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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 %
CIM
1126
CIM Investment Management
Pennsylvania
$309K -$572K -12,190 -65%
JCM
1127
Janney Capital Management
Pennsylvania
$309K -$223K -4,759 -42%
DOA
1128
D'Orazio & Associates
Virginia
$308K +$308K +6,567 New
KCM
1129
Kathmere Capital Management
Pennsylvania
$307K +$307K +6,540 New
SP
1130
Successful Portfolios
Florida
$306K -$1.97K -42 -0.6%
SCM
1131
Shapiro Capital Management
Georgia
$306K -$103K -2,200 -25%
EWA
1132
Exencial Wealth Advisors
Oklahoma
$306K -$1.55K -33 -0.5%
WMP
1133
Wealth Management Partners
Arizona
$305K +$305K +6,514 New
RFA
1134
Resurgent Financial Advisors
Georgia
$303K -$21K -447 -6%
CL
1135
COWA LLC
Oklahoma
$300K
JWM
1136
Jeppson Wealth Management
California
$298K +$1.5K +32 +0.5%
IBOK
1137
Independence Bank of Kentucky
Kentucky
$298K -$39.9K -850 -12%
LJAC
1138
L.J. Altfest & Co
New York
$297K +$6.47K +138 +2%
FC
1139
Fusion Capital
South Carolina
$297K -$12.4K -264 -4%
CFG
1140
Carr Financial Group
Massachusetts
$297K -$8.44K -180 -3%
IWP
1141
Icon Wealth Partners
Texas
$296K +$296K +6,306 New
FCP
1142
Fidelis Capital Partners
Florida
$295K -$19.8K -428 -6%
SF
1143
Summit Financial
New Jersey
$295K -$75.5K -1,611 -20%
SSG
1144
Summit Securities Group
New York
$295K -$1.85M -39,560 -86%
DWM
1145
Dorchester Wealth Management
Quebec, Canada
$295K -$113K -2,400 -28%
AWM
1146
Ameliora Wealth Management
Switzerland
$294K +$243K +5,175 +475%
CA
1147
Continuum Advisory
Idaho
$293K +$7.5K +160 +3%
VFA
1148
Voya Financial Advisors
Connecticut
$293K +$13.2K +286 +5%
CIA
1149
Cladis Investment Advisory
Montana
$292K +$70.3K +1,500 +32%
MSFS
1150
Main Street Financial Solutions
Pennsylvania
$292K -$7.41K -158 -2%