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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 %
BFS
1026
Bard Financial Services
Connecticut
$418K -$1.15K -25 -0.3%
PIA
1027
Powell Investment Advisors
Florida
$417K -$18.4K -400 -4%
RA
1028
RFG Advisory
Alabama
$415K -$3.55K -77 -0.8%
LI
1029
LVZ Inc
Michigan
$415K +$18K +392 +5%
EP
1030
Elkhorn Partners
Nebraska
$412K – – –
MCA
1031
MSH Capital Advisors
Arizona
$411K -$33.5K -727 -8%
CF
1032
Cantor Fitzgerald
New York
$410K -$46.5K -1,011 -10%
FFA
1033
Founders Financial Alliance
North Carolina
$410K +$11K +239 +3%
DA
1034
Denali Advisors
California
$410K -$193K -4,200 -32%
WEG
1035
World Equity Group
Illinois
$409K -$7.55K -164 -2%
FB
1036
First Bancorp
Maine
$409K -$6.54K -142 -2%
MMPW
1037
Mitchell McLeod Pugh & Williams
Alabama
$407K +$138 +3 +0%
MWM
1038
Modera Wealth Management
New Jersey
$406K +$123K +2,663 +43%
SM
1039
Salzhauer Michael
$405K +$152K +3,300 +60%
JCIA
1040
Jackson Creek Investment Advisors
Colorado
$401K +$401K +8,718 New
CFO
1041
CVA Family Office
Colorado
$401K +$42.7K +928 +12%
AC
1042
AlphaCore Capital
California
$400K -$15.2K -330 -4%
GL
1043
Graypoint LLC
New York
$398K -$25.7K -559 -6%
UAML
1044
US Asset Management LLC
Pennsylvania
$397K -$15.2K -329 -4%
EWA
1045
Exencial Wealth Advisors
Oklahoma
$397K +$96.8K +2,103 +32%
NLP
1046
Next Level Private
New York
$396K +$396K +8,679 New
FIM
1047
Freedom Investment Management
Connecticut
$396K +$194K +4,203 +95%
WSFS
1048
Wilmington Savings Fund Society
Delaware
$396K -$71.8K -1,559 -15%
MCM
1049
Marathon Capital Management
Maryland
$396K – – –
TPWM
1050
Twelve Points Wealth Management
Massachusetts
$395K +$47.8K +1,038 +14%
40 41
42
43 44