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Citigroup

1,562 hedge funds and large institutions have $65.3B invested in Citigroup in 2023 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 694 increasing their positions, 547 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,562
Holders Change
-33
Holders Change %
-2.07%
% of All Funds
25%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.64%
New
124
Increased
694
Reduced
547
Closed
123
Calls
$3.98B
Puts
$5.83B
Net Calls
-$1.85B
Net Calls Change
-$852M
Name Holding Trade Value Shares
Change
Shares
Change %
BAAM
1301
Baker Avenue Asset Management
California
$148K +$122K +2,609 +469%
GBT
1302
Grove Bank & Trust
Florida
$148K +$26.7K +570 +22%
PCIG
1303
Partners Capital Investment Group
Massachusetts
$148K -$18.4M -391,849 -99%
HI
1304
Hoey Investments
Pennsylvania
$147K -$19.9K -425 -12%
WPWM
1305
Western Pacific Wealth Management
Illinois
$146K +$67.5K +1,440 +86%
EBA
1306
Eagle Bay Advisors
New York
$146K -$20.7K -441 -12%
AA
1307
Ancora Advisors
Ohio
$145K +$24.4K +521 +20%
FCMT
1308
Founders Capital Management (Texas)
Texas
$141K
DSC
1309
Duncker Streett & Co
Missouri
$140K
BCWM
1310
Bartlett & Co Wealth Management
Ohio
$138K
HDIM
1311
Hanson & Doremus Investment Management
Vermont
$138K -$17.1K -364 -11%
BC
1312
Bartlett & Co
Ohio
$138K
BEI
1313
Benjamin Edwards Inc
Missouri
$138K +$21.7K +464 +19%
SCM
1314
Silvant Capital Management
Georgia
$136K
AWM
1315
Avior Wealth Management
Nebraska
$135K +$35.3K +753 +35%
LWCFA
1316
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$135K
GM
1317
GeoWealth Management
Illinois
$131K +$131K +2,780 New
WBC
1318
West Branch Capital
Massachusetts
$125K +$13.1K +280 +12%
QL
1319
Quarry LP
New York
$125K -$27.5K -587 -18%
HIA
1320
Harbor Investment Advisory
Maryland
$124K -$2.3K -49 -2%
WTA
1321
Washington Trust Advisors
Massachusetts
$123K -$5.81K -124 -5%
GWS
1322
Glassman Wealth Services
Virginia
$119K +$27.3K +583 +30%
IUHSA
1323
Itau Unibanco Holding S.A.
Brazil
$118K +$118K +2,523 New
TWA
1324
TCI Wealth Advisors
Arizona
$118K +$52.4K +1,118 +80%
GG
1325
Gleason Group
Kentucky
$111K -$4.41K -94 -4%