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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 %
SW
1201
SlateStone Wealth
Florida
$420K +$420K +5,777 New
SFFS
1202
Stonehage Fleming Financial Services
Jersey
$419K -$197K -2,704 -32%
LC
1203
LCNB Corp
Ohio
$416K -$18.2K -250 -4%
FFA
1204
First Foundation Advisors
California
$415K +$2.04K +28 +0.5%
AIM
1205
Aigen Investment Management
New York
$414K +$414K +5,687 New
BO
1206
BRR OpCo
Ohio
$413K -$30.4K -417 -7%
RIG
1207
Roosevelt Investment Group
New York
$410K -$86.8K -1,194 -17%
LFF
1208
Level Four Financial
Texas
$409K -$584K -8,027 -59%
IIC
1209
Integrated Investment Consultants
Michigan
$408K – – –
RIA
1210
RPG Investment Advisory
California
$404K – – –
IFS
1211
Ifrah Financial Services
Arkansas
$402K -$21.3K -292 -5%
AWA
1212
Arete Wealth Advisors
Illinois
$402K -$5.29K -84 -1%
PGFC
1213
Peapack-Gladstone Financial Corp
New Jersey
$402K +$79.9K +1,098 +25%
GM
1214
GeoWealth Management
Illinois
$401K +$401K +5,506 New
WBG
1215
Wharton Business Group
Pennsylvania
$401K +$401K +5,513 New
ECM
1216
Evergreen Capital Management
Washington
$400K +$72.8K +1,002 +22%
NCP
1217
NexWave Capital Partners
New York
$400K +$400K +5,500 New
JIP
1218
Jaffetilchin Investment Partners
Florida
$395K +$395K +5,432 New
FLPIM
1219
F.L. Putnam Investment Management
Massachusetts
$394K +$16.4K +225 +4%
JWM
1220
Jeppson Wealth Management
California
$392K +$3.34K +46 +0.9%
OC
1221
Oakworth Capital
Alabama
$392K +$109K +1,501 +39%
SOW
1222
State of Wyoming
Wyoming
$392K +$392K +5,392 New
ADL
1223
Asset Dedication LLC
California
$391K -$155K -2,136 -28%
CFD
1224
Creative Financial Designs
Indiana
$391K +$1.82K +25 +0.5%
HBT
1225
Heartland Bank & Trust
Illinois
$389K -$33.2K -456 -8%
47 48
49
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