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Citigroup

1,562 hedge funds and large institutions have $65.3B invested in Citigroup in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 694 increasing their positions, 547 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,562
Holders Change
-33
Holders Change %
-2.07%
% of All Funds
25%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.64%
New
124
Increased
694
Reduced
547
Closed
123
Calls
$3.98B
Puts
$5.83B
Net Calls
-$1.85B
Net Calls Change
-$852M
Name Holding Trade Value Shares
Change
Shares
Change %
Cohen & Steers
1226
Cohen & Steers
New York
$238K +$82.4K +1,757 +53%
IIC
1227
Integrated Investment Consultants
Michigan
$238K +$238K +5,075 New
NFA
1228
Northern Financial Advisors
Michigan
$237K +$237K +5,063 New
SL
1229
Summitry LLC
California
$237K -$102K -2,183 -30%
AHC
1230
Adell Harriman & Carpenter
Texas
$236K -$93.1K -1,985 -28%
WP
1231
WealthSource Partners
California
$235K -$17.6K -376 -7%
HA
1232
Harbor Advisors
Florida
$234K
EC
1233
EJF Capital
Virginia
$234K +$234K +5,000 New
XC
1234
XY Capital
Hong Kong
$234K +$234K +5,000 New
FCB
1235
First County Bank
Connecticut
$234K -$1.92K -41 -0.8%
DLHL
1236
Donald L. Hagan LLC
Florida
$233K +$233K +4,968 New
SN
1237
Sittner & Nelson
Oregon
$230K +$12.3K +262 +6%
EFG
1238
Ethos Financial Group
Pennsylvania
$229K
TC
1239
Telemus Capital
Michigan
$229K +$10.8K +231 +5%
GAM
1240
Grandview Asset Management
Pennsylvania
$229K -$1.17K -25 -0.5%
SFO
1241
Stokes Family Office
Louisiana
$227K +$227K +4,848 New
PIA
1242
Perennial Investment Advisors
California
$226K -$4.27K -91 -2%
FM
1243
Foster & Motley
Ohio
$226K -$8.99K -192 -4%
LCS
1244
Levin Capital Strategies
New York
$226K +$226K +4,815 New
LWM
1245
Laidlaw Wealth Management
New York
$224K +$188 +4 +0.1%
IAIM
1246
Industrial Alliance Investment Management
Quebec, Canada
$220K +$220K +4,682 New
ESB
1247
Essex Savings Bank
Connecticut
$218K +$218K +4,647 New
NFP
1248
NorthLanding Financial Partners
New York
$218K +$218K +4,639 New
IIA
1249
IPG Investment Advisors
California
$217K -$6.99K -149 -3%
KF
1250
Krilogy Financial
Missouri
$217K -$11.7K -249 -5%