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Citigroup

1,562 hedge funds and large institutions have $65.3B invested in Citigroup in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 694 increasing their positions, 547 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,562
Holders Change
-33
Holders Change %
-2.07%
% of All Funds
25%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.64%
New
124
Increased
694
Reduced
547
Closed
123
Calls
$3.98B
Puts
$5.83B
Net Calls
-$1.85B
Net Calls Change
-$852M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
1051
Elmwood Wealth Management
California
$392K +$15K +320 +4%
CA
1052
Clearstead Advisors
Ohio
$392K +$17.6K +375 +5%
ACA
1053
Anchor Capital Advisors
Massachusetts
$386K -$2.58K -55 -0.7%
DBIA
1054
Dumont & Blake Investment Advisors
New Jersey
$383K +$22.2K +475 +6%
GCP
1055
Garda Capital Partners
Minnesota
$383K +$383K +8,166 New
DAS
1056
Dynamic Advisor Solutions
Arizona
$382K -$26.5K -566 -6%
AIA
1057
Arbor Investment Advisors
North Carolina
$381K
PFBT
1058
Parkside Financial Bank & Trust
Missouri
$379K +$14.8K +315 +4%
6F
1059
626 Financial
Michigan
$378K +$57.9K +1,234 +18%
NSEDCP
1060
NJ State Employees Deferred Compensation Plan
New Jersey
$375K
FDS
1061
First Dallas Securities
Texas
$373K -$4.59K -98 -1%
ACL
1062
Applied Capital LLC
Florida
$372K +$372K +7,944 New
IWM
1063
IHT Wealth Management
Illinois
$372K -$89K -1,899 -19%
GVAG
1064
Great Valley Advisor Group
Delaware
$371K -$125K -2,666 -25%
NWA
1065
Navis Wealth Advisors
New York
$369K -$815K -17,374 -69%
RPCONE
1066
Retirement Planning Company of New England
Rhode Island
$369K -$147K -3,136 -28%
NL
1067
NWAM LLC
Washington
$368K +$17.7K +378 +5%
HW
1068
Hancock Whitney
Mississippi
$368K -$2.95K -63 -0.8%
ATC
1069
Adirondack Trust Company
New York
$368K +$26.3K +562 +8%
NB
1070
Northwest Bancshares
Pennsylvania
$367K -$70.6K -1,506 -16%
VBCG
1071
Valley Brook Capital Group
Pennsylvania
$365K -$35.2K -750 -9%
KA
1072
Kovack Advisors
Florida
$365K -$5.96K -127 -2%
BWP
1073
BSW Wealth Partners
Colorado
$365K +$4.55K +97 +1%
CFO
1074
CVA Family Office
Colorado
$365K +$62.8K +1,339 +21%
LOAMS
1075
Lombard Odier Asset Management (Switzerland)
Switzerland
$358K +$16.2K +345 +5%