Minnesota
$771K +$343K +4,713 +80%
GPFA
1007
Game Plan Financial Advisors
Ohio
$769K +$769K +10,525 New
TPWA
1008
TRUE Private Wealth Advisors
Oregon
$767K +$61.5K +845 +9%
SIG
1009
Sargent Investment Group
Maryland
$767K +$176K +2,415 +30%
BHB
1010
Bank Hapoalim BM
Israel
$766K +$11.6K +160 +2%
CWP
1011
Concord Wealth Partners
Virginia
$765K +$499K +6,862 +188%
IRC
1012
Investors Research Corp
Georgia
$764K -$79.9K -1,098 -9%
VBCG
1013
Valley Brook Capital Group
Pennsylvania
$764K -$10.9K -150 -1%
BBI
1014
Baxter Bros Inc
Connecticut
$762K +$104K +1,430 +16%
CPC
1015
Congress Park Capital
New York
$760K +$167K +2,300 +28%
AFAS
1016
Acorn Financial Advisory Services
Virginia
$757K +$15.6K +214 +2%
NL
1017
NWAM LLC
Washington
$757K +$135K +1,861 +22%
RPCA
1018
Running Point Capital Advisors
California
$755K -$1.6K -22 -0.2%
EWA
1019
EP Wealth Advisors
California
$755K +$191K +2,628 +34%
WSFS
1020
Wilmington Savings Fund Society
Delaware
$754K -$330K -4,534 -30%
OIA
1021
OneDigital Investment Advisors
Kansas
$754K -$15.4K -211 -2%
OWA
1022
One Wealth Advisors
California
$754K +$100K +1,375 +15%
TWP
1023
Tempus Wealth Planning
California
$752K -$9.75K -134 -1%
TWI
1024
Thomas White International
Illinois
$751K +$751K +10,319 New
CWM
1025
Cabot Wealth Management
Massachusetts
$744K +$5.46K +75 +0.7%
39 40
41
42 43