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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 %
RI
1301
Ridgewood Investments
New Jersey
$322K +$322K +4,421 New
HCM
1302
Hodges Capital Management
Texas
$321K -$33.1K -455 -9%
ST
1303
Smithfield Trust
Pennsylvania
$321K – – –
EWM
1304
Endurance Wealth Management
Rhode Island
$321K +$10.9K +150 +4%
XSC
1305
X-Square Capital
Puerto Rico
$321K +$62.6K +862 +24%
GEA
1306
Glen Eagle Advisors
New Jersey
$321K +$946 +13 +0.3%
EWM
1307
EPG Wealth Management
Georgia
$319K +$80.6K +1,108 +34%
LIM
1308
Leavell Investment Management
Alabama
$319K +$319K +4,391 New
AWM
1309
AllSquare Wealth Management
New York
$318K +$117K +1,600 +58%
CGH
1310
CMG Global Holdings
Texas
$318K +$318K +4,376 New
ZB
1311
Zions Bancorporation
Utah
$317K -$5.23K -72 -2%
TFS
1312
TrustCore Financial Services
Tennessee
$316K +$34.1K +468 +12%
CSA
1313
Cottage Street Advisors
Massachusetts
$315K +$73 +1 +0%
GAM
1314
Griffin Asset Management
New York
$314K +$42.4K +583 +16%
MWPCG
1315
Measured Wealth Private Client Group
New Hampshire
$314K +$314K +4,311 New
AI
1316
AXS Investments
New York
$314K +$314K +4,322 New
AWMT
1317
AAFMAA Wealth Management & Trust
North Carolina
$313K -$3.32M -45,690 -91%
WA
1318
Waverly Advisors
Alabama
$313K +$313K +4,111 New
MCM
1319
Manchester Capital Management
Vermont
$311K – – –
1832 Asset Management
1320
1832 Asset Management
Ontario, Canada
$308K -$60M -826,436 -99%
RPWA
1321
Regent Peak Wealth Advisors
Georgia
$308K +$17.5K +241 +6%
AIC
1322
Ayalon Insurance Company
Israel
$307K -$93.1K -1,275 -23%
PBC
1323
Pavion Blue Capital
California
$307K – – –
DBT
1324
Dubuque Bank & Trust
Iowa
$305K -$15.2K -209 -5%
SIM
1325
SSI Investment Management
California
$305K -$146 -2 -0%
51 52
53
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