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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 %
LFA
1526
Legend Financial Advisors
Pennsylvania
$2.86K
EWM
1527
Evermay Wealth Management
Virginia
$2.72K
EAM
1528
Eukles Asset Management
Ohio
$2.67K
RTL
1529
Red Tortoise LLC
Georgia
$2.39K
CM
1530
Cornerstone Management
Georgia
$2.35K
IFAM
1531
Institutional & Family Asset Management
Colorado
$2.35K
APC
1532
Aspire Private Capital
North Carolina
$2.21K
CSWM
1533
Cassady Schiller Wealth Management
Ohio
$2.16K -$4.5K -96 -68%
SWG
1534
Summit Wealth Group
Vermont
$2K +$2K +114,646 New
SHIM
1535
Stone House Investment Management
Pennsylvania
$1.97K +$1.97K +42 New
BAM
1536
Bellevue Asset Management
Washington
$1.89K +$1.89K +40 New
JFG
1537
JDM Financial Group
Texas
$1.78K
Kayne Anderson Rudnick Investment Management
1538
Kayne Anderson Rudnick Investment Management
California
$1.64K +$1.64K +35 New
AFS
1539
Annapolis Financial Services
Maryland
$1.45K -$94 -2 -6%
LSA
1540
Lansing Street Advisors
Pennsylvania
$1.41K
GGI
1541
Godsey & Gibb Inc
Virginia
$1.41K +$1.41K +30 New
BHWM
1542
Beaird Harris Wealth Management
Texas
$1.34K -$4.49K -97 -77%
BFA
1543
BBJS Financial Advisors
Washington
$1.13K
AA
1544
Altman Advisors
Illinois
$1.04K +$396 +8,680 +62%
M
1545
MOTCO
Texas
$1.03K
UFF
1546
USA Financial Formulas
Michigan
$1.03K +$1.03K +22 New
PSB
1547
Piscataqua Savings Bank
New Hampshire
$1.03K
PP
1548
PrairieView Partners
Minnesota
$1K
NMG
1549
New Millennium Group
Utah
$985
CMA
1550
Cedar Mountain Advisors
Oregon
$938