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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 %
EWA
1301
EP Wealth Advisors
California
$381K -$1.21M -15,110 -76%
KA
1302
Kovack Advisors
Florida
$381K +$13.8K +173 +4%
HCA
1303
Heck Capital Advisors
Wisconsin
$381K +$14.1K +177 +4%
SDWMA
1304
Schneider Downs Wealth Management Advisors
Pennsylvania
$379K – – –
AC
1305
Abbrea Capital
California
$379K +$10.4K +130 +3%
VIP
1306
Vantage Investment Partners
Missouri
$378K – – –
FSA
1307
Fort Sheridan Advisors
Illinois
$377K – – –
CT
1308
Cambridge Trust
Massachusetts
$376K -$7.35K -92 -2%
FA
1309
Fortis Advisors
Pennsylvania
$375K – – –
TWP
1310
Tempus Wealth Planning
California
$375K +$375K +4,693 New
SAM
1311
SP Asset Management
California
$373K -$3.68K -46 -1%
LWMM
1312
Legacy Wealth Management (Mississippi)
Mississippi
$372K +$372K +4,659 New
KMWM
1313
Keudell/Morrison Wealth Management
Oregon
$370K -$15K -188 -4%
GVAG
1314
Great Valley Advisor Group
Delaware
$370K +$4.95K +62 +1%
JA
1315
JOYN Advisors
Georgia
$368K +$3.67K +46 +1%
BCA
1316
Berman Capital Advisors
Georgia
$368K +$5.89K +74 +2%
BBI
1317
Baxter Bros Inc
Connecticut
$367K -$9.11K -114 -2%
DC
1318
DeDora Capital
California
$365K +$365K +4,573 New
KJHP
1319
K.J. Harrison & Partners
Ontario, Canada
$364K +$128K +1,600 +54%
CAMG
1320
CWA Asset Management Group
Florida
$364K +$364K +4,557 New
LDFR
1321
Lehman & Derafelo Financial Resources
Pennsylvania
$363K +$14.5K +181 +4%
SYBT
1322
Stock Yards Bank & Trust
Kentucky
$362K – – –
MA
1323
Mutual Advisors
Nebraska
$362K +$1.12K +14 +0.3%
MIH
1324
Meitav Investment House
Israel
$361K -$49.1K -617 -12%
BJL
1325
Brighton Jones LLC
Washington
$361K -$42K -526 -10%
51 52
53
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