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Citigroup
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Overview Fund Activity

1,626 hedge funds and large institutions have $97.6B invested in Citigroup in 2020 Q4 according to their latest regulatory filings, with 294 funds opening new positions, 519 increasing their positions, 682 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,626
Holders Change
+158
Holders Change %
+10.76%
% of All Funds
28.85%
Holding in Top 10
81
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+68.75%
% of All Funds
1.44%
New
294
Increased
519
Reduced
682
Closed
110
Calls
$4.17B
Puts
$5.82B
Net Calls
-$1.65B
Net Calls Change
+$458M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.4B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.25B
3
Sanders Capital
Sanders Capital
Florida
+$340M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$308M
5
CWM
CIBC World Markets
New York
+$264M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$853M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$549M
3
Citadel Advisors
Citadel Advisors
Florida
-$289M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$284M
5
Goldman Sachs
Goldman Sachs
New York
-$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
1201
Jeppson Wealth Management
California
$330K +$1.61K +26 +0.5%
CFD
1202
Creative Financial Designs
Indiana
$330K +$13.8K +224 +4%
LWCFA
1203
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$328K +$202K +3,270 +160%
PA
1204
Parallel Advisors
California
$324K -$577K -9,364 -64%
TFO
1205
Tarbox Family Office
California
$323K +$8.89K +144 +3%
PCS
1206
Personal CFO Solutions
New Jersey
$322K +$322K +5,227 New
SCM
1207
Shapiro Capital Management
Georgia
$322K +$322K +5,220 New
WA
1208
WBH Advisory
Maryland
$321K -$96.4K -1,522 -23%
FLPIM
1209
F.L. Putnam Investment Management
Massachusetts
$320K -$4.62K -75 -1%
OIA
1210
Optimum Investment Advisors
Illinois
$319K -$204K -3,320 -39%
GWCM
1211
Godshalk Welsh Capital Management
Pennsylvania
$319K – – –
WCM
1212
Whitener Capital Management
North Carolina
$318K -$62.7K -1,020 -16%
FNC
1213
First National Corp
Massachusetts
$318K +$318K +5,152 New
PCM
1214
Perritt Capital Management
Illinois
$317K +$7.41K +120 +2%
RIM
1215
Reliant Investment Management
Tennessee
$316K -$18.8K -305 -6%
LF
1216
Lantz Financial
Illinois
$315K -$21.5K -349 -6%
CAM
1217
Costello Asset Management
Pennsylvania
$315K -$11.8K -192 -4%
WT
1218
Washington Trust
Rhode Island
$313K -$3.83K -62 -1%
BAM
1219
Brave Asset Management
New Jersey
$311K – – –
VCM
1220
Virtue Capital Management
Tennessee
$310K -$132K -2,141 -30%
WHG
1221
Westwood Holdings Group
Texas
$308K -$707K -11,470 -70%
SP
1222
Successful Portfolios
Florida
$308K -$13.5K -218 -4%
HA
1223
Harbor Advisors
Florida
$308K – – –
JWM
1224
Jupiter Wealth Management
Colorado
$308K +$308K +5,000 New
LC
1225
Lindbrook Capital
California
$307K -$11.5K -186 -4%
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