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Citigroup
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Overview Fund Activity

1,718 hedge funds and large institutions have $104B invested in Citigroup in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 723 increasing their positions, 626 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,718
Holders Change
+20
Holders Change %
+1.18%
% of All Funds
30.17%
Holding in Top 10
63
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.7%
% of All Funds
1.11%
New
130
Increased
723
Reduced
626
Closed
88
Calls
$5.34B
Puts
$7.57B
Net Calls
-$2.23B
Net Calls Change
+$327M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$524M
2
Barclays
Barclays
United Kingdom
+$328M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$213M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$170M
5
UBS AM
UBS AM
Illinois
+$132M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$613M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$547M
3
VH
ValueAct Holdings
California
-$484M
4
Capital World Investors
Capital World Investors
California
-$451M
5
Franklin Resources
Franklin Resources
California
-$370M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1151
Mission Wealth Management
California
$481K +$12.1K +172 +3%
RCM
1152
Requisite Capital Management
Texas
$479K +$47.3K +674 +11%
CCWA
1153
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$478K +$16K +228 +3%
XWM
1154
Xcel Wealth Management
Florida
$476K +$61.5K +875 +15%
WPW
1155
Warther Private Wealth
Ohio
$475K +$223K +3,130 +88%
FNBOO
1156
First National Bank of Omaha
Nebraska
$471K -$66.9K -952 -12%
KMWM
1157
Keudell/Morrison Wealth Management
Oregon
$470K +$76.4K +1,089 +19%
PFGIA
1158
Patriot Financial Group Insurance Agency
Massachusetts
$467K +$39.2K +558 +9%
FFA
1159
First Foundation Advisors
California
$466K -$4.28K -61 -0.9%
TWA
1160
TCI Wealth Advisors
Arizona
$464K +$12.1K +172 +3%
LIM
1161
Leavell Investment Management
Alabama
$464K +$156K +2,224 +51%
SCM
1162
Southport Capital Management
Tennessee
$463K -$43.2K -616 -9%
KPW
1163
Kore Private Wealth
New York
$460K -$14K -200 -3%
CCA
1164
Childress Capital Advisors
Texas
$460K +$76.3K +1,088 +20%
BOPW
1165
Brandywine Oak Private Wealth
Pennsylvania
$458K +$14K +200 +3%
GCP
1166
GSA Capital Partners
United Kingdom
$457K +$457K +6,510 New
LAM
1167
Lingohr Asset Management
Germany
$456K – – –
WW
1168
Waterfront Wealth
Kansas
$453K -$3.44K -49 -0.8%
ECM
1169
Evergreen Capital Management
Washington
$453K +$50.1K +714 +12%
SIM
1170
Stratos Investment Management
Ohio
$453K +$453K +6,449 New
CT
1171
Clearstead Trust
Maine
$450K -$46K -655 -9%
CANY
1172
Caxton Associates (New York)
New York
$449K -$48.6K -693 -10%
PP
1173
Professional Planning
California
$448K +$56.7K +809 +14%
GM
1174
GeoWealth Management
Illinois
$447K -$6.39K -91 -1%
IIC
1175
Integrated Investment Consultants
Michigan
$447K +$35.5K +506 +9%
45 46
47
48 49