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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 %
BJL
1151
Brighton Jones LLC
Washington
$291K +$68.4K +1,459 +31%
XSC
1152
X-Square Capital
Puerto Rico
$290K +$10.6K +226 +4%
SIC
1153
Samalin Investment Counsel
New York
$290K -$8.53K -182 -3%
TCOT
1154
Trust Company of Toledo
Ohio
$289K -$9.61K -205 -3%
PCFFS
1155
Pacific Center for Financial Services
California
$288K +$288K +6,150 New
SIG
1156
Sargent Investment Group
Maryland
$288K +$3.5K +75 +1%
MWM
1157
Modera Wealth Management
New Jersey
$288K +$7.46K +159 +3%
BOPW
1158
Brandywine Oak Private Wealth
Pennsylvania
$288K -$6.38K -136 -2%
RIA
1159
Richwood Investment Advisors
Ohio
$288K +$4.69K +100 +2%
SWM
1160
Sugarloaf Wealth Management
Georgia
$287K +$172K +3,658 +148%
MW
1161
Marcum Wealth
Ohio
$287K +$287K +6,110 New
BCG
1162
Breakwater Capital Group
New Jersey
$286K +$5.58K +119 +2%
RCM
1163
Requisite Capital Management
Texas
$285K
CCWM
1164
Cassaday & Co Wealth Management
Virginia
$285K +$5.53K +118 +2%
IC
1165
Inscription Capital
Texas
$284K +$284K +6,047 New
SIAP
1166
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$282K
KMWM
1167
Keudell/Morrison Wealth Management
Oregon
$282K -$2.49K -53 -0.9%
GWM
1168
Geneos Wealth Management
Colorado
$282K -$18.5K -395 -6%
CWP
1169
CFM Wealth Partners
Texas
$281K +$41.7K +890 +17%
ICG
1170
InterOcean Capital Group
Tennessee
$281K
BHPW
1171
Beverly Hills Private Wealth
California
$280K +$280K +5,975 New
CC
1172
Callan Capital
California
$280K
SWA
1173
Stratos Wealth Advisors
Ohio
$279K +$18.6K +396 +7%
LFA
1174
Legacy Financial Advisors
Kentucky
$278K +$278K +5,934 New
CBTWT
1175
Community Bank & Trust (Waco, Texas)
Texas
$278K