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Citigroup
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Overview Fund Activity

1,744 hedge funds and large institutions have $134B invested in Citigroup in 2019 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 602 increasing their positions, 686 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,744
Holders Change
+148
Holders Change %
+9.27%
% of All Funds
34.44%
Holding in Top 10
153
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+25.41%
% of All Funds
3.02%
New
247
Increased
602
Reduced
686
Closed
70
Calls
$3.17B
Puts
$4.81B
Net Calls
-$1.64B
Net Calls Change
-$603M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$671M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
+$211M
3
BlackRock
BlackRock
New York
+$118M
4
Two Sigma Investments
Two Sigma Investments
New York
+$115M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$112M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$872M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$339M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$286M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$277M
5
PP
Prudential plc
United Kingdom
-$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWM
1101
B. Riley Wealth Management
Tennessee
$760K +$8.31K +104 +1%
OFS
1102
OneAscent Financial Services
Alabama
$759K +$759K +9,504 New
OWA
1103
One Wealth Advisors
California
$758K -$11.2K -140 -1%
AF
1104
Alerus Financial
North Dakota
$756K -$28.8K -360 -4%
CAW
1105
Cornerstone Advisors (Washington)
Washington
$756K +$177K +2,212 +31%
RDWM
1106
Red Door Wealth Management
Tennessee
$754K +$754K +9,209 New
BAAM
1107
Baker Avenue Asset Management
California
$753K -$486K -6,094 -39%
KFA
1108
Kelleher Financial Advisors
New York
$751K -$7.34K -92 -1%
ECM
1109
Evergreen Capital Management
Washington
$751K +$153K +1,919 +26%
RMC
1110
Resources Management Corp
Connecticut
$747K +$5.59K +70 +0.8%
PAM
1111
PVG Asset Management
Colorado
$745K -$308K -3,861 -29%
MFG
1112
Magnus Financial Group
New York
$744K +$23.3K +292 +3%
FMWA
1113
Forvis Mazars Wealth Advisors
Missouri
$744K +$76.6K +958 +11%
OPS
1114
Orion Portfolio Solutions
Nebraska
$743K +$743K +9,298 New
PWMG
1115
Prestige Wealth Management Group
New Jersey
$741K -$559 -7 -0.1%
JAFL
1116
Jay A. Fishman Ltd
Michigan
$734K +$298K +3,733 +68%
EF
1117
Empirical Finance
Pennsylvania
$730K +$248K +3,106 +52%
PCA
1118
Personal Capital Advisors
California
$726K +$318K +3,980 +78%
EWA
1119
Exencial Wealth Advisors
Oklahoma
$724K -$37.5K -470 -5%
HAG
1120
HighPoint Advisor Group
Illinois
$722K +$27.1K +341 +4%
ZIC
1121
ZWJ Investment Counsel
Georgia
$721K +$721K +9,029 New
IIM
1122
Ironwood Investment Management
Massachusetts
$720K -$2.08K -26 -0.3%
WCM
1123
Whitener Capital Management
North Carolina
$718K -$63.9K -800 -8%
Carson Wealth (CWM LLC)
1124
Carson Wealth (CWM LLC)
Nebraska
$718K – – –
SIG
1125
Sargent Investment Group
Maryland
$718K +$161K +2,015 +29%
43 44
45
46 47