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Citigroup

1,698 hedge funds and large institutions have $109B invested in Citigroup in 2021 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 738 increasing their positions, 608 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,698
Holders Change
-11
Holders Change %
-0.64%
% of All Funds
29.64%
Holding in Top 10
69
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-23.33%
% of All Funds
1.2%
New
140
Increased
738
Reduced
608
Closed
131
Calls
$4.47B
Puts
$7.03B
Net Calls
-$2.56B
Net Calls Change
-$581M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
1501
Clearview Wealth Advisors
Oregon
$99K +$423 +6 +0.4%
AW
1502
Avion Wealth
Texas
$95K +$637 +9 +0.7%
IF
1503
Ironwood Financial
Arizona
$94K
IFAM
1504
Institutional & Family Asset Management
Colorado
$91K -$46.2K -656 -34%
GWS
1505
Glassman Wealth Services
Virginia
$91K +$11.6K +164 +15%
RFA
1506
Reilly Financial Advisors
California
$90K -$10.9K -153 -11%
BWM
1507
Baystate Wealth Management
Massachusetts
$90K +$2.34K +33 +3%
GI
1508
Gradient Investments
Minnesota
$89K -$10.4K -147 -10%
SAM
1509
S.A. Mason
Michigan
$89K
SQA
1510
Simon Quick Advisors
New Jersey
$89K +$35.3K +500 +66%
MA
1511
MCF Advisors
Kentucky
$89K +$89K +1,255 New
JWA
1512
JFS Wealth Advisors
Pennsylvania
$88K -$5.57K -79 -6%
MSFP
1513
Mark Sheptoff Financial Planning
Connecticut
$88K +$17.7K +250 +25%
DAM
1514
Delta Asset Management
Tennessee
$86K -$21.2K -300 -20%
AA
1515
Addison Advisors
Vermont
$85K +$85K +1,205 New
FCA
1516
FinTrust Capital Advisors
South Carolina
$83K -$14.3K -203 -15%
FPS
1517
Fieldpoint Private Securities
Connecticut
$83K
SWA
1518
SOA Wealth Advisors
New York
$81K +$8.69K +124 +12%
FMII
1519
Farmers & Merchants Investments Inc
Nebraska
$78K
CFFP
1520
Center for Financial Planning
Michigan
$77K
EFSCE
1521
Enterprise Financial Services Corp (EFSC)
Missouri
$76K -$15.6K -219 -17%
TFGT
1522
TS Financial Group (TSFG)
Illinois
$76K +$1.85K +26 +2%
CCA
1523
Column Capital Advisors
Indiana
$74K
EARNEST Partners
1524
EARNEST Partners
Georgia
$73K
FGAM
1525
Financial Gravity Asset Management
Texas
$71K -$10.9K -4 -13%