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Citigroup
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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 %
IWS
1026
Insight Wealth Strategies
California
$743K +$386K +5,313 +108%
AC
1027
Arjuna Capital
North Carolina
$741K +$426K +5,847 +135%
KJHP
1028
K.J. Harrison & Partners
Ontario, Canada
$741K +$741K +10,187 New
CBB
1029
Citizens Business Bank
California
$738K -$202K -2,779 -22%
9WM
1030
9258 Wealth Management
Ohio
$737K -$36.5K -501 -5%
TA
1031
Tiedemann Advisors
New York
$736K -$2.99K -41 -0.4%
ACM
1032
AlphaStar Capital Management
North Carolina
$736K +$736K +10,112 New
RHAM
1033
Round Hill Asset Management
California
$733K -$4K -55 -0.5%
FSA
1034
Fort Sheridan Advisors
Illinois
$733K +$150K +2,059 +26%
TW
1035
TrinityPoint Wealth
Connecticut
$732K +$37.1K +510 +5%
IC
1036
Inscription Capital
Texas
$731K -$60.5K -832 -8%
SKK
1037
Shepherd Kaplan Krochuk
Massachusetts
$728K -$204K -2,800 -22%
SIC
1038
Samalin Investment Counsel
New York
$728K +$35K +482 +5%
TU
1039
TDAM USA
Ontario, Canada
$723K +$401K +5,517 +125%
NB
1040
Northwest Bancshares
Pennsylvania
$721K +$85.8K +1,179 +14%
S
1041
SignatureFD
Georgia
$719K +$102K +1,399 +16%
Carson Wealth (CWM LLC)
1042
Carson Wealth (CWM LLC)
Nebraska
$718K – – –
FHA
1043
First Horizon Advisors
Tennessee
$717K +$27K +372 +4%
KTA
1044
Keeley-Teton Advisors
Illinois
$714K -$82.8K -1,138 -10%
MCA
1045
Mercer Capital Advisers
New Jersey
$711K +$104K +1,430 +17%
MCM
1046
Monument Capital Management
Virginia
$710K +$710K +9,765 New
AF
1047
Advisornet Financial
Minnesota
$709K +$75.7K +1,040 +12%
KPW
1048
Kore Private Wealth
New York
$706K -$162K -2,228 -19%
AA
1049
Ancora Advisors
Ohio
$706K -$8.95K -123 -1%
GA
1050
GFS Advisors
Texas
$700K – – –
40 41
42
43 44