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Citigroup
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Overview Fund Activity

1,597 hedge funds and large institutions have $63.5B invested in Citigroup in 2023 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 601 increasing their positions, 633 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,597
Holders Change
+35
Holders Change %
+2.24%
% of All Funds
25.19%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.69%
New
143
Increased
601
Reduced
633
Closed
101
Calls
$3.85B
Puts
$5.28B
Net Calls
-$1.43B
Net Calls Change
+$417M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$275M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$184M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$182M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$158M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$151M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$371M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$290M
3
Citadel Advisors
Citadel Advisors
Florida
-$268M
4
Bank of America
Bank of America
North Carolina
-$239M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
CD
1101
Chapin Davis
Maryland
$344K -$1.61K -35 -0.5%
CAM
1102
Cozad Asset Management
Illinois
$342K -$1.23M -26,762 -78%
KCM
1103
Kathmere Capital Management
Pennsylvania
$342K +$40.5K +880 +13%
BLC
1104
Brown, Lisle/Cummings
Rhode Island
$341K – – –
LAM
1105
Lakewood Asset Management
Illinois
$341K +$2.07K +45 +0.6%
9WM
1106
9258 Wealth Management
Ohio
$341K +$5.02K +109 +1%
NP
1107
NorthRock Partners
Minnesota
$337K -$76.5K -1,661 -18%
FFN
1108
Focus Financial Network
Minnesota
$337K -$63.7K -1,383 -16%
NRG
1109
Nemes Rush Group
Michigan
$335K +$335K +7,273 New
DA
1110
DCF Advisers
Connecticut
$334K +$334K +7,250 New
SMA
1111
Seven Mile Advisory
New Jersey
$334K +$334K +7,249 New
TW
1112
TrinityPoint Wealth
Connecticut
$332K – – –
XWM
1113
Xcel Wealth Management
Florida
$332K +$414 +9 +0.1%
CHJWM
1114
Carlton Hofferkamp & Jenks Wealth Management
Texas
$330K -$204K -4,470 -38%
KFA
1115
Kelleher Financial Advisors
New York
$328K +$92 +2 +0%
VFPI
1116
Vantage Financial Partners (Illinois)
Illinois
$325K -$78.3K -1,700 -19%
DAS
1117
Dynamic Advisor Solutions
Arizona
$322K -$52.6K -1,142 -14%
SPA
1118
Sherbrooke Park Advisers
New York
$322K +$322K +7,000 New
LA
1119
Legacy Advisors
Pennsylvania
$321K -$9.39K -204 -3%
WI
1120
WBI Investments
New Jersey
$321K -$3.4M -73,922 -91%
PPW
1121
Parcion Private Wealth
Washington
$320K -$92 -2 -0%
APW
1122
Aurora Private Wealth
New Jersey
$319K -$7.97K -173 -2%
SPW
1123
Sonoma Private Wealth
California
$318K +$318K +6,911 New
FMLI
1124
Fukoku Mutual Life Insurance
Japan
$318K – – –
CA
1125
Calton & Associates
Florida
$317K -$21.7K -471 -6%
43 44
45
46 47