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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 %
LTI
1076
Laffer Tengler Investments
Tennessee
$356K -$3.85K -82 -1%
DAM
1077
Delta Asset Management
Tennessee
$354K
TPWM
1078
Twelve Points Wealth Management
Massachusetts
$353K +$56.1K +1,197 +19%
CD
1079
Chapin Davis
Maryland
$352K +$28.9K +617 +9%
CS
1080
Capital Square
Tennessee
$351K -$144K -3,140 -29%
SBH
1081
Segall Bryant & Hamill
Illinois
$351K -$26.1K -558 -7%
MGIA
1082
Moneta Group Investment Advisors
Missouri
$350K +$91.3K +1,947 +35%
WW
1083
Waterfront Wealth
Kansas
$348K -$4.64K -99 -1%
TFA
1084
Transamerica Financial Advisors
Florida
$348K -$3.05K -65 -0.9%
ZB
1085
Zions Bancorporation
Utah
$348K -$191K -4,066 -35%
CRC
1086
Curi RMB Capital
Illinois
$348K +$2.3K +49 +0.7%
VC
1087
Vicus Capital
Pennsylvania
$348K -$28.7K -613 -8%
BLC
1088
Brown, Lisle/Cummings
Rhode Island
$348K -$110K -2,350 -24%
OWA
1089
One Wealth Advisors
California
$346K +$92.2K +1,966 +36%
CA
1090
Calton & Associates
Florida
$345K -$20.2K -430 -6%
LAM
1091
Lakewood Asset Management
Illinois
$345K +$1.88K +40 +0.5%
VCM
1092
Violich Capital Management
California
$345K +$17.6K +375 +5%
CA
1093
Claro Advisors
Massachusetts
$343K +$111K +2,359 +48%
9WM
1094
9258 Wealth Management
Ohio
$342K -$24.9K -531 -7%
TAM
1095
Tocqueville Asset Management
New York
$341K +$26.9K +574 +9%
DA
1096
DCF Advisers
Connecticut
$340K -$452K -10,000 Closed
JSW
1097
Journey Strategic Wealth
New Jersey
$340K +$104K +2,213 +44%
BBI
1098
Baxter Bros Inc
Connecticut
$339K -$56.8K -1,211 -14%
TW
1099
TrinityPoint Wealth
Connecticut
$338K +$6.19K +132 +2%
XWM
1100
Xcel Wealth Management
Florida
$338K