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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 %
ANBT
1476
American National Bank & Trust
Texas
$12K -$2.67K -57 -18%
AWM
1477
Abound Wealth Management
Tennessee
$11.9K +$2.58K +55 +28%
MIA
1478
Milestone Investment Advisors
Wisconsin
$11.8K +$11.8K +252 New
CMANY
1479
Capital Management Associates (New York)
New York
$11.7K -$7.69K -164 -40%
BONH
1480
Bank of New Hampshire
New Hampshire
$11.7K
BCMLT
1481
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.6K -$47 -1 -0.4%
FSWA
1482
Financial Synergies Wealth Advisors
Texas
$11K +$9.49K +202 +631%
VFIC
1483
Valley Forge Investment Consultants
Pennsylvania
$10.8K -$892 -19 -8%
CAL
1484
Capital Advisors Ltd
Ohio
$10K +$1.04K +22 +12%
PMFA
1485
Plante Moran Financial Advisors
Michigan
$9.99K -$7.27K -155 -42%
HWA
1486
HHM Wealth Advisors
Tennessee
$9.94K -$3.52K -75 -26%
AWM
1487
Atticus Wealth Management
Florida
$9.67K +$94 +2 +1%
RA
1488
Rise Advisors
New York
$9.42K +$94 +2 +1%
AFG
1489
Albion Financial Group
Utah
$9.19K
PFP
1490
Pinnacle Financial Partners
Tennessee
$9.14K
BWP
1491
Baldwin Wealth Partners
Massachusetts
$8.82K
PGAM
1492
Princeton Global Asset Management
New Jersey
$8.77K
TLA
1493
Tanglewood Legacy Advisors
Texas
$8.68K
VWM
1494
Venturi Wealth Management
Texas
$8.66K +$8.66K +185 New
MCI
1495
MRP Capital Investments
Georgia
$8.44K
SSC
1496
Syverson Strege & Co
Iowa
$8.35K +$7.78K +166 +1,383%
SC
1497
Schubert & Co
Texas
$7.78K +$2.72K +58 +54%
WIM
1498
WealthPlan Investment Management
Nebraska
$7.41K +$7.41K +158 New
AF
1499
Arrow Financial
New York
$7.03K
RWPA
1500
Richard W. Paul & Associates
Michigan
$6.75K