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Citigroup

1,597 hedge funds and large institutions have $63.5B invested in Citigroup in 2023 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 601 increasing their positions, 633 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,597
Holders Change
+35
Holders Change %
+2.24%
% of All Funds
25.19%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.69%
New
143
Increased
601
Reduced
633
Closed
101
Calls
$3.85B
Puts
$5.28B
Net Calls
-$1.43B
Net Calls Change
+$417M
Name Holding Trade Value Shares
Change
Shares
Change %
EFG
1251
Ethos Financial Group
Pennsylvania
$229K
BFS
1252
Bradley Foster & Sargent
Connecticut
$229K +$30.8K +669 +16%
GC
1253
Gilbert & Cook
Iowa
$229K +$24.6K +534 +12%
BO
1254
Bank OZK
Arkansas
$228K +$228K +4,954 New
PWM
1255
Prentice Wealth Management
New York
$228K -$17.9K -388 -7%
CIAS
1256
Capital Investment Advisory Services
North Carolina
$228K -$39.6K -861 -15%
TC
1257
Telemus Capital
Michigan
$228K +$2.58K +56 +1%
PI
1258
PFS Investments
Georgia
$227K +$227K +4,927 New
PCIG
1259
Partners Capital Investment Group
Massachusetts
$226K +$80.9K +1,756 +56%
FFA
1260
First Foundation Advisors
California
$226K +$226K +4,901 New
DLHL
1261
Donald L. Hagan LLC
Florida
$225K -$3.96K -86 -2%
ESB
1262
Essex Savings Bank
Connecticut
$224K +$10.3K +224 +5%
FPAS
1263
Focus Partners Advisor Solutions
Missouri
$224K +$224K +4,866 New
ONST
1264
Old North State Trust
North Carolina
$223K -$17.6K -382 -7%
PIA
1265
Perennial Investment Advisors
California
$222K +$138 +3 +0.1%
FM
1266
Foster & Motley
Ohio
$222K
HPC
1267
HM Payson & Co
Maine
$221K -$1.9M -41,197 -90%
V
1268
VeraBank
Texas
$221K -$18.4K -399 -8%
LF
1269
Lantz Financial
Illinois
$218K +$17.5K +380 +9%
LCS
1270
Levin Capital Strategies
New York
$217K -$4.6K -100 -2%
EHC
1271
Everett Harris & Co
California
$217K +$217K +4,711 New
SL
1272
Summitry LLC
California
$216K -$16.3K -354 -7%
SWA
1273
Sightline Wealth Advisors
Connecticut
$216K
FAIM
1274
Financial Advocates Investment Management
Washington
$216K +$216K +4,682 New
AC
1275
Almitas Capital
California
$214K