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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 %
TA
1051
TruWealth Advisors
Louisiana
$699K -$75.8K -1,042 -10%
SA
1052
Springowl Associates
New York
$698K +$291K +4,000 +71%
LSAG
1053
Lake Street Advisors Group
New Hampshire
$696K +$6.33K +87 +0.9%
BFEC
1054
Benjamin F. Edwards & Company
Missouri
$695K +$9.17K +126 +1%
FFN
1055
Focus Financial Network
Minnesota
$693K +$693K +9,520 New
AFC
1056
AFT Forsyth & Company
Florida
$690K – – –
OCM
1057
Orion Capital Management
California
$690K – – –
IWM
1058
IHT Wealth Management
Illinois
$685K -$313K -4,307 -31%
IIM
1059
Ironwood Investment Management
Massachusetts
$682K -$4.22K -58 -0.6%
V
1060
VeraBank
Texas
$680K -$29.8K -410 -4%
NCM
1061
Narwhal Capital Management
Georgia
$677K -$1.08M -14,820 -61%
CL
1062
CSS LLC
Illinois
$677K – – –
KA
1063
Kovack Advisors
Florida
$675K -$20.5K -281 -3%
MBT
1064
Montecito Bank & Trust
California
$672K +$18K +248 +3%
SAM
1065
Seelaus Asset Management
New Jersey
$668K +$67K +921 +11%
KIA
1066
KCM Investment Advisors
California
$668K +$88.4K +1,215 +15%
RVPG
1067
Relative Value Partners Group
$660K – – –
NSIM
1068
North Star Investment Management
Illinois
$660K +$35.5K +488 +6%
MGIA
1069
Moneta Group Investment Advisors
Missouri
$652K +$652K +8,962 New
CA
1070
Clearstead Advisors
Ohio
$650K -$30.9K -425 -5%
EP
1071
Elkhorn Partners
Nebraska
$647K -$116K -1,600 -15%
PG
1072
Prostatis Group
Maryland
$646K +$646K +8,886 New
PWPS
1073
Pinnacle Wealth Planning Services
Ohio
$646K +$72.1K +992 +13%
SFA
1074
Sequoia Financial Advisors
Ohio
$641K +$44.8K +616 +8%
IA
1075
IFG Advisors
Missouri
$640K +$4.66K +64 +0.7%
41 42
43
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