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Citigroup

1,595 hedge funds and large institutions have $63.4B invested in Citigroup in 2022 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 509 increasing their positions, 724 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,595
Holders Change
-2
Holders Change %
-0.13%
% of All Funds
25.73%
Holding in Top 10
46
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.12%
% of All Funds
0.74%
New
190
Increased
509
Reduced
724
Closed
157
Calls
$4.94B
Puts
$5.93B
Net Calls
-$994M
Net Calls Change
+$1.14B
Name Holding Trade Value Shares
Change
Shares
Change %
CA
1176
Continuum Advisory
Idaho
$275K -$5.2K -115 -2%
RCM
1177
Requisite Capital Management
Texas
$275K +$4.79K +106 +2%
KMWM
1178
Keudell/Morrison Wealth Management
Oregon
$274K -$11.1K -245 -4%
VFA
1179
Voya Financial Advisors
Connecticut
$274K -$3.66K -81 -1%
RIA
1180
Richwood Investment Advisors
Ohio
$273K -$99.3K -2,195 -27%
PFGIA
1181
Patriot Financial Group Insurance Agency
Massachusetts
$273K -$24.4K -540 -8%
SIAP
1182
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$272K
MWM
1183
Modera Wealth Management
New Jersey
$271K +$2.71K +60 +1%
ICG
1184
InterOcean Capital Group
Tennessee
$271K -$176K -3,881 -39%
BCG
1185
Breakwater Capital Group
New Jersey
$270K +$270K +5,971 New
CC
1186
Callan Capital
California
$270K +$270K +5,971 New
XSC
1187
X-Square Capital
Puerto Rico
$270K +$4.58K +101 +2%
CCWM
1188
Cassaday & Co Wealth Management
Virginia
$270K +$270K +5,969 New
WWM
1189
Western Wealth Management
Colorado
$270K -$341K -7,541 -56%
LDFR
1190
Lehman & Derafelo Financial Resources
Pennsylvania
$269K -$13.5K -298 -5%
CBTWT
1191
Community Bank & Trust (Waco, Texas)
Texas
$268K -$39.2K -867 -13%
IP
1192
Ignite Planners
California
$268K +$268K +5,150 New
JIP
1193
Jaffetilchin Investment Partners
Florida
$264K -$150K -3,318 -36%
IA
1194
IFG Advisors
Missouri
$263K -$2.85K -63 -1%
LCM
1195
Lewis Capital Management
California
$261K -$1.81K -40 -0.7%
VIM
1196
VELA Investment Management
Ohio
$261K +$261K +5,773 New
NAS
1197
Nicolet Advisory Services
Wisconsin
$261K +$261K +5,360 New
AWA
1198
Arkadios Wealth Advisors
Georgia
$261K -$16.2K -358 -6%
BBWP
1199
Beacon Bridge Wealth Partners
Pennsylvania
$261K +$261K +5,767 New
HCM
1200
Hodges Capital Management
Texas
$260K -$31.7K -699 -11%