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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 %
KOC
1326
Koss-Olinger Consulting
Florida
$305K +$305K +4,193 New
EA
1327
Emerald Advisors
Washington
$303K -$86.6K -1,192 -22%
AssetMark Inc
1328
AssetMark Inc
California
$303K -$18.3K -251 -6%
BMC
1329
Beaton Management Company
Massachusetts
$303K – – –
GLA
1330
Good Life Advisors
Pennsylvania
$302K +$39.2K +540 +15%
RWB
1331
RMR Wealth Builders
New Jersey
$302K +$69.3K +953 +30%
BA
1332
Bridgewater Advisors
New York
$300K +$300K +4,035 New
RBC
1333
Roble Belko & Company
Pennsylvania
$299K – – –
CL
1334
Choreo LLC
Illinois
$298K +$10.3K +141 +4%
WGAM
1335
Wilkinson Global Asset Management
New York
$297K +$297K +4,080 New
LWP
1336
Legacy Wealth Planning
Nevada
$295K +$11.3K +155 +4%
GJIC
1337
Gamble Jones Investment Counsel
California
$291K – – –
HIA
1338
Harbor Investment Advisory
Maryland
$291K +$79.2K +1,090 +37%
PAG
1339
Pinnacle Advisory Group
Maryland
$291K +$291K +3,997 New
CAMG
1340
CWA Asset Management Group
Florida
$289K -$73 -1 -0%
CIS
1341
Capital International Sarl
California
$289K +$289K +3,974 New
PCIA
1342
Prime Capital Investment Advisors
Kansas
$288K +$10.9K +150 +4%
EI
1343
Ellevest Inc
New York
$288K +$33.7K +463 +13%
CCM
1344
Check Capital Management
California
$286K – – –
WWM
1345
Wagner Wealth Management
South Carolina
$285K +$285K +3,916 New
MSFS
1346
Main Street Financial Solutions
Pennsylvania
$284K -$3.21K -44 -1%
HHGA
1347
Halbert Hargrove Global Advisors
California
$284K +$9.17K +126 +3%
AWA
1348
Arkadios Wealth Advisors
Georgia
$283K +$116K +1,602 +70%
SC
1349
Sepio Capital
Utah
$282K -$1.36M -18,744 -83%
AWA
1350
AmeriServ Wealth Advisors
Pennsylvania
$280K – – –
52 53
54
55 56