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Citigroup
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Overview Fund Activity

1,744 hedge funds and large institutions have $134B invested in Citigroup in 2019 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 602 increasing their positions, 686 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,744
Holders Change
+148
Holders Change %
+9.27%
% of All Funds
34.44%
Holding in Top 10
153
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+25.41%
% of All Funds
3.02%
New
247
Increased
602
Reduced
686
Closed
70
Calls
$3.17B
Puts
$4.81B
Net Calls
-$1.64B
Net Calls Change
-$603M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$671M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
+$211M
3
BlackRock
BlackRock
New York
+$118M
4
Two Sigma Investments
Two Sigma Investments
New York
+$115M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$112M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$872M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$339M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$286M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$277M
5
PP
Prudential plc
United Kingdom
-$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
1276
Bartlett & Co Wealth Management
Ohio
$409K – – –
CL
1277
Choreo LLC
Illinois
$409K -$52.1K -652 -11%
IWS
1278
Insight Wealth Strategies
California
$409K +$409K +5,124 New
AAP
1279
Arax Advisory Partners
Colorado
$408K -$6.16K -77 -1%
MWP
1280
MYCIO Wealth Partners
Pennsylvania
$407K -$3.84K -48 -0.9%
SP
1281
Successful Portfolios
Florida
$406K -$13.7K -172 -3%
SWP
1282
Strategic Wealth Partners
Ohio
$405K +$193K +2,423 +91%
VFA
1283
Voya Financial Advisors
Connecticut
$403K -$89.1K -1,121 -18%
LFA
1284
Legacy Financial Advisors
Kentucky
$402K -$3.43K -43 -0.8%
HA
1285
Harbor Advisors
Florida
$399K – – –
SCG
1286
Sonata Capital Group
Washington
$397K – – –
TIA
1287
Tiemann Investment Advisors
California
$396K +$4K +50 +1%
BW
1288
Bison Wealth
Georgia
$396K +$157K +1,969 +66%
JG
1289
Jefferies Group
New York
$394K -$3.1M -38,815 -89%
BPWA
1290
Beacon Pointe Wealth Advisors
California
$394K -$10.8K -135 -3%
PWM
1291
PBMares Wealth Management
Virginia
$390K +$390K +4,879 New
AFAS
1292
Acorn Financial Advisory Services
Virginia
$390K +$390K +4,888 New
AssetMark Inc
1293
AssetMark Inc
California
$389K +$17.4K +218 +5%
WCM
1294
Weik Capital Management
Pennsylvania
$388K -$2K -25 -0.5%
HFM
1295
Hartford Financial Management
Connecticut
$386K – – –
TFO
1296
Tarbox Family Office
California
$385K -$66.1K -828 -15%
FCA
1297
FLC Capital Advisors
California
$385K -$320 -4 -0.1%
EMG
1298
Ellington Management Group
Connecticut
$383K -$207K -2,600 -35%
FA
1299
Faithward Advisors
Pennsylvania
$382K +$80 +1 +0%
SHGA
1300
Sand Hill Global Advisors
California
$382K +$31.3K +392 +9%
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