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Citigroup
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Overview Fund Activity

1,718 hedge funds and large institutions have $104B invested in Citigroup in 2021 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 723 increasing their positions, 626 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,718
Holders Change
+20
Holders Change %
+1.18%
% of All Funds
30.17%
Holding in Top 10
63
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.7%
% of All Funds
1.11%
New
130
Increased
723
Reduced
626
Closed
88
Calls
$5.34B
Puts
$7.57B
Net Calls
-$2.23B
Net Calls Change
+$327M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$524M
2
Barclays
Barclays
United Kingdom
+$328M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$213M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$170M
5
UBS AM
UBS AM
Illinois
+$132M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$613M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$547M
3
VH
ValueAct Holdings
California
-$484M
4
Capital World Investors
Capital World Investors
California
-$451M
5
Franklin Resources
Franklin Resources
California
-$370M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
1201
Apriem Advisors
California
$408K -$29.7K -423 -7%
SFFS
1202
Stonehage Fleming Financial Services
Jersey
$408K – – –
HPCM
1203
Hunter Perkins Capital Management
Illinois
$408K +$1.05K +15 +0.3%
JSL
1204
JT Stratford LLC
Georgia
$407K +$2.46K +35 +0.6%
MG
1205
Mather Group
Illinois
$404K -$82.9K -1,180 -17%
NWS
1206
Newport Wealth Strategies
California
$403K -$1.89K -27 -0.5%
WW
1207
Westshore Wealth
California
$399K -$175K -2,493 -31%
LDFR
1208
Lehman & Derafelo Financial Resources
Pennsylvania
$398K -$36.1K -515 -8%
GSWM
1209
Golden State Wealth Management
California
$397K +$34.8K +496 +10%
OR
1210
Olympiad Research
Connecticut
$395K +$35.6K +507 +10%
CI
1211
CX Institutional
Indiana
$394K +$57.8K +824 +17%
RCAG
1212
Rehmann Capital Advisory Group
Michigan
$391K +$15.3K +218 +4%
FCI
1213
Financial Counselors Inc
Kansas
$389K +$143K +2,035 +58%
OIM
1214
Orca Investment Management
Oregon
$388K -$53.3K -758 -12%
AB
1215
Atlas Brown
Kentucky
$388K +$388K +5,528 New
BJL
1216
Brighton Jones LLC
Washington
$387K -$95.5K -1,362 -20%
BDWM
1217
Brewin Dolphin Wealth Management
Ireland
$387K +$58.2K +830 +18%
WG
1218
Welch Group
Alabama
$386K +$43.2K +615 +13%
BO
1219
BRR OpCo
Ohio
$385K -$3.51K -50 -0.9%
CA
1220
Calton & Associates
Florida
$384K +$83.5K +1,193 +28%
KJHP
1221
K.J. Harrison & Partners
Ontario, Canada
$383K -$211K -2,985 -35%
SAMT
1222
Select Asset Management & Trust
Pennsylvania
$383K – – –
BAM
1223
Brave Asset Management
New Jersey
$381K -$18.6K -265 -5%
EWA
1224
Exencial Wealth Advisors
Oklahoma
$381K -$15K -214 -4%
FCA
1225
FLC Capital Advisors
California
$381K -$7.99K -114 -2%
47 48
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