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Citigroup

1,596 hedge funds and large institutions have $63.5B invested in Citigroup in 2023 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 601 increasing their positions, 632 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,596
Holders Change
+35
Holders Change %
+2.24%
% of All Funds
25.17%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.69%
New
143
Increased
601
Reduced
632
Closed
101
Calls
$3.85B
Puts
$5.28B
Net Calls
-$1.43B
Net Calls Change
+$417M
Name Holding Trade Value Shares
Change
Shares
Change %
IPW
1476
Impact Partnership Wealth
Georgia
$19.4K +$19.4K +421 New
VSQM
1477
V-Square Quantitative Management
Illinois
$19.2K +$19.2K +416 New
WP
1478
WealthPLAN Partners
Nebraska
$18.5K +$92 +2 +0.5%
AA
1479
AlphaMark Advisors
Kentucky
$18K
CAL
1480
Capital Advisors Ltd
Ohio
$18K +$8.39K +184 +87%
GIA
1481
GHP Investment Advisors
Colorado
$17.5K -$22.4K -504 -56%
CNBTD
1482
Citizens National Bank Trust Department
Mississippi
$17.5K -$5.06K -110 -22%
CPG
1483
Cornerstone Planning Group
New Jersey
$17.4K +$17.4K +378 New
JWM
1484
Janiczek Wealth Management
Colorado
$17.2K +$4.19K +91 +32%
SFG
1485
Steward Financial Group
Texas
$17K +$17K +372 New
GJIA
1486
Glass Jacobson Investment Advisors
Maryland
$17K +$17K +369 New
CTA
1487
Colonial Trust Advisors
South Carolina
$16.8K -$18.9K -411 -53%
AWM
1488
Abound Wealth Management
Tennessee
$16.8K +$5.11K +111 +44%
LWANC
1489
Laurel Wealth Advisors (North Carolina)
North Carolina
$16.7K
RFG
1490
RFP Financial Group
Georgia
$16.3K +$1.7K +37 +12%
JGIA
1491
Jackson Grant Investment Advisers
Connecticut
$15.8K
TC
1492
Truvestments Capital
Florida
$15.7K +$15.3K +332 +3,320%
MA
1493
Montag & Associates
Georgia
$15.4K -$56.3K -1,224 -79%
CBT
1494
CoreFirst Bank & Trust
Kansas
$15.3K -$41.9K -909 -73%
FMTCOCP
1495
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K -$34.5K -727 -70%
MAWCM
1496
Mine & Arao Wealth Creation & Management
California
$14.8K
NCM
1497
Northwest Capital Management
Oregon
$14.6K +$14.6K +317 New
ME
1498
McIlrath & Eck
Washington
$14.5K -$46K -1,000 -76%
RTL
1499
Red Tortoise LLC
Georgia
$14.5K +$12.1K +263 +516%
FBC
1500
Fairfield, Bush & Co
Connecticut
$13.8K +$13.8K +300 New