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Citigroup

1,605 hedge funds and large institutions have $135B invested in Citigroup in 2018 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 611 increasing their positions, 645 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,605
Holders Change
+6
Holders Change %
+0.38%
% of All Funds
36.84%
Holding in Top 10
144
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-18.64%
% of All Funds
3.31%
New
133
Increased
611
Reduced
645
Closed
117
Calls
$3.07B
Puts
$3.43B
Net Calls
-$367M
Net Calls Change
+$686M
Name Holding Trade Value Shares
Change
Shares
Change %
FC
1226
Ferris Capital
Massachusetts
$391K -$46.7K -692 -11%
AC
1227
Abbrea Capital
California
$390K +$40.9K +605 +12%
TFO
1228
Tarbox Family Office
California
$386K +$8.17K +121 +2%
SSP
1229
Sapphire Star Partners
Washington
$385K
SWM
1230
SVA Wealth Management
Wisconsin
$385K +$34.7K +476 +10%
SP
1231
Successful Portfolios
Florida
$384K +$1.35K +20 +0.4%
CAG
1232
Crestwood Advisors Group
Massachusetts
$383K +$35.7K +529 +10%
IWA
1233
Intercontinental Wealth Advisors
Texas
$377K -$2.02K -30 -0.5%
CA
1234
Clearstead Advisors
Ohio
$377K
EF
1235
Empirical Finance
Pennsylvania
$377K +$377K +6,055 New
QPWM
1236
Quadrant Private Wealth Management
Pennsylvania
$376K +$77.4K +1,146 +26%
ST
1237
Smithfield Trust
Pennsylvania
$375K -$18.2K -269 -5%
PGFC
1238
Peapack-Gladstone Financial Corp
New Jersey
$373K +$25.7K +381 +7%
MIM
1239
Montgomery Investment Management
Maryland
$370K
GWCM
1240
Godshalk Welsh Capital Management
Pennsylvania
$366K
CFA
1241
Carroll Financial Associates
North Carolina
$366K +$12.4K +183 +3%
MC
1242
Menta Capital
California
$363K -$1.84M -27,299 -84%
Lido Advisors
1243
Lido Advisors
California
$363K +$363K +5,392 New
SFP
1244
Shepherd Financial Partners
Massachusetts
$358K -$14.9K -221 -4%
MA
1245
MANA Advisors
New York
$355K +$355K +5,257 New
CLOS
1246
Compagnie Lombard Odier SCmA
Switzerland
$354K -$733K -10,839 -67%
BFEC
1247
Benjamin F. Edwards & Company
Missouri
$354K -$19.4K -287 -5%
BSW
1248
Buckingham Strategic Wealth
Missouri
$354K +$18.9K +280 +6%
FFA
1249
First Foundation Advisors
California
$353K -$59K -874 -14%
HH
1250
Hilltop Holdings
Texas
$352K -$1.04M -15,308 -75%