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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 %
SIAP
1251
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$365K +$19.2K +264 +6%
GCIA
1252
Gabelli & Co Investment Advisers
New York
$364K -$94.6K -1,300 -21%
HA
1253
Harbor Advisors
Florida
$364K – – –
WHG
1254
Westwood Holdings Group
Texas
$364K – – –
AIA
1255
Allied Investment Advisors
Montana
$362K +$27.3K +375 +8%
AIA
1256
Affinity Investment Advisors
California
$361K -$4.65M -63,950 -93%
SP
1257
Successful Portfolios
Florida
$361K -$2.18K -30 -0.6%
WAS
1258
WESPAC Advisors SoCal
California
$360K – – –
QI
1259
Qtron Investments
Massachusetts
$359K -$440K -6,054 -55%
WCM
1260
Whitener Capital Management
North Carolina
$358K -$17.4K -240 -5%
AWA
1261
Alta Wealth Advisors
Massachusetts
$358K +$358K +4,922 New
NAM
1262
North American Management
Massachusetts
$358K -$124K -1,700 -26%
FCFC
1263
First Citizens Financial Corp
Iowa
$356K -$6.11K -84 -2%
QAM
1264
QCI Asset Management
New York
$355K -$4.58K -63 -1%
WCM
1265
Weik Capital Management
Pennsylvania
$354K – – –
KFC
1266
Klingenstein Fields & Co
New York
$352K +$352K +4,844 New
MA
1267
Mutual Advisors
Nebraska
$351K -$62.5K -859 -15%
MFW
1268
Meristem Family Wealth
Minnesota
$350K +$2.04K +28 +0.6%
FB
1269
First Bancorp
Maine
$350K +$350K +4,812 New
GAM
1270
Grandview Asset Management
Pennsylvania
$349K +$33.9K +467 +11%
WG
1271
Welch Group
Alabama
$349K +$349K +4,791 New
PCP
1272
Proficio Capital Partners
Massachusetts
$348K +$64.6K +888 +23%
CT
1273
Cambridge Trust
Massachusetts
$348K +$348K +4,785 New
HFM
1274
Hartford Financial Management
Connecticut
$347K -$5.75K -79 -2%
SC
1275
Steph & Co
Wisconsin
$347K +$18.1K +249 +6%
49 50
51
52 53