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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 %
CCMG
1226
Clark Capital Management Group
Pennsylvania
$388K +$29.4K +404 +8%
NDSI
1227
Newman Dignan & Sheerar Inc
Rhode Island
$385K -$8.52K -117 -2%
FNC
1228
First National Corp
Massachusetts
$385K +$10.5K +144 +3%
CAM
1229
Costello Asset Management
Pennsylvania
$385K +$13.2K +181 +4%
NWS
1230
Newport Wealth Strategies
California
$382K +$382K +5,255 New
TFO
1231
Tarbox Family Office
California
$381K – – –
LC
1232
Lindbrook Capital
California
$379K +$16.6K +229 +5%
FCA
1233
FLC Capital Advisors
California
$379K +$72.7K +1,000 +24%
AIC
1234
Ameritas Investment Company
Nebraska
$377K -$257K -3,538 -41%
HDIM
1235
Hanson & Doremus Investment Management
Vermont
$377K -$126K -1,734 -25%
OIA
1236
Optimum Investment Advisors
Illinois
$377K – – –
GWCM
1237
Godshalk Welsh Capital Management
Pennsylvania
$376K – – –
RCM
1238
Requisite Capital Management
Texas
$375K +$375K +5,151 New
HCP
1239
Holt Capital Partners
Texas
$374K +$374K +5,145 New
AWM
1240
Apollon Wealth Management
South Carolina
$371K +$371K +5,105 New
JWM
1241
Jupiter Wealth Management
Colorado
$369K – – –
WA
1242
WBH Advisory
Maryland
$369K +$436 +6 +0.1%
BWM
1243
Bulltick Wealth Management
Florida
$369K +$66K +907 +22%
LF
1244
Lantz Financial
Illinois
$368K -$3.63K -50 -1%
FVCM
1245
F&V Capital Management
Florida
$367K -$186K -2,555 -34%
BAM
1246
Brave Asset Management
New Jersey
$367K – – –
AFP
1247
Ausdal Financial Partners
Iowa
$366K +$93K +1,279 +34%
KAM
1248
Knightsbridge Asset Management
California
$366K +$366K +5,038 New
EAM
1249
Erste Asset Management
Austria
$366K – – –
WT
1250
Washington Trust
Rhode Island
$365K -$3.34K -46 -0.9%
48 49
50
51 52