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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 %
FAIM
1176
Financial Advocates Investment Management
Washington
$467K -$14.3K -196 -3%
TFCP
1177
Twin Focus Capital Partners
Massachusetts
$466K – – –
BW
1178
Bison Wealth
Georgia
$464K -$50.2K -690 -10%
BG
1179
Bahl & Gaynor
Ohio
$462K -$54.8K -753 -11%
AA
1180
Apriem Advisors
California
$461K -$89K -1,222 -16%
SS
1181
Simplicity Solutions
Minnesota
$460K -$8.16M -112,100 -95%
BOPW
1182
Brandywine Oak Private Wealth
Pennsylvania
$458K +$2.62K +36 +0.6%
GSWM
1183
Golden State Wealth Management
California
$454K -$131K -1,806 -22%
CCA
1184
Childress Capital Advisors
Texas
$452K +$207K +2,845 +84%
LDFR
1185
Lehman & Derafelo Financial Resources
Pennsylvania
$450K +$145 +2 +0%
PBT
1186
Pictet Bank & Trust
Bahamas
$449K – – –
PA
1187
Parallel Advisors
California
$447K +$64.4K +885 +17%
HPCM
1188
Hunter Perkins Capital Management
Illinois
$444K -$65.7K -902 -13%
STA
1189
Summit Trail Advisors
New York
$442K +$52K +714 +13%
CPA
1190
Court Place Advisors
Maryland
$436K – – –
PFO
1191
Pathstone Family Office
New Jersey
$435K +$323K +4,437 +288%
RFN
1192
RDA Financial Network
Iowa
$430K +$8.01K +110 +2%
FHC
1193
First Heartland Consultants
Missouri
$427K +$2.18K +30 +0.5%
PCMC
1194
Private Capital Management (Colorado)
Colorado
$426K +$3.56K +49 +0.8%
FMBTD
1195
First Midwest Bank Trust Division
Illinois
$424K -$24.4K -335 -5%
SBSB
1196
Sullivan, Bruyette, Speros & Blaney
Virginia
$424K +$72.7K +1,000 +21%
RCAG
1197
Rehmann Capital Advisory Group
Michigan
$424K +$28.1K +386 +7%
BJL
1198
Brighton Jones LLC
Washington
$422K -$1.38K -19 -0.3%
1SB
1199
1ST Source Bank
Indiana
$421K -$1.31M -17,941 -76%
MWC
1200
MBM Wealth Consultants
Missouri
$421K -$43.6K -602 -9%
46 47
48
49 50