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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 %
PCG
1376
Private Capital Group
Connecticut
$250K -$271K -3,728 -52%
SVWAG
1377
Sound View Wealth Advisors Group
Georgia
$250K +$146 +2 +0.1%
GC
1378
Gilbert & Cook
Iowa
$249K -$68.7K -945 -22%
JC
1379
JCSD Capital
California
$247K – – –
HPWM
1380
Highland Private Wealth Management
Washington
$246K -$6.26K -86 -2%
RIM
1381
Reliant Investment Management
Tennessee
$245K -$128K -1,755 -34%
GPA
1382
Garrison Point Advisors
California
$245K -$12.4K -171 -5%
PB
1383
Pinnacle Bancorp
Nebraska
$244K +$28.1K +386 +13%
CWM
1384
CCG Wealth Management
California
$243K -$431K -5,921 -64%
EHWM
1385
Eads & Heald Wealth Management
Georgia
$243K -$42.6K -585 -15%
BFS
1386
Bard Financial Services
Connecticut
$243K -$30.9K -425 -11%
LFA
1387
Legacy Financial Advisors
Kentucky
$243K +$243K +3,334 New
CI
1388
Cordant Inc
Oregon
$243K +$243K +3,343 New
LOAME
1389
Lombard Odier Asset Management (Europe)
United Kingdom
$242K -$1.48M -20,247 -86%
TSS
1390
Two Sigma Securities
New York
$242K -$293K -4,024 -55%
LWCFA
1391
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$242K -$146K -1,997 -38%
NCM
1392
Noesis Capital Mangement
Florida
$239K +$239K +3,280 New
SM
1393
Salzhauer Michael
$238K -$7.2M -99,257 -97%
BWCS
1394
Beirne Wealth Consulting Services
Connecticut
$238K -$1.27M -17,405 -84%
GL
1395
Graypoint LLC
New York
$237K -$2.4K -33 -1%
BFPW
1396
BOK Financial Private Wealth
Colorado
$237K +$237K +3,257 New
MWA
1397
Meridian Wealth Advisors
Texas
$236K – – –
TAIM
1398
TD Ameritrade Investment Management
Nebraska
$236K – – –
MFS
1399
Mirabella Financial Services
United Kingdom
$236K +$236K +3,247 New
W
1400
WealthStone
Ohio
$236K +$236K +3,248 New
54 55
56
57 58