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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 %
GI
1501
Gradient Investments
Minnesota
$103K -$13.4M -183,261 -99%
DSC
1502
Duncker Streett & Co
Missouri
$103K +$146 +2 +0.1%
RFA
1503
Reilly Financial Advisors
California
$103K +$8.93K +123 +9%
CWA
1504
Clearview Wealth Advisors
Oregon
$102K -$583 -8 -0.6%
FCA
1505
FinTrust Capital Advisors
South Carolina
$100K +$42.8K +591 +75%
JWA
1506
JFS Wealth Advisors
Pennsylvania
$97K -$14.3K -196 -13%
IF
1507
Ironwood Financial
Arizona
$97K – – –
AW
1508
Avion Wealth
Texas
$97K +$5.31K +73 +6%
WAM
1509
Wolverine Asset Management
Illinois
$97K +$97K +1,346 New
EFSCE
1510
Enterprise Financial Services Corp (EFSC)
Missouri
$94K +$7.37K +101 +9%
SAM
1511
S.A. Mason
Michigan
$92K +$4.22K +58 +5%
PGAM
1512
Princeton Global Asset Management
New Jersey
$91K -$51.5K -709 -36%
BWM
1513
Baystate Wealth Management
Massachusetts
$90K +$655 +9 +0.7%
FNBOSM
1514
First National Bank of South Miami
Florida
$90K +$4.75K +65 +6%
SLF
1515
Sun Life Financial
Ontario, Canada
$89K -$435 -6 -0.5%
FPS
1516
Fieldpoint Private Securities
Connecticut
$83K -$3.29K -45 -4%
DOA
1517
D'Orazio & Associates
Virginia
$82K -$1.16K -16 -1%
GWS
1518
Glassman Wealth Services
Virginia
$82K +$12.5K +171 +18%
JAM
1519
JCIC Asset Management
Ontario, Canada
$81K – – –
FMII
1520
Farmers & Merchants Investments Inc
Nebraska
$80K -$1.09K -15 -1%
CFFP
1521
Center for Financial Planning
Michigan
$80K – – –
MGIM
1522
M&G Investment Management
United Kingdom
$78.5K -$29.2K -400,152 -27%
SGAM
1523
Smith Group Asset Management
Texas
$77K +$10.5K +144 +16%
TFGT
1524
TS Financial Group (TSFG)
Illinois
$76K -$6.62K -91 -8%
CCA
1525
Column Capital Advisors
Indiana
$76K – – –
59 60
61
62 63