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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 %
MW
1426
MBL Wealth
North Carolina
$219K +$219K +3,013 New
NW
1427
NewEdge Wealth
Pennsylvania
$218K +$218K +2,992 New
WP
1428
WMS Partners
Maryland
$218K +$218K +3,000 New
BCWM
1429
Bartlett & Co Wealth Management
Ohio
$217K +$2.18K +30 +1%
HCP
1430
Hexagon Capital Partners
Arkansas
$217K – – –
BC
1431
Bartlett & Co
Ohio
$217K +$2.18K +30 +1%
CBFP
1432
Cedar Brook Financial Partners
Ohio
$217K +$217K +2,989 New
VDI
1433
Vaughan David Investments
Illinois
$215K +$215K +2,962 New
RMAM
1434
Raab & Moskowitz Asset Management
New Jersey
$215K +$215K +2,964 New
MHR
1435
Matthew Hamilton Rosenberg
$214K +$6.41K +88 +3%
BB
1436
Bell Bank
North Dakota
$214K +$214K +2,947 New
CB
1437
CNB Bank
Pennsylvania
$213K -$2.33K -32 -1%
TWM
1438
Titus Wealth Management
California
$213K +$213K +2,926 New
RPC
1439
Rossmore Private Capital
Connecticut
$212K +$212K +2,908 New
VCM
1440
Violich Capital Management
California
$212K +$212K +2,910 New
JWBC
1441
J.W. Burns & Co
New York
$211K +$211K +2,896 New
BWAM
1442
Boyd Watterson Asset Management
Ohio
$211K +$211K +2,905 New
SWA
1443
Sutton Wealth Advisors
Florida
$211K +$8.15K +112 +4%
GWM
1444
Greenwich Wealth Management
Connecticut
$210K +$210K +2,880 New
KCPG
1445
Kavar Capital Partners Group
Kansas
$210K +$210K +2,880 New
WBC
1446
West Branch Capital
Massachusetts
$209K +$209K +2,867 New
NFC
1447
Northeast Financial Consultants
Connecticut
$209K +$209K +2,868 New
VWM
1448
Vigilare Wealth Management
Arizona
$209K +$209K +2,870 New
RCG
1449
Rock Creek Group
District of Columbia
$207K -$143K -1,967 -41%
HR
1450
Hayden Royal
North Carolina
$207K +$207K +2,842 New
56 57
58
59 60