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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 %
JF
1101
Jump Financial
Illinois
$579K +$579K +7,950 New
WB
1102
WesBanco Bank
West Virginia
$578K +$578K +7,943 New
NNP
1103
Nachman Norwood & Parrott
South Carolina
$576K +$12.8K +176 +2%
LOAMS
1104
Lombard Odier Asset Management (Switzerland)
Switzerland
$571K +$571K +7,843 New
CA
1105
Cornerstone Advisory
Maryland
$570K +$221K +3,045 +64%
MFA
1106
Mayflower Financial Advisors
Massachusetts
$568K -$8.58K -118 -1%
FP
1107
Financial Perspectives
Minnesota
$566K +$558K +40,611 +7,175%
AIM
1108
Aspen Investment Management
Michigan
$565K -$872 -12 -0.2%
AF
1109
Affiance Financial
Minnesota
$565K – – –
RCM
1110
RNC Capital Management
California
$563K -$132K -1,811 -19%
CSPIA
1111
Cary Street Partners Investment Advisory
Virginia
$560K -$331K -4,548 -37%
ICG
1112
InterOcean Capital Group
Tennessee
$560K -$17.6K -242 -3%
EM
1113
Excalibur Management
Massachusetts
$559K +$58.8K +808 +12%
FNBOO
1114
First National Bank of Omaha
Nebraska
$557K +$3.06K +42 +0.6%
CFG
1115
Cooper Financial Group
California
$557K +$11.2K +154 +2%
BCM
1116
Boltwood Capital Management
California
$555K +$72.3K +995 +15%
BP
1117
Ballentine Partners
Massachusetts
$554K -$11.1K -152 -2%
PCA
1118
Personal Capital Advisors
California
$553K +$8.01K +110 +1%
CIM
1119
CIM Investment Management
Pennsylvania
$551K -$596K -8,194 -52%
IAMOG
1120
Investors Asset Management of Georgia
Georgia
$551K – – –
APW
1121
Aurora Private Wealth
New Jersey
$550K -$43.8K -603 -7%
QCG
1122
Quadrant Capital Group
Ohio
$549K -$151K -2,069 -22%
OIM
1123
Orca Investment Management
Oregon
$549K – – –
SM
1124
Southport Management
Wyoming
$546K +$546K +7,500 New
BHBT
1125
Burke & Herbert Bank & Trust
Virginia
$544K +$23.7K +325 +5%
43 44
45
46 47