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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 %
VC
1126
Vicus Capital
Pennsylvania
$317K -$24.7K -536 -7%
BHBT
1127
Burke & Herbert Bank & Trust
Virginia
$316K -$15K -325 -5%
IIC
1128
Integrated Investment Consultants
Michigan
$316K +$82.2K +1,785 +35%
SF
1129
Summit Financial
New Jersey
$313K +$23.3K +507 +8%
VCM
1130
Virtue Capital Management
Tennessee
$312K -$83.9K -1,793 -21%
VCWA
1131
Vanguard Capital Wealth Advisors
Colorado
$310K +$3.78K +82 +1%
MSA
1132
Marino Stram & Associates
Massachusetts
$308K +$3.87K +84 +1%
JE
1133
JMAC Enterprises
Pennsylvania
$308K -$737 -16 -0.2%
LWM
1134
Laidlaw Wealth Management
New York
$307K +$87.6K +1,903 +40%
TFA
1135
Transamerica Financial Advisors
Florida
$307K -$35.2K -762 -10%
LWM
1136
LJI Wealth Management
Indiana
$307K -$11.5K -249 -4%
FFP
1137
FourThought Financial Partners
Florida
$306K -$23.9K -519 -7%
TCWM
1138
Total Clarity Wealth Management
Illinois
$306K +$306K +6,644 New
CIM
1139
CIM Investment Management
Pennsylvania
$304K +$691 +15 +0.2%
JCM
1140
Janney Capital Management
Pennsylvania
$303K -$737 -16 -0.2%
VFA
1141
Voya Financial Advisors
Connecticut
$301K +$7.36K +159 +3%
BCG
1142
Breakwater Capital Group
New Jersey
$301K +$20.8K +451 +7%
LJAC
1143
L.J. Altfest & Co
New York
$301K +$8.85K +192 +3%
BBI
1144
Baxter Bros Inc
Connecticut
$300K -$32.7K -711 -10%
SCM
1145
Shapiro Capital Management
Georgia
$300K – – –
NFA
1146
Northern Financial Advisors
Michigan
$300K +$66.6K +1,446 +29%
MG
1147
Mather Group
Illinois
$299K +$299K +6,501 New
BWG
1148
Beta Wealth Group
California
$299K +$32.2K +700 +12%
FC
1149
Fusion Capital
South Carolina
$297K +$5.8K +126 +2%
JWM
1150
Jeppson Wealth Management
California
$296K +$2.81K +61 +1%
44 45
46
47 48