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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 %
ET
1126
Equitable Trust
Tennessee
$543K -$77.6K -1,068 -13%
IDBONY
1127
Israel Discount Bank of New York
New York
$542K -$3.93K -54 -0.7%
WA
1128
Wealth Alliance
New York
$541K -$115K -1,583 -18%
TFS
1129
Thoroughbred Financial Services
Tennessee
$541K +$144K +1,989 +36%
MWM
1130
Mission Wealth Management
California
$541K +$271K +3,723 +100%
DWM
1131
Dorchester Wealth Management
Quebec, Canada
$538K -$120K -1,650 -18%
FMLI
1132
Fukoku Mutual Life Insurance
Japan
$537K – – –
FCH
1133
Freestone Capital Holdings
Washington
$536K -$120K -1,653 -18%
EGA
1134
Eagle Global Advisors
Texas
$535K – – –
KMWM
1135
Keudell/Morrison Wealth Management
Oregon
$533K +$56.1K +772 +12%
LSPW
1136
Lake Street Private Wealth
Illinois
$530K +$106K +1,456 +25%
BSW
1137
Buckingham Strategic Wealth
Missouri
$530K +$130K +1,794 +33%
FCCM
1138
First City Capital Management
Georgia
$528K +$67.8K +913 +15%
PWM
1139
Prentice Wealth Management
New York
$528K +$528K +7,257 New
TCM
1140
Tuttle Capital Management
Connecticut
$527K +$240K +3,305 +84%
HSA
1141
HBK Sorce Advisory
Pennsylvania
$523K -$2.04K -28 -0.4%
JCM
1142
Jacobi Capital Management
Pennsylvania
$522K +$41.5K +570 +9%
JIC
1143
Johnson Investment Counsel
Ohio
$520K -$146K -2,014 -22%
CF
1144
Clarity Financial
Texas
$520K -$5.74K -79 -1%
MWM
1145
Meridian Wealth Management
Kentucky
$519K +$277K +3,801 +114%
HIP
1146
HUB Investment Partners
Texas
$519K +$519K +7,132 New
SAM
1147
SP Asset Management
California
$516K +$3.69K +51 +0.7%
ABC
1148
Associated Banc-Corp
Wisconsin
$516K +$98.4K +2,338 +24%
CT
1149
Clearstead Trust
Maine
$514K -$1.44M -19,765 -74%
CCM
1150
Coldstream Capital Management
Washington
$510K +$54.1K +743 +12%
44 45
46
47 48