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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 %
FFG
1451
Frisch Financial Group
New York
$207K +$207K +2,849 New
CWA
1452
Capital Wealth Alliance
Arizona
$206K +$206K +2,836 New
ONST
1453
Old North State Trust
North Carolina
$205K +$25.6K +352 +14%
6F
1454
626 Financial
Michigan
$205K +$205K +3,830 New
VAG
1455
VisionPoint Advisory Group
Texas
$204K +$204K +2,805 New
FWP
1456
Firethorn Wealth Partners
Georgia
$203K +$203K +2,791 New
VM
1457
Venator Management
Pennsylvania
$202K -$490K -6,730 -71%
FFWM
1458
Future Financial Wealth Management
Ohio
$202K -$72.8K -1,000 -26%
FMTC
1459
Farmers & Merchants Trust Company
California
$202K +$202K +2,776 New
CW
1460
CreativeOne Wealth
Kansas
$201K +$201K +2,759 New
SFA
1461
Source Financial Advisors
New York
$201K +$201K +2,768 New
CAG
1462
Csenge Advisory Group
Florida
$200K -$89.8K -1,240 -31%
HL
1463
HeadInvest LLC
Maine
$200K +$200K +2,757 New
SFO
1464
Standard Family Office
South Dakota
$198K +$26.9K +370 +16%
SAI
1465
Systematic Alpha Investments
New Jersey
$194K – – –
AWM
1466
Accel Wealth Management
Iowa
$186K +$40K +549 +27%
ATC
1467
Adirondack Trust Company
New York
$180K +$142K +1,944 +371%
SCM
1468
Silvant Capital Management
Georgia
$174K – – –
CCC
1469
Crescent Capital Consulting
Louisiana
$171K +$11.2K +154 +7%
CHC
1470
City Holding Co
West Virginia
$166K +$43.6K +600 +36%
MCM
1471
MV Capital Management
Maryland
$165K +$3.42K +47 +2%
HCM
1472
Highlander Capital Management
New Jersey
$155K – – –
PWMG
1473
Prestige Wealth Management Group
New Jersey
$151K – – –
SC
1474
Sierra Capital
Florida
$151K +$151K +2,074 New
GGHC
1475
Gilder Gagnon Howe & Co
New York
$148K +$145K +2,000 +5,714%
57 58
59
60 61