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Citigroup

1,827 hedge funds and large institutions have $89.5B invested in Citigroup in 2021 Q4 according to their latest regulatory filings, with 280 funds opening new positions, 674 increasing their positions, 665 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,827
Holders Change
+109
Holders Change %
+6.34%
% of All Funds
28.22%
Holding in Top 10
59
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.35%
% of All Funds
0.91%
New
280
Increased
674
Reduced
665
Closed
143
Calls
$5.22B
Puts
$9.33B
Net Calls
-$4.11B
Net Calls Change
-$1.88B
Name Holding Trade Value Shares
Change
Shares
Change %
MMPW
1001
Mitchell McLeod Pugh & Williams
Alabama
$832K -$6.65K -110 -0.8%
CASB
1002
Cape Ann Savings Bank
Massachusetts
$826K +$19.7K +326 +2%
EN1L
1003
Engine No 1 LLC
California
$820K +$161K +2,665 +24%
CCM
1004
Coldstream Capital Management
Washington
$818K +$466K +7,725 +133%
Carson Wealth (CWM LLC)
1005
Carson Wealth (CWM LLC)
Nebraska
$817K +$817K +13,534 New
CPWA
1006
Cerro Pacific Wealth Advisors
California
$816K +$27.5K +455 +3%
LWAM
1007
Legacy Wealth Asset Management
Minnesota
$816K +$38.1K +631 +5%
CHJWM
1008
Carlton Hofferkamp & Jenks Wealth Management
Texas
$815K +$59.3K +925 +8%
PCM
1009
Pointe Capital Management
Michigan
$814K +$41.1K +681 +5%
MWM
1010
Meridian Wealth Management
Kentucky
$813K +$87.9K +1,456 +12%
GIA
1011
Gladstone Institutional Advisory
Florida
$812K +$187K +3,104 +30%
FI
1012
Fractal Investments
Connecticut
$811K +$811K +13,427 New
WBG
1013
Wharton Business Group
Pennsylvania
$804K +$804K +13,313 New
FQ
1014
First Quadrant
California
$803K
PWM
1015
Perigon Wealth Management
California
$801K -$180K -2,988 -18%
JFGIW
1016
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$798K -$233K -3,851 -23%
WAM
1017
Wakefield Asset Management
Colorado
$797K +$33.6K +556 +4%
IWS
1018
Insight Wealth Strategies
California
$797K +$153K +2,535 +24%
SFG
1019
SevenBridge Financial Group
Pennsylvania
$796K +$95.8K +1,585 +14%
USAA
1020
United Services Automobile Association
Texas
$795K -$205K -3,400 -21%
JWCA
1021
J.W. Cole Advisors
Florida
$792K -$49.1K -814 -6%
AIM
1022
Anchor Investment Management
South Carolina
$786K +$41.5K +687 +6%
CPO
1023
Cerity Partners OCIO
New York
$786K -$9.24K -153 -1%
BBHBI
1024
B, B, H, & B Inc
Alabama
$783K -$61.5K -1,019 -7%
TBA
1025
Tower Bridge Advisors
Pennsylvania
$780K -$60.4K -1,000 -7%